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Runn Help
Learn how Runn works. Everything from the basics to our more advanced features.
62 articles in this collection
Written by
Nicole,
Rowan Savage,
and
Shannon Toe
Getting Started with Runn
Runn overview and tutorial video
A 15 minute overview of Runn and its features
Written by
Rowan Savage
Updated over a week ago
Scheduling a project
How to schedule a project
Written by
Nicole
Updated over a week ago
Inviting users to your Runn account
How to invite users and set their permission level
Written by
Nicole
Updated over a week ago
Admin and Account Settings
Managing your Runn users' access permissions
Learn about Runn's account access permissions and how to restrict access to sensitive financial data
Written by
Nicole
Updated over a week ago
How to invite timesheet users to Runn
How to invite people to Runn so they can enter their timesheets
Written by
Nicole
Updated over a week ago
Logging into your account
How to log in to your Runn account
Written by
Nicole
Updated over a week ago
Deleting your Runn account
How to delete your user account or Runn account
Written by
Rowan Savage
Updated over a week ago
Roles
Roles
What roles are and how to create, edit, and delete them
Written by
Nicole
Updated over a week ago
The default internal role cost
Learn about the default internal role cost you set up when creating a new role and how it is used in Runn
Written by
Nicole
Updated over a week ago
The standard role charge-out rate
Learn about the standard charge-out rate you set up when creating a new role and how it is used in Runn
Written by
Nicole
Updated over a week ago
Rates and Rate Cards
Rate cards
What rate cards are and how to assign them to your projects
Written by
Nicole
Updated today
The standard rate card
How to manage your standard rate card
Written by
Nicole
Updated over a week ago
The internal rate card
The internal rate card explained
Written by
Rowan Savage
Updated over a week ago
Custom rate cards
How to manage your custom rate cards
Written by
Nicole
Updated over a week ago
People
Managing people
How to add, edit and delete people
Written by
Nicole
Updated over a week ago
People insights
How to read your people insights
Written by
Nicole
Updated over a week ago
Employment contracts
What employment contracts are and how to manage them
Written by
Nicole
Updated over a week ago
Time off
What time off is and how to manage it
Written by
Shannon Toe
Updated over a week ago
Calculating hourly costs for full-time employees
How to calculate the hourly cost for your full-time, salaried employees
Written by
Nicole
Updated over a week ago
Timesheets and actuals tracking
How to use Runn's built-in timesheets
Written by
Nicole
Updated over a week ago
Runn Time Tracker Chrome Extension
The Runn Time Tracker gives you the ability to track and record your time against projects scheduled within Runn.
Written by
Nicole
Updated over a week ago
Placeholders
What placeholders are and how to use them
Written by
Shannon Toe
Updated this week
Teams
What teams are and how to manage them
Written by
Shannon Toe
Updated over a week ago
Tags
What tags are and how to use them
Written by
Shannon Toe
Updated over a week ago
Gravatars
How to set your Gravatar profile picture
Written by
Nicole
Updated over a week ago
Clients
What is a Client?
Clients are ways of grouping projects. They can be whatever suits your needs.
Written by
Rowan Savage
Updated over a week ago
Managing your clients
How to add, edit and view your clients.
Written by
Nicole
Updated over a week ago
Client insights
How to read your client insights
Written by
Nicole
Updated over a week ago
Projects
What is a project?
What projects are and how to use them.
Written by
Nicole
Updated over a week ago
Managing projects
How to create, edit and view projects.
Written by
Nicole
Updated over a week ago
Duplicating a project
How to duplicate a repeating or recurring project
Written by
Rowan Savage
Updated over a week ago
Reschedule a project
How to move or reschedule projects
Written by
Rowan Savage
Updated over a week ago
Archiving and deleting projects
How to archive or delete a project.
Written by
Nicole
Updated over a week ago
Tentative projects
What tentative projects are and how to use them
Written by
Shannon Toe
Updated over a week ago
Project budgets
Project budgets enable you to rapidly budget a project by adding high-level hour estimates to roles.
Written by
Nicole
Updated over a week ago
Project Insights ($)
How to read your project insights
Written by
Nicole
Updated over a week ago
Project performance charts
How to read the project performance chart
Written by
Rowan Savage
Updated over a week ago
Variance reports
How to read the project variance reports
Written by
Shannon Toe
Updated over a week ago
What are project milestones?
What project milestones are and why they are valuable in project management.
Written by
Shannon Toe
Updated over a week ago
Managing project milestones
How to create, edit and delete project milestones
Written by
Shannon Toe
Updated over a week ago
Project phases
What phases are and how to create, edit, and delete them
Written by
Shannon Toe
Updated over a week ago
Working with Assignments
Managing assignments
How to create and manage assignments
Written by
Nicole
Updated over a week ago
Editing assignments - the right-click menu
How to use the right-click menu to edit and manage assignments
Written by
Nicole
Updated over a week ago
Splitting assignments
Written by
Nicole
Updated over a week ago
Transferring assignments
Written by
Nicole
Updated over a week ago
Assignment notes
How to manage assignment notes
Written by
Nicole
Updated over a week ago
Creating one-day and one-week assignments
Written by
Nicole
Updated over a week ago
Non-billable assignments
How to manage your non-billable work
Written by
Nicole
Updated over a week ago
Planner
Project Planner overview
How to use the Project Planner
Written by
Nicole
Updated over a week ago
People Planner overview
How to use the People Planner
Written by
Shannon Toe
Updated over a week ago
Project and people charts
An overview of Runn's project and people charts
Written by
Shannon Toe
Updated over a week ago
Searching and filtering
How to search for people and projects on the Planner
Written by
Rowan Savage
Updated over a week ago
Reports
Reports Guide
Get an overview of Runn's reports. Anything from how to use the reporting dashboard to what assumptions went into our metrics calculations.
Written by
Nicole
Updated over a week ago
Reports Fields Glossary
Fields add static information to your reports data tables, which you can use to narrow down the data rows displayed in your reports.
Written by
Nicole
Updated over a week ago
Reports Metrics Glossary
Metrics are the numerical values and calculations that appear in your reports, such as hours, revenue, or utilization.
Written by
Nicole
Updated over a week ago
Project Overview Report
Important KPIs for your entire projects
Written by
Shannon Toe
Updated over a week ago
Project Period Report
Important KPIs for your projects broken into weekly, monthly, and quarterly periods.
Written by
Shannon Toe
Updated over a week ago
Project Cumulative Report
Running totals of projects to the end of the selected period.
Written by
Shannon Toe
Updated over a week ago
People Explorer Report
Important KPIs for your people grouped by weekly, monthly and quarterly periods
Written by
Shannon Toe
Updated over a week ago
People Variance Report
Difference between scheduled and actual (timesheet) hours
Written by
Shannon Toe
Updated over a week ago
Missing Timesheets Report
Find missing timesheets
Written by
Rowan Savage
Updated over a week ago
People Utilization Report
Utilization metrics for your people for confirmed projects.
Written by
Rowan Savage
Updated over a week ago