Are you or your team encountering issues while trying to track time against a specific budget and its services?
If a service isn’t available or isn’t showing where you expect it, it’s usually related to permissions, budget settings, or service configuration. Below, we’ll walk through each potential issue and how to resolve it.
👉 If you are looking to track time or log expenses against a service in a sales deal in your CRM, and cannot find it, take a look at this article for possible reasons and solutions.
1) User not added to the budget’s sharing options
Make sure the user who is trying to track time is included in the budget’s sharing options.
2) Trying to log time outside budget date range
Verify that the budget’s date range includes the date in question. If it doesn’t, extend the range to allow time tracking.
3) User missing a cost rate
Confirm that the user has a cost rate defined for the relevant date. If not, add or update it in Settings > Users or Resourcing > Employees, making sure the rate covers the correct date range.
📌 Only admins can perform this action.
4) Budget has been delivered
Check if the budget is still open for time tracking. If it has been delivered, reopen it to enable time tracking again.
5) Budget missing services
Make sure the budget includes at least one service. Time cannot be tracked against budgets without services.
6) Time tracking against services disabled
Check if time tracking is turned off for services in the budget. If so, click the Edit icon and toggle the option to enable it.
7) Time tracking restricted to assigned services or people
Check if time and expense tracking is limited to certain service types or only to people assigned to the services in the budget.
Still not working?
If you’ve checked all of the above and time tracking is still unavailable, contact your Productive admin or support team for help. They can check permissions, budget settings, or system issues that might be preventing time tracking.