Assigning a Policy
Once you’ve set up an approval policy, the next step is deciding where and how it should apply.
Policies can be assigned directly while you’re creating them, or later on from different areas in Productive.
This allows you to handle both one-off cases—like assigning a policy to a single deal—and bulk updates across multiple deals at once.
Setting up time and expenses approval policies for deals is available on the Ultimate subscription plan.
You can assign a time and expenses approval policy in several ways:
1) From the Policy Itself
When creating a policy, click Assign Policy.
This takes you directly to CRM > Deals, where you can apply the policy.
The policy page also shows how many deals it is currently assigned to.
2) From CRM > Deals
Assign or update policies for multiple deals with inline editing. Just make sure you added the Approval policy field to the view.
To apply the policy to multiple deals at once, tick the deals, then select Assign Approval Policy in the toolbar.
3) From the Deal Sidebar
Click Edit Approval Policy in the deal sidebar to open the modal and assign or switch policies.
Time and expense policy options include:
No policy – Manually assign approvers for time and expenses.
Existing policies – Select from policies created in Settings; approvers appear read-only.
The sidebar will show the assigned policy name and avatars of time and expense approvers.
4) Default Approval Policy
New deals automatically inherit the default approval policy when created.
How Approval Works
Approval policies define what happens once time or expenses are submitted:
When approval is required: Submissions are sent to the approvers listed in the policy. If approval is set to require all approvers, a single rejection is enough to decline the request.
When approval is not required: Submissions are automatically approved and no manual action is needed.
When a request is rejected: The person who submitted it is notified, and the entry remains unapproved until it’s corrected or resubmitted.
Managing Existing Approval Policies
Time and expenses approval policies can be modified or archived to adapt to your organization’s needs.
👉 Learn more about modifying policies, archiving them, and restoring archived policies here.
