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, scheduling, invoicing, and help analyze profitability.

What Are Services?

Create and manage budgets without projects.

Standalone Budgets: No Project Required

Customizable Services tab and budget views give flexible control over budgeting, profitability, and scheduling with permission-based access.

New Services Tab and Updates to Budgets and Deals (Beta)

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 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

Find answers and get help from Intercom Support and Community Experts

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