Float Reviews

Float is a cloud-based cash flow forecasting and management software designed for small and medium-sized businesses. As a user of Float, I find the software to be a helpful tool for managing cash flow and making financial decisions. One of the primary benefits of using Float is the ability to visualize future cash flow, which is useful for planning and forecasting. One of the key advantages of Float is its intuitive interface, which makes it easy to use and navigate. The software allows you to link to your existing accounting software, which means that data can be automatically imported into Float. This saves a lot of time and reduces the chance of errors, which is particularly important when dealing with financial data. Another benefit of Float is the ability to create multiple scenarios, which can be used to model different financial outcomes.

One of the potential downsides of using Float is that the software can be expensive, particularly for small businesses. The pricing plans are based on the number of cash flow forecasts that you need to create, and this can add up quickly.

The ease of use as a one stop shop, browser based to allow all the development team (and subsiduary but linked teams) to see important dates like dev complete, bug fix windows, cert windows and release dates.

The ability to quickly block out time for features and projects.
The ability to add notes and details to tasks.
Fully fleshed out holiday and time off structure.
Robust financial reports possible with very high degree of accuracy for budget per project, per quarter, per annum.

We used to get by with using Excel, we invested in Float and it has taken the companies' project planning to the next step. I would recommend Float for small to mid sized companies definitely, it is a great product boost and good way of reporting and seeing issues early.

it does not allow you to easily move a bunch of small tasks along in the timeline, that's my only main gripe, you can't band box select you have to shift select. Everything else is intuitive and easy.

I like the ease of use for bandwidth calculation. Before Float, it would be very difficult for us to understand Trainer occupancy, and it was also a challenge to schedule trainings far in advance over several regions. With Float, I can see what's coming up at a glance and provide accurate reports to stakeholders so that they know how busy we are and will be. At the end of the quarter, I can easily calculate and show how much time we spent, and on what.

For my specific use, access can be a challenge. I need something between "Project Manager" and "Member." For me, it would be ideal if there are a "Department Manager" role where people who had this level of access could modify the schedule for anyone in their department, but not see or edit the schedule of other departments.

Sync. of Float with other calendars such as Outlook and google makes life easier to work. All the reminders sent are great.

Could not find anything wrong with this software.

That once you get the hang of it is great tool for my team (about 40 team members). The big board gives great overview and the filters work like charm! As long as you have set them up correctly. This took a bit to click through all the team members but once done it make traffic management SO much easier!

Lack of multiple currencies, very cumbersome managment of retainer projects (those that need to be repeated month by month). Phases don't really work for me as it's too much maintenance and it's not the easiest to do

Easy to use. We can view the schedule of the entire team in one screen and make instant changes if necessary.

When creating tasks, the difference between creating projects and clients can be annoying. Also: provide more colours! ;-)

How easy it is. To book resource or edit time range you only need a few clicks or drag and drop.

It will be nice to get notifications about not booked time of some resource and small tool for moving all booked resources for a given project in time.

As a busy audio and visuals studio the biggest advantage we have seen with using Float is the scheduling feature. This allows us to schedule when projects and tasks need to take place, and who is working on and responsible for each project and task. As we have a number of people on our team and often numerous projects on the go at one time, Float has allowed us to better coordinate everything and has become vital in ensuring that projects and tasks are completed on time by each individual team member. As a team we can view the overall workload and time frames involved, while as an individual you can keep track of what tasks or projects you are working on and what projects you can or can not take on due to scheduling.

Sometimes the administrator /account owner has certain scheduling permissions and can add projects for individual team members int he scheduling feature. This is great but when these scheduled tasks or projects need to be changed or reshuffled it can only be done by the admin person / account owner and not the individual. There have been times when the admin person has not been available and I have needed to change the scheduled projects created by the admin person but have not been able to and have had to wait for the admin person to do it. This is the only downside so far that I have experienced using Float.

Kudos to you guys! I love the newer faster Float! You are making my job much easier & faster. Love the faster navigating/scrolling and the changing of a task’s time by scrolling on the schedule up or down beats the hell out of having to open the task and do it from there.
Love the new feature that you can hover over the work task and the notes appear without having to open the task.

Great job, keep it up!

Would like to be able to move a task to the afternoon (or lower in the cell) for a day where it is not a full days worth of hours and there is nothing else for that employee that day. Example, I have a technician on a 4 hour training course and it is in the afternoon. He has nothing else scheduled that day but I can't move the task lower in the cell so it looks like it is scheduled for the morning. It would be nice if you could hover over the "Time off" cells and see the notes associated with it , like you can for a work task, without having to open the "time off" cell.

Intuitive and easy to use, focus on work schedule not project budget.

Updates are not always realtime forced page reloads required which can be troublesome for the team.

Float's user interface and logic are inspirational. They have made the activity of coordinating multiple resources on multiple projects about as easy as it can be. They have paid a lot of attention to usability, efficient use of screen real estate and simple navigation. However the killer feature is the intuitive yet clever way that searching and data navigation work. All searching and filtering is done using a single search field, which offers indexed word search on pretty much everything including tags. There is also a well-worked out protocol for handling union and intersect searches.

The only real bugbear is that any user that can enter data into the system can define new values for any field. It isn't possible to centrally control lists such as task names, clients, job descriptions etc. This means that if you have more than one person using the system, very quickly you get different versions of the same thing being defined (e.g. job roles being slightly different) which makes it difficult to analyse across records. Not a dealbreaker, but I do think it should be possible to lock down lists of values. Also it would be good if you could zoom out the view a little more - if you're dealing with more than a dozen resources/projects.

Easy to see forward into weeks ahead for project planning and resource planning. Can easily see when my team hit the limits on hours per day to see when a project is going to need additional resource called in.

I don't think there is anything I don't like about Float.

I like that I (as a project manager) can manage time easily for our team of two, but can easily add contract workers, and that visually it works for my designer as well -- he struggled with really seeing how his week needed to flow when just using tasklists, like Basecamp.

Anything I haven't liked has been added (e.g. ability to do recurring tasks, reordering tasks). It's a small thing, but we also spend way too much time trying to figure out colors for all of our projects after using the default ones. I would love to be able to add a project from the schedule interface -- like when I go to schedule time and I type in a project, it tries to find it; if it's not there, it would be nice to just have "add this project" without having to exit out of the scheduling box and go into Project.

Float excellent resources management features helps us to bring together everyone and everything in the organization under one central point and this allows us to plan our projects effectively and allocate duties based on ones capabilities. It has useful dashboards which keeps us updated on the project time and budget expenditure in real time.

Working with Float has always been simple for me and i have no dislikes.