Productive

A budget is where your financials are stored. It's made of services, estimates, expenses, time entries and actual profit vs. estimated.

What Is a Budget?

Learn what services are in Productive, how they connect tracking, resourcing, invoicing, and help analyze profitability.

What Are Services?

Use the customizable Services tab for budget and deal views to track budgeting, profitability, and scheduling with flexible, permission-based access.

The Services Tab in Budgets and Deals

Effortlessly create budgets from deals. Track and manage your projects with connected deals and budgets for simplified operations.

Understanding the Link Between Deals and Budgets

Create and manage budgets without projects.

Standalone Budgets: No Project Required

Create rate cards in Productive for efficient pricing. Simplify deal and budget creation with predefined service rates using rate cards.

Setting Up Rate Cards

Easily update rate cards by exporting them in import-ready format, adjusting rates, and reimporting them in Settings > Data Import.

Updating Rate Cards Using Export and Import

Budget Basics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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