# Help Center | Runn > Need a little help? ## Getting Started - [Set up your Runn account](https://help.runn.io/en/articles/5185963-set-up-your-runn-account.md): How to set up your Runn account - [A Guide for Project Managers](https://help.runn.io/en/articles/8273502-a-guide-for-project-managers.md): Setting up your projects in Runn - [I'm new to Runn. How do I add historical data to my existing projects?](https://help.runn.io/en/articles/13565631-i-m-new-to-runn-how-do-i-add-historical-data-to-my-existing-projects.md) - [Set up your Runn account \(via CSV Import\)](https://help.runn.io/en/articles/7336788-set-up-your-runn-account-via-csv-import.md): How to set up your Runn account via CSV Import - [Notifications Overview](https://help.runn.io/en/articles/9893911-notifications-overview.md) - [Viewing In-app Notifications](https://help.runn.io/en/articles/10408080-viewing-in-app-notifications.md) - [Select the Projects and People you want to follow](https://help.runn.io/en/articles/10416393-select-the-projects-and-people-you-want-to-follow.md) - [Some people aren’t receiving notifications. What’s causing the issue?](https://help.runn.io/en/articles/10670881-some-people-aren-t-receiving-notifications-what-s-causing-the-issue.md): Explains why some users may not be getting notifications and what to do. - [Tagging & Notifications in Notes](https://help.runn.io/en/articles/11647800-tagging-notifications-in-notes.md): Support collaboration through tagging and notifications. - [Weekly Schedule Updates](https://help.runn.io/en/articles/12820450-weekly-schedule-updates.md): A weekly notification to help your team stay aligned and prepared for the week ahead. - [Project Team Member Updates](https://help.runn.io/en/articles/12833994-project-team-member-updates.md): Stay informed on staffing changes & ensure your project plans are up to date. - [Custom Fields](https://help.runn.io/en/articles/8226316-custom-fields.md) - [Teams](https://help.runn.io/en/articles/3799861-teams.md) - [Tags](https://help.runn.io/en/articles/4271894-tags.md): What tags are and how to use them - [Organizing Projects for Capacity Planning](https://help.runn.io/en/articles/16301101-organizing-projects-for-capacity-planning.md): Learn how to organize projects in Runn to understand project demand, analyze where people capacity is being used and identify potential capacity gaps. ## What's New & Coming - [27 Jul '26 - Upcoming Updates to Fixed Price Revenue and Effort Metrics in Reports](https://help.runn.io/en/articles/15880587-27-jul-26-upcoming-updates-to-fixed-price-revenue-and-effort-metrics-in-reports.md) - [13 Jul '26 - Scenario Planning: Create and Compare Saved Scenarios](https://help.runn.io/en/articles/15503862-13-jul-26-scenario-planning-create-and-compare-saved-scenarios.md) - [6 Jul '26 - Clearer resource request activity and filter by user in the Activity Log](https://help.runn.io/en/articles/15827296-6-jul-26-clearer-resource-request-activity-and-filter-by-user-in-the-activity-log.md) - [6 Jul '26 - Capacity Calculation Fix](https://help.runn.io/en/articles/15557553-6-jul-26-capacity-calculation-fix.md) - [22 Jun '26 - Bulk import/ export Project Other Expenses via CSV](https://help.runn.io/en/articles/15827191-22-jun-26-bulk-import-export-project-other-expenses-via-csv.md) - [27 Apr '26 - New Display Modes on Planners & Project Side Panel](https://help.runn.io/en/articles/14239087-27-apr-26-new-display-modes-on-planners-project-side-panel.md) - [26 Jan '26 - A More Intuitive Report Center Experience](https://help.runn.io/en/articles/13381909-26-jan-26-a-more-intuitive-report-center-experience.md) - [26 Jan '26 - Planner Updates & New Availability Summary Views](https://help.runn.io/en/articles/13226396-26-jan-26-planner-updates-new-availability-summary-views.md) - [12 Jan '26 - Sort phases in alphabetical order is available when editing assignments](https://help.runn.io/en/articles/13852293-12-jan-26-sort-phases-in-alphabetical-order-is-available-when-editing-assignments.md) - [Retirement of Classic Reports- January 2026](https://help.runn.io/en/articles/13442449-retirement-of-classic-reports-january-2026.md): FAQs about the retirement of classic reports. - [15 Dec '25 - Sorting settings can now be saved to Custom Reports](https://help.runn.io/en/articles/13172959-15-dec-25-sorting-settings-can-now-be-saved-to-custom-reports.md) - [8 Dec '25 - Manager Field is now available in Reports](https://help.runn.io/en/articles/13069766-8-dec-25-manager-field-is-now-available-in-reports.md) - [1 Dec '25 - Guided Placeholder Workflow](https://help.runn.io/en/articles/12979772-1-dec-25-guided-placeholder-workflow.md) - [Runn Roadmap](https://help.runn.io/en/articles/4398689-runn-roadmap.md): Here's a glimpse of what we have coming up. ## Video Tutorials - [Runn - Video Library](https://help.runn.io/en/articles/8638907-runn-video-library.md): Explore our video tutorials for quick and easy solutions to common questions. - [How Runn Works: A Quick Demo](https://help.runn.io/en/articles/6255327-how-runn-works-a-quick-demo.md): A quick overview of how Runn works. ## Projects - [Projects](https://help.runn.io/en/articles/1625907-projects.md): What projects are and how to manage them in Runn. - [Schedule a Project](https://help.runn.io/en/articles/1625914-schedule-a-project.md): How to schedule a project - [Project Phases](https://help.runn.io/en/articles/3623810-project-phases.md): What phases are and how to create, edit, and delete them - [Project Milestones](https://help.runn.io/en/articles/3623715-project-milestones.md): What project milestones are, how to manage them, and different types of milestones for your projects. - [Project Icon](https://help.runn.io/en/articles/14708581-project-icon.md) - [Project Notes](https://help.runn.io/en/articles/7065611-project-notes.md) - [Reschedule a project](https://help.runn.io/en/articles/4721837-reschedule-a-project.md): How to move or reschedule projects - [Duplicate a project](https://help.runn.io/en/articles/4560021-duplicate-a-project.md): How to duplicate a repeating or recurring project - [Archive/ Unarchive Projects](https://help.runn.io/en/articles/10948616-archive-unarchive-projects.md): Explains archiving and how to ensure your projects are included in reports - [Tentative Projects](https://help.runn.io/en/articles/3780190-tentative-projects.md): What tentative projects are and