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Budgets
Everything about budgets in Productive
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18 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
Ana-Marija Ravnjak
and 1 other
What is a budget?
A budget is where your financials are stored. It's made of services, estimates, expenses, time entries and actual profit vs. estimated.
Written by
Kresimir
Updated over a week ago
Creating a New Budget
Create a new budget for each of your projects. You can have multiple budgets on every project. Add services to the budget once it's created.
Written by
Kresimir
Updated over a week ago
Restricting Services and Service Types (BETA)
Learn how to restrict time tracking to only predefined services or service types.
Written by
Luka Žic
Updated this week
Budget Editor (revamped)
Create a budget and keep track of the revenue and profitability for each of your projects from our revamped edition of the budget editor.
Written by
Ana-Marija Ravnjak
Updated over a week ago
Time Tracking and Expense Tracking Options
Enable or disable the time tracking and expense tracking option for services in your budget.
Written by
Ana-Marija Ravnjak
Updated this week
Managing a budget
You can edit, duplicate, deliver or delete a budget at any time. Change the name or responsible person for a budget here too.
Written by
Kresimir
Updated over a week ago
Budget charts
Difference between the three charts on budgets. Revenue vs profitability and invoicing.
Written by
Kresimir
Updated over a week ago
Forecasting & Profitability Charts on Budgets
Learn how to read profitability and forecasting charts in Productive
Written by
Stjepan Šandor
Updated over a week ago
Budget date
What is a budget date and what is it used for?
Written by
Kresimir
Updated over a week ago
Expense Entry and Approval
How to add expenses, ask for reimbursement and check the status
Written by
Stjepan Šandor
Updated over a week ago
Time Warnings on Budgets
Create time warnings when the tracked hours on a budget reach a certain threshold.
Written by
Luka Žic
Updated over a week ago
Recurring budgets
Use recurring budgets to manage retainer projects or maintenance projects. Recurring budgets are created automatically. Used for retainers.
Written by
Kresimir
Updated over a week ago
Time Entries in a Budget
Create reports, edit and move time entries in a Budget.
Written by
Kresimir
Updated over a week ago
Move a Budget
Learn how to move a budget to a different project
Written by
Stjepan Šandor
Updated over a week ago
Create a Custom Rate Card
Learn how to create a rate card for a client
Written by
Stjepan Šandor
Updated over a week ago
Editing Expenses and adding Markups
Expense markups help you with billable and non-billable expenses. Add a markup to an expense and it will be factored in automatically.
Written by
Kresimir
Updated over a week ago
Fixed Discounts
Fixed discounts and how to handle them. How to apply amount discount and make sure reports are accurate.
Written by
Kresimir
Updated over a week ago
Line item discounts
Add a discount to each line item in your sales deals, budgets and invoices.
Written by
Kresimir
Updated over a week ago