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

Setting Up a Budget: Budget Editor

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

Budget Templates

What is a budget date and what is it used for?

Budget Start and End Dates

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

Create a budget in the budget editor or from a template, and add dates and estimates.

Creating a Budget

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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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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.

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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.

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

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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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