Budgets

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

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

Move a Budget

Learn how to move a budget to a different project

Written by Stjepan Šandor
Updated over a week ago

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

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

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

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 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

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

Rate Cards

Set up your default service rate card. You can also set up a different rate card for each client if you work on different rates.

Written by Kresimir
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

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

Time Entries in a Budget

Create reports, edit and move time entries in a Budget.

Written by Kresimir
Updated over a week ago

Time Approval in Budgets

Time approvals are used to monitor billable time entries before they are sent to the client. Approve time to junior team members easily.

Written by Kresimir
Updated over a week ago

Time Estimates on Budgets

Learn how to use time estimates on Budgets

Written by Stjepan Šandor
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

Open Hours

Open hours are where your team tracks time when there's no services on a budget yet. Use open hours to track and later reassign time entries

Written by Kresimir
Updated over a week ago