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What Can a Client See On a Budget?
What Can a Client See On a Budget?

Clients can see only billable information on the budgets. You can turn on 'view as client' to see exactly what your clients see.

Updated over a week ago

Clients can only see projects in the Professional pricing plan, regardless of their permission level. In the Ultimate pricing plan, Clients with access to budgets can also see budgets and time entry details.

Productive allows you to share the details of your client Budgets with your clients by enabling the following permissions in the settings:

  1. Profile → Edit permissions - enable Can access budgets and time sheets which will allow your clients to access details of budgets shared with them:

  2. Budget → Client details → Client access - enable Client can view this budget if you want your clients to see the budget's details (Time and Budget usage):

List of budgets:

This is how you see Budgets in a particular project:

This is what the list looks like on the client's side:

Notice the difference between what you see and what your client can see?

Clients can't see Profit, Margin, Invoicing, Billable time and Rate. The only thing they see is the Total budgeted amount, Used and Remaining amount, as well as Total time spent (Worked hours).

Clients can access and see only 3 tabs in the Budget:

  1. Services - list of services with Budgeting information (Billable time, Quantity, Price, Budget total, Budget used and Budget remaining)

  2. Time entries

  3. Expenses

Budget details

This is how you see Budget details (Services):

This is what the client sees:

Time entries

This is how you see Time entries:

This is what the client can see:

The obvious difference is that your view has 2 Time columns, Worked time and Billable time.
Worked time is the actual time worked on a project. The same time entry can have a different worked and billable amount, whether you want to charge more or less. 

The client can only see the Billable time. They can also see the Task/Note attached to the entry, but not the cost of the time entry.


This is how you see Expenses:

This is what the client can see:

Clients can't open individual expenses - they can only see the list of expenses and the respective amounts (Billable amount).

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