What's new

We've released a bunch of improvements to help you standardize roles and rates management in Float, including:

• Rates are now displayed in the Role dropdown in the Person modal
• See someone's default role rate when adding your project team
• A strikethrough markup making it easier to see when someone's default hourly rate is overriden
• Bulk assign Roles in the People page, with the option to update to the default or keep existing role rates
• A link shortcut to see who's assigned to which roles
• Role types have been added to Activity feed logs
• Bug fixes, smaller improvements, and an API update
  

Do you use phases in your project planning? Now when your projects with phase dates are saved as templates → the number of calendar days for each phase will be automatically calculated and set as the default phase duration.

Let's walk through an example.

The Float desktop timer app is now available for everyone to download! In October, we introduced an in-app timer that automatically logs your recorded time as entries in Float. Now, the dedicated timer app makes it even easier to start recording your time on tasks—directly from your desktop.

Simplify your planning and estimation workflow with default rates for roles. You've just saved a step if you bill work with default hourly role rates! For all new projects and phases, we'll automatically apply these default rates.

Need to customize your bill rates? You can edit and set rates at the Person level, overriding any default rates for that Role.

And if you need to make project or phase-specific bill rate adjustments, you can quickly set custom rates for each team member directly in the project—and use the new side panel for an even smoother experience 😉

This update won't change any rates on existing projects or phases. Let's walk through an example.

Say that the default hourly rate for the 'Designer' role is $100/hour. However, your designer, Racquel, has a personal rate of $150/hour, which is already set at an individual level. In this instance, Racquel will continue to be billed at $150/hour for the projects and phases they're added to. On the other hand, Alice, also a designer, doesn't have an individual rate set. That means when Alice is added to a project or phase, her default rate will be the 'Designer' role at $100/hour—unless an Admin or Project Manager edits this.

Role rates are only visible to the Account Owner, Admins, and Project Managers with the select permissions. You can learn more about access rights and permissions in this support article.

Happy planning!