Productive

Enable or disable time tracking, expense tracking, and resource scheduling (bookings) for services in your budget.

Managing Tracking Options for Budgets and Deals

Enable and use time approvals to ensure budget owners review and approve time entries before they become visible to clients or recognized.

Track time spent on services within a budget. Manage and analyze time entries by grouping, editing, and exporting reports in Productive.

Set up automated notifications to alert budget owners when a percentage of billable time is used, ensuring effective budget management.

Adjust billable time entries to the nearest specified interval with easy-to-configure settings.

Understand the Budgeting and Profitability tabs in Productive to gain insights into your budget's financial health and performance.

Track and manage project budgets and profitability with detailed forecasting and profitability charts in Productive.

Finalize and deliver a budget after ensuring all work is complete and time entries are logged before invoicing your client.

Track unused hours in recurring budgets with the Retainer Hours Rollover feature. Simplify time management without affecting invoicing.

Learn the difference between billable and recognized time in Productive. Billable is chargeable—recognized aligns with budget limits.

Learn how to manually mark budgets as invoiced in Productive, resolving alerts, rounding errors, and external invoicing scenarios.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you