Wattle leverages Float for resource management, scheduling and planning.

Where does Float fit?

One of the most common questions new users ask is: "Why do I need Float for resource planning when I'm already using 'X' project management software to plan my projects?"

We know that you’re likely to already be using other apps to manage your projects, and we’re not here to replace them! Float helps set up your projects for success by giving you a bird's-eye view of your team’s work schedule and overall capacity that, to put it simply, isn’t possible with project management software alone. Your schedule in Float makes it easy to see at any time what tasks your team is working on and what’s upcoming, so you can plan your resources most efficiently.

While project management tools are great for organizing and collaborating on projects, Float is your single source of truth for planning, scheduling, and tracking your resources and team capacity.

Float basics: people, projects, tasks, and more

How does Float work? In a nutshell, it comes down to creating projects, adding people, and assigning tasks.

• People appear on the Schedule. They are your full or part-time employees, temporary contractors, and any other resource you want to schedule.
• Projects are what your people work on. They can be big, complex projects with several phases or small, quick projects with short turnaround times.
• Tasks are the individual jobs you assign to people that help propel your projects towards the finish line. All tasks live within a project.

In addition to the three main tenants, there are also: departments, which your people belong to; clients and phases, which correspond to your projects; and scheduled and logged tasks, which represent the estimated time work is expected to take and the actual time a person spends on it.

Here's how Float is organised

How to assign a task

To assign a new task, click and drag across a person's timeline to open the task menu. Pick the project it belongs to, name it (if you want to), and set its hours and duration.

You can assign the same task to multiple people at once by adding their name in the Assigned to field or your whole team by clicking Select all.