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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-10" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_ee1f9ea701" href="#h_ee1f9ea701" data-testid="toc-link-10" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-11" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_83a9aaf42a" href="#h_83a9aaf42a" data-testid="toc-link-11" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6f55c0b877" href="#h_6f55c0b877" data-testid="toc-link-14" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-15" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_e1264f1c35" href="#h_e1264f1c35" data-testid="toc-link-15" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-16" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4fb96c2194" href="#h_4fb96c2194" data-testid="toc-link-16" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-17" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b4300c4f08" href="#h_b4300c4f08" data-testid="toc-link-17" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-18" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f19240eaf8" href="#h_f19240eaf8" data-testid="toc-link-18" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-19" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_bd11c2f27f" href="#h_bd11c2f27f" data-testid="toc-link-19" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-20" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_2f6cb0c6f0" href="#h_2f6cb0c6f0" data-testid="toc-link-20" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-21" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6b22c94fd2" href="#h_6b22c94fd2" data-testid="toc-link-21" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-22" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c712cefedb" href="#h_c712cefedb" data-testid="toc-link-22" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-23" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_fa1d7c472b" href="#h_fa1d7c472b" data-testid="toc-link-23" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-24" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_20ac3d6fd4" href="#h_20ac3d6fd4" data-testid="toc-link-24" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-25" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b980da6d1f" href="#h_b980da6d1f" data-testid="toc-link-25" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-26" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_1f67a060da" href="#h_1f67a060da" data-testid="toc-link-26" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-27" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c2c514fd10" href="#h_c2c514fd10" data-testid="toc-link-27" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-28" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_206757f402" href="#h_206757f402" data-testid="toc-link-28" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-29" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_df0c7e6713" href="#h_df0c7e6713" data-testid="toc-link-29" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-30" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f1ec791f71" href="#h_f1ec791f71" data-testid="toc-link-30" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-31" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_88ae1a25cd" href="#h_88ae1a25cd" data-testid="toc-link-31" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-32" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_73fc1b95dc" href="#h_73fc1b95dc" data-testid="toc-link-32" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-33" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4a187c363d" href="#h_4a187c363d" data-testid="toc-link-33" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-34" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_9f54b4b228" href="#h_9f54b4b228" data-testid="toc-link-34" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-35" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b2327be973" href="#h_b2327be973" data-testid="toc-link-35" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-36" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_2c6680043e" href="#h_2c6680043e" data-testid="toc-link-36" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-37" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_03cb0a1f05" href="#h_03cb0a1f05" data-testid="toc-link-37" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-38" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c3419c1842" href="#h_c3419c1842" data-testid="toc-link-38" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-39" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-42" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_40ef4382d2" href="#h_40ef4382d2" data-testid="toc-link-42" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-43" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_da0b5df531" href="#h_da0b5df531" data-testid="toc-link-43" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_26ec3a1980" href="#h_26ec3a1980" data-testid="toc-link-46" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-47" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_97902c471e" href="#h_97902c471e" data-testid="toc-link-47" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-48" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_9b79445e5b" href="#h_9b79445e5b" data-testid="toc-link-48" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-49" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_a5be34e340" href="#h_a5be34e340" data-testid="toc-link-49" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-50" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4070242d08" href="#h_4070242d08" data-testid="toc-link-50" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-58" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_de5fccbc96" href="#h_de5fccbc96" data-testid="toc-link-58" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-59" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4c09b94be1" href="#h_4c09b94be1" data-testid="toc-link-59" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_00e7213016" href="#h_00e7213016" data-testid="toc-link-62" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-63" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_8647a129fd" href="#h_8647a129fd" data-testid="toc-link-63" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-64" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f55702c29b" href="#h_f55702c29b" data-testid="toc-link-64" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-65" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_86d5f9749f" href="#h_86d5f9749f" data-testid="toc-link-65" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-66" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_09c9dd7e1b" href="#h_09c9dd7e1b" data-testid="toc-link-66" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-74" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_dd288ea3c3" href="#h_dd288ea3c3" data-testid="toc-link-74" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-75" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_745c5aceaf" href="#h_745c5aceaf" data-testid="toc-link-75" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_3412d052ea" href="#h_3412d052ea" data-testid="toc-link-78" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-79" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_1ddc8c900a" href="#h_1ddc8c900a" data-testid="toc-link-79" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-80" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_49200d4888" 