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Recurring Budgets
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
Updated over a week ago

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A recurring budget is ongoing client work that occurs on a regular basis - weekly, monthly, annually, etc.

A good example of a recurring budget would be monthly maintenance. This is something you and your client agreed on and you charge it regularly through a period of time.

To make a budget recurring go the budget and select the Recurring tab.

Select a recurring interval and the date of next occurrence. This is the date on which Productive will create a new budget automatically.

Pick the date when you wish the budget to stop recurring or leave it blank if you want to make it recur indefinitely.

If you need to make some changes in the budget click on the Edit recurring link, or Stop recurring completely.

The list of all recurrences will be always shown in the Recurring tab.

Trigger Next Occurrence

A recurring budget can be manually created, too.
From the Recurring tab, select Trigger next occurrence to create the new budget right away. In the example below, instead of waiting for March 1st, the budget will now be created.

Can I schedule people on future budgets that are to recur?

At the moment, that is not possible, as recurring budgets are created when the new period starts (month, quarter, etc.).
In other words, you won't be able to schedule people on budgets that have not started/been created yet.

As a workaround, you can manually create budgets (that would be created later as recurring ones) after which you will be able to create bookings against them.
Also, make sure to disable the recurring sequence afterward to prevent duplicates from creating.

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