Project Planner & Allocations
Learn how to navigate the Project Planner and learn quick tips on as adding allocations, people and placeholders.
Video | Description | Help Articles |
Learn how to add Projects to Runn. | ||
See how to manually add a project | ||
Add milestones and phases to your projects. | ||
Add roles via the Budgeting tools | ||
Add people to your projects from the Project Planner. |
| |
Add placeholders to projects. | ||
Add work to your resources and placeholders. |
| |
Edit and adjust workload of your resources on the Project Planner |
| |
Clone assignments to people and placeholders. | ||
Transfer work to from placeholders to real people. | ||
Transfer work from from one person to another. | ||
Transfer work from a person to a placeholder. | ||
Request a resource as needed. | ||
Review the tools on this planner for both projects & people. |
|
People Planner & Group Utilization
Learn how to understand a person's workload, and how to view and filter for specific resources.
Video | Description | Help Articles |
Learn how to add a person to Runn. | ||
See how to interpret utilization data for each person |
| |
Understand Views, Filtering and grouping | ||
Understand how group utilizations charts work. |
Charts and What- If Scenarios
This sections explains capacity, availability and utilization charts and explores What If Scenario planning.
Video | Description | Help Articles |
Reviews how different charts work to help in forecasting capacity and predicting gaps. | ||
Show how to use project tools to try different scenarios. |
Reports
Learn how reports work and read up on the different types available.
Videos | Description | Help Articles |
Reviews all 4 project reports and how they can be used to pull project KPIs. | ||
Reviews all 4 people reports to show what metrics can be seen like utilization and variance. |
Other Useful Help Articles
Description | Help Articles |
Permission - Editor | |
Permission- Viewer Basic | |
Permission- Viewer All | |
Permission- TimeSheet | |
Views |