Budgets

Everything about budgets in Productive

Kresimir avatar Stjepan Šandor avatar
14 articles in this collection
Written by Kresimir and Stjepan Šandor

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.
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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.
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Written by Kresimir
Updated over a week ago

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.
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Written by Kresimir
Updated over a week ago

Budget charts

Difference between the three charts on budgets. Revenue vs profitability and invoicing.
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Written by Kresimir
Updated over a week ago

Forecasting & Profitability Charts on Budgets

Learn how to read profitability and forecasting charts in Productive
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Written by Stjepan Šandor
Updated over a week ago

Budget date

What is a budget date and what is it used for?
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Written by Kresimir
Updated over a week ago

Expense Entry and Approval

How to add expenses, ask for reimbursement and check the status
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Written by Stjepan Šandor
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.
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Written by Kresimir
Updated over a week ago

Time Entries in a Budget

Create reports, edit and move time entries in a Budget.
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Written by Kresimir
Updated over a week ago

Move a budget

Learn how to move a budget to a different project
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Written by Stjepan Šandor
Updated over a week ago

Create a custom price list

Learn how to create a price list for a client
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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.
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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.
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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.
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Written by Kresimir
Updated over a week ago