Float

Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.

10 actionsAPI key

Connect Float

What your bot can do in Float

Looks up

  • Get People Capacity ReportReturn person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
  • Get ProjectRetrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
  • Get Project Utilization ReportReturn project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for…
  • List AllocationsFind scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.
  • List PeopleFind active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related…
  • List ProjectsFind Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as…

Takes action

  • Create AllocationSchedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence.
  • Create ProjectCreate a Float project with core scheduling and classification fields.
  • Update AllocationReschedule or revise selected fields of a Float allocation.
  • Update ProjectUpdate selected core identity, schedule, lifecycle, and tag fields on a Float project.

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