The People report provides you with the numbers behind your team. Monitor your team’s utilization, view your team's capacity at the department level, see overtime and time off, and track your team's logged hours if you're using time tracking.
The options at the top let you set the date range you'd like to cover, the people and tasks you'd like to see, and your preferred bar chart view.
All of your scheduled tasks (billable, non-billable, tentative) and time off are displayed in the bar chart. Hovering over the chart will reveal the numbers for that particular date range.
The summary bar shows the aggregate totals for the date range you've selected.
Your data can be filtered, expanded, and sorted however you'd like. View your team's capacity, see public and custom holidays, and track your team's logged hours.
Here's an overview of what the numbers in the table mean:
Capacity Hrs: The total working hours per day multiplied by the number of working days for each person in the time period. For example, during a work week that is Mon-Fri, 8 hours a day, the available hours will be: 5 x 8 = 40 hrs. This number is then multiplied by the number of viewable people.
Scheduled Hrs: The total number of task hours assigned in the time period (Billable hours + Non-billable hours). The percentage figure is correlated to the Capacity Hrs.
Billable: The number of assigned task hours from billable projects in that period. The percentage is related to the Scheduled Hrs. This is your team's utilization.
Non-Billable: The number of assigned task hours from non-billable projects in that time period. The percentage is correlated to the Scheduled Hrs.
Unscheduled Hrs: The number of hours available to be scheduled. The percentage is correlated to the Capacity Hrs.
Time Off Hrs: The total number of hours of time off assigned in the time period.
Overtime Hrs: The total number of hours of overtime assigned in the time period.
Scheduled %: Scheduled percentage of capacity by default. Can also be set to display the billable percentage of capacity or the billable percentage of the scheduled hours.
Use the search bar at the top to drill down into your data. Here are some of the reports you can run by typing in the search field:
- People (Active, Archived)
- Task Names
- People Status (Full-time, Part-time, Staff, Contractor, Unassigned Role)
- People Tags
You can also combine these searches together to report down to specific details about your team's allocation.
Export Your Data
To export your Reports to CSV so they can be worked on outside of Float, click Export in the top right. There are three different options to chose from.
- Chart data
- Table data
- Time tracking data
Want to see how your projects are performing? Check out the Projects report.