Relationship fields are data elements that connect and create dependencies between different objects in Productive. They enable you to generate insightful views and reports by presenting data in a structured and meaningful way.

To create relationships using relationship fields, you first need to define the source objects. Each module, such as Budget or Contacts, has its own source object.

Once the source objects are set up, you can combine them to establish relationships. For instance, you might link the Booking object (from Resourcing) with other objects such as Budget, Company, and Project.

Relationship fields are particularly useful in report creation.

For example, if you need a report showing the number of tasks completed by each user and want to know which of those tasks were related to client projects, you would add a Project: Type field as a column in your Tasks report.

This particular field is related to the Project object, allowing you to filter and view the relevant data.

Relationship fields are also valuable for creating detailed views.

Suppose you want a list of invoices issued to companies with payment terms of 15 days. Payment terms are associated with the Company object.

By combining data from invoices and companies through relationship fields, you can create a filtered view to meet your needs.

Relationship fields are compatible with custom fields as well.

If you have a custom field for projects and want to include it in a budget report, you can use it as a filter or add it as a field in your report.