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max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-92" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c8874972fe" href="#h_c8874972fe" data-testid="toc-link-92" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-93" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_2f89d12a85" href="#h_2f89d12a85" data-testid="toc-link-93" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-94" 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border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_5de35a908f" href="#h_5de35a908f" data-testid="toc-link-119" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38884-general-information" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">General Information</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/9262217-getting-started" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Getting Started</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Productive Glossary</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Productive Glossary</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>A list of the most frequent terms used in Productive and their explanations.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_4806593d01" href="#h_4806593d01" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6d5f77e832" href="#h_6d5f77e832" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6f7e471218" href="#h_6f7e471218" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_df6659a33f" href="#h_df6659a33f" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6ff6667e93" href="#h_6ff6667e93" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_514db5daf1" href="#h_514db5daf1" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_2fd3208a86" href="#h_2fd3208a86" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_01dcebfd06" href="#h_01dcebfd06" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_3850662dd8" href="#h_3850662dd8" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-9" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_226ecf9760" href="#h_226ecf9760" data-testid="toc-link-9" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-10" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_ee1f9ea701" href="#h_ee1f9ea701" data-testid="toc-link-10" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-11" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_83a9aaf42a" href="#h_83a9aaf42a" data-testid="toc-link-11" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-12" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_75d5ee25aa" href="#h_75d5ee25aa" data-testid="toc-link-12" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-13" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c513b7f754" href="#h_c513b7f754" data-testid="toc-link-13" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-14" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6f55c0b877" href="#h_6f55c0b877" data-testid="toc-link-14" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-15" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_e1264f1c35" href="#h_e1264f1c35" data-testid="toc-link-15" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-16" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4fb96c2194" href="#h_4fb96c2194" data-testid="toc-link-16" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-17" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b4300c4f08" href="#h_b4300c4f08" data-testid="toc-link-17" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-18" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f19240eaf8" href="#h_f19240eaf8" data-testid="toc-link-18" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-19" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_bd11c2f27f" href="#h_bd11c2f27f" data-testid="toc-link-19" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-20" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_2f6cb0c6f0" href="#h_2f6cb0c6f0" data-testid="toc-link-20" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-21" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6b22c94fd2" href="#h_6b22c94fd2" data-testid="toc-link-21" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-22" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c712cefedb" href="#h_c712cefedb" data-testid="toc-link-22" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-23" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_fa1d7c472b" href="#h_fa1d7c472b" data-testid="toc-link-23" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-24" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_20ac3d6fd4" href="#h_20ac3d6fd4" data-testid="toc-link-24" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-25" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b980da6d1f" href="#h_b980da6d1f" data-testid="toc-link-25" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-26" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_1f67a060da" href="#h_1f67a060da" data-testid="toc-link-26" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-27" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c2c514fd10" href="#h_c2c514fd10" data-testid="toc-link-27" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-28" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_206757f402" href="#h_206757f402" data-testid="toc-link-28" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-29" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_df0c7e6713" href="#h_df0c7e6713" data-testid="toc-link-29" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-30" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f1ec791f71" href="#h_f1ec791f71" data-testid="toc-link-30" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-31" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_88ae1a25cd" href="#h_88ae1a25cd" data-testid="toc-link-31" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-32" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_73fc1b95dc" href="#h_73fc1b95dc" data-testid="toc-link-32" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-33" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4a187c363d" href="#h_4a187c363d" data-testid="toc-link-33" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-34" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