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.

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.

Easy to setup and use without any training required. Clean interface that makes it easy to view and update resources assigned to projects. Love the ability to easily drag to extend duration of tasks assigned.

Would be great if there was a better integration with our timesheet tool (Xero) to populate timesheets automatically based on plan in Float.

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.

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

The simple usability of the software. How quick it is to add jobs, extend and move jobs around to different people. Flexible scrolling through the weeks. So easy to set someone up and get started with very minimal training. Report system very useful for monthly reports. For top line project management this is the perfect tool.

The search bar sometimes doesnt work or show particular jobs on occasion. Search seems to only work within the month you are viewing, rather then showing a job from a previous month. This is intermittent and sometimes works to find what you are looking for when refreshed. Still need to test this after the software update to see if it has been resolved.

Doesn't refresh for designers, so we have updated and moved jobs around and they aren't aware as their float has remained the same, unless they manually refresh the window.

Would be great to see more in depth project management potential, such as uploading briefs, designs and signing them off all on this software.

I find that the features already present are exactly what I need for my start up: the possibility to call each other via Chrome browser is a plus.
The mobile application is really very useful and makes Float easier to use. Not only does it allow me to continue to follow the threads of conversation wherever I am (in a meeting, on the road, anywhere), but also to send attachments (images, records, etc.).

The integration with other applications is very ergonomic: I use Jira and Confluence a lot and the widgets in Float are very responsible as soon as I import a link for my collaborators.

I'm a fan of it, I find that it is not lacking in functionality, but if I ever change my mind, I know that the customer service department will welcome my remarks and suggestions with kindness and professionalism.
However, I do find that the possibility of not having to change browsers and make or receive calls from Mozilla would be great.

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.