Float Capacity Planning Software

Overview

Capacity planning in Float is the ability to see real-time team availability, spot scheduling conflicts, and balance workloads across your team from within the Schedule. This lets you allocate work realistically, avoid burnout, and make resourcing decisions that protect delivery timelines and margins.

Key Features

Real-Time Availability Visibility

Float provides instant visibility into:

• Current team capacity and utilization
• Available hours per team member
• Upcoming time off and holidays
• Existing project commitments
• Scheduling conflicts and over-capacity warnings

Utilization Indicators

See live utilization indicators directly on the Schedule showing:

• Under-capacity team members (available for more work)
• Optimal capacity allocation
• Over-capacity situations requiring attention
• Projected future capacity based on current schedules

Conflict Detection

Automatically identify:

• Double-booked team members
• Over-allocated resources
• Scheduling overlaps
• Capacity constraints
• Unrealistic workloads

Workload Balancing

Float helps distribute work evenly:

• Visual indicators of team member workload
• Easy drag-and-drop task reassignment
• Skills-based allocation recommendations
• Workload distribution across projects

How Capacity Planning Works

1. Resource Allocation

Allocate work by hours or percentages directly on Float's visual Schedule.

2. Availability Tracking

The system tracks:

• Pre-booked time off
• Existing project commitments
• Available capacity
• Holiday schedules

3. Automatic Warnings

Receive alerts for:

• Team members approaching or exceeding capacity
• Conflicting assignments
• Unrealistic deadlines
• Resource shortages

4. Adjustments

Easily adjust allocations with drag-and-drop:

• Shift tasks between team members
• Adjust time allocations
• Reschedule work to match capacity
• Balance workloads across the team

Benefits

Realistic Planning

Make allocation decisions based on actual availability rather than assumptions, preventing over-commitment and missed deadlines.

Burnout Prevention

Visibility into workload distribution helps prevent team member burnout by catching over-allocation before it becomes problematic.

Protected Margins

Proper capacity planning ensures projects stay on schedule and within budget, protecting profit margins.

Proactive Resource Management

Spot resource shortages or surpluses in advance, allowing time to hire, train, or reallocate before problems arise.

Improved Delivery

Realistic schedules based on actual capacity lead to more reliable delivery timelines and fewer last-minute scrambles.

Integration with Time Tracking

Float includes built-in time tracking that:

• Records actual time spent on tasks
• Compares logged time vs. scheduled time
• Reveals patterns in estimation accuracy
• Improves future capacity planning
• Provides visibility into team productivity

Scheduled vs. Logged Time

Float provides a single view comparing:

• Time allocated to tasks (planned capacity)
• Time actually logged (actual effort)
• Variance between planned and actual
• Trends over time

This data continuously improves capacity planning accuracy.

Visual Schedule Interface

Float's visual Schedule shows:

• Color-coded project allocations
• Team member availability at a glance
• Capacity indicators (under/over/optimal)
• Time off and holidays
• Status indicators for work

Skills-Based Capacity Planning

Beyond just hours available, Float helps match:

• Required skills for tasks
• Team member skill sets
• Expertise levels
• Availability of skilled resources

This ensures work is allocated to appropriately skilled team members.

Pricing

Float offers multiple tiers:

• Starter: $7.00 USD/person/month
• Pro: $12.00 USD/person/month
• Enterprise: Custom pricing for larger organizations

All plans include a free 30-day trial with no credit card required.

Platform Integrations

Float integrates with popular tools:

• NetSuite
• Jira
• Asana
• Monday.com
• ClickUp
• Wrike
• Slack
• Google Calendar
• Outlook

Customer Base

Used by 4500+ professional services teams worldwide as the #1 resource management software for profitable planning.

Use Cases

Agency Resource Management

Creative and marketing agencies use Float to allocate designers, writers, and strategists across multiple client projects while preventing burnout.

Software Development Teams

Development shops schedule engineers across projects while accounting for different skill levels and availability.

Professional Services Firms

Consulting and professional services firms manage consultant allocation across client engagements while tracking utilization.

Project-Based Businesses

Any organization juggling multiple projects and team members benefits from visual capacity planning and conflict detection.

Key Differentiator

Float combines capacity planning with a visual, intuitive interface that makes complex resource allocation decisions simple. The platform's focus on real-time visibility and conflict detection helps teams make better allocation decisions before committing to unrealistic schedules.