_9f54b4b228" href="#h_9f54b4b228" data-testid="toc-link-34" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-42" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_40ef4382d2" href="#h_40ef4382d2" data-testid="toc-link-42" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-43" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_da0b5df531" href="#h_da0b5df531" data-testid="toc-link-43" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_26ec3a1980" href="#h_26ec3a1980" data-testid="toc-link-46" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-47" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_97902c471e" href="#h_97902c471e" data-testid="toc-link-47" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-48" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_9b79445e5b" href="#h_9b79445e5b" data-testid="toc-link-48" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-49" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_a5be34e340" href="#h_a5be34e340" data-testid="toc-link-49" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-50" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4070242d08" href="#h_4070242d08" data-testid="toc-link-50" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-58" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_de5fccbc96" href="#h_de5fccbc96" data-testid="toc-link-58" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-59" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4c09b94be1" href="#h_4c09b94be1" data-testid="toc-link-59" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_00e7213016" href="#h_00e7213016" data-testid="toc-link-62" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-63" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_8647a129fd" href="#h_8647a129fd" data-testid="toc-link-63" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-64" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f55702c29b" href="#h_f55702c29b" data-testid="toc-link-64" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-65" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_86d5f9749f" href="#h_86d5f9749f" data-testid="toc-link-65" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-66" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_09c9dd7e1b" href="#h_09c9dd7e1b" data-testid="toc-link-66" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-74" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_dd288ea3c3" href="#h_dd288ea3c3" data-testid="toc-link-74" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-75" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_745c5aceaf" href="#h_745c5aceaf" data-testid="toc-link-75" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_3412d052ea" href="#h_3412d052ea" data-testid="toc-link-78" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-79" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_1ddc8c900a" href="#h_1ddc8c900a" data-testid="toc-link-79" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-80" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_49200d4888" href="#h_49200d4888" data-testid="toc-link-80" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-81" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_07f591de75" href="#h_07f591de75" data-testid="toc-link-81" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-82" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_9a226af2c0" href="#h_9a226af2c0" data-testid="toc-link-82" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-90" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_eee452119f" href="#h_eee452119f" data-testid="toc-link-90" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-91" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_8e7a15f6ed" href="#h_8e7a15f6ed" data-testid="toc-link-91" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_df12007768" href="#h_df12007768" data-testid="toc-link-94" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-95" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_cac742eace" href="#h_cac742eace" data-testid="toc-link-95" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-96" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_16b5b20b36" href="#h_16b5b20b36" data-testid="toc-link-96" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-97" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6742ddaf9c" href="#h_6742ddaf9c" data-testid="toc-link-97" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-98" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4e7b37bc4c" href="#h_4e7b37bc4c" data-testid="toc-link-98" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color 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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-106" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f99143281f" href="#h_f99143281f" data-testid="toc-link-106" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-107" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_da68d23c2f" href="#h_da68d23c2f" data-testid="toc-link-107" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-108" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_bb642a145f" href="#h_bb642a145f" data-testid="toc-link-108" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-109" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_3ff541b122" href="#h_3ff541b122" data-testid="toc-link-109" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-110" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_48da2c60f2" href="#h_48da2c60f2" data-testid="toc-link-110" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-111" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b60f8aabd8" href="#h_b60f8aabd8" data-testid="toc-link-111" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-112" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_c99a9a1870" href="#h_c99a9a1870" data-testid="toc-link-112" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-113" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_7b6b1ff7bf" href="#h_7b6b1ff7bf" data-testid="toc-link-113" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-114" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_340ddb7af0" href="#h_340ddb7af0" data-testid="toc-link-114" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-115" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_a0d3b3f28e" href="#h_a0d3b3f28e" data-testid="toc-link-115" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-116" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_015ed4ebf0" href="#h_015ed4ebf0" data-testid="toc-link-116" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-117" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_e188a9e632" href="#h_e188a9e632" data-testid="toc-link-117" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-118" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_6cfd2663f9" href="#h_6cfd2663f9" data-testid="toc-link-118" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-119" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_5de35a908f" href="#h_5de35a908f" data-testid="toc-link-119" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Presented below are the most frequent terms in Productive and their explanations.