Float
The #1 solution for profitable resource management and capacity planning.
Executive Summary
Float is a leading resource management platform designed for professional services teams, offering comprehensive tools for scheduling, capacity planning, and time tracking. It empowers organizations to optimize resource allocation, gain real-time visibility into project profitability, and enhance overall delivery efficiency. Trusted by over 4,500 teams worldwide, Float differentiates itself by combining intuitive scheduling with AI-driven insights and financial tracking to ensure profitable project delivery at scale.
Use Cases
- Optimizing resource allocation and scheduling across multiple projects and teams.
- Strategic capacity planning to forecast future resource needs and prevent over-allocation.
- Tracking and improving project profitability through real-time financial insights and cost management.
- Accurate time tracking for billing, payroll, and project analysis.
- Streamlining project planning and execution for professional services organizations.
- Balancing team workloads and improving overall team utilization and efficiency.
Features
Visibility
- Visual Resource Schedule: A live, interactive schedule that allows users to allocate work, track capacity, and see who's working on what across all projects.
- Real-time Capacity Insights: Displays live utilization indicators, time off, workload, and over-capacity warnings directly on the schedule to aid in balanced resource allocation.
- Project Plan View: A detailed view to drill down into projects, especially those with phases, showing visual timelines and progress.
- Financial Tracking & Profitability: Monitor project margins and profitability from the planning stage through to delivery by tracking cost and bill rates.
- Customizable Views & Filters: Ability to use color coding, custom tags, and filters to tailor the schedule view and save frequently used configurations for quick access.
Intelligence
- Smart Assign (AI-powered Staffing): AI-driven recommendations to quickly find the best person for every project role, considering skills, availability, and project requirements.
- Float MCP (Model Context Protocol): Enables users to ask questions about people and projects in plain language via integrated AI tools (e.g., ChatGPT, Claude) to get fast, contextual insights.
- Talent Graph™: A continuously learning network that maps and updates relationships between people, their skills, work delivered, and results achieved, informing intelligence-driven recommendations.
- Project Cost Estimates & Baseline Tracking: Allows setting target budgets and comparing actual project costs against baseline estimates to stay on track and ensure profitability.
- Tentative Bookings: Facilitates planning for unconfirmed work or potential projects without committing resources, providing flexibility in early-stage planning.
Support
- Global 24/5 Customer Support: A global support team available 24 hours a day, 5 days a week, with an average response time under 30 minutes.
- Comprehensive Help Center & Video Guides: Extensive self-service resources including a help center, video guides, and API documentation for user assistance.
- Live Training Sessions: Offers structured live training to help users get started and maximize their use of the platform.
- Exclusive Slack Community: A dedicated Slack workspace for customers to interact, share insights, provide product feedback, and gain early access to new features.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Bearer tokens for API, customizable role-based access controls, Single Sign-On (SSO) for higher tiers.
- API Available
- Yes
- MCP Server
- Yes
Infrastructure
- GCP
AI/ML Stack
- Machine Learning
- LLM
Integrations
- Jira
- Asana
- Trello
- Teamwork
- Google Calendar
- Outlook Calendar
- Slack
- Linear
- Power BI
- Wrike
- Zapier
Security & Compliance
Certifications: SOC 2 Type I, GDPR
Encryption: AES-256 at rest, TLS 1.2 in transit
Pricing
- Model
- Per user/month (pay per scheduled person)
- Starting Price
- Starter: $0/user/month, Professional: $10/user/month (starting at $100/month for first 10 users), Enterprise: Custom pricing
- Target Customer
- SMB to Enterprise (Starter for smaller teams, Professional for growing teams, Enterprise for global teams)
- Contract Type
- Monthly or Annually
- Free Trial
- Yes, 30 days (credit card required)
About Float
Float is a resource management and scheduling platform designed for agencies, studios, and professional services organizations, helping over 4,000 teams plan projects and schedule team time. B Corp certified and 100% remote.