Productive

Learn to share budgets with your team and ensure you're always informed about budget activities with watch notifications.

Sharing Options for Budgets

Learn how to move your budget to a different project.

Moving a Budget to a Different Project

Learn how to reassign a budget or a project to a new client in Productive.

Changing the Client Company for a Project or a Budget

Navigate budgets in Productive using tabs for Overview, Services, Time, Expenses, Invoices, POs, Scenarios, Recurring budgets, and Feed.

Getting Around the Budget: Budget Navigation Tabs

Navigate budgets in Productive via the sidebar: manage settings, clients, custom fields, and generate PDF documents.

Getting Around the Budget: The Budget Sidebar

What is a budget date and what is it used for?

Budget Start and End Dates

Follow the steps below to safely remove a budget and understand how to manage deleted budgets within the Recycle Bin.

How to Delete a Budget

Learn how to move a service from one deal or budget to another while keeping all associated time entries, expenses, and bookings intact.

Moving Services Between Deals and Budgets

Budget Navigation and Management 

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