When creating a budget in Productive, you may need to set it up as a lump sum budget. This requires a specific configuration to ensure accurate tracking and financial management.

First, add a Fixed billing type service that reflects the total amount of the budget. Set Piece as the unit and the quantity to 1.

By disabling both expense and time tracking, you effectively lock this service, ensuring that no additional costs or time can be tracked against it. This allows the service to act as a placeholder for the entire budget amount.
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Fixed Service Setup:

Next, add Fixed services beneath the locked service. These services will allow team members to track their time while maintaining control over the total budget. Setting the quantity to 0 ensures that these services do not add extra budget to the initial lump sum.

Trackable Service Setup:

As team members begin tracking their time, the time tracked on these services will be deducted from the total budget (the fist service added), allowing you to monitor how much budget is left at any point in time.

Budget Monitoring:

By following these steps, you can effectively manage a lump sum budget in Productive, ensuring accurate tracking and financial oversight.