Click on the table of Contents on the right to jump to any specific step.
1. Invite admins and users
Head over to Settings > Invite users to add other admins and collaborators to your account.
There are different levels of permissions. The user type controls who can do what, while the financial permissions control who can see what.
⚡ Top tip: See who you have invited to your account and who has pending invites at Settings > Users.
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 Roles via CSV
Follow the instructions in this Help article: Import/ Export Roles
Go to Manage > Roles, here you should see the roles you have imported to Runn.
Add the charge-out rate and the cost for each role. These will serve as a default for all your people with that role.
Note: If you are not using Runn to track revenue and cost, you do not need to add rates and cost for your people.
Runn also uses the rates and costs to provide forecasts for any placeholders you have scheduled.
4. Import People via CSV
Follow the instructions in this Help article: Import/ Export People
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 Projects via CSV
Follow the instructions in this Help article: Import/ Export Projects
7. Add public holidays and leave
Head over to the People planner and add all public holidays and planned time-off for your team members.
8. Schedule people on projects and add future assignments
Head over to the Project Planner, add people to your projects and draw out their future assignments. Refer to Scheduling a Project for a detailed how-to.
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⚡ Top tip: Turn on the charts to see the effect of your plans in real-time. Switch between Capacity & Workload, Availability, Utilization, and Project Billings charts.
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 historical Timesheet Data via CSV (optional)
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.
You will have to add future assignments to people on projects in Runn first before adding the historical timesheets to Runn.
Follow the instructions in this Help Article: Import/ Export Timesheets
Invite everyone into Runn with Viewer Basic or Timesheet Only permissions.
⚡ Top tip: Download our Time Tracker Chrome extension to sync time entries to Runn timesheets in real-time. Learn more from this short video. Set-up guide here.
Stuck?
If you have any pressing questions or issues, please contact us via the in-app chat, or send us an email to help@runn.io.