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 quickest way to get familiar with the Project Planner is to watch our introduction video.
Creating New Projects, People, Clients, and Roles
The New button allows you to create all the types within Runn.
For projects and people, you can choose to add them one-by-one, use Bulk Add, or importing 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 Working with Assignments
Searching and filtering
You can filter the project list by or search for a specific one. See Searching and filtering projects and people for more information.
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 Real-Time 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, then 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 co-ordinate 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, you will see a ring around the project icon on the Project Planner. As you create assignments and use up your budget, the ring will update automatically.
This is a great way to instantly see how your assignments are impacting your budget in terms of hours and dollars. When you start going over-budget, the over-budget portion of the ring turns red. Hover over the ring to get more details of your budgets.