Float

Overview

Float is a resource management software designed for professional services firms and in-house delivery teams. It provides tools for scheduling, capacity planning, and project scoping to offer a comprehensive view of team availability and project progress. The platform aims to centralize resource allocation and track delivery performance in real-time.

Key Features

• Resource Scheduling — Provides a visual interface to allocate work, track capacity, and manage team schedules.
• Capacity Planning — Offers live utilization indicators and alerts to help balance workloads and prevent overbooking.
• Project Scoping & Planning — Enables users to set project baselines, estimate work, and adapt plans with AI-assisted staffing.
• Delivery Insights — Delivers real-time reporting on team capacity, utilization, actuals, margin, and budget burn.
• Time Off Management — Simplifies leave management with custom policies, approval workflows, and auto-assigned regional holidays.
• Customizable Team Setups — Allows for standardization of roles with default cost and bill rates, and custom tags for skills and location.

Who It's For

Float is designed for professional services firms and in-house delivery teams that require robust resource management capabilities. It caters to organizations needing to manage team availability, project timelines, and financial performance. The platform is suitable for teams looking to move beyond spreadsheets for resource allocation and gain real-time insights into project delivery.

Notable Strengths

Float is consistently ranked as a top resource management software, holding the #1 position on G2 for seven consecutive seasons. It emphasizes integration with existing CRM, HRIS, project, and finance tools to provide a holistic view without replacing core systems. The platform is B Corp certified and compliant with GDPR and SOC2, indicating a commitment to social responsibility and data security.