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Projects Report
Projects Report

Track your projects, phases, and budgets

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

For a quick overview, check the Reporting in Float video guide.

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 in the top left corner of the page.

Viewing Projects report.

For each report, you can set the date range you'd like to cover, people, allocations and time off you'd like to include, the preferred view (days, weeks, months), and the set of data (Scheduled, Logged, Logged vs Scheduled, Past logged + Future Scheduled).

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 reveals the numbers for a particular date. The summary bar shows the aggregate totals for the date range you've selected.

Projects report details.

Progress meters display the status of your individual project budgets.

Project details on the Projects report.

📝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. This is also where you can select to visualize the data in a bar or a line chart.

Single Project Report.

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

Client tab in the projects report.

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 Projects Report by multiple categories.

💡 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 in CSV format, click Export in the top right corner of the page. Depending on your team's plan, you can choose to export a specific set of data (Scheduled, Logged, Logged vs Scheduled, Past logged + Future Scheduled), and the details you want to get (chart or table data).

Exporting Project Report data.

Exporting Project Report data.

Chart data

The chart data export of the Projects report includes:

  • Date

  • Schedules hrs

  • Scheduled Billable hrs

  • Scheduled Billable %

  • Scheduled Non-billable hrs

  • Scheduled Non-billable %

  • Scheduled Tentative (all) hrs

  • Scheduled Tentative (all) %

  • Logged hrs

  • Logged Billable hrs

  • Logged Billable %

  • Logged Non-billable hrs

  • Logged Non-billable %

Table data

The table data export of the Projects report includes:

  • Project

  • Client

  • Tags

  • Phase

  • Budget fee

  • Budget hrs

  • Scheduled fee

  • Scheduled hrs

  • Logged fee

  • Logged hrs

  • Budget used % (Total Scheduled)

  • Budget used % (Total Logged)

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, check the People Report.

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