Table of Contents
1. Invite admins and users
Head over to Settings > Invite user to add other admins and collaborators to your account.
There are different levels of permissions. The account type controls who can do what, while the financial permissions control who can see what.
2. Set your default account settings
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.
3. Import People & Roles via CSV
Follow the instructions in this Help article: Import People & Roles via CSV.
4. Add role charge-out rates/costs
Go to Manage > Roles, here you should see the roles you have imported to Runn.
Note: If you are only using Runn for resource management and scheduling, you do not need to add rates for your people.
Runn also uses the rates to provide forecasts for any placeholders you have scheduled.
5. Set up rate cards (optional)
Go to Manage > Rates to set up your rate cards.
You can have multiple rate cards for your different customers and projects. Projects get created with the standard rate card by default.
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.
6. Importing Clients & Projects via CSV
Follow the instructions in this Help article: Importing Clients & Projects via CSV
7. Add public holidays and leave
8. Schedule people on projects
You will have to schedule people on projects in Runn first before adding the previous timesheets to Runn.
Head over to the Planner, add people to your projects and draw out their assignments. Refer to Scheduling a Project for a detailed how-to.
Set up Project Templates for recurring projects (optional)
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.
9. Importing Time Data via CSV (optional)
If you want to use timesheets, make sure timesheets are enabled in your account settings. Check at Settings > Account.
Then, make sure everyone on your team has an email address added.
Follow the instructions in this Help Article: Importing Time Data via CSV
Invite everyone into Runn with Viewer Basic or Timesheet Only permissions.
View Runn’s help resources at help.runn.io
If you have any pressing questions or issues, please contact us via the in-app chat, or send us an email to firstname.lastname@example.org.