In Productive, client visibility on budgets depends on the pricing plan and the permissions granted to them.
Standard Plan
Clients in the Standard pricing plan can only view projects and tasks (Client Staff). They cannot access budget details or time entry specifics.
Ultimate and Professional Plans
Clients in the Ultimate and Professional pricing plans can view budgets and time entry details if granted the necessary permissions (Client Manager).
Granting Access to Budgets
To share budget details with a client, two permissions must be enabled:
Profile Permissions
Navigate to the client’s profile and select "Edit Permissions."
Grant them the Client Manager permission, which allows clients to view budgets shared with them.
Budget Access
Go to the Budget’s "Client details" section in the Budget sidebar.
Enable the "Client can view this budget" option, which allows clients to see the budget’s details, including time and budget usage.
What Clients Can See
When viewing budgets, clients can access the following (clients can only view three tabs within the budget: Services, Time entries, and Expenses):
Services
Clients see a list of services, along with information such as billable time, quantity, price, budget total, budget used, and budget remaining.
Time Entries
Clients can see billable time entries but not worked time. They also see the associated task or note but not the cost of the time entry.
Expenses
Clients see a list of expenses with the respective billable amounts but cannot open individual expense details.
What Clients Cannot See
Profit, Margin, Invoicing, Billable time, and Rate
These are not visible to clients. They only see the total budgeted amount, used and remaining amounts, and total time spent.
This is how you see budgets in a particular project:
This is what the list looks like on the client's side (provided they have been added to the project and added to the select budgets):
Comparison of the Visibility of Budget Details (click to expand)
Comparison of the Visibility of Budget Details (click to expand)
Services
This is how you see your services and budget details:
This is what the client sees (+ no budget sidebar):
Time entries
This is how you see time entries:
This is what the client can see:
The obvious difference is that your view has two 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.
Expenses
This is how you see expenses:
This is what the client can see:
