Productive

Create a new budget once your deal is won or create it from your Project management or Financials tab.

How to Create a New Budget

Learn how to add and configure services in your budgets in Productive.

Adding Services to a Budget

Learn how to create and customize your budget to best fit your project needs.

Setting up a Budget: Budget Editor

Service types define what you sell to your clients and help you analyze your profitability in the long run.

Understanding Service Types

Organize your services with clear names, sections, and descriptions to simplify tracking, budgeting, and billing in Productive

Service Names, Sections, and Descriptions

Choose how services are billed and tracked in Productive: Fixed, Time and Materials, Non-billable, or Percentage.

Billing Types

Add a percentage-based fee to your budget that auto-calculates revenue based on other billable services.

Percentage Billing Type

Choose how to track services in Productive: by hours, days, or pieces to log work, plan resources, and recognize revenue accurately.

Tracking Units: Hours, Days, or Pieces

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

Managing Tracking Options for Budgets and Deals

Set estimates for services to plan hours, guide Resource Planner bookings, and track effort vs. sold work without affecting invoices.

Adding Time Estimates to Budgets

Add and track initial service cost estimates to compare them with scheduled and actual costs across budgets and reports.

Adding Cost Estimates to Budgets

Define service quantity, price, discounts, and markups to shape invoiced amounts, manage costs, and track profitability in Productive.

Quantity, Price, Discounts, and Markups

Set a maximum price for Time and Materials services. Define a fixed cap in the budget editor, ensuring client invoices stay within limits.

Guaranteed Maximum Price Option

Stop users from tracking time on services that have reached their limit to prevent budget overspend.

Budget Overrun Limitations: Disable Time Tracking at the Service Limit

Budget templates make it easy to start new budgets and keep things organized in Productive.

Budget Templates

Budget Setup

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype integrations answer

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

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.