# Float Help Center

> How can we help?

## Getting started

- [Welcome to Float.com](https://support.float.com/en/articles/11459210-welcome-to-float-com.md): Create a new team or join the existing one
- [Quick Start Guide](https://support.float.com/en/articles/13686089-quick-start-guide.md)
- [Sign up and create a new team](https://support.float.com/en/articles/10629139-sign-up-and-create-a-new-team.md)
- [Company settings](https://support.float.com/en/articles/10629138-company-settings.md): Set your team for success!
- [Your team](https://support.float.com/en/articles/10629140-your-team.md): Organize your team at Float
- [Your projects](https://support.float.com/en/articles/10629143-your-projects.md): Overview of projects in Float
- [Schedule: Plan your team's work](https://support.float.com/en/articles/11468891-schedule-plan-your-team-s-work.md)
- [Project plan: Plan your projects](https://support.float.com/en/articles/11468899-project-plan-plan-your-projects.md)
- [Log time / Log team: Track your team's time](https://support.float.com/en/articles/10629149-log-time-log-team-track-your-team-s-time.md)
- [Report: Review your team's performance](https://support.float.com/en/articles/11468893-report-review-your-team-s-performance.md)
- [Integrations](https://support.float.com/en/articles/10629147-integrations.md): Connect your tools
- [Switch to a paid plan](https://support.float.com/en/articles/10629204-switch-to-a-paid-plan.md)
- [Accept the invite and set up your account](https://support.float.com/en/articles/10629130-accept-the-invite-and-set-up-your-account.md)
- [Get to know your Schedule](https://support.float.com/en/articles/10629132-get-to-know-your-schedule.md)
- [Plan your work](https://support.float.com/en/articles/11470390-plan-your-work.md)
- [Book time off](https://support.float.com/en/articles/11470397-book-time-off.md): Schedule holidays and time off
- [Log your time](https://support.float.com/en/articles/10629137-log-your-time.md)
- [Sync your calendar](https://support.float.com/en/articles/11477382-sync-your-calendar.md): Connect your calendar with Float

## Float onboarding plan

- [Welcome to Float: start here to set your team up for success](https://support.float.com/en/articles/16603065-welcome-to-float-start-here-to-set-your-team-up-for-success.md): How this training is structured and what to do first
- [Company settings: configure your Float defaults](https://support.float.com/en/articles/16603195-company-settings-configure-your-float-defaults.md): Set the defaults that flow into everything else in Float—you customize them once, and they apply everywhere.
- [Data studio: the shared data your teams run on](https://support.float.com/en/articles/16603218-data-studio-the-shared-data-your-teams-run-on.md): Keep your clients, roles, and rate cards in one place—across every office and team.
- [People: set up your team so scheduling, capacity, and reports reflect reality](https://support.float.com/en/articles/16603223-people-set-up-your-team-so-scheduling-capacity-and-reports-reflect-reality.md): Add people, set their capacity, and control who can access Float.
- [Projects: organize your work, people, budgets, and timelines in one place](https://support.float.com/en/articles/16603228-projects-organize-your-work-people-budgets-and-timelines-in-one-place.md): Scope projects with the right people, budgets, and timelines, matching what you need to what you have.
- [Project view: estimate and plan your projects in one dedicated view](https://support.float.com/en/articles/16622162-project-view-estimate-and-plan-your-projects-in-one-dedicated-view.md): Draft allocations, save estimates as baselines, and track estimates against actuals to protect your margin.
- [Schedule: your source of truth for resourcing](https://support.float.com/en/articles/16603741-schedule-your-source-of-truth-for-resourcing.md): Allocate work, spot overload, and rebalance the whole team from one live view.
- [Log team: close the gap between planned and actual](https://support.float.com/en/articles/16603855-log-team-close-the-gap-between-planned-and-actual.md): Confirm your team’s hours to build the actuals that make budgets and reports meaningful.
- [Log my time: confirm your hours so your team’s data stays accurate](https://support.float.com/en/articles/16603887-log-my-time-confirm-your-hours-so-your-team-s-data-stays-accurate.md): Simplify timesheets with pre-filled actuals.
- [Dashboards: a live pulse on capacity and project health](https://support.float.com/en/articles/16603902-dashboards-a-live-pulse-on-capacity-and-project-health.md): Spot delivery risk across your finances and teams while there’s still time to act
- [Reports: turn your data into answers stakeholders can act on](https://support.float.com/en/articles/16603912-reports-turn-your-data-into-answers-stakeholders-can-act-on.md): Make informed decisions with live insights into how team utilization and resourcing impact margins and budget performance
- [MCP: connect Float to AI and get instant answers from your data](https://support.float.com/en/articles/16603940-mcp-connect-float-to-ai-and-get-instant-answers-from-your-data.md): Ask Float about your people and projects in plain language, straight from Claude or ChatGPT.

