Runn Help

Learn how Runn works. Everything from the basics to our more advanced features.

60 articles in this collection
Written by Nicole, Rowan Savage, and Shannon Toe

Getting Started with Runn

Set up your Runn account

How to set up your Runn account

Written by Shannon Toe
Updated over a week ago

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 hourly cost

Learn about the default hourly cost 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 Shannon Toe
Updated over a week ago

The standard rate card

How to manage your standard rate card

Written by Nicole
Updated over a week ago

The internal rate card

How to manage your internal rate card

Written by Nicole
Updated over a week ago

Custom rate cards

How to manage your custom rate cards

Written by Shannon Toe
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 Shannon Toe
Updated over a week ago

Placeholders

What placeholders are and how to use them

Written by Shannon Toe
Updated over a week ago

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

Time off

What time off is and how to manage it

Written by Shannon Toe
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

Time tracker extension for Chrome

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

Gravatars

How to set your Gravatar profile picture

Written by Nicole
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

Clients

Clients

What clients are and how to manage them

Written by Shannon Toe
Updated over a week ago

Client insights

How to read your client insights

Written by Nicole
Updated over a week ago

Projects

Projects

What projects are and how to manage them

Written by Nicole
Updated over a week ago

Rescheduling a project

How to move or reschedule projects

Written by Rowan Savage
Updated over a week ago

Duplicating a project

How to duplicate a repeating or recurring project

Written by Shannon Toe
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

Real-time 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