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

Booking Details Explained

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

Tentative Bookings

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

Placeholders

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

Managing Repeating Bookings

Select several bookings in the Resource Planner to shift, extend, or delete them all at once.

Managing Bookings: Bulk Editing and Moving

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

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

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

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

Viewing Booking History

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?

Book people on services, manage tentative and repeating bookings, and resolve conflicts.

Managing Bookings

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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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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