Project Planner overview

How to use the Project Planner

Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over a week ago

At any one time, dozens of projects are underway. Each with their own deadlines, milestones, budgets, and often sharing people. Runn's Project Planner provides a bird's-eye view of all those projects and helps you understand your projects' performance at a glance.

The New Button

The New button allows you to create all the property types within Runn.

For projects and people, you can choose to add them one by one, use Bulk Add, or import them.

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.

  • You can add multiple people at once, or

  • Click the person's avatar to instantly add them to the project.

For more information on assignments and related functions see Managing Assignments

Effort Unit

You can toggle between different effort units to be shown on the Planner.

Group by

Group By lets you view your projects based on their commonalities. The default grouping is "All" which shows all projects on the planner.

You can also group your projects by their status, client, primary team, pricing model and project tags.

If you are grouping by a parameter and would like to expand all the groupings at once, you can click this icon to expand all:

Sort by

Sort By lets you sort the order of the projects as they appear on the planner. The default order is by "Client Name".

Searching and filtering

You can filter the project list by certain criteria or search for a specific one. See Searching and filtering for more information.

You can also use the star icon to see your favorite project. When you start a project, the project is starred only in your view but not other users.

Utilization Charts

In Runn, there are 3 types of charts for you to get visual forecasts of your people's time: Capacity, Availability, and Utilization.

For more information on Runn's charts, see How to Use Charts.

Scenario planning with tentative projects

Tentative projects are projects that are planned but haven't been confirmed yet. They allow you to see how potential new work will impact your existing workload and bottom line, otherwise known as scenario planning.

To do scenario planning in Runn, turn on the charts. Select which tentative project(s) you want to be in the scenario. You'll see the charts adjust to reflect each scenario.

Project overview lines and milestones

The project line shows the start and end date of a project based on the start of the first and the end of the last assignment on a project. Clicking on a specific date will allow you to add a milestone to record important events related to the project.

For more information, see Project milestones.


Project phases help you to segment and plan out your project’s workflow in Runn.

Simply expand your project, click-and-drag to create a phase, or use the calendar option to select the start and end dates.

You can have multiple phases running in parallel with each other and color code them.

To view your project phases at all times on the Project Planner, click on the toggle and turn on Always Show Phases.

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.

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