The Projects report provides an overview of all of your active projects in Float. Monitor your utilization and budgets, track your logged hours if you're using time tracking, and see your project totals at the client level.

The options at the top let you set the date range you'd like to cover, the people and tasks you'd like to include, and your preferred bar chart view.

All of your scheduled hours (billable, non-billable, tentative) 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.

Progress meters display the status of individual project budgets, while the client tab lets you see your scheduled, logged, and budget totals at the client level.

If you're using time tracking, the table data can be sorted by the total logged percentage of a budget in addition to the total scheduled percentage of a budget.

To see the full budget picture for an individual project, just click the project in the table.

The budget report shows your individual project budgets as they are being worked on, and allows you to complete a full budget review once the project is finished.

Search

Use the search bar at the top to drill down into your data. You can combine searches together to report down to specific details about your team's allocation.

Here are some of the reports you can run by typing in the search field:

  • Projects (Active, Archived)
  • Project Status (Confirmed, Tentative)
  • Clients
  • Project Tags
  • Task Names

Export Your Data

To export your Reports so they can be worked on outside of Float, click the Export option in the top right. There are two different options to chose from.

  • Chart data
  • Table data

Want to see the numbers behind your team? Check out the People report.

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