## Dashboards

- [Project finance dashboard](https://support.float.com/en/articles/13740180-project-finance-dashboard.md): Monitor real-time financial insights with the Project finance dashboard
- [People operations dashboard](https://support.float.com/en/articles/14685013-people-operations-dashboard.md): Monitor real-time capacity and utilization insights with the People operations dashboard

## Schedule

- [Allocate time](https://support.float.com/en/articles/4188692-allocate-time.md): Schedule allocations, assign tasks and learn about overtime indicators
- [Repeat an allocation, a time off, or a status](https://support.float.com/en/articles/5260455-repeat-an-allocation-a-time-off-or-a-status.md): Schedule recurring items quickly
- [Copy an allocation](https://support.float.com/en/articles/28936-copy-an-allocation.md): Duplicate existing allocations to schedule faster
- [Delete an allocation](https://support.float.com/en/articles/28951-delete-an-allocation.md): Remove allocations that you no longer need
- [Move projects, phases, and multiple allocations together](https://support.float.com/en/articles/28927-move-projects-phases-and-multiple-allocations-together.md): Shift your team's work
- [Link allocations together](https://support.float.com/en/articles/5071179-link-allocations-together.md): Create a dependency between allocations to plan and schedule more efficiently
- [Schedule time off](https://support.float.com/en/articles/440604-schedule-time-off.md): Book holidays, sick days, personal time, and other types of leave
- [Work on weekends and public holidays](https://support.float.com/en/articles/28906-work-on-weekends-and-public-holidays.md): Allocating and logging time on non-working days
- [Statuses](https://support.float.com/en/articles/3567342-statuses.md): Keep your team up to date on where everyone is working from
- [Search and filter](https://support.float.com/en/articles/28939-search-and-filter.md): Search and filter to get exactly the data that you need
- [Sorting](https://support.float.com/en/articles/28919-sorting.md): Sort your team and projects
- [Zoom and display options](https://support.float.com/en/articles/28933-zoom-and-display-options.md): Change view and density
- [Right-click menu and keyboard shortcuts](https://support.float.com/en/articles/28947-right-click-menu-and-keyboard-shortcuts.md): Discover the quick action shortcuts
- [Share a read-only view](https://support.float.com/en/articles/4892339-share-a-read-only-view.md): A public, read-only view of your schedule
- [Print schedule](https://support.float.com/en/articles/55153-print-schedule.md): Print your schedule or save it in a .pdf format
- [Export your data](https://support.float.com/en/articles/1813316-export-your-data.md): Download your Float data
- [Views](https://support.float.com/en/articles/8282472-views.md): Create filters and easily save, share, and switch between different views
- [Date range insights](https://support.float.com/en/articles/8850727-date-range-insights.md): See your team's live capacity and utilization rates
- [Emailing schedule](https://support.float.com/en/articles/10435844-emailing-schedule.md): Share the schedule details for a specific time frame

