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Single Project Report

View reports related to specific projects in Float

Written by Century Richards

The Single Project Report provides a comprehensive view of an individual project’s performance — all in one place. It’s designed to help your team:

  • Visualize report data for an entire project, project to date, or any specific timeframe,

  • Track profitability metrics and monitor budget utilization,

  • Drill down on each project phase, task, and team member.

Additionally, if your team is on a Pro or Enterprise plan, you can:

Accessing Single Project Report

There are several ways to access the Single People Report:

  • From the Report page > Projects > Click on a specific project’s name or use the Project is filter.

  • On the Project plan, use the View project report option.

  • On the Project view, use the View project report option.

  • On the Projects page, use the Report shortcut.

  • From the project's action menu, use the View project report option.

📝Note: Make sure that each of your projects has a unique name. If your team has multiple projects with the same name (even if some of them are archived), you won't be able to access the Single Project Report for each of them separately.

Plan availability and report types

The report modes available for the Single Project Report depend on your Float plan.

Starter plan

Teams on the Starter plan have access to one report mode - Scheduled.

Pro and Enterprise

Single Project Report for Pro and Enterprise teams includes access to six report modes:

  • Scheduled

  • Logged

  • Logged vs Scheduled

  • Past logged + Future Scheduled

  • Baseline estimate vs Scheduled

  • Baseline estimate vs Logged

To switch between report modes, select your preferred mode from the Display options dropdown in the top right corner of the Report page.

Configuration options

The Single Project Report can be customized to focus on the data most relevant to you. The following elements can be adjusted:

  • Date range
    By default, the date range is set to cover the entire project. You can change this in a few ways:

    • Choose one of the pre-set options — select from a list of common timeframes (for example, this week, last month, this quarter)

    • Choose dates from the calendar — manually select the dates you want to look at.

    • Use arrow navigation — use the < and > arrows next to the date range to step forward or backward through periods. For example, if the current date range is set to "This month," clicking < displays the previous month and clicking > displays the next month.

    Date range selector for Single Project Report.

    📝Note: For the Baseline estimate vs Scheduled and the Baseline estimate vs Logged, the report is generated for the entire project duration by default. It includes all active employees, contractors, and placeholders and their confirmed time off.

  • Chart style

    You can choose how the data is displayed - as a bar chart or as a line chart.

    Chart style

    • Line chart - shows the project's billable hours and expenses (if any). Hovering over the line reveals the data for a specific date.

      Line chart

    • Bar chart - shows the project’s billable and non-billable data. Hovering over the bar reveals the data for a specific date.

      Bar chart

  • People type filter
    You can select which resources to include on the report: Employees, Contractors, Placeholders, Active, Archive, and/or Unassigned.

Report mode

Depending on your team's plan and estimates usage, you can choose to view one of the following modes:

  • Scheduled

  • Logged

  • Logged vs Scheduled

  • Past logged + Future Scheduled

  • Baseline estimate vs Scheduled

  • Baseline estimate vs Logged

    Report mode

Display options

Under Display options in the top right corner of the page, you can choose the chart display density.

Chart display density

You can choose to view your chat data by Days or Months. When density is set to Days, hovering over a bar reveals the hours for a specific date. For Months, it shows the totals for the corresponding date range.

Chart display density

Report summary based on the budget type and report mode

The report summary is displayed beneath the chart and adjusts based on the project's budget type and the selected report mode.

For projects with no budget set:

Report mode

Summary includes

Scheduled

  • Scheduled hours

  • Costs (Scheduled costs, Expense costs)

Logged

  • Logged hours

  • Costs (Logged costs, Expense costs)

Logged vs Scheduled

  • Logged hours

  • Scheduled hours

  • Difference in hour

Past logged + Future scheduled

  • Projected hours (Past logged, Future Scheduled)

  • Costs (Projected costs, Expense costs)

Baseline estimate vs scheduled

  • Baseline hours & costs

  • Scheduled hours & costs

  • Difference in hours & costs

Baseline estimate vs logged

  • Baseline hours & costs

  • Logged hours & costs

  • Difference in hours & costs

For projects with time & material budget:

Report mode

Summary includes

Scheduled

  • Revenue = billable value of people's time + billable project expenses (Scheduled billable, Billable expenses)

  • Costs (Scheduled costs, Expense costs)

  • Margin = ((billable hours x bill rates) - all costs) / (billable hours x bill rates) * 100

Logged

  • Revenue = billable value of people's time + billable project expenses (Logged billable, Billable expenses)

  • Costs (Logged costs, Expense costs)

