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Project Planner Overview

How to use the Project Planner

Updated yesterday

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

⌨ 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

πŸ’‘ 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:

πŸ‘₯ Project Team Grouping

Choose whether to group project team members inside a project by:

Roles

Workstreams


πŸ”  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.


πŸ—“οΈ 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 on, display total effort for each assignment by default (Recommended)
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  • 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:
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  • Click 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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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.

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