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Single Project Report
Single Project Report

View reports related to specific projects in Float

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over 2 months ago

The Single Project Report displays a detailed overview of specific projects in Float. With this report, you can:

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

  • Monitor the project and phase budgets

  • Drill down on each project phase, tasks, and team

  • Track logged hours if your team uses time tracking

Single Project Report

In the Projects view of the Report page, use the Project is filter to show a report for a specific project. Select the date range, people, allocations, time off to show, and the display view.

The summary bar below the chart shows the aggregate totals for your selected date range.

Single Project Report.

Report timeframe

By default, you’ll see a report for the entire project. To change the timeframe for your report, use the calendar or date range shortcut to quickly switch to a project-to-date view or select another date range.

Selecting project's time frame

Report view

You can switch between a line chart and a bar chart view by clicking on the chart view toggle in the top right-hand corner of the report.

Select between a bar chart and a line chart

Line chart

This is a timeline view based on a line chart. Hovering over the line chart shows the numbers for the particular date range. Track changes over time and see the differences in your data depending on the selected report view (e.g., Logged vs. Scheduled will display a line chart showing the difference between your logged and scheduled time on the project relative to the total project budget as it progresses).

Line chart of a Single Project

Bar chart

The bar chart displays your team’s scheduled hours (including billable, non-billable, and tentative hours) for the specific project. Hovering over the chart will reveal the numbers for that particular date range.

Bar chart of the Single Project Report.

Table data

In the table below the chart, you’ll find a detailed breakdown of your project data. By switching between tabs in the table, you’ll get more details on project phases, tasks, team, and time tracking data for the selected project. You can also sort by each column in the table as needed by clicking the column heading.

Table data for a Single Project.

Phases

To view the summary for each project phase, open the Phase tab in the table. This tab will only appear if you’ve added phases to the project. If you set both billable and non-billable phases, the view will be split so you can review the details of both types.

Single Project phase details.

Tasks

The Tasks tab in the table shows a summary of the project's tasks. If you set both billable and non-billable tasks, the view will split so you can review the details of both types.

Single Project tasks details.

Team

Check the Team tab in the table to view a summary of each team member's data for the project.

Single Project Team details.

Time Tracking

If your team uses time tracking features, you can drill down on the data per project team member on the Time Tracking tab in the table. You can view the fee, logged hours, and their corresponding tasks and project phases.

Single Project time tracking details.

Filtering and saving a View

Filtering lets you drill down into your report data. You can also save your filtered report as a View for easy access. Select from one of your Views, apply a new filter, or type directly into the search field to filter the report data. You can filter by multiple categories—to aggregate them, click the + add button to expand the search options.

Filtering on the Single Project Report.

Export your data

To export a Single Project 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, table or time tracking data).

Report export options.

Export chart data

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

  • Logged Billable hrs

  • Logged Billable %

  • Logged Non-billable hrs

  • Logged Non-billable %

Export table data

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

  • Scheduled hrs

  • Scheduled Billable hrs

  • Scheduled Fee

  • Budget used % (Scheduled)

  • Scheduled Non-Billable hrs

  • Scheduled Tentative (all) hrs

  • Logged hrs

  • Logged Billable hrs

  • Logged fee

  • Budget used % (Logged)

  • Logged Non-billable hrs

Export time tracking data

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

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

  • Date

  • Client

  • Project

  • Phase

  • Task

  • Person

  • Logged fee

  • Logged Billable hours

  • Logged NOn-billable hours

  • Notes


Additional notes

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

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

  • Check the Projects Report article for details on viewing reports for multiple projects and the People Report article to learn about your team's report data.

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