The Project Overview report provides a forecast of key effort-based and financial metrics for each of your projects.
You can adjust the date range to view key KPIs for your projects, organized into daily, weekly, monthly, and quarterly periods. You can add additional grouping or additional fields as needed.
IMPORTANT - Read more about how Runn accounts for scheduled vs. actual hours, placeholders, tentative projects, and overtime in the Runn Metrics Glossary
Customize the Report
Learn more about how to use the Report Customization Features here
Budget metrics are only available at the Overview level (for the entire project duration), as Runn does not currently support budgeting by time period.
Default Settings
Date Range is set for all Project History (Overview)
If you would like to view a monthly report, select Period and Monthly and define the Start Date and End Date
Tentative Projects are Included
To exclude tentative projects from the report, disable the Tentative Toggle.
Only Active Projects are included
If you would like to include archived projects, click on Project State and check Archived
Example 1: Track Project Budget and Budget Remaining
Go to Reports > Presets > Projects > Overview
From Columns, expand Budget and select Project Budget and Project Budget Remaining > Apply
(Optional) Click on the column header to sort by Project Budget Remaining to identify the most over- or underallocated Project
Example 2: Forecast Potential Monthly Revenue for the Year
As a leader, I want to forecast potential revenue that includes confirmed and tentative projects with at least an 80% probability of winning, so I can make data-driven business decisions.
I should be able to see the amounts separated by Project Status and combined, and this should update automatically when a project moves up in probability to the correct threshold.
Setting up the projects:
Under Manage > Custom Fields
Set up a Project Single-Select Custom Field named Probability of Winning
Options should include "over 80%" (for tentative projects) and "Won" (for confirmed projects)
From the Project Planner > Select the Project > Populate the Probability of Winning field
Creating the custom report:
Go to Reports> Presets > Project > Overview
Turn Tentative Toggle On
Filter > Project Custom Field > Probability of Winning > tick Won and over 80%
Group > Add Grouping > Select Project Status
Columns > Financials > Tick Project Revenue
Time Period > Select Months > Define the time period
Click Create Report