Understanding the Differences
Harvest and Productive use different budgeting models. In Productive, budgets are based on service budgeting and service hourly rates, unlike Harvest, which may use task or person hourly rates.
While projects set up with Task Hourly Rates in Harvest are generally imported correctly, other types of budgets might not transfer seamlessly.
In cases where the budget setups differ significantly, some financial data from Harvest might appear incomplete or incorrect in Productive. You'll need to evaluate these cases individually to decide how best to proceed, and we're here to assist with that process.
Common Use Cases
1) Person Hourly Rate with Total Project Hours
Harvest Setup
A project is budgeted using a Person Hourly Rate, with the total project hours defined.
Productive Mapping
Productive does not use person hourly rates in its budgeting. Therefore, the total project hours from Harvest are ignored, and the person hourly rates are mapped to billable services in equal fractions.
2) Fixed Fee with Total Project Fees
Harvest Setup
A project is budgeted as a fixed fee, with the budget set as Total Project Fees.
Productive Mapping
The entire fixed fee amount is allocated to a new service created in Productive, named Project Fees.
Impact
While Tasks from Harvest are imported as Productive Services, you won’t be able to track budget spending per service in Productive, as time is tracked against actual services, and the budget is allocated to the single Project Fees service.
Need Help?
If your financial data looks incomplete or incorrect after the import, don't hesitate to reach out for assistance. We can help you assess and adjust your budgets to align with Productive's system.
For a detailed guide on importing data from Harvest to Productive, check out this article: Import Data from Harvest.