how to use them - [Scenario Toggle / Tentative Toggle](https://help.runn.io/en/articles/15496707-scenario-toggle-tentative-toggle.md) - [Scenario Planning: Create and Compare Saved Scenarios \(Beta\)](https://help.runn.io/en/articles/6141007-scenario-planning-create-and-compare-saved-scenarios-beta.md): Do essential scenario planning for all your what-if scenarios. - [Compare Planning Options with Individual Tentative Projects \(Lite and Legacy Plan\)](https://help.runn.io/en/articles/15467925-compare-planning-options-with-individual-tentative-projects-lite-and-legacy-plan.md) - [Project Dashboard - Time and Materials Projects](https://help.runn.io/en/articles/12526113-project-dashboard-time-and-materials-projects.md): How to read your project dashboard for Time & Materials Projects - [Project Dashboard - Fixed Price Projects](https://help.runn.io/en/articles/2826857-project-dashboard-fixed-price-projects.md): How to read your project dashboard for Fixed Price Projects - [Project Dashboard - Non-billable Projects](https://help.runn.io/en/articles/12527999-project-dashboard-non-billable-projects.md): How to read your project dashboard for Non-billable Projects - [Overview: Project Financials](https://help.runn.io/en/articles/11867483-overview-project-financials.md) - [Project Rates](https://help.runn.io/en/articles/15928209-project-rates.md): Understand how project rates work - [Rate Cards](https://help.runn.io/en/articles/2271982-rate-cards.md): What rate cards are and how to assign them to your projects - [Other Expenses \(Tracking non-labour expenses\)](https://help.runn.io/en/articles/6497203-other-expenses-tracking-non-labour-expenses.md): What other expenses are and how to track them - [Budget Methods](https://help.runn.io/en/articles/12004954-budget-methods.md) - [Setting Up Project Budget: Budget by Roles](https://help.runn.io/en/articles/11867664-setting-up-project-budget-budget-by-roles.md) - [Setting Up Project Budget: Budget by Phases](https://help.runn.io/en/articles/12012755-setting-up-project-budget-budget-by-phases.md) - [Setting Up Project Budget: Budget by Phases & Roles](https://help.runn.io/en/articles/12015147-setting-up-project-budget-budget-by-phases-roles.md) - [Quick Guide to Setup Budgets via the CSV](https://help.runn.io/en/articles/11867711-quick-guide-to-setup-budgets-via-the-csv.md) - [Budget, Rates & Financials FAQs](https://help.runn.io/en/articles/12614493-budget-rates-financials-faqs.md) - [How do I set up custom monthly revenue in a Fixed Price Project?](https://help.runn.io/en/articles/7282922-how-do-i-set-up-custom-monthly-revenue-in-a-fixed-price-project.md) - [How do I track project cost against budget for my non-billable projects?](https://help.runn.io/en/articles/15675820-how-do-i-track-project-cost-against-budget-for-my-non-billable-projects.md) - [Our rates change every year. How do I manage these rate changes in Runn for projects that span several years?](https://help.runn.io/en/articles/9944255-our-rates-change-every-year-how-do-i-manage-these-rate-changes-in-runn-for-projects-that-span-several-years.md) - [Can I set up different charge-out rates for different people in the same role?](https://help.runn.io/en/articles/7884557-can-i-set-up-different-charge-out-rates-for-different-people-in-the-same-role.md) - [How do I change my charge-out rates from hourly to daily?](https://help.runn.io/en/articles/6056947-how-do-i-change-my-charge-out-rates-from-hourly-to-daily.md) - [Can a person have different billing rates for different projects?](https://help.runn.io/en/articles/6050341-can-a-person-have-different-billing-rates-for-different-projects.md) - [What is Effective Hourly Rate in a Fixed Price Project?](https://help.runn.io/en/articles/9648705-what-is-effective-hourly-rate-in-a-fixed-price-project.md) - [How do I track project cost against the cost budget for my fixed price projects?](https://help.runn.io/en/articles/15928151-how-do-i-track-project-cost-against-the-cost-budget-for-my-fixed-price-projects.md): Runn does not have a native cost budget tracking feature. However, here's a workaround for you. - [How can I manage different currencies in Runn?](https://help.runn.io/en/articles/15891629-how-can-i-manage-different-currencies-in-runn.md): Create and Apply Rate Cards for Multi-Currency Projects in Runn - [Project Templates](https://help.runn.io/en/articles/6653761-project-templates.md): Project templates are a fast and easy way to set projects up and schedule people in Runn. - [How to create a Project Template?](https://help.runn.io/en/articles/6964119-how-to-create-a-project-template.md) - [How do I edit the details of a Project Template?](https://help.runn.io/en/articles/6964131-how-do-i-edit-the-details-of-a-project-template.md): Learn about how to view and edit details of the Template on the Project Template Dashboard - [How do I delete a Project Template?](https://help.runn.io/en/articles/6964215-how-do-i-delete-a-project-template.md) - [If I update the project budget and assignments in the Project Template, will the projects created from the template be updated automatically?](https://help.runn.io/en/articles/6971635-if-i-update-the-project-budget-and-assignments-in-the-project-template-will-the-projects-created-from-the-template-be-updated-automatically.md) - [Project Workstreams](https://help.runn.io/en/articles/9040090-project-workstreams.md): How to create and manage workstreams in Runn - [Clients](https://help.runn.io/en/articles/1625897-clients.md): What clients are and how to manage them - [Client insights \(Client Dashboard\)](https://help.runn.io/en/articles/2271511-client-insights-client-dashboard.md): How to read your client insights ## People - [Roles](https://help.runn.io/en/articles/1623255-roles.md): What roles are and how to create, edit, and delete them - [People](https://help.runn.io/en/articles/1625872-people.md): Everthing about setting up people in Runn - [Contracts](https://help.runn.io/en/articles/1625881-contracts.md): What employment contracts are and how to manage them - [Person Dashboard](https://help.runn.io/en/articles/1785072-person-dashboard.md): How to read your Person Dashboard - [People Notes](https://help.runn.io/en/articles/7142923-people-notes.md) - [View Job Title on People Planner](https://help.runn.io/en/articles/9170886-view-job-title-on-people-planner.md) - [What do I do if an employee leaves