Running Float as a service, Resource Planning

Float Agency Implementation, Resource Profitability & Capacity Planning

Learn how to set up Float's project scoping, capacity visualization, and actuals tracking to monitor team utilization and project margins in real-time. This course teaches agencies how to integrate Float with Jira, Asana, or Monday.com, establish baseline budgets, and use margin reports to catch scope creep and delivery drift before invoicing.

Open the decision record for Float

What does running Float for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$49/mo for Float Starter plan (first seat)
Time to first value
Medium setup complexity; initial value achieved within days
Payback
Break-even in Month 1 with one client at 4x markup ($197/mo)
Guided implementation
16 hours

Is Float worth running as a client service?

Float offers a strong foundation for agencies to build a profitable resource management service, with quick time-to-value and clear upsell paths to higher tiers.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Float account (Starter plan at $49/mo or higher)
  • Project management tool (e.g., Asana, Jira, Monday.com)
  • Calendar integration (Google Calendar or Outlook Calendar)
  • Time tracking integration (e.g., Harvest)
  • Accounting software integration (e.g., QuickBooks, Xero)

People and inputs

  • Project scope templates with budget, roles, and timeline baselines (from Float platform features)
  • Schedule management training for resource managers (medium setup complexity requires planned onboarding)
  • Client onboarding checklist and service agreement (standard agency asset)

Included with the course

6 working documents for delivering this service.

  • Float Setup Checklist - Integrations & Team Configurationchecklist
  • Project Baseline Template - Scope, Budget & Role Allocationtemplate
  • Capacity Planning SOP - Weekly Allocation & Overallocation Reviewsop
  • Actuals vs. Estimates Worksheet - Margin Analysis by Project Typeworksheet
  • Client Onboarding Guide - Communicating Scope Baselines & Budget Trackingguide
  • Utilization Dashboard Setup - KPIs for Delivery Performance Monitoringtemplate

Listed by name. These documents are not yet published as individual downloads.