You can click on the Table of Contents on the right to jump to any section anytime.

Go to Settings > Account Settings to update your default account settings.

To quickly set up, make sure your account's currency, default full-time hours and default rate type are correct.

If you need a few other collaborators to set up the account with you, head over to Settings > Invite users to add other admins to your account.

After setting up the account, you can bulk invite all users with the CSV tool later.

There are different levels of permissions. The user type controls who can do what, while the financial permissions control who can see what.

You can add people manually or by importing them with Runn's CSV importer. A CSV template can be found at Settings > Import.

To manually load your people, go to the Project tab > click on the + New button on the left > Person

If you need to add more than one person at once, you can also click on + New > Bulk Add > Person.

Enter the details of each person. Check out Managing People to learn more about each field.

If you would like to add other person details that are not in the default fields, you will first have to set up custom fields. Custom fields allow you to add and filter information for your projects and people specific to your organization.

After importing people, you will notice that a list of new Roles has been created under Manage > Roles.

The current Default Role Rates and Default Role Costs are $0. If you need to use Runn to track your revenue and costs, you need to set up the default rates and costs.

Runn also uses the rates and costs to forecast any placeholders you have scheduled.

Click on Bulk Edit to edit the rates and costs.

Go to Manage > Rates to set up your rate cards.

You can have multiple rate cards for your different customers and projects. Projects are created by default with the standard rate card.

When you add a new rate card, you can also choose whether to set it up using hourly or daily rates, and using a blended/single rate or per-role rates.

Note: If you are only using Runn for resource management and scheduling, you do not need to add rates for your people.

You can add clients and projects manually or by importing them with Runn's CSV importer. A CSV template can be found at Settings > CSV.

To manually load your projects, go to the Project tab > click on the + New button on the left > Project

If you need to add more than one person at once, you can also click on + New > Bulk Add > Person.

Enter the details of each project. Check out Managing Projects to learn more about each field.

If you would like to add other project details that are not in the default fields, you will first have to set up custom fields. Custom fields allow you to add and filter information for your projects and people specific to your organization.

If you would like to track your project's baseline start date and end date, you can set up Date Custom Fields for your projects.

Head over to the People planner and add all public holidays and planned time-off for your team members.

It's time to start scheduling your people!

Head over to the Project Planner, add people to your projects and draw out their assignments. Refer to Scheduling a Project for a detailed how-to.

If you plan to enable timesheets, please schedule assignments on dates AFTER the expected date of launching timesheets to your users.

If you're often setting up the same types of projects, Project Templates allow you to speed up the process without having to worry about missing any important project details every time.

If you want to use timesheets, make sure timesheets are enabled in your account settings. Check at Settings > Account Settings

Then, make sure everyone on your team has an email address added. See Step 6.

If you want to use integrations to import data into Runn, use our integrations with HR systems and time-tracking tools. We recommend you set up any integrations in your Runn TEST account first.

(Integration with WorkflowMax is no longer supported from March 8, 2023 for new users. Existing users can still have access to the WorkflowMax integration)

Go to Settings > API to generate your API token. View our API docs here.

If you have many projects and people on the Planner, you can better segment the list of projects and people on the Planner with Views.

All users will be asked to choose their default view when they log in to Runn so they can focus only on the projects or people relevant to them.

Last step - Invite other users to Runn to start managing the projects or logging their timesheets. Refer to Step 1.

View Runn’s help resources at help.runn.io