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Projects Report
Projects Report

Track your projects, phases, and budgets

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

The Projects report offers an overview of all your projects in Float. You can monitor your utilization and budgets, track your logged hours (if your team uses time tracking), and see your project totals at the client level.

To access the Projects Report, click the Report tab and select Projects.

Projects report chart and table.

Set the date range you'd like to cover, the people and allocations you'd like to see, and your preferred bar chart view.

Projects report filters and settings.

All of your team's 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.

Hovering over chart data on the projects report.

Progress meters display the status of your individual project budgets.

Table data project report

πŸ“Note: If you are using time tracking, the table data can be sorted not only by the total scheduled percentage of a budget but also by the total logged percentage of a budget.

Budget percentage of total scheduled or logged.

To see the full budget picture for an individual project, click on the project name in the table to show the Single Project Report.Β 

Line chart of project phases

The client tab lets you see your scheduled, logged, and budget totals at the client level.

Client tab in table

Search and filter

Filtering lets you drill down into your report data. Select from one of your Views, apply a new filter, or type directly into the search field to filter the report data.

Search and filter the projects report.

You can filter by multiple categories simultaneously by selecting the + button to expand the search.​

Filtering multiple categories.

πŸ’‘ Here's a tip: Search by the person Me to see only your individual task hours and time off.

Export your data

To export a report to be worked on outside of Float, click the Export option in the top right. There are two different options to choose from: chart data and table data.

Export data project report

The reports are exported in CSV format, and they look as follows:

  • Chart data

Projects report chart data
  • Table data

Projects report table data

Additional notes

  • Float rounds to full numbers for percentages and up by two decimal points for currency amounts.

  • Customizing the reports fields is currently not supported.

  • To see how your team is performing, you can check out the People Report.

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