## People

- [People](https://support.float.com/en/articles/5228805-people.md): Add, configure, and manage the resources on your Float team.
- [Import people](https://support.float.com/en/articles/112420-import-people.md): Upload your team members to Float using the CSV import tool or one of the project management integrations
- [Archive a person](https://support.float.com/en/articles/28916-archive-a-person.md): Remove a person from the Schedule and keep their historical data for your reports
- [Delete a person](https://support.float.com/en/articles/55479-delete-a-person.md): Remove a person from your Float team
- [Inviting team members to Float](https://support.float.com/en/articles/9250853-inviting-team-members-to-float.md): Adding your teammates to your Float account
- [Access rights](https://support.float.com/en/articles/5215287-access-rights.md): Customize your team's access rights and permissions
- [Bulk assign and update access rights for your team](https://support.float.com/en/articles/6815543-bulk-assign-and-update-access-rights-for-your-team.md): Edit access rights in bulk
- [Remove account access](https://support.float.com/en/articles/6556534-remove-account-access.md): Prevent a person from logging into Float by removing their access
- [Bulk update people](https://support.float.com/en/articles/4191947-bulk-update-people.md): Edit, assign, archive or delete multiple people at once
- [Placeholders](https://support.float.com/en/articles/2059673-placeholders.md): Store allocations before assigning them to specific team members
- [Departments](https://support.float.com/en/articles/28918-departments.md): Organize your team into groups
- [People tags](https://support.float.com/en/articles/28920-people-tags.md): Organize your team using people tags
- [Smart insights: expertise and industry exposure](https://support.float.com/en/articles/15289550-smart-insights-expertise-and-industry-exposure.md): Automatic insights into your team's expertise and industry exposure.
- [Individual custom hours and work days](https://support.float.com/en/articles/28934-individual-custom-hours-and-work-days.md): Set individual hours and work days for your team members
- [Cost rates](https://support.float.com/en/articles/13741716-cost-rates.md): Configure cost rates to track project costs and profitability
- [Bill rates](https://support.float.com/en/articles/13741717-bill-rates.md): Configure bill rates to calculate project revenue and billable fees

## Projects

- [Projects](https://support.float.com/en/articles/4806377-projects.md): Organise your team's tasks within the projects
- [Project plan](https://support.float.com/en/articles/2792599-project-plan.md): Overview of all your projects and teams working on them
- [Project view](https://support.float.com/en/articles/11405498-project-view.md): Use the Project view to plan, scope, and manage a single project in one place
- [Project estimates](https://support.float.com/en/articles/11659845-project-estimates.md): Price new projects with confidence!
- [Import projects](https://support.float.com/en/articles/3075784-import-projects.md): Upload your projects to Float using the CSV import tool or one of the project management integrations
- [Project templates](https://support.float.com/en/articles/5908484-project-templates.md): Create ready to go drafts to plan projects faster
- [Duplicate a project](https://support.float.com/en/articles/5104370-duplicate-a-project.md): Make an exact copy of an existing project
- [Archive a project](https://support.float.com/en/articles/28953-archive-a-project.md): Prevent unauthorised changes to your projects
- [Delete a project](https://support.float.com/en/articles/8560226-delete-a-project.md): Remove all the project data from Float permanently
- [Project phases](https://support.float.com/en/articles/4787660-project-phases.md): Break down your projects into phases to keep track of groups of tasks and milestones
- [Project and phase tasks](https://support.float.com/en/articles/10383441-project-and-phase-tasks.md): Split your work into pieces
- [Milestones](https://support.float.com/en/articles/28955-milestones.md): Keep track of important dates and deadlines
- [Project codes](https://support.float.com/en/articles/10244894-project-codes.md): Add unique IDs and job numbers to your projects
- [Project tags](https://support.float.com/en/articles/5918826-project-tags.md): Label your projects to quickly find what you need
- [Project budgets](https://support.float.com/en/articles/2732830-project-budgets.md): Keep track of your project budgets
- [Tentative projects, phases, and allocations](https://support.float.com/en/articles/28963-tentative-projects-phases-and-allocations.md): Plan and schedule work that is not confirmed yet
- [Draft projects, phases, and allocations](https://support.float.com/en/articles/9976502-draft-projects-phases-and-allocations.md): Safely experiment with different project scenarios
- [Bulk update projects](https://support.float.com/en/articles/4191944-bulk-update-projects.md): Archive, delete, and edit multiple projects at once
- [Managing retainers](https://support.float.com/en/articles/12131099-managing-retainers.md): Set and manage different retainer models
- [Project expenses](https://support.float.com/en/articles/12285186-project-expenses.md): Track non-labor project expenses
- [Role-based planning: unassigned roles](https://support.float.com/en/articles/12132579-role-based-planning-unassigned-roles.md): Use unassigned roles for project planning
- [Role-based planning: role supply and demand](https://support.float.com/en/articles/13750588-role-based-planning-role-supply-and-demand.md)
- [Role-based planning: Smart assign](https://support.float.com/en/articles/13868430-role-based-planning-smart-assign.md): Find the best person for every role
- [Project statuses and stages](https://support.float.com/en/articles/12042863-project-statuses-and-stages.md): Understand your project's full pipeline from draft to done
- [Understanding margin in Float](https://support.float.com/en/articles/12586520-understanding-margin-in-float.md): Measure project profitability at a glance
- [Project roles](https://support.float.com/en/articles/13157401-project-roles.md): Assign different roles and bill rates per project
- [Budget utilization and profitability](https://support.float.com/en/articles/13742802-budget-utilization-and-profitability.md)
- [People and Projects](https://support.float.com/en/articles/6512360-people-and-projects.md): An overview of the features and functionality of the People and Projects pages
- [Project currencies](https://support.float.com/en/articles/13406485-project-currencies.md): Track project budgets in your clients’ currency

