Budgets

Everything about budgets in Productive

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8 articles in this collection
Written by Kresimir S

Expense markups

Expense markups help you with billable and non-billable expenses. Add a markup to an expense and it will be factored in automatically.
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Written by Kresimir S
Updated over a week ago

Line item discounts

Add a discount to each line item in your sales deals, budgets and invoices.
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Written by Kresimir S
Updated over a week ago

Managing a budget

You can edit, duplicate, deliver or delete a budget at any time. Change the name or responsible person for a budget here too.
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Written by Kresimir S
Updated over a week ago

Creating a new budget

Create a new budget for each of your projects. You can have multiple budgets on every project. Add services to the budget once it's created.
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Written by Kresimir S
Updated over a week ago

Billable expenses

You can use expenses to track out of pocket costs and other external costs that spend your budget. Expenses can be billable or non-billed.
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Written by Kresimir S
Updated over a week ago

Recurring budgets

Use recurring budgets to manage retainer projects or maintenance projects. Recurring budgets are created automatically. Used for retainers.
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Written by Kresimir S
Updated over a week ago

What is a budget?

A budget is where your financials are stored. It's made of services, estimates, expenses, time entries and actual profit vs. estimated.
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Written by Kresimir S
Updated over a week ago

Time entries in a budget

Budget time entries show you how many hours your team has spent working on each budget. Both billable and non-billable time is shown.
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Written by Kresimir S
Updated over a week ago