  • Margin = ((billable hours x bill rates) - all costs) / (billable hours x bill rates) * 100

Logged vs Scheduled

  • Logged fees and hours

  • Scheduled fees and hours

  • Difference - in financial values and in hours

Past logged + Future scheduled

Profitability:

  • Revenue = billable value of people's time + billable project expenses (Projected billable, Billable expenses)

  • Costs (Projected costs, Expense costs)

  • Margin = ((billable hours x bill rates) - all costs) / (billable hours x bill rates) * 100

Projection breakdown:

  • Total budget = (scheduled billable hours x bill rates) + (billable expense costs + markup amounts)

  • Projected billable (Past logged, Future scheduled)

  • Billable expenses

Baseline estimate vs scheduled

  • Baseline hours, costs & billable

  • Scheduled hours, costs & billable

  • Difference in hours, costs & billable

Baseline estimate vs logged

  • Baseline hours, costs & billable

  • Logged hours, costs & billable

  • Difference in hours, costs & billable

For projects with a fixed fee budget, there are two tabs:

Report mode

Summary includes

Scheduled

Profitability:

  • Revenue = total project fee x (elapsed calendar days / total project days)

  • Billable (Scheduled billable, Billable expenses)

  • Costs (Scheduled costs, Expense costs)

  • Margin = (project fees - all costs) / project fees * 100


Budget utilization:

  • Total budget,

  • Scheduled billable,

  • Billable expenses,

  • Budget remaining

Logged

Profitability:

  • Revenue = total project fee x (elapsed calendar days / total project days),

  • Billable (Logged billable, Billable expenses),

  • Costs (Logged costs, Expense costs),

  • Margin = (project fees - all costs) / project fees * 100

    Budget utilization:

  • Total budget,

  • Logged billable,

  • Billable expenses,

  • Budget remaining

Logged vs Scheduled

  • Logged fees and hours

  • Scheduled fees and hours

  • Difference - in financial values and in hours.

Past logged + Future scheduled

Profitability:

  • Revenue = total project fee x (elapsed calendar days / total project days)

  • Billable (Projected billable, Billable expenses)

  • Costs (Projected costs, Expense costs)

  • Margin = (project fees - all costs) / project fees * 100

Budget utilization:

  • Total budget

  • Projected billable (Past logged, Future scheduled)

  • Billable expenses

  • Budget remaining

Baseline estimate vs scheduled

  • Baseline hours, costs & billable

  • Scheduled hours, costs & billable

  • Difference in hours, costs & billable

Baseline estimate vs logged

  • Baseline hours, costs & billable,

  • Logged hours, costs & billable,

  • Difference in hours, costs & billable

For projects with a fixed hours budget:

Report mode

Summary includes

Scheduled

  • Total budget

  • Scheduled hours

  • Costs (Scheduled costs, Expense costs),

  • Budget remaining

Logged

  • Total budget

  • Logged hours

  • Costs (Logged costs, Expense costs)

  • Budget remaining

Logged vs Scheduled

  • Logged hours

  • Scheduled hours

  • Difference in hours

Past logged + Future scheduled

  • Total budget

  • Projected hours (Past logged, Future scheduled)

  • Costs (Projected costs, Expense costs)

  • Budget remaining

Baseline estimate vs scheduled

  • Baseline hours & costs

  • Scheduled hours & costs

  • Difference in hours & costs

Baseline estimate vs logged

  • Baseline hours & costs

  • Logged hours & costs

  • Difference in hours & costs

Table report

The table report provides a detailed breakdown of the project. Depending on the project's settings and your plan, it organizes data into Phases, Tasks, Team, Expenses, and Time tracking tabs.


Phases

The Phases tab lists all of the project’s phases, grouped into billable and non-billable. It includes:

  • Phase name

  • Budget - if the project budget is set by phase

  • Scheduled billable / Scheduled hours - depending on the budget type

  • Scheduled cost

  • Budget remaining - if the project budget is set by phase

  • Margin - if the project budget is set as time & materials

To view data split by task, click the arrow next to a phase name.

Tasks

The Tasks tab lists all project tasks, grouped into billable and non-billable. It includes:

  • Task name

  • Phase the task belongs to. If it's a project task, it is listed as No Phase.

  • Budget - if the project budget is set by task

  • Scheduled billable / Scheduled hours - depending on the budget type

  • Scheduled cost

To view data split by person, click the arrow next to a task name.

Team

The Team tab lists all people working on the project, along with their roles and a summary of their scheduled billable hours, fees, and costs.

To view data split by task, click the arrow next to a person's name.


