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.

It is a great tool to be integrated with jira - it works well for our team, it's a seamless, smooth integration that helps us estimate time & choose the right resource for any jira tasks. It is also easy to follow by the users who are marking tasks "complete", adding comments, mark bookings as tentative. All very clear and transparent.

The integration with google calendar doesn't work that well. Some of the bookings are wrong / outdated / are not being updated / duplicated / not being displayed in a correct project or are missing. Luckily, the support team is open to help with this kind of issues. Also, the annoying feature is that the "View in jira" link doesn't work for duplicated bookings. It doesn't work well for our team as more people use the same tasks on jira in different time. It's impossible to search using the jira ticket number (you have to know the ticket name). Also, ticket numbers are not displayed in the “Task” field- that causes some confusion because we work with tasks with similar names.

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.

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.

The simplicity and immediacy of the timeline interface is massively important for digesting and understanding an often hectic and clogged schedule. Customisation of clients, projects and tasks means that we can see, at a glance, exactly what clients and projects we are working with - it takes a lot of the project management stress out of the process for teams like mine, who need to focus on their own tasks at hand.

I think there could be more options to input information within the tasks in a schedule - although there is a notes section, it would be great to see more integration with other platforms like the Google suite (Drive, slides, docs) that could streamline our process even more.

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.

With Float, I love that you can make instant decisions on capacity management. I can assign someone a scheduled task and easily move the task back and forth between two team members if needed. It's a great visual tool to see how long people are spending in a certain area and to help plan ahead for the future. It gives a full visual picture of capacity and resource management, which can be hard to do. I love that you're able to assign color coding and different notes to each project, so you can monitor the health of the project properly and understand how many people are actually touching it.

Sometimes, there are some small glitches that happen, where you make an update and it either disappears or adds additional time to someone's schedule (making them fully at capacity). There aren't many cons to this application other than that because sometimes it can just take a lot of refreshing and some rework because sometimes the refreshes can cause a loss in information inputted.

- Easy of use
- Performance
- Interface
- Good visibility into my resources and their load

- There were couple glitches and numerous updates in January but that is resolved now
- Previously performance was not great, but there are great improvements recently on that part
- Adding holidays could be easier
- When grouped by project I'd like Float to show all assigned project for people, not only specified project

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.

Overall, the visual resource planning with Float is superb. It's very easy for our teams to track progress across projects. Project managers have high transparency and visibility into 'resource' (aka analyst/associate) staffing, and this has made delivering projects on time much easier than before. Assigning resources between team members is also very easy.

There was a slight learning curve for some of our team members, but that's really the only drawback we experienced.