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Float

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Project Management · www.float.com

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Overview

Float is resource-management and capacity-planning software for agencies, studios, and professional-services firms. It gives teams a live, visual view of who's working on what, spots over/under-allocation before it becomes a problem, and layers in project scoping, time tracking, and margin reporting on top of the schedule.

The problem Float solves

Agencies and professional-services firms often try to plan who's working on what using spreadsheets or by overloading a project-management tool that wasn't built for capacity visibility. Float solves that by giving teams a dedicated, real-time schedule showing availability, workload, and project margin in one visual timeline, so managers can staff work and catch overallocation before it becomes a delivery problem.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: $7 per scheduled person/month. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Jira, Asana, Basecamp, ClickUp, Aprimo, HubSpot. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/31/2026; pricing and features can change.

How to evaluate Float

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for Agencies and studios scheduling billable people across many concurrent projects, Professional-services teams that need to track utilization, margin, and estimates vs actuals, Delivery teams that already use Jira/Asana/Trello for task work and want a dedicated scheduling layer on top. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can Float complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Jira, Asana, Basecamp, ClickUp) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/31/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • Agencies and studios scheduling billable people across many concurrent projects
  • Professional-services teams that need to track utilization, margin, and estimates vs actuals
  • Delivery teams that already use Jira/Asana/Trello for task work and want a dedicated scheduling layer on top

Not a fit if

  • Teams wanting a single all-in-one PM tool with task dependencies, Gantt charts, or Kanban boards
  • Teams needing OKR/goal-tracking built into the same tool as their scheduling

Why it’s listed

  • Purpose-built resource scheduling and capacity planning that agencies use alongside (not instead of) their existing PM tool.
  • Pricing and integrations confirmed on float.com; review signal corroborated across G2 and Capterra.

Pricing

Starter

$7 per scheduled person/month

Core scheduling and capacity planning for smaller teams getting off spreadsheets.

  • Visual drag-and-drop scheduling
  • Capacity & time-off management
  • Unlimited project scoping
  • Project margin tracking
  • Rate cards

Pro

$12 per scheduled person/month

Adds estimates-vs-actuals reporting and delivery dashboards for teams tracking profitability closely.

  • Everything in Starter
  • Project estimates & actuals tracking
  • Delivery dashboards
  • Client & currency rate cards
  • SSO & domain restrictions

Enterprise

Custom pricing

Custom contracts for large, multi-region organizations.

  • Everything in Pro
  • Dedicated Customer Success Manager
  • Setup, rollout & training
  • Priority support with SLAs
  • Unlimited multi-currency projects

Features

AI featuresRecently added AI-assisted staffing suggestions and a beta MCP connector; not a core AI product.
Gantt / timeline chartsUses a horizontal scheduling timeline, not a Gantt chart with dependencies.
Goal tracking & OKRsNo OKR or goal-tracking module.
Kanban boardsNo Kanban view; task work happens in integrated tools like Jira, Asana, or Trello.
Mobile appiOS/Android apps exist but reviewers note limited functionality versus desktop.
Public APIDocumented public API plus a Zapier integration.
Reporting & dashboardsDelivery dashboards and estimates-vs-actuals reporting (Pro tier).
Resource & capacity managementFloat's core product — visual capacity planning and utilization tracking.
Task managementSupports scheduling allocations against people, but no dependencies or complex workflow management.
Time trackingBuilt-in time tracking with actuals vs estimates comparison.
Workflow automationNo native workflow-automation engine; automation happens via Zapier.

Integrations

JiraAsanaBasecampClickUpAprimoHubSpotKarbonGoogle CalendarOutlook CalendarSlackTrelloTeamworkLinearZapier

Security & compliance

SOC 2 Type 2GDPR compliant

Pros & cons

Pros

  • Fast, intuitive drag-and-drop scheduling interface that needs minimal training
  • Clear real-time visibility into team capacity and utilization prevents overallocation
  • Strong project margin and estimates-vs-actuals reporting for profitability tracking
  • Per-seat pricing with free viewer-only seats seen as good value versus competitors

Cons

  • Reporting and analytics seen as surface-level for teams wanting deeper data visualization
  • Occasional sync errors, interface glitches, and slow approval workflows reported
  • Not a full project-management tool — lacks task dependencies and complex workflow features
  • Mobile app functionality is limited compared to desktop

What we found

4.3/5
1.6k reviews aggregatedLast checked 2026-07-31

Reviewers consistently praise Float's visual, drag-and-drop scheduling as fast to learn and effective for spotting over/under-allocation at a glance. Common complaints center on shallow reporting/analytics, occasional sync bugs, a slower approval workflow, limited depth for teams that need full project-management features, and costs that add up for larger rosters.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

User reviews

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