Productive offers several system permission sets with varying levels of access, which you can assign to different employees within your organization.
One of these sets is the Profitability Manager permission, designed for roles higher in the hierarchy compared to regular Managers.
This permission set grants access to two key metrics that regular Managers do not have:
Organization-wide profit
Provides visibility into the overall profit of the organization.
Profit and revenue on budgets
Shows detailed profitability and revenue data related to budgets.
It's important to note that Profitability Managers still do not have access to users' cost rates or overall organizational settings.
To illustrate the differences, let's compare how budget information appears to a Manager versus a Profitability Manager in Productive.
Manager's View
Time Section
Budgeted, and billable time, including the remaining time.
Budget Section
Total, used, and remaining budget amounts.
Invoicing Section
Total, invoiced, and the remaining amount to be invoiced.
Profitability Manager's View
Two distinct tabs are available: Budgeting and Profitability.
The Budgeting tab contains information available to Managers.
The Profitability tab, exclusive to Profitability Managers and higher roles, presents a specialized set of data:
Time Section
Displays all time spent on the budget, including non-billable hours.
Profit Section
Highlights the budget's profitability, showing recognized revenue, cost, and profit.
Recognized revenue is the portion of the budget's value recognized as earned, based on approved billable time and expenses. Cost is the internal cost of delivering the work — tracked time valued at each user's cost rate (plus overhead, if enabled), plus any expenses logged against the budget. Profit is recognized revenue minus cost.
📌 Billable expenses add to revenue as well as cost; non-billable expenses affect cost only.
Invoicing Section
Shows invoicing details, consistent with the invoicing information in the Budgeting overview.
