Each Role Name has to be unique

Only a numeric value is accepted e.g. 100

Do not input symbols e.g. $

Only a numeric value is accepted e.g. 100

Do not input symbols e.g. $

Special Characters are supported

Special Characters are supported

This is a unique identifier in Runn

Ensure there are no duplicated emails

This is the person's Job Title in the organization's HR system.

If added, you can choose to view Job Title on the People Planner.

The Default Role Name is the default project role when a person is assigned to a project.
​

If you add new Role Names that don't exist in Runn, a new role will be automatically created. The default rates and costs of the new role will be set as $0. You can update them later.

Each person can only belong to one Team

If you have a custom hourly cost for each person (or salary based on Job Title/seniority), you need to enter the custom hourly cost for the person
​

If you don't need Runn to calculate the cost, you can enter 0 for each person.
​

If this is left blank, the person's cost-to-business will default to the Role Default Cost according to the Default Role Name assigned.

Format: YYYY-MM-DD

The dates have to be within 5 years from the date you create the contract.

If you did not add a Start Date, Runn will add an assumed start date for the person

Format: YYYY-MM-DD

If the person's contract does not have an End Date e.g. permanent employee, you can leave this blank.

Enter Employee or Contractor

If you would like to add Public Holidays to your people based on their locations, please add their locations as tags.
​

If you want to add multiple tags to a person, use a comma as the separator

If your tag names contain a comma, and you need to add multiple tags to a person, add quotation marks to each tag

The format required is Skill Name, or Skill Name=Skill Level
​

Each skill name has to be unique
​

Skill Level can be 0 to 4, 4 is the highest level
​

You can just enter the Skill Name if you don't need to define the Skill Level
​

If your source file has Skill Names and Skill levels separated into different cells, the format in the Skills & Levels Importer might be easier for you

If you need to use the API or integrations to maintain people data, please enter the relevant ID here.
​

The format required is Field Name=ID Number
​

If you want to use Employee ID as the Person Identifier in future CSV imports, you can enter the Employee ID here e.g. Employee-ID=45656
​

Runn does not validate whether the ID is unique in the field

The unique email address of each person, or

The unique Employee ID you have added in the External References field in the People CSV file, or

Runn's Person ID (from CSV Export)

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Enter the custom field option/data for the person
​

Example: If the Custom Field Name is Location, and the person is based in Canada, enter Canada in this field
​

If it is a Single-select or Multi-select custom field, the value MUST be one of the custom field options you set up from the Custom Field page
​

If it is a Multi-select custom field, use a comma as the separator

If it is a Checkbox custom field, enter Y or N to indicate Yes or No
​

If you don't need to add the custom field data to the person, leave it blank

If you are adding a new Contract, leave this field blank

If you are updating an existing Contract, keep the Contract ID same as the one exported from Runn.

This is the Person's email address. It should be exactly the same as the email added in Runn.

You must have the person created in Runn before adding a new contract.

This field is for reference only and will not be updated.

This field is for reference only and will not be updated.

This is the person's Job Title in the organization's HR system.

If added, you can choose to view Job Title on the People Planner

The Default Role Name is the default project role when a person is assigned to a project
​

The role names should match those already created in the Roles template, otherwise, it will create a new role.
​

If you add new Role Names that don't exist in Runn, the default rates and costs of the new role will be set as $0. You can update them later

Enter Employee or Contractor

Format: YYYY-MM-DD

The dates have to be within 5 years from the date you create the contract.

Format: YYYY-MM-DD

When entered, the person'as availability on the People Planner will be shown as No Contract

If the person's contract does not have an End Date e.g. permanent employee, you can leave this blank

If the person works Monday to Friday, the default state is 1,1,1,1,1

You can leave this field if the person works Monday to Friday
​

If the person has a rostered day off, enter 0 for that day
​

For example, if the person is off on Wednesday, enter 1,1,0,1,1

If the person is a FTE staff, you can leave this blank

If the person is a part-time employee, please enter the working hours per day in minutes

Example: If the person works 4 hours per day, please enter 60 minutes * 4 = 240 minutes

