Set Up Runnit

Set up enough shared data for the first project before using Brief Builder or resource planning. You can return to advanced settings later.

1. Check organisation details

Open Settings and confirm:

• organisation name, logo, contact details, locale, and currency;
• the top-level label used for master projects, such as Campaign or Programme;
• daily capacity hours used by scheduling and overload checks; and
• whether team members can create empty projects without Brief Builder.

See Advanced Settings for every option.

2. Add client organisations

Create or link the clients your team works with. Client records keep projects, brand assets, files, and access connected to the correct organisation.

You can add a client while setting up the organisation or from Brief Builder. See Client Organisations.

3. Add the team and access

Invite or import team members, then check their role and client access. Access controls which projects, files, schedules, and client information each person can use.

• Use Importing Users for a normal user import with field mapping and preview.
• Use Importing Staff when you need richer staff profiles, skills, and project experience.

4. Configure planning information

Add the information the Resource Planning Agent needs to make useful choices:

• role names and billable rates;
• user cost rates and default rate-card roles;
• client-specific rate cards when needed;
• skills, titles, and working capacity; and
• closure dates or scheduling constraints used by your organisation.

See Rate Cards and Time Tracking & Planning.

5. Add client context and brand assets

Store approved brand strategy, tone of voice, references, briefing rules, and creative files in the client’s asset collections. Add Markdown brief templates to a Brief Templates collection if the client follows a repeatable format.

Well-organised source material improves asset search, Brief Builder guidance, resource planning, chat answers, and specialist agent outputs. See Assets and Asset Search & Intelligence.

6. Run a small test project

Create a short internal or low-risk project and confirm that:

• the right client and template are available;
• the expected users appear as planning candidates;
• rates, capacity, and availability look correct;
• the project can be activated; and
• the team can open only the data they should access.

Then continue to Creating Projects.