## Reports

- [People Report](https://support.float.com/en/articles/4385599-people-report.md): Track your team's performance
- [Projects Report](https://support.float.com/en/articles/4385602-projects-report.md): Track your projects, phases, and budgets
- [Single Project Report](https://support.float.com/en/articles/8811004-single-project-report.md): View reports related to specific projects in Float

## Time tracking

- [Time tracking](https://support.float.com/en/articles/3616990-time-tracking.md): Log your team's actual hours worked using pre-filled timesheets
- [Time tracking Timer](https://support.float.com/en/articles/8360053-time-tracking-timer.md): Accurately log and monitor your work hours

## Data studio

- [Data studio](https://support.float.com/en/articles/15259899-data-studio.md): Keep your data accurate and up to date in one structured place
- [Roles](https://support.float.com/en/articles/8278926-roles.md): Standardize your team's roles based on how you estimate and plan work
- [Role bill rates migration](https://support.float.com/en/articles/15704045-role-bill-rates-migration.md): Role bill rates have moved to Data studio \> Rate cards
- [Clients](https://support.float.com/en/articles/28952-clients.md): Create, edit and remove your customers
- [Rate cards](https://support.float.com/en/articles/15259904-rate-cards.md): Set up reusable set of bill rates
- [Rate cards: benefits and use cases](https://support.float.com/en/articles/15752460-rate-cards-benefits-and-use-cases.md): Set standard, client-specific, and multi-currency bill rates by role in one place, so every project stays accurate and up to date automatically.
- [Rates](https://support.float.com/en/articles/9100532-rates.md): Customize and track both bill rates and cost rates to monitor project profitability.

## Individual and team settings

- [Personal settings](https://support.float.com/en/articles/10346220-personal-settings.md): Your account details and settings
- [Change or reset your password](https://support.float.com/en/articles/28907-change-or-reset-your-password.md): Forgot your password? Here's how to reset it!
- [Profile pictures](https://support.float.com/en/articles/55481-profile-pictures.md): Help your team put a face to all the great work
- [Personal notifications](https://support.float.com/en/articles/3412688-personal-notifications.md): Stay up to date with your team's work
- [Managing email addresses](https://support.float.com/en/articles/10729937-managing-email-addresses.md): Learn how to change email address linked to Float account
- [Company settings](https://support.float.com/en/articles/8837442-company-settings.md): Your team's details and settings
- [Manage multiple companies](https://support.float.com/en/articles/28909-manage-multiple-companies.md): Switch between your company accounts
- [Account ownership](https://support.float.com/en/articles/6557980-account-ownership.md): Transferring account ownership to another team member
- [Team notifications](https://support.float.com/en/articles/6865274-team-notifications.md): Managing your team's settings for schedule emails and time tracking reminders
- [Default work days and hours](https://support.float.com/en/articles/28942-default-work-days-and-hours.md): Set up your team's working routine
- [Your company's time zone](https://support.float.com/en/articles/28940-your-company-s-time-zone.md): Set or modify your team's time zone
- [Currencies](https://support.float.com/en/articles/13428540-currencies.md): Set your team's currencies
- [Time tracking settings](https://support.float.com/en/articles/13619139-time-tracking-settings.md)
- [Guests](https://support.float.com/en/articles/55476-guests.md): Grant access to your team for users who do not appear on Schedule
- [Time off settings](https://support.float.com/en/articles/13305294-time-off-settings.md): Time off policies
- [Time off approvals](https://support.float.com/en/articles/6702104-time-off-approvals.md): Approve your team's time off requests
- [Public and team holidays](https://support.float.com/en/articles/3281892-public-and-team-holidays.md): Set up your team's holiday calendar
- [Tags](https://support.float.com/en/articles/13670583-tags.md): Organize your people and projects
- [Activity feed](https://support.float.com/en/articles/1075182-activity-feed.md): Review changes made to your projects, allocations, and the team
- [Single sign-on, 2FA, and Google Sign-in](https://support.float.com/en/articles/2360130-single-sign-on-2fa-and-google-sign-in.md): Control how your team signs in to their Float account
- [Microsoft Entra ID \(formerly Azure AD\)](https://support.float.com/en/articles/3941805-microsoft-entra-id-formerly-azure-ad.md): Set up the Entra ID single sign-on
- [Okta](https://support.float.com/en/articles/96145-okta.md): Set up the Okta single sign-on
- [OneLogin](https://support.float.com/en/articles/56076-onelogin.md): Set up the OneLogin single sign-on

