Float Erfahrungen

Float is a cloud-based cash flow forecasting and management software designed for small and medium-sized businesses. As a user of Float, I find the software to be a helpful tool for managing cash flow and making financial decisions. One of the primary benefits of using Float is the ability to visualize future cash flow, which is useful for planning and forecasting. One of the key advantages of Float is its intuitive interface, which makes it easy to use and navigate. The software allows you to link to your existing accounting software, which means that data can be automatically imported into Float. This saves a lot of time and reduces the chance of errors, which is particularly important when dealing with financial data. Another benefit of Float is the ability to create multiple scenarios, which can be used to model different financial outcomes.

One of the potential downsides of using Float is that the software can be expensive, particularly for small businesses. The pricing plans are based on the number of cash flow forecasts that you need to create, and this can add up quickly.

Sync. of Float with other calendars such as Outlook and google makes life easier to work. All the reminders sent are great.

Could not find anything wrong with this software.

That once you get the hang of it is great tool for my team (about 40 team members). The big board gives great overview and the filters work like charm! As long as you have set them up correctly. This took a bit to click through all the team members but once done it make traffic management SO much easier!

Lack of multiple currencies, very cumbersome managment of retainer projects (those that need to be repeated month by month). Phases don't really work for me as it's too much maintenance and it's not the easiest to do

Easy to use. We can view the schedule of the entire team in one screen and make instant changes if necessary.

When creating tasks, the difference between creating projects and clients can be annoying. Also: provide more colours! ;-)

* Provides an overview of scheduled work and staff availability for forecasting and scheduling
* Ability to assign consultants to specific projects, while also assigning individual tasks.
* Minimal duplication of work as the system maintains the lifetime of the projects
* Ability to link to Jira tasks
* Easy to schedule timeframes
* Can view based on teams or individuals

Not a lot we didn't like, but it would be great to have;
* Task breakdowns
* Two way Jira linking (Currently only from Jira)
* Pull more data from Jira (Timeframes etc)

How easy it is. To book resource or edit time range you only need a few clicks or drag and drop.

It will be nice to get notifications about not booked time of some resource and small tool for moving all booked resources for a given project in time.

Easy to setup and use without any training required. Clean interface that makes it easy to view and update resources assigned to projects. Love the ability to easily drag to extend duration of tasks assigned.

Would be great if there was a better integration with our timesheet tool (Xero) to populate timesheets automatically based on plan in Float.

As a busy audio and visuals studio the biggest advantage we have seen with using Float is the scheduling feature. This allows us to schedule when projects and tasks need to take place, and who is working on and responsible for each project and task. As we have a number of people on our team and often numerous projects on the go at one time, Float has allowed us to better coordinate everything and has become vital in ensuring that projects and tasks are completed on time by each individual team member. As a team we can view the overall workload and time frames involved, while as an individual you can keep track of what tasks or projects you are working on and what projects you can or can not take on due to scheduling.

Sometimes the administrator /account owner has certain scheduling permissions and can add projects for individual team members int he scheduling feature. This is great but when these scheduled tasks or projects need to be changed or reshuffled it can only be done by the admin person / account owner and not the individual. There have been times when the admin person has not been available and I have needed to change the scheduled projects created by the admin person but have not been able to and have had to wait for the admin person to do it. This is the only downside so far that I have experienced using Float.

Float is an incredibly intuitive piece of software to use, with a simple calendar-like interface that everyone can understand. I have found that this aspect of the software is helpful in promoting its adoption within our teams. The experience is consistent across the product, which has allowed me to discover more and more features in and enrich the experience of using the product.

The performance of the software is occasionally a bit lacklustre. For example, I often find myself accidentally clicking somewhere on the screen which prompts a dialogue box to open to enter a new task. This problem is especially pronounced when using a trackpad, and isn’t something that I experience elsewhere. Additionally, the interface seems to have a strange way of ‘splitting’ tasks that occur across multiple days. I have found that it often leaves blank gaps that give the illusion that a team member is working more hours per day than they actually are.

There are a few features that I would like to see when going forward. Firstly, I think it would be good if there were different options when ‘resizing’ a task. Currently, the task can be resized independently across both axes (i.e. how many hours per day, and across how many days). I think it would be good if there were an option for these to affect each other – i.e. the total number of hours allocated to the project remains the same and could be allocated fewer hours across more days, or more hours across fewer days.

Float's user interface and logic are inspirational. They have made the activity of coordinating multiple resources on multiple projects about as easy as it can be. They have paid a lot of attention to usability, efficient use of screen real estate and simple navigation. However the killer feature is the intuitive yet clever way that searching and data navigation work. All searching and filtering is done using a single search field, which offers indexed word search on pretty much everything including tags. There is also a well-worked out protocol for handling union and intersect searches.

The only real bugbear is that any user that can enter data into the system can define new values for any field. It isn't possible to centrally control lists such as task names, clients, job descriptions etc. This means that if you have more than one person using the system, very quickly you get different versions of the same thing being defined (e.g. job roles being slightly different) which makes it difficult to analyse across records. Not a dealbreaker, but I do think it should be possible to lock down lists of values. Also it would be good if you could zoom out the view a little more - if you're dealing with more than a dozen resources/projects.

Easy to see forward into weeks ahead for project planning and resource planning. Can easily see when my team hit the limits on hours per day to see when a project is going to need additional resource called in.

I don't think there is anything I don't like about Float.

I like that I (as a project manager) can manage time easily for our team of two, but can easily add contract workers, and that visually it works for my designer as well -- he struggled with really seeing how his week needed to flow when just using tasklists, like Basecamp.

Anything I haven't liked has been added (e.g. ability to do recurring tasks, reordering tasks). It's a small thing, but we also spend way too much time trying to figure out colors for all of our projects after using the default ones. I would love to be able to add a project from the schedule interface -- like when I go to schedule time and I type in a project, it tries to find it; if it's not there, it would be nice to just have "add this project" without having to exit out of the scheduling box and go into Project.

Float excellent resources management features helps us to bring together everyone and everything in the organization under one central point and this allows us to plan our projects effectively and allocate duties based on ones capabilities. It has useful dashboards which keeps us updated on the project time and budget expenditure in real time.

Working with Float has always been simple for me and i have no dislikes.