Runn

This article describe the benefits and general information about the tool. Include a short video introduction.

CSV Import & Export - Overview

Set up your Runn account (via CSV Import)

Data Format and Requirements for CSV Tool

Quick Guide to Setup Budgets via the CSV

 CSV Import & Export

Import/ Export People

Import/ Export Roles, Default Rates & Costs

Import/ Export People Custom Fields

Import/ Export Contracts

Import/ Export Skills & Levels

Import/ Export Time Off

Import/ Export Skills

CSV Import & Export - People

Import/ Export Projects

Import/ Export Project Custom Fields

Import/ Export Phases (including Phase Budgets)

Import/ Export Milestones

Import/ Export Budget Per Role (including Project Roles & Rates)

For Projects with Budget Method set as Phases and Roles

Import/ Export Phase & Role Budgets

Import/ Export Placeholders

CSV Import & Export - Projects

Invite New Users and Export/ Import User Permissions

Import Restricted Managers to Projects

Import Restricted Managers to People

CSV Import & Export - Users and Permissions

Import/ Export Assignments

CSV Import & Export - Assignments

Import/ Export Timesheets

CSV Import & Export - Timesheets

Set Up/ Update Custom Fields Properties

CSV Import & Export - Custom Fields Setup

On the Matching Columns page, what do I do if the column headers are not matched?

What to do when I see the "Option does not exist" error?

What to do if there is an error?

The CSV tool flags errors even though I have input the value in the correct format. Why?

How do I update project rates in bulk using the CSV tool?

FAQs

Product Updates

Developer Center

System Status

Find answers and get help from Intercom Support and Community Experts

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