Project planning that aligns scope with resourcing
Plan projects with your team in mind—aligning timelines, budgets, and available resources from the start.
Bet your project management tool only shows half the picture
Project management tools put tasks, not teams, first. Float’s Project plan helps you scope and estimate projects accurately with a clear view of availability, skills, rates, and workload.
Designed to align project budgets and timelines with resourcing needs
End-to-end scoping
Breakdown project plans using phases, milestones, and tasks to track progress incrementally against your resourcing.
Draft future work
Experiment with project plans in draft to test timelines and resourcing before moving them to the live Schedule.
Budget monitoring
Set hourly, fee-based, or retainer budgets to predict and manage spend. Track costs based on your resource allocation schedule and actual hours.
Project templates
Save and reuse your most common project setups so you don’t have to start from scratch every time.
Float enables us to answer important questions like: is this project properly planned? How much time can we allocate to tentative projects without blocking confirmed projects? Can we predict how much work is coming in?
Project planning that plays well with your existing tools
Connect Float with your favorite tools to streamline workflows and enhance data integrity across your entire ecosystem.
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Frequently asked questions
Float’s Project Plan features let you scope work in context with real people, availability, rates, and budgets. You can model timelines, assign roles or individuals, build resourcing scenarios, and see financial impact before work starts. That means all your projects are planned around reality, not assumptions or guesstimates—so delivery stays on track and margins are protected from day one.
Yes. Float lets you test project plans before locking anything in. You can model different timelines, swap roles or people, adjust rates, and compare scenarios to see how each option affects capacity, delivery risk, and margins. That way, you can pressure-test plans in advance and commit only once the resourcing and financials make sense.
Float lets you set budgets in the way professional services teams actually plan work: you can budget by hours, cost, or revenue, apply role- or person-based rates, and track budgets at the project or phase level. As plans change, budgets update in real time so Ops and Finance can monitor spend, forecast margins, and adjust early.
Float connects scope, people, and budgets in one plan. You can define roles, timelines, and required effort upfront, then see how availability, rates, and capacity affect delivery and cost. As scope changes, Float shows the impact instantly—so projects are scoped realistically and profitability is built in from the start.
For one, Float is not a project management tool. The way it differs from standard PM tools is that it lets you plan work around people, capacity, and cost instead of just tasks and deadlines. PM software tracks what needs to be done; Float shows whether you actually have the right people available to do it, at what cost, and with what margin. That means projects are scoped and staffed realistically, before delivery risk or profitability issues appear.
Yes, Float lets you create reusable project templates so you don’t have to start from scratch each time. You can save common project structures (including timelines, roles, allocations, and budgets), then adapt them as needed. That helps teams plan faster, stay consistent, and ensure new projects are scoped with realistic resourcing and margins from the outset.
Float supports integrations across project management, finance, HR, and calendars, so planning stays connected to delivery and reporting. That includes tools like Jira, Asana, Monday.com, ClickUp, NetSuite, Google Calendar, Outlook, Slack—plus custom workflows via API and Zapier. Float sits at the center, keeping people, plans, and financial data in sync without duplicating work.