the company?](https://help.runn.io/en/articles/10753125-what-do-i-do-if-an-employee-leaves-the-company.md): This may depend on the size of your organization and the average length of your recruitment efforts. - [Archive/ Unarchive People](https://help.runn.io/en/articles/11573444-archive-unarchive-people.md) - [How do I track a person's supervisor or manager in Runn?](https://help.runn.io/en/articles/14095347-how-do-i-track-a-person-s-supervisor-or-manager-in-runn.md) - [Add or remove people from a project in Project Planner](https://help.runn.io/en/articles/14709020-add-or-remove-people-from-a-project-in-project-planner.md) - [Bench Reporting: Who is available to work](https://help.runn.io/en/articles/9260499-bench-reporting-who-is-available-to-work.md) - [People FAQs](https://help.runn.io/en/articles/15571783-people-faqs.md) - [Skills & levels](https://help.runn.io/en/articles/6316887-skills-levels.md): How to manage and use skills and levels - [How do I delete a skill?](https://help.runn.io/en/articles/6378466-how-do-i-delete-a-skill.md): Instructions on deleting a skill. - [How do I remove a skill from a person ?](https://help.runn.io/en/articles/6378464-how-do-i-remove-a-skill-from-a-person.md): Instructions on removing a skill from a resource. - [How do I view & manage skills?](https://help.runn.io/en/articles/6378461-how-do-i-view-manage-skills.md): Instructions on viewing all skills and which people have them outside the People Planner. - [How do I assign skills to placeholders?](https://help.runn.io/en/articles/6378451-how-do-i-assign-skills-to-placeholders.md): Instructions on assigning skills and levels to placeholders. - [How do I indicate proficiency in a certain skill?](https://help.runn.io/en/articles/6378438-how-do-i-indicate-proficiency-in-a-certain-skill.md) - [Can I group by skills?](https://help.runn.io/en/articles/6378476-can-i-group-by-skills.md) - [Time Off Overview](https://help.runn.io/en/articles/1659069-time-off-overview.md): What time off is and how to manage it - [Best Practices for Time Off](https://help.runn.io/en/articles/10748614-best-practices-for-time-off.md): Time off can affect your project hours. This article examines these effects and how to mitigate them. - [Scheduled Leave](https://help.runn.io/en/articles/7209600-scheduled-leave.md) - [Partial Scheduled Leave](https://help.runn.io/en/articles/9829444-partial-scheduled-leave.md) - [Public Holidays](https://help.runn.io/en/articles/7005576-public-holidays.md) - [Time Off Notifications](https://help.runn.io/en/articles/10471305-time-off-notifications.md) - [How do I delete multiple assignments/ time off for multiple people at a time?](https://help.runn.io/en/articles/6997736-how-do-i-delete-multiple-assignments-time-off-for-multiple-people-at-a-time.md) - [Time Off FAQs](https://help.runn.io/en/articles/15571646-time-off-faqs.md) ## Placeholders/ Request - [Overview: Placeholder & Drafting Resource Request](https://help.runn.io/en/articles/4177851-overview-placeholder-drafting-resource-request.md): What placeholders are and how to use them - [Overview: Resourcing Request Workflow](https://help.runn.io/en/articles/8328516-overview-resourcing-request-workflow.md) - [Placeholder Metrics Calculations: Workload, Financials, Utilization](https://help.runn.io/en/articles/12099255-placeholder-metrics-calculations-workload-financials-utilization.md): Understanding the how placeholder hours contributes to key metrics - [Find a Person to fulfill the Placeholder](https://help.runn.io/en/articles/12105825-find-a-person-to-fulfill-the-placeholder.md) - [Forecast Your Unmet Demand with Placeholders](https://help.runn.io/en/articles/12110519-forecast-your-unmet-demand-with-placeholders.md) - [Add Placeholders to a Project](https://help.runn.io/en/articles/12104022-add-placeholders-to-a-project.md): Add, edit or remove placeholders in a project - [Incoming Requests and Updates Notifications \(Project-based\)](https://help.runn.io/en/articles/10396146-incoming-requests-and-updates-notifications-project-based.md) - [Filtering the list of resourcing requests](https://help.runn.io/en/articles/10396402-filtering-the-list-of-resourcing-requests.md) - [Fulfilling a Resourcing Request](https://help.runn.io/en/articles/10396406-fulfilling-a-resourcing-request.md) - [Project Managers - Managing Resourcing Requests](https://help.runn.io/en/articles/8328551-project-managers-managing-resourcing-requests.md) - [Raising a Resource Request](https://help.runn.io/en/articles/10407383-raising-a-resource-request.md) - [My Resourcing Request Notifications](https://help.runn.io/en/articles/10471492-my-resourcing-request-notifications.md) - [Incoming Requests and Updates Notifications \(People-based\)](https://help.runn.io/en/articles/10471401-incoming-requests-and-updates-notifications-people-based.md) - [Hiring Managers - Using Resourcing Requests](https://help.runn.io/en/articles/8331508-hiring-managers-using-resourcing-requests.md) - [How can I find placeholders that have no team associated?](https://help.runn.io/en/articles/6240581-how-can-i-find-placeholders-that-have-no-team-associated.md) ## Permissions & Security - [InfoSec Documents \(Trust Center\)](https://help.runn.io/en/articles/9758093-infosec-documents-trust-center.md) - [How do I get a Security or Infosec questionnaire completed?](https://help.runn.io/en/articles/6047868-how-do-i-get-a-security-or-infosec-questionnaire-completed.md) - [Managing Permissions Overview: User Types](https://help.runn.io/en/articles/9743063-managing-permissions-overview-user-types.md): There are 3 levels of User Types - Admin, Manager and Contributor. Each has varying degrees of power.  - [Financial Data Permissions](https://help.runn.io/en/articles/9754885-financial-data-permissions.md): Financial permissions for Admins and Managers explained. - [Invite users to your Runn account](https://help.runn.io/en/articles/9884083-invite-users-to-your-runn-account.md) - [How to Change a User's Permission Settings](https://help.runn.io/en/articles/9759826-how-to-change-a-user-s-permission-settings.md) - [Quick Guide to Permission Setup](https://help.runn.io/en/articles/10211830-quick-guide-to-permission-setup.md) - [Permission Setup for Resource Managers](https://help.runn.io/en/articles/9868857-permission-setup-for-resource-managers.md) - [Permission Setup for Project Managers](https://help.runn.io/en/articles/9868985-permission-setup-for-project-managers.md) - [Permission Setup for Individual Contributors](https://help.runn.io/en/articles/10140237-permission-setup-for-individual-contributors.md) - [Admin User Type](https://help.runn.io/en/articles/9743080-admin-user-type.md): This article explains the different permissions that the Admin user type has by default and those that can be turned on/off. - [Edit Account Settings and Data](https://help.runn.io/en/articles/9754839-edit-account-settings-and-data.md): Exact permissions that the Edit account settings and data permission allows/disallows - [Manager User Type](https://help.runn.io/en/articles/9743407-manager-user-type.md): This article explains the different permissions that the Manager user type has by default and those that can be turned on/off. - [People Access](https://help.runn.io/en/articles/9829171-people-access.md) - [Projects Access](https://help.runn.io/en/articles/9829064-projects-access.md): Permission setting for Manager User Types - [Viewing the Restricted Project Manager\(s\) from the Project Planner](https://help.runn.io/en/articles/9755700-viewing-the-restricted-project-manager-s-from-the-project-planner.md) - [Viewing the Restricted People Manager\(s\) from the People Planner](https://help.runn.io/en/articles/9755705-viewing-the-restricted-people-manager-s-from-the-people-planner.md) - [Contributor User Type](https://help.runn.io/en/articles/9754278-contributor-user-type.md): This article explains the different permissions that the Contributor user type has by default and those that can be turned on/off. - [Logging into your account](https://help.runn.io/en/articles/1625943-logging-into-your-account.md): How to log in to your Runn account - [Deleting your Runn account](https://help.runn.io/en/articles/4095642-deleting-your-runn-account.md): How to delete your user account or Runn account - [Multiple Accounts for your Organization](https://help.runn.io/en/articles/8563523-multiple-accounts-for-your-organization.md): Multi-Accounts - [Can I copy data from my Test Account to the Live account?](https://help.runn.io/en/articles/7971218-can-i-copy-data-from-my-test-account-to-the-live-account.md) - [Manage Account Settings](https://help.runn.io/en/articles/9145545-manage-account-settings.md): Various account-wide settings for your organization - [Activity Log](https://help.runn.io/en/articles/9456679-activity-log.md): Review a record of all activities linked to projects and people. - [What are the SSO options?](https://help.runn.io/en/articles/6082868-what-are-the-sso-options.md): Information about SSO. Google SSO, Azure AD SSO. Multifactor - [Why do I receive an error when I try to accept a user invite to join Runn?](https://help.runn.io/en/articles/7060996-why-do-i-receive-an-error-when-i-try-to-accept-a-user-invite-to-join-runn.md) - [Migrating to a new SSO System with New emails](https://help.runn.io/en/articles/8471566-migrating-to-a-new-sso-system-with-new-emails.md) - [Setting up SAML SSO](https://help.runn.io/en/articles/4633734-setting-up-saml-sso.md): General Setup for SAML Single Sign On - [Single Sign On with Okta SAML](https://help.runn.io/en/articles/5633318-single-sign-on-with-okta-saml.md): How to setup up Single Sign on with Okta - [Single Sign On with Microsoft Entra ID](https://help.runn.io/en/articles/4633791-single-sign-on-with-microsoft-entra-id.md): How to set up SSO with Entra \(formerly known as Azure Active Directory\) - [I can't log in to my Runn account](https://help.runn.io/en/articles/10553117-i-can-t-log-in-to-my-runn-account.md) - [Permissions and Security FAQs](https://help.runn.io/en/articles/15825707-permissions-and-security-faqs.md) ## Planner - [People Planner Overview](https://help.runn.io/en/articles/4293043-people-planner-overview.md): How to use the People Planner - [Project Planner Overview](https://help.runn.io/en/articles/4372978-project-planner-overview.md): How to use the Project Planner - [Week Numbers in the Planner](https://help.runn.io/en/articles/10222092-week-numbers-in-the-planner.md) - [Filter and Search for Projects and People](https://help.runn.io/en/articles/4052600-filter-and-search-for-projects-and-people.md): How to filter and search for people and projects on the Planners and Reports - [Group utilization charts](https://help.runn.io/en/articles/5521224-group-utilization-charts.md): What group utilization charts are and how to read them - [Shortcuts on the Planner](https://help.runn.io/en/articles/9830494-shortcuts-on-the-planner.md): Quick ways to navigate the planner and keyboard shortcuts - [How can I add URL links to projects & people?](https://help.runn.io/en/articles/9633238-how-can-i-add-url-links-to-projects-people.md) - [Assignments](https://help.runn.io/en/articles/3386862-assignments.md): How to create and manage assignments - [Transferring assignments](https://help.runn.io/en/articles/6767642-transferring-assignments.md): How to transfer assignments - [Cloning assignments](https://help.runn.io/en/articles/6429112-cloning-assignments.md): How to clone assignments - [Weekend assignments](https://help.runn.io/en/articles/5751906-weekend-assignments.md): What weekend assignments are and how to manage them - [Assignment notes](https://help.runn.io/en/articles/3387374-assignment-notes.md): How to manage assignment notes - [Non-billable assignments](https://help.runn.io/en/articles/3387385-non-billable-assignments.md): How to manage your non-billable work - [How can I pause a project or move all future assignments in bulk to accommodate a delay or dependency?](https://help.runn.io/en/articles/10948803-how-can-i-pause-a-project-or-move-all-future-assignments-in-bulk-to-accommodate-a-delay-or-dependency.md): When you can't reschedule the entire project, you can bulk reschedule multiple assignments. - [How do you set up repeating assignments?](https://help.runn.io/en/articles/6056878-how-do-you-set-up-repeating-assignments.md) - [How do I see Total effort first on assignments instead of the daily average?](https://help.runn.io/en/articles/10237292-how-do-i-see-total-effort-first-on-assignments-instead-of-the-daily-average.md) - [How can I quickly create monthly assignments in Runn?](https://help.runn.io/en/articles/11824670-how-can-i-quickly-create-monthly-assignments-in-runn.md) - [Transfer Assignments to a Placeholder or a