Float consultants
We can help you automate your business with Float and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Float.
About Float
Float is a resource management and capacity planning tool used by agencies, consultancies, and professional services teams to schedule people across projects. If your team plans work in spreadsheets or tries to manage availability by memory and Slack messages, Float replaces that with a visual schedule that shows who is working on what, who is available, and where you are over or under capacity.
The core of Float is a drag-and-drop schedule where you assign people to projects by the hour or day. It shows planned versus actual utilisation, flags overallocations, and accounts for leave and public holidays. Project managers can see at a glance whether a project has enough people, and operations leads can spot bottlenecks weeks before they become a problem.
Float integrates with project management tools like Asana, Jira, and Teamwork, and with calendar and HR systems. Through its API and n8n, you can automate resource updates: when a new project is created in your PM tool, n8n can allocate team members in Float based on skills and availability. For services businesses where utilisation rates directly affect profitability, Float gives you visibility that spreadsheets simply cannot match. Talk to our team about connecting Float to your project management stack.
Float FAQs
Frequently Asked Questions
Common questions about how Float consultants can help with integration and implementation
What types of teams use Float?
How does Float handle leave and public holidays?
Can Float integrate with Jira or Asana?
How do I connect Float to n8n?
Does Float show utilisation rates?
Can Float handle tentative or proposed allocations?
How it works
We work hand-in-hand with you to implement Float
As Float consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Float with integrate and automate 800+ tools.
Step 1
Map Your Team and Projects
We import your team roster into Float with roles, skills, departments, and working hours. Then we set up your current and upcoming projects with their timelines and resource requirements. This gives you an immediate visual picture of your capacity situation.
Step 2
Configure Leave and Holiday Calendars
We set up public holiday calendars for each state or country your team operates in and configure leave categories (annual leave, sick leave, personal leave). If you have an HR system that tracks leave, we connect it so Float stays current without manual updates.
Step 3
Build Allocations for Active Projects
We create resource allocations for your current projects, assigning team members by hours per day or percentage of capacity. This immediately shows where you have overallocations, gaps, or people sitting idle. We adjust until the schedule reflects reality.
Step 4
Connect to Project Management Tools
We integrate Float with your PM tool (Jira, Asana, Teamwork, or others) so project data syncs automatically. When a new project starts in your PM tool, n8n can create the corresponding Float project and suggest allocations based on required skills and available capacity.
Step 5
Set Up Utilisation Reporting
We configure Float’s built-in reports for utilisation rates, capacity forecasting, and project resourcing. If you need this data in external dashboards, we use the Float API and n8n to push utilisation metrics to Google Sheets, Looker, or your preferred reporting tool.
Step 6
Train Managers and Roll Out
We train project managers on scheduling in Float and operations leads on reading capacity reports. We also establish a workflow for how new projects get added, how changes are communicated, and how the schedule stays accurate as work evolves week to week.
Transform your business with Float
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Float consultation.