Productive Help Center

Budgets

Everything about budgets in Productive.

56 articles

What Is a Budget?

Standalone Budgets: No Project Required

Service Types: Building Blocks of Your Budget

Recurring Budgets

Understanding the Link Between Deals and Budgets

Budget Templates

How to Create a New Budget

Setting up a Budget: Budget Editor

Adding Services to a Budget

Adding Time Estimates to Budgets

Setting up Rate Cards

Updating Rate Cards Using Export and Import

Simple Budget Editor

Simple Budget Editor: Overview

How to Set up a Budget Using the Simple Budget Editor?

Simple Budget Editor: Time and Materials Budget Type Explained

Simple Budget Editor: Fixed Price Budget Type Explained

Simple Budget Editor: Non-Billable Budget Type Explained

Budget Customization

Open Hours and Expenses

Restricting Time Tracking and Expense Logging in Productive

Setting Up a Lump Sum Budget

Best Practices for Applying Fixed-Amount Discounts

Guaranteed Maximum Price Option

Custom Cost Rates on Budgets and Deals

Adding Custom Fields for Services

Monitoring Progress

Managing Tracking Options for Budgets and Deals

Time Approval in Budgets

Tracking and Managing Time Entries in Budgets

Setting Up Automated Time Warnings for Budgets

Rounding of Billable Time Entries

Getting Around the Budget: Budgeting and Profitability Tabs

Forecasting and Profitability Charts on Budgets

Delivering a Budget

Retainer Hours Rollover

The Difference Between Billable and Recognized Time

Marking a Budget as Invoiced

Why Do I See Small Differences in Totals Across Productive?

Expenses: Admin Overview

Where to Find the Expense Input Screen?

How to Submit an Expense

Expense Approval: Setup and Flow

Can't Log an Expense?

How to Duplicate an Expense

Including Tax When Submitting Expenses

Purchase Orders

Purchase Orders

Managing Purchase Order Numbers in Productive

Purchase Orders FAQ

Revenue Recognition

Understanding Revenue Recognition in Productive

Fixed Price Revenue Recognition Models