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?

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

Choose how services are billed and tracked in Productive: Fixed, Time and Materials, Non-billable, or Percentage.

Billing Types

Add a percentage-based fee to your budget that auto-calculates revenue based on other billable services.

Percentage Billing Type

Set a maximum price for Time and Materials services. Define a fixed cap in the budget editor, ensuring client invoices stay within limits.

Guaranteed Maximum Price Option

Setting Up a Lump Sum Budget

What budgets are, how they relate to deals, and the billing types you can use.

How Budgets Work

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