Runn does not support different minutes per day worked for each day

If you have a custom hourly cost for each person (or salary based on Job Title/seniority), you need to enter the custom hourly cost.
​

If you don't need Runn to calculate cost, you can enter 0 for each person
​

If this is left blank, the person's cost-to-business will default to the Role Default Cost according to the Default Role Name assigned

The unique email address of each person, or

The unique Employee ID you have added in the External References field in the People CSV file, or

Runn's Person ID (from CSV Export)

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Each skill name has to be unique

Enter a numeric value from 0 to 4

4 is highest and 0 is lowest

The unique email address of each person, or

The unique Employee ID you have added in the External References field in the People CSV file

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Format: YYYY-MM-DD

Format: YYYY-MM-DD

Add a note to indicate what type of time off this is e.g. Annual Leave

The Project Name has to be unique

Please leave this column blank or delete the column

The Client Name has to be unique

If you include your client's website, Runn will display your client's company logo on the planner.

Confirmed or Tentative

If you would like to add customized project statuses, you can add them as Project Custom Fields later

Add the Primary Team assigned to the Project

If the Primary Team Name does not exist in Runn, a new Team will be created

A project can only have one primary team

This will NOT automatically add all the team members to the project, you will still have to add the project team members manually in Runn

Time and Materials, Fixed Price or Non-billable

You must create Rate Cards manually in Runn first

Only add Rate Card Names that exist in Runn

If you don't need to use rate cards, leave this field blank

Updating the Rate Card Name doesn't update the Project Rates automatically

Only numeric values are accepted e.g. 10000

Add the financial budget for Time and Materials and Fixed Price projects

For Non-billable projects, you cannot add the time budget via the CSV tool here

If you want to add multiple tags to a project, use a comma as the separator

If your tag names contain a comma, and you need to add multiple tags to a project, add quotation marks to each tag

If you need to use the API or integrations to maintain projects data, please enter the relevant ID here.
​

The format required is Field Name=ID Number

If you want to use your internal Project ID as the Project Identifier in future CSV imports, you can enter the internal Project ID here e.g. Project-ID=45656
​

Runn does not validate whether the ID is unique in the field

If you need to bulk add Editors (Specific Projects) to your projects, you can enter their User IDs here

If this is your first time setting up the account, please leave this field blank first.

Read this help article to learn more

If you want to add multiple workstreams to a project, use a comma as the separator

If your tag names contain a comma, and you need to add multiple tags to a project, add quotation marks to each tag

Runn's Project ID (from CSV Export), or

Your organization's unique Internal Project ID you have added in the External References field in the Projects CSV file

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Enter the custom field option/data for the project
​

Example: If the Custom Field Name is Region, and the project is happening in Canada, enter Canada in this field
​

If it is a Single-select or Multi-select custom field, the value MUST be one of the custom field options you set up from the Custom Field page
​

If it is a Multi-select custom field, use a comma as the separator

If it is a Checkbox custom field, enter Y or N to indicate Yes or No
​

If you don't need to add the custom field data to the project, leave it blank

If you are adding a new Phase, leave this field blank

If you are updating an existing Phase, keep the Phase ID same as the one exported from Runn.

Runn's Project ID (from CSV Export), or

Your organization's unique Internal Project ID you have added in the External References field in the Projects CSV file

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

It is recommended to have unique phase names within each project

Define the Phase Color:

Refer to the Phase Color Index below

Format: YYYY-MM-DD

The date cannot fall on a weekend

Format: YYYY-MM-DD

The date cannot fall on a weekend

If you are adding a new Milestone, leave this field blank

If you are updating an existing Milestone, keep the Milestone ID same as the one exported from Runn.

