The Single Project Report provides a detailed overview of individual projects in Float. With this report, you can:
Visualize report data for an entire project, project to date, or any specific timeframe.
Monitor the project budgets.
Track profitability metrics.
Drill down on each project phase, task, and team.
Track logged hours (if your team uses time tracking).
Accessing Single Project Report
To access the Single People Report:
1. Navigate to the Report page.
2. Select Projects at the top left corner.
3. Click on a specific project's name or use the Project is filter.
📝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.
Single Project Report configuration options
For each report, you can set:
The date range you'd like to cover. By default, the date range is set as the entire project. You can also use other preset options or the calendar picker to select a custom timeframe.
People type and status you'd like to include - Employees, Contractors, Placeholders, Active, Archive.
Time off status - Approved, Tentative.
Data set - On the Starter plan, only the Scheduled report is available. The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.
Preferred report density - Choose to view your data by days or months.
Chart style - line or bar.
Line chart
The line chart shows the project's billable hours and budget remaining. Hovering over the line reveals the data for a specific date. The summary bar below the chart displays the overall totals for your selected report period.
Bar chart
The bar chart shows the project's billable and non-billable data. When density is set to Days, hovering over a bar reveals the hours for a specific date. For Months, it shows the totals for the corresponding date range. The summary bar below the chart displays the overall totals for your selected report period.
Table report
The table report provides further insights into the specific project's details. Depending on the project settings, it breaks the data down into phases, tasks, and teams, and if you are using time tracking features, it also provides the time tracking details.
Phases
The Phases tab lists all of the project's phases. The table groups phases into billable and non-billable and includes the following details:
Phase name
Budget - if the project budget is set by phase
Scheduled hours / Scheduled billable - depending on the budget type
Scheduled cost
Budget remaining - if the project budget is set by phase
📝Note: If your team is on the Pro or Enterprise plan, you can also review the logged data.
To have the data split by task, click an arrow next to the phase name.
Tasks
The Tasks tab lists all of the project's tasks. The table groups them into billable and non-billable and includes the following details:
Task name
Phase the task belongs to. If it's a project task, it is listed as No Phase.
Budget - if the project budget is set by task
Scheduled hours / Scheduled billable - depending on the budget type
Scheduled cost
📝Note: If your team is on the Pro or Enterprise plan, you can also review the logged data.
To have the data split by person, click an arrow next to the task name.
Team
The Team tab lists all the people working on the project and includes the scheduled details: fee, hours and costs.
📝Note: If your team is on the Pro or Enterprise plan, you can also review the logged data.
To have the data split by task, click an arrow next to the person's name.
Time tracking
If your team is on the Pro or Enterprise plan, you will also have access to the Time tracking tab. It shows all the time logged for the project and includes the following details:
Date
Phase - if the time was logged for the project directly, it will show No Phase
Task - if the time was logged without any task assigned, it will show No task allocation
Person
Notes
Fee (if their rates are set)
Logged
Cost
To check the details of the logged time, mouse over the hourly value in the Logged column. It will open the log time window and, if you have the edit permissions, allow you to modify it.
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.
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.
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.
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.
If the project budget is Fee-based, there are two options for margin calculation.
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.
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
You can use the search and filter options to drill into your data. To filter by multiple categories at once, click the + button to add more search criteria.
You can also save your filtered report as a View for easy access.
Export your data
Depending on your team's plan, you can export a specific data set.
On the Starter plan, only the Scheduled report is available.
The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, and Past logged + Future Scheduled reports.
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).
Chart data export
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 - on Pro and Enterprise plans
Logged Billable hrs - on Pro and Enterprise plans
Logged Billable % - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
Logged Non-billable % - on Pro and Enterprise plans
Table data export
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
Budget (project/phase/task)
Scheduled hrs
Scheduled Billable hrs
Scheduled Fee
Scheduled Cost
Budget used % (Scheduled)
Scheduled Non-Billable hrs
Scheduled Tentative (all) hrs
Logged hrs - on Pro and Enterprise plans
Logged Billable hrs - on Pro and Enterprise plans
Logged fee - on Pro and Enterprise plans
Logged cost - on Pro and Enterprise plans
Budget used % (Logged) - on Pro and Enterprise plans
Logged Non-billable hrs - on Pro and Enterprise plans
📝Note: If the project budget is set per phase or per task, the budget column in the CSV export repeats the budget in each phase/task line. The budget column does not sum up on the CSV export. As an example:
In this case, the Design phase budget is 50000, and the Scoping phase budget is 45000.
In this case, the Design task budget is 60000, the Review task budget is 30000, and the Scoping task budget is 80000.
Time tracking data export
This option is only available if your team uses time-tracking features (Pro and Enterprise plans). This export shows the logged hours per date for each person on the project during the selected timeframe.
The time tracking data export of the Single Project Report includes:
Date
Client
Project
Project code
Phase
Task
Person
Logged fee
Logged cost
Logged Billable hours
Logged Non-billable hours
Notes
Additional notes
Adding custom fields to the reports is currently not supported.
Float rounds to full numbers for percentages and up by two decimal points for currency amounts.
For the CSV export files, you can review the CSV formatting standards here.