This feature is currently being rolled out across Float. If you don’t see it in your account yet, it will be available to your team in the coming weeks—stay tuned!
Project view
Use the Project view to scope and manage one project at a time.
You can access the Project view through the following paths:
From the Project plan view, by clicking on the project name.
From the Project side panel, by clicking Open project detail view.
Team panel
The Team panel shows an overview of the resources assigned to the project. It displays each team member’s cost rate and their scheduled utilization hours within a selected date range. This allows for a quick assessment of resource costs and allocation distribution. The cost rates shown here are read-only and set at the person level.
Clicking on the action menu for each person allows you to view, swap, or remove them from the project.
View profile - Opens the person's profile.
Swap person - Gives you the option to swap the person with another team member.
Remove from project - Removes the person from the project and deletes any of their existing scheduled allocations and logged time under this project.
You can quickly add a resource from the Team panel section by clicking on the Add button:
If the project is configured to have a fee-based or hourly fee budget, you can also see the bill rates on the Project view.
Bill rates can be customized at the project level, and you can edit them directly in the Project view. These bill rates apply to this project only.
View utilization with date range insights
By default, the Project view displays the Entire project date range data. This includes the total scheduled hours or the team’s utilization percentage over the full project duration.
Each person’s Scheduled row reflects their total allocated hours or utilization percentage for that selected range. To adjust the timeframe, click the date range dropdown and select one of the available options, or click Custom to select a date range manually.
You can also switch the utilization view between hours and percentages. Click the date range dropdown and choose your preferred display under the Show utilization in section.
Quick add
The Quick add functionality is enabled by default in the Project view. This bypasses the allocation menu when assigning work. You can click to create a one-day allocation or click and drag to add multi-day allocations.
Quick add allocations are always created as full-day allocations, but once added, they can be adjusted as needed. To switch to the Add/Edit action, use the right-click menu or the A keyboard shortcut. You can also use the right-click menu to switch between options.
💡 Here’s a tip: In the Project view, quick add allocations are scoped to that specific project by default, so you can plan without needing to re-select a project each time.
Project overview bar
The Project view also includes the project overview bar that provides real-time visibility into project budget usage and profitability. This allows users to track budget and profitability, helping ensure financial targets are maintained throughout the project lifecycle.
You can switch between Profitability overview or Budget utilization.
The project overview bar data varies based on the selected budget type of the project:
If no budget is set, the margin is not calculated. The report only shows the overall costs based on the cost rate for each team member.
You can click on "Add budget" to configure a budget for the project:
If the project budget is hours-based, the margin is not calculated under the profitability tab. The budget utilization tab shows the current scheduled hours and the budget remaining percentage based on the total hours allocated.
If the project budget is set as Hourly fee, the Profitability tab shows the following data:
Margin - The percentage calculated based on the scheduled billable fees and billable costs of all scheduled hours.
Hourly fee - The total sum of the scheduled hours x bill rates
If the project budget is Fee-based the following data shows:
Profitability tab:
Fee - This reflects the total budgeted amount based on the selected fee-based budget type, whether it's set at the project, phase, or task level.
Costs - The total scheduled hours for all team members multiplied by the cost rate.
Margin - The percentage calculated based on the total budget and the costs of all scheduled hours.
Budget utilization tab:Fee - This reflects the total budgeted amount based on the selected fee-based budget type, whether set at the project, phase, or task level.
Billable - The total billable cost based on the scheduled hours multiplied by the cost rate.
Budget remaining - The percentage calculated based on the total budget fee and the current billable costs.
Display options
Click the Display options button to customize your view.
Density
Under Density, you can switch the view between Compact, Comfortable, or Spacious, depending on your preference.
Show other allocations & overtime
With Show other allocations & overtime toggle, you can choose to display allocations from other projects and highlight any overtime. This is off by default to help you focus on the current project, but you can turn it on when you need broader context.
📝Note: The Show other allocations & overtime option is only available in the Project view.
Project view action menu
The action menu options in the Project view provide quick actions for managing a single project. These include:
Edit project - Opens the project's side panel and allows edits.
View project report – Opens the Single Project Report for the selected project.
Duplicate – Duplicates the current project.
Shift timeline – Shifts the timeline of the current project.
Create template from project – Create a project template based on the current project.
Archive – Archives the project.
Share a link - You can share a link to grant external viewers read-only access.
Export (.CSV for Excel) - Export the schedule of the selected project into CSV.
Print - Prints the schedule of the selected project.
