For a quick overview, check the Date range insights video guide.
Date range insights provide real-time analytics of your team's schedule so you can better understand workload and availability within a selected period and allocate resources accordingly.
📝Note: In the past, this feature was sometimes called 'the loop’. We decided to update the name to 'date range insights' as we find it more accurate—you need to select a date range to get quick-view data insights.
Schedule date range insights
To access date range insights, either:
1) Click and drag over any date range on the Schedule. The hours scheduled or % utilization insights for that period are presented next to each individual, with an aggregated team total at the top.
2) Choose a date range or the custom option from the dropdown. The custom option will show a date picker so you can specify the date range.
📝Note: Date range insights are restricted to a 92-day span. You can check the insights on utilization over a longer period on the Report page.
You can sort the results by Unscheduled time, Role, or Department to identify who can take on additional work and when.
You can toggle between showing the insights in hours (clock icon) or percentage utilized (% icon).
Once you select a date range, Float will calculate unscheduled/scheduled/overtime hours or, if you pick the percentage option - capacity utilization percentage.
Project plan date range insights
Like the Schedule, you can select a date range from the drop-down or drag the timeline on the Project plan to get the date range insights of scheduled hours within each project and an aggregated total for all the projects at the top.
The utilization can be displayed in hours or percentages.
Additional notes
Date range insights are color-coded.
If there is some overtime and some unscheduled time left (utilization below 100%), the totals are displayed in orange.
The totals are displayed in red if there is some overtime and no unscheduled time (utilization over 100%).