Expenses

If you are on the Pro or Enterprise plan, the Expenses tab shows all project expenses within the project’s date rangee, grouped as billable or non-billable. It includes:

  • Expense name

  • Date the expense was added

  • Total cost - the actual expense amount

  • Markup - only for time & materials budgets

  • Total billable - billable cost + markup, if applicable

This view makes it easy to see both the real costs of expenses and what will be billed to the client.

Time tracking

If your team is on the Pro or Enterprise plan, you also have access to the Time tracking tab. It shows all the time logged for the project and includes:

  • Date

  • Phase - if the time was logged for the project directly, it will show No Phase

  • Task - if the time was logged without any task assigned, it will show No task allocation

  • Person

  • Notes

  • Fee - if their bill rates are set

  • Logged hours

  • Cost - if their cost rates are set

To check the details of the logged time, click the hourly value in the Logged column. It will open the log time window and, if you have the edit permissions, allow you to modify it.

Editing the project

Clicking on the project name opens the side panel and allows editing (for users with edit project permissions). Once the project is updated, the report reloads to reflect recent changes.


📝Note: If you don’t see the changes reflected in the report immediately, please refresh the page.

Profitability reporting

If you set up bill rates and cost rates for your team, Float automatically calculates project profit metrics. 

Here are some calculations to keep in mind:

  • Costs = hours × cost rate

  • Fees = hours × bill rate

  • Margin = fees - costs

  • Profit margin %= (margin ÷ fees) × 100

Let’s say a Designer logs 10 hours on a project. Their cost rate is set at $50/hour, and their bill rate is $120/hour. Here’s how it adds up:

  • Costs = 10 × $50 = $500

  • Fees = 10 × $120 = $1,200

  • Margin = $1,200 - $500 = $700

  • Profit Margin % = ($700 ÷ $1,200) × 100 = 58.3%

This means you’re keeping over half of what you billed as profit—which is a strong margin!

When projects include expenses, these are factored directly into profitability calculations. Two additional values are shown:

  • Expense costs – The actual cost of all project expenses (billable and non-billable).

  • Billable expenses – The portion of those expenses passed through to the client (including markup for time & materials budgets).

Your project totals update accordingly:

  • Total costs = scheduled costs + expense costs

  • Total billable = scheduled billable + billable expenses

  • Margin = total billable − total costs

  • Profit margin % = (margin ÷ total billable) × 100

This ensures you see the effort-based costs and any additional project expenses in one profitability view.

Revenue calculation

Each project’s revenue calculation varies based on the selected budget type:

  • If no budget is set, the revenue is not calculated. The report shows hours and costs.

  • If the project budget is set as time & materials, the revenue calculation is:

    Revenue = billable value of people's time + billable project expenses.

  • If the project budget is fixed fee, the revenue calculation is:
    ​​Revenue = total project fee x (elapsed calendar days / total project days).

  • If the project budget is set as fixed hours, the margin is not calculated. The report shows hours and costs and compares them with the budget.

Margin calculation

Each project’s margin calculation varies based on the selected budget type:

  • If no budget is set, the margin is not calculated. The report shows hours and costs.

  • If the project budget is set as time & materials, the margin calculation is:

    Margin = (billable hours x bill rates) - all costs / (billabe hours x bill rates) * 100

  • If the project budget is fixed fee, the margin calculation is:
    ​​Margin = (project fees - all costs) / project fees * 100

  • If the project budget is set as fixed hours, the margin is not calculated. The report shows hours and costs and compares them with the budget.

Non-billable work impact on the margin

Non-billable work does not contribute to billable time or billability metrics. However, it does contribute to project costs, as cost rates are still applied to the scheduled time. As a result, non-billable work reduces margin because it increases costs without increasing billable revenue.

Margin calculation based on the report mode

Margin calculation also varies based on the report type selected:

  • If the Scheduled report type is selected, scheduled hours are used in the margin calculation.

  • If the Logged report type is selected, logged hours are used in the margin calculation.

  • If the Past logged + Future scheduled report type is selected, the sum of past logged and future scheduled hours is used for margin calculation.

  • For the Logged vs Scheduled report type, the margin is not calculated.

The project margin will not be calculated unless every team member assigned to the project has a cost rate set. The same rule applies to archived people assigned to the project.

Projected costs and fees

The Past logged + Future scheduled report type shows projected billable and projected costs, including any expenses.

These are calculated as follows:

  • Projected costs = (past logged + future scheduled hours × cost rate for each person) + expense costs

  • Projected billable = (past logged + future scheduled billable hours × bill rate for each person) + billable expenses

Baseline estimate reports

If your team uses estimates, you can use baseline estimate vs Scheduled or Logged report mode to compare an estimate against the current project data.

