Each team member can be assigned a role in the Info tab of their profile. Every role in use is available from the drop-down for quick assignments. If the role has default rates assigned, they are displayed next to it.

When you first assign a role to a person, it applies from their start date. If no start date is set, the role applies to all points in time. The default cost rate and bill rate are inherited from the selected role (unless a custom rate is applied). Under the View changes button, you can review what was added, including the effective date.

A person’s role can be updated in the Info tab of their profile.

Each role update:

The Role field in a person’s profile always reflects their current role. To view any previous or planned role updates, open View changes to see the full history.

If you choose to use the existing person rates, they will be preserved and applied from the selected effective date, while the role itself will be changed.

If you choose to apply the new role rates to all past and future days, any historical personal rates will be removed.

To view the history of role and cost rate changes, use the View changes button. This is where you can use the trash bin icon to delete specific role changes or custom cost rates. You can also delete a role change and re-add it with a different effective date, or override existing history entries by assigning a new role or rate for the same date.

Changes in the View changes are not saved until you click Update person.

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📝Note: Role-level cost changes are listed in the history as well, but they cannot be removed from the personal level. To modify them, navigate to Team settings > Roles & rates.
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To review the role-level cost rate history, use the View changes button in Team settings > Roles & rates. You can delete any intermediate or current rates with the trash bin icon.

If you want to update the role for several team members, you can use the bulk edit function on the People page. After selecting two or more team members, set the new role and choose the effective date.

​Optionally, you can overwrite custom personal rates with the default rates for the new role. Doing this will:

Once roles have been assigned to all team members, it is easy to find the right person for the job by searching for a specific role on your Schedule or Project plan.

​You can also sort your team by roles alphabetically.

📝Note: Align the roles you use in Float and update any internal governance documentation so your resource managers know which roles to filter by.

Unassigned roles can be described as role-based placeholders used in project planning when the specific people for a role aren’t yet known. They help teams estimate, scope, and plan projects more accurately, ensuring costs, margins, and hiring needs are accounted for. Unassigned roles can be added to projects or specific phases, and later assigned to actual team members.

To learn more, check the Role-based planning (unassigned roles) article.
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The Account Owner and the Admins can see an overview of all the roles on the Roles & rates page within the Team settings. This is where roles can be added, edited, or deleted.

📝Note: If you charge by seniority level, we recommend that you include this in the role name so that you can filter by people at different rate levels, e.g. Senior Art Director vs. Art Director.

Unassigned roles are great for planning projects. In the Unassigned column, we display the number of projects with unassigned roles. ​Clicking on the number opens the Project plan with the role and unassigned role filers applied.

Role rates are the default bill and cost rates that you can assign to specific roles within your team. These rates automatically apply when team members are assigned to new projects (if there are no custom personal, project, or phase rates set).

The Account Owner and the Admins can set the bill and cost rate for each role in Team settings > Roles & rates. Those rates will automatically apply as the default bill and cost rates for each role.

​📝Note: When you update a role rate, you’ll be asked to confirm that this change affects people already assigned to that role. The new rate will not affect custom person, project, or phase rates (if set).

While role rates provide a convenient default, you also have the flexibility to customize rates at different levels:

📝Note: Updating role rates does not alter any existing custom rates set on people, project, or phase level.
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Setting default role rates makes it easier for Account Owners and Admins to manage rate adjustments, such as annual increases. These changes seamlessly apply to all team members with assigned roles, except where individual rates have been set at the personal level.
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You can assess your team’s performance based on their designated roles by checking the Roles tab in the People view of the Report page.

The Roles tab lists all the current roles you’ve assigned to your team members and provides critical information about the total capacity for a selected period, enabling you to perform a thorough analysis and make strategic decisions.

💡 Here's a tip: If you notice significant overtime being logged for a particular role, the Roles tab allows you to drill down and investigate further. You can ascertain whether a single team member is consistently logging overtime or if the role itself is over-scheduled. If it’s an individual consistently working overtime, consider splitting their work with other teammates with the same or similar role, starting a recruitment process to alleviate their workload, or engaging freelancers to assist.
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By examining upcoming weeks or months, you can determine the total capacity allocated to various roles, how much of it has already been scheduled, and whether it’s billable or non-billable. Based on that, you can make well-informed decisions regarding scheduling, ensuring efficient resource allocation and cost-effectiveness.