Projects are the foundation of your team’s work in Float. They group together tasks, people, budgets, and timelines, providing a clear structure for planning, scheduling, and tracking performance, including profitability.
Projects are managed on the Projects page. This is where you can add, edit, archive, or delete them. You can add projects manually, import them via CSV, or use the API or Zapier to import them from one of the tools you already use.
Project settings include:
Assigning a color.
Adding project code.
Assigning the project owner.
Setting the stage and the corresponding status.
Determining whether work is billable or non-billable.
Assigning a client.
Setting editing permissions.
Viewing and editing estimates (if set).
Setting a budget.
Setting a currency.
Adding expenses.
Adding project team.
Setting up milestones.
To make project creation easier, we offer project templates - a fast way to plan and schedule repetitive work.
Learn more
To learn more about projects here.