By default, these reports are generated for the entire project duration. They include all active employees, contractors, and placeholders, and their confirmed time off.

Baseline estimate vs Scheduled

If your project has a baseline estimate saved, you can compare it with your current scheduled work using the Baseline estimate vs Scheduled report.


​This report uses the baseline as a reference point to highlight differences in hours, fees, and costs. A line chart lets you quickly compare baseline and scheduled data on specific dates. The difference is highlighted in the summary bar, and the tables provide a detailed breakdown by phases, tasks, and team members.

Baseline estimate vs Logged

If your project has a baseline estimate saved, you can compare it with your current logged work using the Baseline estimate vs Logged report.

This report uses the baseline as a reference point to highlight differences in hours, fees, and costs. A line chart lets you quickly compare baseline and logged data on specific dates. The difference is highlighted in the summary bar, and the tables provide a detailed breakdown by phases, tasks, and team members.

Export your data

Depending on your team’s plan, you can export a specific data set into a CSV format:

  • On the Starter plan, only the Scheduled data download is available.

  • The Pro and Enterprise plans also include the Logged, Logged vs Scheduled, Past logged + Future Scheduled, Baseline estimate vs Scheduled hours, and Baseline estimate vs Logged hours exports. 

To export a Single Project Report in CSV format, click the export icon in the top right corner of the page and select the details you want to get. You can choose to:

  • Export chart data,

  • Export table data,

  • Export time tracking data

  • Export expenses data

Chart data export

This export shows the total hours and percentage of scheduled (and logged) data for a given date. The data includes the total for tentative, billable, and non-billable tasks.

The chart data export of the Single Project 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  - on Pro and Enterprise plans

  • Logged Billable hrs  - on Pro and Enterprise plans 

  • Logged Billable %  - on Pro and Enterprise plans 

  • Logged Non-billable hrs  - on Pro and Enterprise plans 

  • Logged Non-billable % - on Pro and Enterprise plans

Table data export

This export shows the total breakdown of the report based on the individual tasks per person on the project. If your team uses time tracking, the table data export will always include scheduled and logged time for the entire date range, regardless of the selected report view.

The table data export of the Single Project Report includes:

  • Phase

  • Task

  • Person

  • Department

  • Budget (project/phase/task)

  • Scheduled hrs

  • Scheduled Billable hrs

  • Scheduled Fee

  • Scheduled Cost

  • Budget used % (Scheduled)

  • Scheduled Non-Billable hrs

  • Scheduled Tentative (all) hrs

  • Logged hrs  - on Pro and Enterprise plans

  • Logged Billable hrs - on Pro and Enterprise plans

  • Logged fee - on Pro and Enterprise plans

  • Logged cost - on Pro and Enterprise plans

  • Budget used % (Logged)  - on Pro and Enterprise plans 

  • Logged Non-billable hrs - on Pro and Enterprise plans

Additionally, the Baseline estimate vs Scheduled hours and Baseline estimate vs Logged hours  table data export includes:

  • Estimated hrs - on Pro and Enterprise plans

  • Estimated billable hrs - on Pro and Enterprise plans

  • Estimated fee - on Pro and Enterprise plans

  • Estimated cost - on Pro and Enterprise plans

If a project has more than one estimate saved, the exported CSV data is based on the baseline estimate.

📝Note: If the project budget is set per phase or per task, the budget column in the CSV export repeats the budget in each phase/task line. The budget column does not sum up on the CSV export. As an example: 

  • In this case, the Design phase budget is 50000, and the Scoping phase budget is 45000.

CSV export of Single Project Report with budget set by phase
  • In this case, the Design task budget is 60000, the Review task budget is 30000, and the Scoping task budget is 80000.

CSV export of Single Project Report with budget set by task.

Time tracking data export

This option is only available if your team uses time-tracking features (Pro and Enterprise plans). This export shows the logged hours per date for each person on the project during the selected timeframe.

The time tracking data export of the Single Project Report includes:

  • Date

  • Client

  • Project

  • Project code

  • Phase

  • Task

  • Person

  • Logged fee

  • Logged cost

  • Logged Billable hours

  • Logged Non-billable hours

  • Notes

Expenses data export

This expenses data export includes:

  • Expense date,

  • Name,

  • Total cost,

  • Markup

  • Total billable.

Additional notes

  • Adding custom fields to the reports is currently not supported.

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

  • For the CSV export files, you can review the CSV formatting standards here.

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