Full details for Float
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Float is a resource management platform designed to help teams plan projects, allocate resources, and track capacity and margins. It provides a centralized view of people, projects, and workloads, supporting smarter planning and delivery. With features for scheduling, budgeting, and reporting, Float enables teams to match the right people to the right work, manage availability, and monitor project health in real time. Its flexible project structures and allocation options make it suitable for professional services firms and in-house delivery teams managing multiple projects.
Review
At a glance
Float is a resource management platform built to help teams plan projects, allocate resources, and track capacity and margins. It centralizes people, projects, and workloads, enabling smarter planning and delivery. Used by professional services firms and in-house delivery teams, Float provides a real-time overview of team capacity and project status, supporting efficient resource utilization and project health monitoring.
Capabilities
Float allows users to build detailed team member profiles, including roles, skills, and availability. Projects can be created from scratch or using templates, with customizable structures, phases, milestones, and tasks. The platform supports real-time scheduling and allocation of work by hours or percentages, and the use of placeholders for unassigned tasks. Budgeting features include hours-based, fee-based, and hourly rate tracking, with real-time margin and profitability monitoring. Reporting tools offer insights into capacity, utilization, and project health, while integrations connect Float with other business tools.
Workflow
Teams begin by adding people and defining their roles, availability, and cost or bill rates. Projects are set up with phases, milestones, and tasks, and can be structured using templates for repeatable workflows. Allocations are scheduled visually on a calendar, with the ability to adjust hours, timing, and assignments as needed. The Schedule view provides a comprehensive, real-time dashboard of all team and project activity, supporting quick adjustments and informed decision-making. Saved views and filters help teams focus on relevant data, and placeholders can be used for planning unassigned work. Budget tracking and margin indicators update instantly as allocations change, ensuring financial visibility throughout the project lifecycle.
Strengths
Float excels at providing a clear, real-time overview of team capacity and project status. Its flexible project structures, detailed allocation options, and robust budgeting tools support a wide range of planning needs. The platform’s reporting and forecasting features help teams identify gaps, overlaps, and potential issues before they impact delivery. Integration with other business tools ensures that Float can fit into existing workflows, and project templates speed up planning for recurring work. The use of placeholders and customizable permissions further enhances its adaptability for different team structures.
Limitations
Float is focused on resource and capacity management rather than broader project management functions such as task dependencies or document management. Advanced features like detailed reporting, multi-currency support, and custom permissions may require higher-tier plans. The platform is best suited for teams that prioritize resource planning and may not cover all needs for organizations seeking an all-in-one project management solution.
Best for
Float is ideal for professional services teams, agencies, and in-house delivery teams that need to manage people, projects, and margins across multiple engagements. It is particularly valuable for organizations requiring real-time visibility into resource allocation, capacity, and project health, and for those who benefit from flexible project structures and rapid scheduling adjustments.
Value and verdict
Float delivers strong value for teams seeking to optimize resource utilization and project profitability. Its focus on capacity planning, scheduling, and margin tracking makes it a powerful tool for delivery-focused organizations. The platform’s flexibility, real-time insights, and integration options support a range of workflows, though teams should assess their need for advanced project management features before adopting Float as their primary solution.
Key features
- Resource scheduling
- Capacity and time off management
- Project scoping and budgeting
- Role and skill-based allocations
- Real-time reporting and forecasting
- Placeholders for unassigned work
- Project templates
- Customizable permissions
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