Person](https://help.runn.io/en/articles/12105979-transfer-assignments-to-a-placeholder-or-a-person.md) - [Custom Views Overview](https://help.runn.io/en/articles/8226223-custom-views-overview.md): Learn how to customize the way users view data in Runn - [My View \(Beta\)](https://help.runn.io/en/articles/10951191-my-view-beta.md): How to utilize this preset view designed to display projects & people most relevant to a user's role and responsibilities - [Allocated Views \(Beta\)](https://help.runn.io/en/articles/10827230-allocated-views-beta.md): Learn how to manage and control visibility for users in your organization ## Reports - [Reports Center: How to Use Reports](https://help.runn.io/en/articles/10505585-reports-center-how-to-use-reports.md): An quick overview of how Reports works. - [Reports Video Library](https://help.runn.io/en/articles/10425459-reports-video-library.md): List of videos that highlight different functionality in reports. - [Report Feature: Multi-Level Grouping](https://help.runn.io/en/articles/12135295-report-feature-multi-level-grouping.md) - [Report Feature: Columns](https://help.runn.io/en/articles/12135313-report-feature-columns.md): Metrics and fields available in reports. - [Report Feature: Creating Shared Custom Reports](https://help.runn.io/en/articles/10356716-report-feature-creating-shared-custom-reports.md): This article highlights how to create, save and update custom reports. - [Runn Metrics Glossary](https://help.runn.io/en/articles/10356662-runn-metrics-glossary.md): This article explains how metrics are calculated in Runn - [Reports: Permissions](https://help.runn.io/en/articles/10356133-reports-permissions.md): This article highlights what Admin & Managers can do in the Reports module. - [How do I see the information in FTE?](https://help.runn.io/en/articles/10504970-how-do-i-see-the-information-in-fte.md) - [How does Runn calculate FTEs?](https://help.runn.io/en/articles/10723291-how-does-runn-calculate-ftes.md) - [People Preset Reports](https://help.runn.io/en/articles/13392217-people-preset-reports.md) - [People Overview Report](https://help.runn.io/en/articles/3800005-people-overview-report.md): Important KPIs for your people - [People Utilization Report](https://help.runn.io/en/articles/4292231-people-utilization-report.md): Utilization metrics for your people for confirmed projects. - [People Variance Report](https://help.runn.io/en/articles/4887771-people-variance-report.md): Difference between scheduled and actual \(timesheet\) hours - [People Capacity Forecast by Role Report](https://help.runn.io/en/articles/14424226-people-capacity-forecast-by-role-report.md) - [Monthly People Report - How do I see the Total working Hours per month for each person?](https://help.runn.io/en/articles/7061176-monthly-people-report-how-do-i-see-the-total-working-hours-per-month-for-each-person.md) - [How do I view a list of all projects assigned to a person?](https://help.runn.io/en/articles/7235231-how-do-i-view-a-list-of-all-projects-assigned-to-a-person.md) - [Why do the capacity and utilization metrics change when I adjust the date range in reports?](https://help.runn.io/en/articles/11940248-why-do-the-capacity-and-utilization-metrics-change-when-i-adjust-the-date-range-in-reports.md) - [How do I find just one role in the People Overview Report?](https://help.runn.io/en/articles/10504958-how-do-i-find-just-one-role-in-the-people-overview-report.md) - [How can I create a report on consecutive working days?](https://help.runn.io/en/articles/10671382-how-can-i-create-a-report-on-consecutive-working-days.md): A continuous days report keeps track of how many days in a row someone has worked. You can now pull this information via Reports - [Projects Preset Reports](https://help.runn.io/en/articles/13392056-projects-preset-reports.md) - [Project Overview Report](https://help.runn.io/en/articles/4887764-project-overview-report.md): Important KPIs for your projects - [Project Cumulative Report \(Classic Report\)](https://help.runn.io/en/articles/4887768-project-cumulative-report-classic-report.md): Running totals of projects to the end of the selected period. This type of report is not currently available in our new reports. - [Project Milestones Report \(Classic Report\)](https://help.runn.io/en/articles/6053989-project-milestones-report-classic-report.md): View the project milestones across all your projects - [Monthly Project Report - How do I see the Total Hours per person per month in each project?](https://help.runn.io/en/articles/7049543-monthly-project-report-how-do-i-see-the-total-hours-per-person-per-month-in-each-project.md) - [Why can't I see an Archived Tentative Project in the Report?](https://help.runn.io/en/articles/7015252-why-can-t-i-see-an-archived-tentative-project-in-the-report.md) - [How to export a list of Project IDs?](https://help.runn.io/en/articles/6989821-how-to-export-a-list-of-project-ids.md) - [How do I view metrics by phases in reports?](https://help.runn.io/en/articles/12092024-how-do-i-view-metrics-by-phases-in-reports.md) - [Is there a way to view the difference between actuals and scheduled hours grouped by project in reports?](https://help.runn.io/en/articles/12263371-is-there-a-way-to-view-the-difference-between-actuals-and-scheduled-hours-grouped-by-project-in-reports.md) - [Can I see project rates in reports?](https://help.runn.io/en/articles/16314557-can-i-see-project-rates-in-reports.md) - [Hiring & Resource Requests Preset Reports](https://help.runn.io/en/articles/13413736-hiring-resource-requests-preset-reports.md) - [Hiring Proposals Preset Report](https://help.runn.io/en/articles/7061427-hiring-proposals-preset-report.md) - [Data Governance Preset Reports](https://help.runn.io/en/articles/13413989-data-governance-preset-reports.md) - [Completed Timesheets Report](https://help.runn.io/en/articles/4373029-completed-timesheets-report.md): Find missing timesheets ## Insights & Charts - [How to Use Charts](https://help.runn.io/en/articles/3780211-how-to-use-charts.md): An overview of Runn's project and people charts - [Calculations for Utilization Chart](https://help.runn.io/en/articles/6565020-calculations-for-utilization-chart.md): Explanation of how we determine Utilization Chart metrics. - [How is workload calculated?](https://help.runn.io/en/articles/6565035-how-is-workload-calculated.md): Learn now workload is calculated - [Insights](https://help.runn.io/en/articles/11003657-insights.md): Powerful analytics to help make data-driven decisions - [How to create Custom Private Dashboards](https://help.runn.io/en/articles/11378588-how-to-create-custom-private-dashboards.md): Add any Insight to a private dashboard where you can save any settings or filters applied - [Utilization Insight Dashboard](https://help.runn.io/en/articles/11517169-utilization-insight-dashboard.md): Track how effectively your team's time and resources are being used - [Capacity Insight Dashboard](https://help.runn.io/en/articles/11517226-capacity-insight-dashboard.md): Gain a clear understanding of your future workforce capacity and workload, helping you plan and allocate resources effectively - [Workforce Insight Dashboard](https://help.runn.io/en/articles/11517235-workforce-insight-dashboard.md): An overview of your team's composition, contracts, and workload. - [How to use the Insights Charts](https://help.runn.io/en/articles/11517262-how-to-use-the-insights-charts.md): Overview of Chart Functions and Global Settings - [Performance Insight Dashboard](https://help.runn.io/en/articles/11525276-performance-insight-dashboard.md): Track key metrics and performance indicators ## Timesheets - [Timesheets and Actual Hours Tracking Overview](https://help.runn.io/en/articles/3777293-timesheets-and-actual-hours-tracking-overview.md): How to use Runn's built-in timesheets - [Setting Up Timesheets in Your Account](https://help.runn.io/en/articles/10011757-setting-up-timesheets-in-your-account.md) - [Enabling Timesheets from Account Settings](https://help.runn.io/en/articles/10004259-enabling-timesheets-from-account-settings.md) - [How do I fix incomplete timesheets \(missing actuals\)?](https://help.runn.io/en/articles/10008826-how-do-i-fix-incomplete-timesheets-missing-actuals.md) - [Implications of Incomplete Timesheets in Reporting \(Missing actuals\)](https://help.runn.io/en/articles/10015777-implications-of-incomplete-timesheets-in-reporting-missing-actuals.md) - [Incomplete Timesheet Reminder](https://help.runn.io/en/articles/9893926-incomplete-timesheet-reminder.md): Explaining Incomplete Timesheets under Notifications Settings - [Lock timesheets](https://help.runn.io/en/articles/8073920-lock-timesheets.md): Choose whether to lock timesheets using auto-lock or manual locking. - [Autofill Missing Actuals](https://help.runn.io/en/articles/5540501-autofill-missing-actuals.md) - [Allow Future Actuals](https://help.runn.io/en/articles/9053114-allow-future-actuals.md) - [Filling in your Timesheets in Runn](https://help.runn.io/en/articles/10008328-filling-in-your-timesheets-in-runn.md) - [Filling Missing Actual Hours Quickly](https://help.runn.io/en/articles/10008668-filling-missing-actual-hours-quickly.md) - [Filling in Timesheets for a Project/ Person you manage](https://help.runn.io/en/articles/10012278-filling-in-timesheets-for-a-project-person-you-manage.md) - [Time Tracker Extension for Chrome](https://help.runn.io/en/articles/5068406-time-tracker-extension-for-chrome.md): The Runn Time Tracker gives you the ability to track and record your time against projects scheduled within Runn. - [We could not find a person associated with your email](https://help.runn.io/en/articles/9713150-we-could-not-find-a-person-associated-with-your-email.md) - [Why can't I see the project added to my timesheet?](https://help.runn.io/en/articles/7017142-why-can-t-i-see-the-project-added-to-my-timesheet.md) - [Timesheet Notes](https://help.runn.io/en/articles/7115438-timesheet-notes.md) - [What if the project I worked on isn’t showing on my timesheet?](https://help.runn.io/en/articles/10015830-what-if-the-project-i-worked-on-isn-t-showing-on-my-timesheet.md) - [What if I see a red box around a time entry? ](https://help.runn.io/en/articles/10015831-what-if-i-see-a-red-box-around-a-time-entry.md) - [Why do I have to enter time even when I didn't do any work?](https://help.runn.io/en/articles/10223993-why-do-i-have-to-enter-time-even-when-i-didn-t-do-any-work.md) - [I can't update my old timesheets because they are locked. Why's that?](https://help.runn.io/en/articles/10223995-i-can-t-update-my-old-timesheets-because-they-are-locked-why-s-that.md) - [I don't want to add the projects to my timesheets manually every week. What can I do?](https://help.runn.io/en/articles/12260683-i-don-t-want-to-add-the-projects-to-my-timesheets-manually-every-week-what-can-i-do.md) - [How do I approve timesheets?](https://help.runn.io/en/articles/7142896-how-do-i-approve-timesheets.md) - [How to disable manual timesheet input?](https://help.runn.io/en/articles/10015826-how-to-disable-manual-timesheet-input.md) - [My total hours and timesheets don't appear to match. What's happening?](https://help.runn.io/en/articles/10015828-my-total-hours-and-timesheets-don-t-appear-to-match-what-s-happening.md) ## CSV Import & Export - [CSV Import & Export - Overview](https://help.runn.io/en/articles/9238158-csv-import-export-overview.md): This article describe the benefits and general information about the tool. Include a short video introduction. - [Data Format and Requirements for CSV Tool](https://help.runn.io/en/articles/9313462-data-format-and-requirements-for-csv-tool.md) - [Import/ Export People](https://help.runn.io/en/articles/9005692-import-export-people.md) - [Import/ Export Roles, Default Rates & Costs](https://help.runn.io/en/articles/8992893-import-export-roles-default-rates-costs.md) - [Import/ Export People Custom Fields](https://help.runn.io/en/articles/9011569-import-export-people-custom-fields.md) - [Import/ Export Contracts](https://help.runn.io/en/articles/9011570-import-export-contracts.md) - [Import/ Export Skills & Levels](https://help.runn.io/en/articles/9011572-import-export-skills-levels.md) - [Import/ Export Time Off \(Scheduled Leaves\)](https://help.runn.io/en/articles/9011573-import-export-time-off-scheduled-leaves.md) - [Import/ Export Skills](https://help.runn.io/en/articles/11502882-import-export-skills.md) - [Import/ Export Projects](https://help.runn.io/en/articles/9034234-import-export-projects.md) - [Import/ Export Project Custom Fields](https://help.runn.io/en/articles/9072527-import-export-project-custom-fields.md) - [Import/ Export Phases \(including Phase Budgets\)](https://help.runn.io/en/articles/9072528-import-export-phases-including-phase-budgets.md) - [Import/ Export