## Plans, billing, and payments

- [Signing up for Float and a free trial](https://support.float.com/en/articles/6797528-signing-up-for-float-and-a-free-trial.md): Creating your team at Float
- [Pricing and plans](https://support.float.com/en/articles/8805233-pricing-and-plans.md): Float pricing and plan options
- [Billing options, payments, and plan changes](https://support.float.com/en/articles/3851490-billing-options-payments-and-plan-changes.md): Review your team's billing
- [Sales tax](https://support.float.com/en/articles/3079176-sales-tax.md): Get to know the sales tax rate and applicable States
- [Plan & billing settings](https://support.float.com/en/articles/6560623-plan-billing-settings.md): How to add seats, change your billing cycle, update your card/address, and view your past invoices
- [Cancel your subscription and delete your company's account](https://support.float.com/en/articles/6553862-cancel-your-subscription-and-delete-your-company-s-account.md): Delete your team permanently
- [Refund policy](https://support.float.com/en/articles/6797561-refund-policy.md): Learn what makes you eligible for a refund

## Integrations

- [Google Calendar](https://support.float.com/en/articles/2795210-google-calendar.md): Sync your Google Calendar with Float
- [Outlook Calendar](https://support.float.com/en/articles/3050802-outlook-calendar.md): Sync your Outlook Calendar to Float.
- [Subscribe to iCal](https://support.float.com/en/articles/55484-subscribe-to-ical.md): Send your Float tasks to your favourite calendar app
- [Troubleshooting common calendar integration issues](https://support.float.com/en/articles/12678699-troubleshooting-common-calendar-integration-issues.md): Common calendar integration issues and how to fix them
- [API](https://support.float.com/en/articles/55483-api.md): Get your data to/from Float via API
- [Import logged time data from a CSV file via API](https://support.float.com/en/articles/11774469-import-logged-time-data-from-a-csv-file-via-api.md): How to use Float's API to import logged time data from a CSV file
- [Import time off data from a CSV file via API](https://support.float.com/en/articles/12816783-import-time-off-data-from-a-csv-file-via-api.md): How to use Float's API to import time off from a CSV file
- [Power BI via API](https://support.float.com/en/articles/9291797-power-bi-via-api.md): Use the Float API to connect your Float data to Power BI
- [Troubleshooting common API errors and issues](https://support.float.com/en/articles/11890840-troubleshooting-common-api-errors-and-issues.md): General troubleshooting guide when encountering errors or issues with Float API
- [Zapier](https://support.float.com/en/articles/4723323-zapier.md): Connect your Float account to other tools via Zapier
- [Asana via Zapier](https://support.float.com/en/articles/16212925-asana-via-zapier.md): Use the Float API and Zapier to connect Asana to Float
- [Jira via Zapier](https://support.float.com/en/articles/16212937-jira-via-zapier.md): Use the Float API and Zapier to connect Jira and Float
- [Linear via Zapier](https://support.float.com/en/articles/16212945-linear-via-zapier.md): Use the Float API and Zapier to get your Linear data into Float
- [Trello via Zapier](https://support.float.com/en/articles/16212943-trello-via-zapier.md): Use the Float API and Zapier to connect Trello and Float
- [Wrike via Zapier](https://support.float.com/en/articles/10723268-wrike-via-zapier.md): Use API and Zapier to get your Wrike data into Float
- [Salesforce via Zapier](https://support.float.com/en/articles/10671821-salesforce-via-zapier.md): Use API and Zapier to get your Salesforce data into Float
- [HubSpot via Zapier](https://support.float.com/en/articles/10720956-hubspot-via-zapier.md): Use API and Zapier to get your HubSpot data into Float
