Productive

A guide to managing personal settings, organization settings, and overheads in Productive.

Settings

Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.

Managing Your Profile

Create a nickname so you can be found more easily in mentions and searches across the app.

Adding and Using Nicknames

Set up your status in Productive to let your team know when you are available.

Setting Your Availability Status in Productive

Automatically sync your availability status with your time-off bookings in Productive.

Syncing Your Availability Status With Absence Bookings

Every Monday, Productive sends a summary of last week's activity. What you see depends on your permissions and whether there's relevant data from the week.

Weekly Summary Reports

Adjust in-app, mobile, email, Slack, and Teams notification settings.

Configuring Your Notification Settings

Every notification category in Productive, broken down: what triggers a notification for each item type, and the access requirements that apply.

Notification Categories: What Triggers a Notification

Adjust your theme in Productive with light or dark mode, sync with your OS, and enable or disable chart animations.

Theme Settings and Chart Animations

Learn how to change the language of your Productive account and adjust time zone settings to match your preferences.

Change your Account Language

Personal Settings

Organization Settings

Adjust your company name, logo, and company code. Set up the location, date, time, and currency format, fiscal year, work time, numbering schemes, and add custom sender email addresses.

General Settings

Define the number of hours that constitute a workday in your organization. Person-days help track hours in reports and budgets.

Person-Days

Learn how to manage your company’s billing information, logo, and subsidiaries within Productive.

Managing Your Company and Subsidiary Billing Information

Set up bank accounts to display accurate payment info on invoices and manage details centrally in your Company Settings.

Setting up Bank Accounts

fFoundational settings for the organization and its financial identity.

Organization Profile & Banking

Learn how to set up and edit your currency settings to manage exchange rates, default currency, financial precision, and more.

Configuring Currency Settings in Productive

Learn how exchange rates work in Productive: providers, booking behavior, reports, and how they affect cost, profit, and conversions.

Exchange Rates FAQ

Customize your reporting periods with the Fiscal Year feature in Productive, allowing filters and grouping by fiscal year or quarter.

Fiscal Year

Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.

Financial Month Closing: Closing and Securing Financial Periods

Allow select edits in locked months to support everyday workflows—without affecting revenue or expense data.

Financial Month Closing: Editable Fields

Settings related to currency, financial reporting, fiscal year setup, and month-end processes.

Currency & Financial Settings

Learn how to set up up and manage teams in Productive.

Managing Teams in Productive

Adjust your work week to start on Sunday in Productive by modifying settings. Only admins can make this change.

Setting Sunday as the First Day of the Week

Learn how to set up custom numbering schemes for projects, budgets, tasks, proposals, and purchase orders in Productive, all with practical examples.

Custom Numbering Schemes

Settings that define team structure, numbering for organizational items, and workweek configuration.

Team & Work Settings

Add your company cost overhead to make sure it gets included in the profitability reports.

Overhead Cost

Questions and answers about the overhead cost in Productive.

Overheads FAQ

Learn how to calculate overhead costs per subsidiary, ensuring more accurate profitability insights across different business units.

Overhead Cost Per Subsidiary

Overhead Costs

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