Projects help you organize your tasks, team, and important milestones together in one place.​ Projects can be created by the Account Owner, Billing guests, Admins, and Managers with Add and manage Projects, including budgets if viewable permission.

There are a few different ways to add a project:

When adding a new project, you can choose to create a new blank project (draft, tentative, or confirmed) or use one of the existing project templates.

📝Note: Selecting Always start from a confirmed project hides your templates when adding a new project. To show templates again, go to the Projects page, select Manage templates, and enable Show templates when I create new projects.

To create a new project, start with the name and the color.

📝Note: The Project name field has a 255 character limit. Leaving the project name field blank will result in a project called *New Project.

The Info section contains general information about the project.

You can set the project owner in the Owner field. The person who creates a project is automatically set as its owner, but they can reassign the ownership to anyone with access rights set.

​

In the Status field, you can set your project to be a draft, tentative, or confirmed.

You can sort your projects by Status on the Projects page and distinguish them based on the status icon.

Changing the project status from Draft to Tentative will make all planned allocations, phases, and milestones visible on the Schedule.

Changing the project status from Draft to Confirmed will:

Changing the project status from Confirmed to Tentative will:

Changing the project status from Confirmed or Tentative to Draft will:

You can set the project as billable or non-billable. To have billable and non-billable phases and tasks within a project, set the project to billable and manage individual phases and tasks in the Phases and Tasks sections.

Clients can be added via the project menu or in the Clients  Project codes tab within your Team settings. This is also where the Account Owner and the Admins can manage them.

To add a new project tag, type its name or select an existing tag from the drop-down. You can sort/filter any Float page by the project tag.

Project dates are automatically adjusted based on the first and last allocation, phase, milestone, or logged time record belonging to this project. While you can set the project dates when creating a project, you can’t manually set:

- a start date that’s after the first allocation/phase/milestone/logged time

- an end date that’s before the last allocation/phase/milestone/logged time.

To change your project dates, you’ll need to first move the allocations, phases, milestones, or logged time records that are constraining your date range.

You can add any additional information to your project here. The character limit for project notes is 1500.

💡Here's a tip: To mention a person, type "@" followed by their name on any project note. Depending on their personal notification settings, they will receive a notification via email, Slack, or mobile push.

Check this box to allow any Manager with manage projects permission to edit the project. If this box is unchecked, Managers will only be able to edit the project if they have been added to the project team in the Team section. Admins and the Account Owner will always have access to edit the project.

The Budget section allows you to set the project's budget type. There are seven total project budget options to choose from. Non-billable tasks do not utilize your project budget.

The Team section displays every team member on the project team and across all phases (if available).

If a team member used to work on a project but has been archived, the Archived indicator will be displayed next to their name. All their historical data remains intact and can still be viewed in the reports. Removing an archived person from a project will permanently delete all of their scheduled and logged tasks for that project.

You can set a different hourly bill rate for each team member or the same bill rate for everyone active on the project team. When adding a new person to the project, the personal bill rate will apply by default, but you can choose to set a different project bill rate. Adjusting your team’s hourly bill rates for a specific project will not impact their rates on other projects.

This is where you can add people to a project individually. To assign people to a project team in bulk, check out the bulk actions menu on the People page.

​📝Note: Currently, there are no limits on the number of team members on a project team—you can have an unlimited number of team members for each project.

The Phases section allows you to add project phases and set their color and duration. If your project budget is calculated per phase, you can also add the budget details here.​

📝Note: By default, phases color is the same as the project color, but it can be adjusted whenever needed.​To set additional phase details, click on a phase to open it in the side panel. This is where you can indicate the phase status, budget, team, tasks, milestones, and other details at a granular level, similar to setting project details.

​📝Note: While you can set the tentative phases within a confirmed project, creating confirmed phases in a tentative project is not supported.

​

After a project with multiple phases is created, you can easily navigate between them using the up and down arrows in the top right corner of the page.

The Tasks section houses all of your project tasks. It does not include phase-specific tasks, which are listed under their corresponding phases.​Tasks are useful to help group allocations on the reports. You can add new tasks to this list before assigning them to your team or when allocating time on the Schedule. Any task assigned to a team member on the Schedule is automatically added to this list on the project menu.​​💡 Here's a tip: Already scheduled tasks have a green dot displayed next to them.

📝Note: Currently, there are no limits on the number of tasks allowed on a project—you can have an unlimited number of tasks in each project.

You can choose to set individual tasks within a billable project to non-billable.​Non-billable tasks on a billable project are not included in the project budget and allocations scheduled for these tasks do not utilize the project budget. Non-billable allocations on a billable project can be tracked in Reports to monitor internal spend.

You can select two or more tasks and merge them. When tasks are merged, all instances of the tasks, including previously scheduled and logged time, will update to the new task name. It's important to note that this action is irreversible—you cannot split previously merged tasks.

To remove a task, select the task name and click Delete.

If you try to remove a task that has been scheduled or in use, Float will ask for confirmation to delete it. Click on the bin icon to confirm the action. This will permanently delete all instances of that task from Float (including all scheduled and logged time for that task). This action is irreversible. If this is not your intention, consider reassigning the allocations from that task before deleting it or using the merge option instead.

📝Note: Bulk deletion of tasks with associated allocations is currently not available. Each task needs to be removed individually.

Locking the task list by selecting Managers with ‘manage projects’ permission can add to this list ensures your team only schedules and logs tasks from the approved list. We’ve made it easier to keep your task list tidy by locking the list by default for the new projects, but it can be unlocked whenever needed.

📝Note: Locking the project task list also applies to all the project's phases.​ If Managers with ‘manage projects’ permission can add to this list is selected, Managers with manage projects permission who are just the contributors to the project (and not the Project Owners) can add new tasks in the project settings. When allocating time on the Schedule, they will need to select one of the existing tasks.

The Milestones section allows you to add new milestones or manage the existing ones. Milestones are great for tracking important events within a project's lifecycle. Milestones can be set as a date or a date range.

To access the project's action menu, click on the three vertical dots icon at the top right corner of the project side panel.