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  • 24th July 2023

    Project Planning


Tasks assigned to your team are being renamed as allocations

Allocations replace tasks on the Schedule

In traditional task-based scheduling, it's easy to get lost in the details of individual jobs, making it challenging to see the bigger picture. To address this, we are renaming tasks as allocations on the Schedule in Float.

By scheduling allocations and optionally assigning them to related tasks, you can quickly understand your team's planned time and track total hours faster in your reporting.

This update reflects how many teams are already using Float and supports project leaders to plan with a more holistic view of how their team's time is distributed and spent.

We're releasing this feature to teams in Float this week.

Here's what you should know:

  • Tasks on the Schedule will now be referred to as allocations.
  • Project tasks can be added within the project modal or within an allocation.
  • Each allocation can be optionally assigned to a project task, providing a clearer view of total hours in reporting.
  • By default, only Project Managers and Admins can add and edit project tasks, while anyone with permission can allocate time and assign it to pre-set tasks.
  • Synced Google and Outlook calendar events will continue to appear on the Schedule as allocations, with the option to assign them to tasks. For example, you could assign a synced calendar event to a 'Meetings' task.
New schedule allocations in Float

Get a fuller picture, faster

Allocations help you connect the dots more effectively when managing your team's time.

Instead of juggling the multiple individual tasks or confusing variations of tasks names on your Schedule, it is better to group them together based on allocated hours. For example, let's say that today you have 10 separate design related tasks scheduled that adds to a total 50 hours of work. In Float, you can now manage this as 10 time allocations, all adding up to 50 hours, with the flexibility to assign each allocation to a shared or separate project task. This provides a more organized view of your team's workload.

By following this practice, in Reports you'll be able to easily see allocations that are grouped under a single shared task. This eliminates the need for manual calculations of multiple tasks and makes tracking the total hours scheduled and logged for specific project work simpler.

For example, if you have three 4-hour time allocations for your Senior Designer, you can assign them to a Design project task. This allows you to see the total of 12 hours in your reporting instead of viewing them as three separate tasks. It's a more organized way to track and analyze your team's workload.

Tasks by allocation in reports
Scheduling in allocations improves your team's task governance making it easier to view total hours in reports

The right tool for the job

Extensive task lists belong in your project management tool, not your resource planner.

Allocations lay the groundwork for more exciting planning features coming soon, including a budget-by-task functionality, which will make planning in Float even more flexible and powerful!