Runn's Project ID (from CSV Export), or

Your organization's unique Internal Project ID you have added in the External References field in the Projects CSV file

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Add a description to a milestone, if any

Format: YYYY-MM-DD

The date can fall on a weekend

Define the Milestone Icon to appear on the Project Planner:

Emoji icons are not supported in the CSV importer

This is the unique identifier of the user

If the user is also a person managed in Runn, please to use the same email address

admin

editor

viewer_all

viewer_basic

timesheet_only

If the Account Type is admin, please add all in this field

If the Account Type is editor or viewer_all, please choose one of the following:

If the Account Type is viewer_basic or timesheet_only, please add none

If the Account Type is admin, please add all projects and people in this field

If the Account Type is editor, please choose one of the following:

If the Account Type is viewer_all, viewer_basic or timesheet_only, please add none

Runn's Project ID (from Projects CSV Export), or

Your organization's unique Internal Project ID you have added in the External References field in the Projects CSV file

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

The unique email address of each person, or

The unique Employee ID you have added in the External References field in the People CSV file, or

Runn's Person ID (from CSV Export)

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

The person's Project Role in this assignment, this can be different from their default Project Role
​

You must have the role created in Runn before adding assignments
​

The Role Name must be the same as the role names exported from the Roles, Default Rates and Costs CSV

Format: YYYY-MM-DD

The date cannot fall on a scheduled leave

The date cannot fall on a weekend or public holiday (unless it is a non-working day assignment)

Format: YYYY-MM-DD

The date cannot fall on a scheduled leave

The date cannot fall on a weekend or public holiday (unless it is a non-working day assignment)

The daily effort of the assignment

Example: If you want the person to work 4 hours per day on this assignment, add 60 minutes * 4 = 240 minutes

If you would like to add the assignment to an existing Phase, add the Phase ID here
​

To find out the Phase ID, go to CSV > Projects > Phases > Download Existing Phases CSV

If you would like to link the assignment to a new phase that has never been created within the project, enter the Phase Name here
​

The duration of the phase is the same as the duration of the first linked assignment

If it is a billable assignment, enter Y

If it is a non-billable assignment, enter N

If the assignment is scheduled on a regular work day, enter N (this is the most common use case)
​

If you would like to schedule work on a Public Holiday or weekend, you need to create a separate row for that day of assignment and enter Y

Add a description to the assignment if needed

If you want to link the assignment to a workstream, add the Workstream Name here

The unique email address of each person, or

The unique Employee ID you have added in the External References field in the People CSV file, or

Runn's Person ID (from CSV Export)

Enter the Person's First Name here for your reference.

If the person's email is sufficient as an identifier, you can remove this column

Enter the Person's Last Name here for your reference.

If the person's email is sufficient as an identifier, you can remove this column

Remove this column when importing the CSV file

You will see this field populated with the person's email in the exported file

Runn's Project ID (from Projects CSV Export), or

Your organization's unique Internal Project ID you have added in the External References field in the Projects CSV file

Enter the Project Name here for your reference.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Enter the Client Name here for your reference.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

The person's Project Role in this assignment, this can be different from their default Project Role
​

You must have the role created in Runn before adding timesheets
​

The Role Name must be the same as the role names exported from the Roles, Default Rates and Costs CSV

If you would like to add the timesheet to an existing Phase, add the Phase ID here
​

To find out the Phase ID, go to CSV > Projects > Phases > Download Existing Phases CSV

Enter the Phase Name here for your reference.

This is for your reference only. Changing the value in this field will NOT change any data in Runn.

Format: YYYY-MM-DD

The date can fall on a weekend

The number of minutes worked by the person

Example: If the person worked 4 hours on this day, add 60 minutes * 4 = 240 minutes

If it is a billable work, enter Y

If it is a non-billable work, enter N

Add a description to the timesheet entry if needed

If you want to link the timesheet entry to a workstream, add the Workstream Name here

The Workstream Name must have been added to the Project

Choose between Project or Person

This property CANNOT be updated once the field is created

Enter one of the following:

This property CANNOT be updated once the field is created

Name of Field as it will appear in Runn

Add more info about the field if needed

If you want to view the field on the Planner, enter Y

If you don't need to see it on the Planner, enter N (It will still be available on the Dashboard and in the Reports)

If you want to filter the Planner by this field, enter Y

If you don't need to filter by this field, enter N

If the field type is Single Select or Multi Select, enter the options here
​

You can add unlimited options here. Each option has to be unique
​

Example: For a Single Select Field - Location, enter all the possible locations that you want to be added to the people/ projects: France, Australia, Japan
​

Use a comma as the separator

You can only add new options to an existing field, you cannot change or remove existing options