Components

All Dataverse components exist in the Halo to Float solution within the Consulting * Development environment

HALO Reports

• Budgets
• Milestones
• Timesheet Entries

Access to these reports in HALO is limited to the Consulting account.

Cloud Flows

Clear Float Data

Deletes Time Entries & Tasks from a Float project Optional: Delete the Project from Float

Inputs

• ProjectID (Number)
• Delete Project (Yes No)

Delete Milestones

Deletes 500 milestones from Float

Sync HALO Budgets and Milestones to Float

HALO Reports:

• Budgets
• Milestones

Schedule: Runs daily at 01:00

Extracts Budgets & Milestones from HALO Reports, and upserts them to Float on existing projects

Sync HALO Projects to Float

Schedule: Runs daily at 01:00

Extracts Clients and Projects from HALO, and upserts them to Float

Sync HALO Timesheets to Float

HALO Reports

• Timesheet Entries

Schedule: Runs daily at 02:00

Extracts prior days Timesheet Entries from HALO Reports, and inserts them to Float on existing project tasks

Sync Specific HALO Project to Float

Imports specific projects from HALO into Float

Inputs

• ProjectIDs (string)

Custom Connector

Float Integration

• Add Client to Float
• Add Logged Time to Float
• Add Priject Task to Float
• Add Project to Float
• Check if a client exists in Float
• Check if a project exists in Float
• Check if a task exists in a Float project
• Check if a task exists in a Float project
• Get account information from people ID
• Get all active projects from Float