Productive

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

Getting Around the Budget: The Budget Sidebar

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

Getting Around the Budget: Budget Navigation Tabs

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

Changing the Client Company for a Project or a Budget

Learn how to move your budget to a different project.

Moving a Budget to a Different Project

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

Find your way around a budget, and share, move, or delete it.

Managing Budgets

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