Budgets
Everything about budgets in Productive.
76 articles
- How to Create a New Budget
- Adding Services to a Budget
- Setting up a Budget: Budget Editor
- Understanding Service Types
- Service Names, Sections, and Descriptions
- Billing Types
- Percentage Billing Type
- Tracking Units: Hours, Days, or Pieces
- Managing Tracking Options for Budgets and Deals
- Adding Time Estimates to Budgets
- Adding Cost Estimates to Budgets
- Quantity, Price, Discounts, and Markups
- Guaranteed Maximum Price Option
- Budget Overrun Limitations: Disable Time Tracking at the Service Limit
- Budget Templates
- Time Approval in Budgets
- Tracking and Managing Time Entries in Budgets
- Setting Up Automated Time Warnings for Budgets
- Rounding of Billable Time Entries
- The Budget Overview Tab
- Forecasting and Profitability Charts in Budgets
- Delivering a Budget
- Delivering Budgets Using Automations
- 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
- How to Set Up an Expense Line Item in a Budget
- Where to Find the Expense Input Screen?
- How to Submit an Expense
- How to Submit an Expense Without Selecting a Service
- Expense Approval: Setup and Flow
- Can't Log an Expense?
- How to Duplicate an Expense
- Including Tax When Submitting Expenses
- How to Log a Zero-Cost Billable Expense