Harvest and Productive budget work differently. In Productive, a budget is made of services, each with its own rate. Harvest can also budget by person or by total project fee. When you import from Harvest, Productive translates each setup as closely as it can.
Each Harvest project becomes a project and a budget with the same name, and each Harvest task becomes a service.
How Each Harvest Setup Is Imported
Task hourly rates: these come over as they are. Each service gets its task’s hourly rate.
Project hourly rate: every service gets the project’s rate.
Person hourly rates: Productive doesn’t use person rates in budgets. The people’s rates are combined and split equally across the billable services, and the total project hours from Harvest are ignored.
Fixed fee with a total project fee: the whole fee goes to a new fixed service called Project Fees. Your Harvest tasks still come over as services, but as non-billable ones: time is tracked against them, while the fee sits on Project Fees. So you can’t see budget spending per service.
Fixed fee billed by task: each task becomes a fixed service.
Good to Know
A Harvest task budget becomes the service’s estimated hours.
Non-billable Harvest projects become internal projects.
People’s cost rates come over as their cost.
By default, the import brings in projects from the last year and time entries from the last three months.
If your financial data looks wrong after the import, contact us. We’ll help you adjust your budgets.