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Single Project Report

View reports related to specific projects in Float

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over 2 weeks ago

The Single Project Report displays a detailed overview of specific projects in Float. With this report, you can:

  • Visualize report data for an entire project, project to date, or any specific time frame

  • Monitor the project and phase budgets

  • Drill down on each project phase, tasks, and team

  • Track logged hours if your team uses time tracking

Single Project Report

In the Projects view of the Report page, use the Project is filter to show a report for a specific project. Select the date range, people, allocations, time off to show, and the display view.

📝Note: Make sure that each of your projects has a unique name. If your team has multiple projects with the same name (even if some of them are archived), you won't be able to access the Single Project Report for each of them separately.

The summary bar below the chart shows the aggregate totals for your selected date range.

Editing the project

Clicking on the project name opens the side panel and allows editing (for users with edit project permissions). Once the project is updated, the report reloads to reflect recent changes.

Update project from single project report

Report timeframe

By default, you’ll see a report for the entire project. To change the timeframe for your report, use the calendar or date range shortcut to quickly switch to a project-to-date view or select another date range.

Selecting project's time frame.

Report view

You can switch between a line chart and a bar chart view by clicking on the chart view toggle in the top right-hand corner of the report.

Select between a bar chart and a line chart

Line chart

This is a timeline view based on a line chart. Hovering over the line chart shows the numbers for the particular date range. Track changes over time and see the differences in your data depending on the selected report view (e.g., Logged vs. Scheduled will display a line chart showing the difference between your logged and scheduled time on the project relative to the total project budget as it progresses).

Line chart of a Single Project.

Bar chart

The bar chart displays your team’s scheduled and/or logged hours (including billable, non-billable, and tentative hours) for the specific project. Hovering over the chart will reveal the numbers for that particular date range.

Bar chart of the Single Project Report.

Table data

In the table below the chart, you’ll find a detailed breakdown of your project data. By switching between tabs in the table, you’ll get more details on project phases, tasks, team, and time tracking data for the selected project. You can also sort by each column in the table as needed by clicking the column heading.

Table data for a Single Project.

Phases

To view the summary for each project phase, open the Phase tab in the table. This tab will only appear if you’ve added phases to the project. If you set both billable and non-billable phases, the view will be split so you can review the details of both types.

Tasks

The Tasks tab in the table shows a summary of the project's tasks. If you set both billable and non-billable tasks, the view will split so you can review the details of both types.

Team

Check the Team tab in the table to view a summary of each team member's data for the project.

Time Tracking

If your team uses time tracking features, you can drill down on the data per project team member on the Time tracking tab in the table. You can view the fee, logged hours, cost, and the corresponding tasks and project phases.

Profitability reporting

If you set up the bill rates and cost rates for your team, Float automatically calculates profit metrics for your projects. Here are some calculations to keep in mind:

  • Costs = hours × cost rate

  • Fees = hours × bill rate

  • Margin = fees - costs

  • Profit margin %= (margin ÷ fees) × 100

Let’s say a Designer logs 10 hours on a project. Their cost rate is set at $50/hour, and their bill rate is $120/hour. Here’s how it adds up:

  • Costs = 10 × $50 = $500

  • Fees = 10 × $120 = $1,200

  • Margin = $1,200 - $500 = $700

  • Profit Margin % = ($700 ÷ $1,200) × 100 = 58.3%

This means you’re keeping over half of what you billed as profit—which is a strong margin!

Margin calculation

Each project's margin calculation varies based on the selected budget type:

  • If no budget is set, the margin is not calculated. The report shows fees and costs only.

    No budget set.

    Scheduled feed and costs when no budget is set.
  • If the project budget is set as hours-based, the margin is not calculated. The report shows fees and costs and compares it with the budget.

    Hours-based budget

    Single Project report for hours-based project budget.

  • If the project budget is set as Hourly fee, the margin is calculated based on the billable fees and billable costs.

    Margin = billable fees - billable costs.

    Hourly fee project budget.

    Margin calculation for a project with hourly fee budget.

  • If the project budget is Fee-based, there are two options for margin calculation.

    Fee-based project budget.


    1) Margin based on total budget and the cost
    Margin = fee-based budget – costs.

    2) Margin based on total billable fees and cost
    Margin = total billable fees – costs.


    You can switch between the margin calculation options using the margin toggle.

    Fee-based project margin calulcation.

Margin calculation based on the report type

Margin calculation also varies based on the report type selected:

  • If the Scheduled report type is selected, then scheduled hours are used for margin calculation.

  • If the Logged report type is selected, then logged hours are used for margin calculation.

  • If the Past logged + Future scheduled report type is selected, the sum of past logged and future scheduled hours is used for margin calculation.

  • Margin is not calculated when the Logged vs Scheduled report type is selected.

The margin will not be calculated if all people who are part of the project Team don’t have a cost rate assigned.

📝Note: The same rule applies to archived people assigned to the project.

Projected costs and fees

The Past logged + Future scheduled report type offers projected billable and projected cost calculations. Those are calculated as follows:

  • Projected costs = sum of past logged + future scheduled hours × cost rate for each person assigned to the project.

  • Projected billable = sum of past logged + future scheduled billable hours × bill rate for each person assigned to the project.

Filtering and saving a View

Filtering lets you drill down into your report data. You can also save your filtered report as a View for easy access. Select from one of your views, apply a new filter, or type directly into the search field to filter the report data. You can filter by multiple categories—to aggregate them, click the + add button to expand the search options.

Filtering on the Single Project Report.

Export your data

To export a Single Project Report in CSV format, click Export in the top right corner of the page and select the details you want to get (chart, table, or time tracking data).

Report export options.

Export chart data

This export shows the total hours and percentage of scheduled and logged data for a given date. The data includes the total for tentative, billable, and non-billable tasks.

The chart data export of the Single Project Report includes:

  • Date

  • Schedules hrs

  • Scheduled Billable hrs

  • Scheduled Billable %

  • Scheduled Non-billable hrs

  • Scheduled Non-billable %

  • Scheduled Tentative (all) hrs

  • Scheduled Tentative (all) %

  • Logged hrs

  • Logged Billable hrs

  • Logged Billable %

  • Logged Non-billable hrs

  • Logged Non-billable %

Export table data

This export shows the total breakdown of the report based on the individual tasks per person on the project. If your team uses time tracking, the table data export will always include scheduled and logged time for the entire date range, regardless of the selected report view.

The table data export of the Single Project Report includes:

  • Phase

  • Task

  • Person

  • Department

  • Total project budget

  • Scheduled hrs

  • Scheduled Billable hrs

  • Scheduled Fee

  • Budget used % (Scheduled)

  • Scheduled Non-Billable hrs

  • Scheduled Tentative (all) hrs

  • Logged hrs

  • Logged Billable hrs

  • Logged fee

  • Budget used % (Logged)

  • Logged Non-billable hrs

📝Note: The per phase or per task project budgets are currently not included in the CSV export.

Export time tracking data

This export shows the logged hours per date for each person on the project during the selected timeframe. This option is only available if your team uses time-tracking features.

The time tracking data export of the Single Project Report includes:

  • Date

  • Client

  • Project

  • Phase

  • Task

  • Person

  • Logged fee

  • Logged Billable hours

  • Logged Non-billable hours

  • Notes

Additional notes

  • Float rounds to full numbers for percentages and up by two decimal points for currency amounts.

  • Adding custom fields to the reports is currently not supported.

  • If the project budget is set per phase or per task, the budget for each item is displayed on the Single Project Report, but this data is currently not included in the CSV export. The exported file contains the total project budget only.

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