The Project Overview report provides a forecast of key effort-based and financial metrics for each of your projects. Unlike the Project Period or Project Cumulative Report, this report shows totals for the entire duration of a project.
IMPORTANT - Read more about how Runn accounts for scheduled vs. actual hours, placeholders, tentative projects, and overtime in the Runn Metrics Glossary
Suitable if you are looking to report metrics for:
Totals of a project
Portfolio of projects grouped by teams or Project Custom fields
Project Budget & Budget Remaining
This report might not be right for you if you want to:
Produce a daily/weekly/monthly report
Produce a report based on a customized date range
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
Tentative Projects are Excluded
To view tentative projects in the report, enable 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 > 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:
Track Phase Budget and Budget Remaining per phase
Go to Reports > Overview
Click on Group
Click Add Grouping
Expand Workstreams & Phases > Select Phases
Drag Phase to a level below Project
Click on Columns
Expand Project and select Budget Method
Expand Budget and select Phase/Role Budget ($) and Phase/Role Budget Remaining ($) > Apply