- [ClickUp via Zapier](https://support.float.com/en/articles/10723234-clickup-via-zapier.md): Use API and Zapier to get your ClickUp data into Float
- [Monday.com via Zapier](https://support.float.com/en/articles/10721268-monday-com-via-zapier.md): Use API and Zapier to get your Monday data into Float
- [Basecamp via Zapier](https://support.float.com/en/articles/10723312-basecamp-via-zapier.md): Use API and Zapier to get your Basecamp data into Float
- [Third-party integrations](https://support.float.com/en/articles/10205312-third-party-integrations.md): Create streamlined workflows for your team
- [Float MCP \[beta\]](https://support.float.com/en/articles/12688168-float-mcp-beta.md): Get insights using conversational AI
- [Float MCP \[beta\] prompt guide](https://support.float.com/en/articles/13683370-float-mcp-beta-prompt-guide.md): Get insights using conversational AI
- [Slack notifications](https://support.float.com/en/articles/3733325-slack-notifications.md): See your schedule updates in Slack
- [Slack team messaging - Float Activity Feed](https://support.float.com/en/articles/1496909-slack-team-messaging-float-activity-feed.md): Send your Float activity to Slack
- [Asana \(legacy integration\)](https://support.float.com/en/articles/4278155-asana-legacy-integration.md): Connect your project management tools to Float
- [Jira \(legacy integration\)](https://support.float.com/en/articles/3854834-jira-legacy-integration.md): Sync your Jira projects with Float
- [Trello \(legacy integration\)](https://support.float.com/en/articles/4335544-trello-legacy-integration.md): Connect your Trello account to Float
- [Linear \(legacy integration\)](https://support.float.com/en/articles/9101072-linear-legacy-integration.md): Connect your Linear with Float

## Mobile app

- [Mobile app for iOS and Android](https://support.float.com/en/articles/5017574-mobile-app-for-ios-and-android.md): Take Float with you on the go!

## Security & general Information

- [The Float Glossary](https://support.float.com/en/articles/8820706-the-float-glossary.md): Common terms used across Float.com
- [Supported browsers](https://support.float.com/en/articles/28923-supported-browsers.md): Use Float on different browsers
- [Supported languages](https://support.float.com/en/articles/28950-supported-languages.md): Supported languages
- [Unsubscribe from emails](https://support.float.com/en/articles/6532903-unsubscribe-from-emails.md): Manage your communication preferences and subscriptions
- [Undo and restore](https://support.float.com/en/articles/8779092-undo-and-restore.md): Undo the last action
- [Data security and privacy](https://support.float.com/en/articles/397017-data-security-and-privacy.md): Your data is safe with us
- [Scheduled maintenance](https://support.float.com/en/articles/6178960-scheduled-maintenance.md): Learn about Float’s maintenance schedule
- [Talent intelligence and AI at Float](https://support.float.com/en/articles/14624339-talent-intelligence-and-ai-at-float.md): How AI works inside Float and how you data is handled

## Common workflows

- [Manage team access - configure users and their permissions](https://support.float.com/en/articles/14803456-manage-team-access-configure-users-and-their-permissions.md): Understand user types and access levels
- [Capacity planning and resource scheduling](https://support.float.com/en/articles/13847946-capacity-planning-and-resource-scheduling.md): Understanding availability, capacity and team utilization
- [Project planning and tracking \[Pro and Enterprise\]](https://support.float.com/en/articles/14487455-project-planning-and-tracking-pro-and-enterprise.md): From draft to delivery