At any one time, dozens of projects are underway. Each has its own deadlines, milestones, and budgets, and often the same people work on them.
Runn's Project Planner provides a bird's-eye view of all your projects and helps you understand their performance at a glance.
How to read the Project Planner?
Project Timeline
The blue project timeline shows the start and end dates of a project based on the start date of the first event and the end date of the last event on a project. An event can be an assignment, a phase or a milestone.
The icon on the timeline represents milestones added to the project.
The colored lines represent the timeline of each phase added to the project.
Project Team members and workloads
When you expand a project, you can view and edit the list of project team members and the scheduled assignments:
Learn more about scheduling a project here.
Project Budget Tracking
If your project has a budget, when you expand it, you will see a bar that indicates how it's tracking. As you create assignments and use up your budget, the bar will update automatically.
This is a great way to instantly see how your assignments are impacting your budget in terms of hours and dollars.
Timeline Navigation
By default, you are viewing the current month's timeframe. The date of today is highlighted in blue:
Click on the dropdown menu on the top right to select a timeframe in the current view:
The options are:
Week (5 days)
Month (5 weeks)
Quarter (3 months)
Half Year (6 months)
Year (12 months)
Click on the arrow on the top right to navigate across the timeline:
Single left arrow - view previous week
Double left arrow - view previous month
Today - view the timeframe that covers Today
Single right arrow - view next week
Double right arrow - view next month
β¨ Keyboard Shortcut
left arrow key on your keyboard - view previous week
right arrow key on your keyboard - view next week
Group By
Group By lets you view your projects on the planner based on their commonalities. The default grouping is All (no grouping, listing out all projects in the account).
The projects are grouped by Clients by default. Click on the grey arrow to open the drop-down menu to select other grouping options:
Options available under Group by:
All (display all projects on the planner as one group)
Status
Client
Primary Team
Pricing Model
Tags
Workstreams
Single-select or Multi-select Custom Fields
If you are grouping by an attribute and would like to expand all the groupings at once, you can click this icon to expand or collapse all:
Chart
The Chart gives you an overview of the future workload (scheduled assignments) for your people, so you can plan ahead and notice if there are any resource gaps or overbooking.
In Runn, there are 3 types of charts for you to get visual forecasts of your people's time: Capacity, Availability, and Utilization.
To learn more about Runn's charts, see How to Use Charts.
Tentative Toggle
The Tentative Toggle lets you include or exclude tentative projects on the Project Planner and when calculating availability or utilization in the Charts.
When turned on, both confirmed and tentative projects are visible on the Project Planner and their workloads are included in the Charts' calculation
When turned off, tentative projects are hidden from the Project Planner and their workloads are excluded from the Charts' calculation
Scenario Planning: Display the effects of only selected tentative projects
If you only want to include or exclude the workload of specific tentative projects for scenario planning purposes, you can customize which tentative projects to include or exclude. This is useful when you are doing scenario planning.
Different combinations of tentative projects let you see the impact of different scenarios. Runn recalculates your team's workload in the People Planner and Charts to help you determine how the new work will best fit within your team.
To learn more about tentative projects, see Tentative Projects.
Sort By
Sort By lets you reorder projects within a grouping. The list is sorted by Project Name by default. Click on the grey arrow to open the drop-down menu to select other sorting options:
Project Name
Client Name
Start Date
End Date
π‘ Pro Tip
Prefix your project names with your Internal Project ID, so you can sort the project by your internal Project IDs!
Project Settings (Advanced Display Settings)
The cogwheel icon lets you configure advanced display settings. Click on the icon to open or close the Projects Settings side panel:
π₯ Project Team Grouping
Choose whether to group project team members inside a project by:
Roles
Workstreams
π Always Show Phases
To view your project phases at all times on the Project Planner, even when the project is collapsed, click on the toggle and turn on Always Show Phases.
ποΈ Assignments
Unit
Choose how to display assignment units when you expand a project and view each person's assignments:
Hours per day
Hours per week
FTE
Capacity %
Show Total Effort
When turned off, the total effort is displayed only when you hover your cursor on the assignment
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Adding a person to a project
To add a person to a project, expand the project, then click Assign Person or Placeholder.
You can search for a specific person by their name or role, or use the Filter to narrow down the list of people
Tick the checkbox of the person you would like to add
You can also select another role that is different from their default role
You can add multiple people at once by ticking multiple checkboxes
If you would like to select all people on the list, you can tick the checkbox next to the search bar:
βClick Add Selected
To quickly add one person, click the person's avatar to instantly add them to the project.
Learn more about scheduling assignments.
Searching and filtering
Type in keywords (e.g. Name of the person, team name) in the Search projects... field to filter the project list
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Apply one or multiple filters to customize the list of people based on your needs, and save the filtered list if needed:
For more information, see Searching and filtering.
Add to Favorite (Star icon)
You can also use the star icon to denote your favorite project. When you star a project, the project is starred only in your view, not in other users' views.


