Milestones](https://help.runn.io/en/articles/9072529-import-export-milestones.md) - [Import/ Export Budget Per Role \(including Project Roles & Rates\)](https://help.runn.io/en/articles/10594979-import-export-budget-per-role-including-project-roles-rates.md) - [Import/ Export Phase & Role Budgets](https://help.runn.io/en/articles/11813980-import-export-phase-role-budgets.md): For Projects with Budget Method set as Phases and Roles - [Import/ Export Other Expenses](https://help.runn.io/en/articles/15826149-import-export-other-expenses.md) - [Import/ Export Placeholders](https://help.runn.io/en/articles/10548590-import-export-placeholders.md) - [Invite New Users and Export/ Import User Permissions](https://help.runn.io/en/articles/9126149-invite-new-users-and-export-import-user-permissions.md) - [Import Restricted Managers to Projects](https://help.runn.io/en/articles/10372078-import-restricted-managers-to-projects.md) - [Import Restricted Managers to People](https://help.runn.io/en/articles/10372122-import-restricted-managers-to-people.md) - [Import/ Export Assignments](https://help.runn.io/en/articles/9180669-import-export-assignments.md) - [Import/ Export Timesheets](https://help.runn.io/en/articles/9171055-import-export-timesheets.md) - [Set Up/ Update Custom Fields Properties](https://help.runn.io/en/articles/9185856-set-up-update-custom-fields-properties.md) - [On the Matching Columns page, what do I do if the column headers are not matched?](https://help.runn.io/en/articles/9288619-on-the-matching-columns-page-what-do-i-do-if-the-column-headers-are-not-matched.md) - [What to do when I see the "Option does not exist" error?](https://help.runn.io/en/articles/9300822-what-to-do-when-i-see-the-option-does-not-exist-error.md) - [I want to remove and replace some data that accepts multiple inputs \(e.g. tags, multi-select custom fields\). How?](https://help.runn.io/en/articles/9301531-i-want-to-remove-and-replace-some-data-that-accepts-multiple-inputs-e-g-tags-multi-select-custom-fields-how.md) - [What to do if there is an error?](https://help.runn.io/en/articles/9289243-what-to-do-if-there-is-an-error.md) - [The CSV tool flags errors even though I have input the value in the correct format. Why?](https://help.runn.io/en/articles/12119391-the-csv-tool-flags-errors-even-though-i-have-input-the-value-in-the-correct-format-why.md) - [How do I update project rates in bulk using the CSV tool?](https://help.runn.io/en/articles/12119427-how-do-i-update-project-rates-in-bulk-using-the-csv-tool.md) - [What to do if I see an "Invalid license key" error?](https://help.runn.io/en/articles/15386650-what-to-do-if-i-see-an-invalid-license-key-error.md) ## Integrations & API - [Integrations - Overview](https://help.runn.io/en/articles/11620415-integrations-overview.md): What types of integrations does Runn offer? Runn offers a wide range of HR, project management, time tracking, and AI automation integrations. - [Jira Integration Overview](https://help.runn.io/en/articles/9624395-jira-integration-overview.md) - [Jira \> Initial Setup Instructions](https://help.runn.io/en/articles/9624561-jira-initial-setup-instructions.md) - [Best Practices for Integrating Runn with a Project Management Tool via the API](https://help.runn.io/en/articles/14226903-best-practices-for-integrating-runn-with-a-project-management-tool-via-the-api.md) - [Runn Integrations - HR Tools Overview](https://help.runn.io/en/articles/8288544-runn-integrations-hr-tools-overview.md): Learn how to automate inputting time off and person details with Runn’s HR integration tools. - [Importing New People via HR Integration](https://help.runn.io/en/articles/8289943-importing-new-people-via-hr-integration.md): If you've previously imported people to Runn using the HR integration, and would like to import new people. - [Can I manually sync time offs?](https://help.runn.io/en/articles/8289198-can-i-manually-sync-time-offs.md): Learn about how to use Runn's HR integration to manage your time offs and people's details once the initial set up is completed. - [ADP Workforce Now Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269969-adp-workforce-now-integration-initial-setup-syncing-time-off.md) - [AlexisHR Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269972-alexishr-integration-initial-setup-syncing-time-off.md) - [BambooHR Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269974-bamboohr-integration-initial-setup-syncing-time-off.md) - [CharlieHR Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269975-charliehr-integration-initial-setup-syncing-time-off.md) - [HiBob Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269985-hibob-integration-initial-setup-syncing-time-off.md) - [Workday Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8269983-workday-integration-initial-setup-syncing-time-off.md) - [Humaans Integration - Initial Setup & Syncing Time Off](https://help.runn.io/en/articles/8467262-humaans-integration-initial-setup-syncing-time-off.md) - [Runn Integrations - Time Tracking Tools](https://help.runn.io/en/articles/4398475-runn-integrations-time-tracking-tools.md): Learn more about Runn's native integrations with Harvest and Clockify. - [Step by Step: How to enable Harvest Integration?](https://help.runn.io/en/articles/3528631-step-by-step-how-to-enable-harvest-integration.md): How to set up your Runn \<\> Harvest integration - [FAQ: Harvest Actuals Integration](https://help.runn.io/en/articles/3677343-faq-harvest-actuals-integration.md): Understand how Harvest Actuals are synchronized with Runn - [Clockify Integration](https://help.runn.io/en/articles/4229120-clockify-integration.md): How to set up your Clockify integration - [Zapier Integration Overview](https://help.runn.io/en/articles/11274678-zapier-integration-overview.md): Runn's Zapier integration enables you to create automated workflows between Runn and over 7000 different SaaS apps. - [n8n Integration Overview](https://help.runn.io/en/articles/11388177-n8n-integration-overview.md): Runn's n8n integration lets you build powerful, customizable workflows between Runn and hundreds of apps. - [How to generate an API token in Runn?](https://help.runn.io/en/articles/7039247-how-to-generate-an-api-token-in-runn.md) - [API v1](https://help.runn.io/en/articles/8579592-api-v1.md) - [Shutdown of API v0](https://help.runn.io/en/articles/9415017-shutdown-of-api-v0.md) ## Pricing & Billing - [Overview - Pricing & Billing](https://help.runn.io/en/articles/13417524-overview-pricing-billing.md) - [Update to Terms March 2026](https://help.runn.io/en/articles/13910484-update-to-terms-march-2026.md) - [How do I add or remove resource seats?](https://help.runn.io/en/articles/10536095-how-do-i-add-or-remove-resource-seats.md) - [How do I sign up for a free trial?](https://help.runn.io/en/articles/13417397-how-do-i-sign-up-for-a-free-trial.md) - [How can I add my billing information?](https://help.runn.io/en/articles/6191492-how-can-i-add-my-billing-information.md): You can add billing info in your settings to avoid any interruption in service. - [How do I cancel my Runn Account?](https://help.runn.io/en/articles/7130277-how-do-i-cancel-my-runn-account.md) - [Pricing & Billing FAQs](https://help.runn.io/en/articles/4107307-pricing-billing-faqs.md) ## Community FAQs - [How do I compare workload \(demand\) vs capacity \(supply\) to identify any deficit?](https://help.runn.io/en/articles/12134159-how-do-i-compare-workload-demand-vs-capacity-supply-to-identify-any-deficit.md): Supply vs demand, comparing capacity with workload, - [How do I update our default full-time hours?](https://help.runn.io/en/articles/8102945-how-do-i-update-our-default-full-time-hours.md) - [What is the difference between my test account and live account?](https://help.runn.io/en/articles/8178745-what-is-the-difference-between-my-test-account-and-live-account.md) - [How do I account for admin time or internal work like meetings, support tickets, etc?](https://help.runn.io/en/articles/6869659-how-do-i-account-for-admin-time-or-internal-work-like-meetings-support-tickets-etc.md): Create an Internal Project so you can assign non-billable hours to staff to work on internal/administrative work - [3-dot Menus](https://help.runn.io/en/articles/10845597-3-dot-menus.md) - [Can I use Runn on a mobile phone?](https://help.runn.io/en/articles/12111721-can-i-use-runn-on-a-mobile-phone.md) - [Can I add date as a custom field?](https://help.runn.io/en/articles/9316817-can-i-add-date-as-a-custom-field.md) - [How can I bulk edit projects or people information?](https://help.runn.io/en/articles/12133114-how-can-i-bulk-edit-projects-or-people-information.md): Bulk Edit, Manage tab - [Is there a Kanban Board view?](https://help.runn.io/en/articles/6050898-is-there-a-kanban-board-view.md) - [How does time off affect the Weekly Utilization % on the People Planner?](https://help.runn.io/en/articles/7189045-how-does-time-off-affect-the-weekly-utilization-on-the-people-planner.md) - [How does the Runn Planner manage different time zones when I have a global team?](https://help.runn.io/en/articles/7049010-how-does-the-runn-planner-manage-different-time-zones-when-i-have-a-global-team.md) - [Can I set a maximum utilization rate?](https://help.runn.io/en/articles/6048458-can-i-set-a-maximum-utilization-rate.md): How to set a capacity limit to have spare unallocated time. - [How do I view the Planner in FTEs?](https://help.runn.io/en/articles/6989794-how-do-i-view-the-planner-in-ftes.md) - [Why is there a difference in utilization on the planner vs the report?](https://help.runn.io/en/articles/8178385-why-is-there-a-difference-in-utilization-on-the-planner-vs-the-report.md) - [Why are my project hours different on reports than on the planner?](https://help.runn.io/en/articles/7888665-why-are-my-project-hours-different-on-reports-than-on-the-planner.md) - [How can I prevent time off hours from being deducted from project hours?](https://help.runn.io/en/articles/12143506-how-can-i-prevent-time-off-hours-from-being-deducted-from-project-hours.md): time off conflict, keep time off hours - [How can assign someone to 2 different projects with different workloads without having to figure out the specific minutes?](https://help.runn.io/en/articles/10910579-how-can-assign-someone-to-2-different-projects-with-different-workloads-without-having-to-figure-out-the-specific-minutes.md) - [Can I create a Gantt chart view in Runn?](https://help.runn.io/en/articles/14424758-can-i-create-a-gantt-chart-view-in-runn.md) - [Why are placeholders not contributing to my project costs?](https://help.runn.io/en/articles/6559950-why-are-placeholders-not-contributing-to-my-project-costs.md) - [How do I assign overlapping work assigned to the same resource so that I can allocate to different phases?](https://help.runn.io/en/articles/6519632-how-do-i-assign-overlapping-work-assigned-to-the-same-resource-so-that-i-can-allocate-to-different-phases.md): Splitting an assignment for the same resource on the same project- either assign to phases. - [How do I compare the current project plan to a baseline?](https://help.runn.io/en/articles/14425051-how-do-i-compare-the-current-project-plan-to-a-baseline.md) - [Why is my time tracker reverting to "O" when I pause it?](https://help.runn.io/en/articles/6047830-why-is-my-time-tracker-reverting-to-o-when-i-pause-it.md) - [Is there a whole year view available for KPIs?](https://help.runn.io/en/articles/6076512-is-there-a-whole-year-view-available-for-kpis.md): KPI year long view - [How can I export assignments with notes?](https://help.runn.io/en/articles/7130317-how-can-i-export-assignments-with-notes.md) - [Can I archive or delete people via API?](https://help.runn.io/en/articles/10860124-can-i-archive-or-delete-people-via-api.md) - [Can I extend my trial?](https://help.runn.io/en/articles/6047897-can-i-extend-my-trial.md) - [How can I change the recipient of Runn's invoices?](https://help.runn.io/en/articles/12143025-how-can-i-change-the-recipient-of-runn-s-invoices.md) - [How do I add Tasks to Runn?](https://help.runn.io/en/articles/11579382-how-do-i-add-tasks-to-runn.md): Two possible workarounds for tasks in Runn. - [Why does Runn ask to access our accounts when we report an issue?](https://help.runn.io/en/articles/14023068-why-does-runn-ask-to-access-our-accounts-when-we-report-an-issue.md) - [View Runn's System Status](https://help.runn.io/en/articles/5461933-view-runn-s-system-status.md) - [Maintenance Schedule](https://help.runn.io/en/articles/7033211-maintenance-schedule.md): Runn's scheduled released, maintenance and downtime - [What should I do if I see the error message "We're sorry! Something went wrong"?](https://help.runn.io/en/articles/9354758-what-should-i-do-if-i-see-the-error-message-we-re-sorry-something-went-wrong.md)