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. Learn about service types, billing options, estimates, tracking.

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, or Non-billable.

Billing Types

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

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

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

Budget Templates

Budget Setup

Find answers and get help from Intercom Support and Community Experts

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