Productive

Learn how to make bookings and schedule people on budgets and sales deals in the Resource Planner.

How to Book (Schedule) People for Services in the Resource Planner

Learn how the budget and deal timeline track works in the Resource Planner's By Budget/Deal view.

Understanding the Budget/Deal Track in the Resource Planner

Learn how to fine-tune your booking details, see how much time you've already scheduled, and manage bookings after saving.

Booking Details Explained

See how many hours remain on a service when creating or editing a booking. Updates in real time based on your organization's settings.

Left to Schedule in the Resource Planner

Use placeholders to plan and add users without access to Productive to the Resource Planner.

Placeholders

Create tentative bookings (soft allocations) in the Resource Planner.

Tentative Bookings

Set a booking to repeat automatically so you don't have to recreate it manually each time.

Managing Repeating Bookings

Get a detailed insight into the editing history of your bookings.

Viewing Booking History

Learn how to move multiple bookings in the Resource Planner at once.

Managing Bookings: Bulk Editing and Moving

Manage your team's absence in the Resource Planner, including vacation, sick leave, and remote work.

Adding Absence Bookings in the Resource Planner

Learn how to manage bookings that overlap with approved time-off bookings in the Resource Planner.

Resolve Time-Off Booking Conflicts

There are a few reasons why you may be unable to add a booking for a service in the Resource Planner.

Can't Add a Booking in the Resource Planner?

Booking Management

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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