Budget Date

What is a budget date and what is it used for?

Kresimir avatar
Written by Kresimir
Updated over a week ago

Every Budget in Productive comes with a date. The date does two things:

  1. Marks when the revenue of this budget will be reported. In the example above it's going to be July of 2021. 

  2. Signifies the date from which people can start tracking time on this Budget.

For example, the Budget above starts on July 19th. If you want to track time on it for May, you will see the following message.

This doesn't mean that the budget doesn't exist. It's there, but the Budget date is set in the future. When something is in the future, you can't start working on it now (logical, right?). 

How to fix this?

Project managers
If you're the project manager, simply go to the Budget and bring the Budget date back to May 4th. As soon as you do that, everyone will be able to track time. 

Staff members
You will need to contact your project manager to adjust the Budget date for you. 

End date

A budget can have an end date, which signifies that you can't track time on that service after the last day in the date range.

Date range - Recurring budgets

If you're working on a recurring budget, it will have a date range. In the example above, the budget is active between Sept 8th and Oct 8th. This means that it's a monthly recurring budget. 

After Oct 8th, a new budget will be created with a new date range that ends in November. 

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