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4806593d01">Admin (permission set)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Admin is the highest permission set after the owner. Admins can manage everything, including cost rates and general organization-level settings.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Changing permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6d5f77e832">AGI</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>AGI (adjusted gross income) is the gross invoicing (per client, project, time period) minus the client-related expenses. Please check the reports library for several useful AGI reports.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have invoiced 1000 $ to a client for a budget. All of our associated costs for this budget (time tracked, expenses..) amount to 300 $. Our AGI for this budget is 700 $.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6f7e471218">Allocation </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>An allocation in Productive refers to the number of free days granted per the various time-off categories.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: An employee has started working in your organization. They have 20 days of vacation—this is their allocation.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4396230-adding-time-off-allocations-to-the-team">Adding time-off allocations to the team</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Employees, Contractors</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_df6659a33f">API</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>API is a set of definitions and protocols for building and integrating application software. Access data is available via the settings, and documentation is available separately. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5440689-api-access">API access</a>, <a href="https://developer.productive.io/tasks.html#tasks" rel="nofollow noopener noreferrer" target="_blank">Documentation</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6ff6667e93">Approval (expense, billable time, time off)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Approvals are flows used to approve three sorts of entries: billable time, expenses and time off. Using the approval system, entries only become official after they are approved by the responsible person.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179577-time-approval-in-budgets">Time approval</a>, <a href="https://help.productive.io/en/articles/4215084-expense-approval-setup-and-flow">Expense approval</a>, <a href="https://help.productive.io/en/articles/5463474-setting-up-time-off-approvals-in-productive">Time off approval</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Approvals</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_514db5daf1">Assignee</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>An assignee is the person in charge of carrying out the activities specified on a task. Assignees are specified separately on tasks, subtasks and to-dos.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5623598-can-i-assign-multiple-assignees-to-a-task">Multiple assignees</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_2fd3208a86">Automatic time tracking (auto-tracking)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Automatic time tracking is an option that allows time to be logged against scheduled services without their assignees having to manually track it.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3158736-automatic-time-tracking">Automatic time tracking</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_01dcebfd06"><b>Availability</b></h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The amount of time a person is available to work on projects. Calculated as Capacity (cost rate) minus time booked on time off (vacation, sick leave...).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: An employee's weekly capacity is 40 hours—8 hours for 5 days. However, they have taken a vacation for two of these days. Their availability is thus 8 hours for 3 days—24 hours. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know">Capacity vs. Availability</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3850662dd8">Beta </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>New Productive features that are not yet available to all Productive users are Beta features. Contact the Productive team to sign up for the beta program!<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5249475-the-productive-beta-program">Beta program</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_226ecf9760">Billable rate </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Billable rate is the rate billed to the client for an hour of work on a certain budget or service.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have a budget with a service that we will be charging 100 $ per hour of work done. The 100 $ is our billable rate.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_ee1f9ea701">Billable time </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Billable time is the amount of time spent on a task or budget that will get invoiced to the client. Different to worked time, as worked time may contain time that will not be invoiced to the client. May include both Time and materials and Fixed service types.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: An employee has worked 8 hours towards a service. However, we have decided to charge the client for only 3 of those hours, as the other 5 hours were spent researching the topic. The 3 hours are our billable time, whereas 8 hours is the total worked time.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: / </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Projects, Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_83a9aaf42a">Billing type </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Billing type is the pricing model set up on each service on a budget or deal. There are two primary billing types: Time and materials (or hourly pricing) and Fixed.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets">Adding services</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_75d5ee25aa">Blended rate</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The accumulated average rate of the recognized time, according to billable hours and calculated based on recognized revenue. Expressed as Recognised revenue / Recognized time.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports - Financials</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c513b7f754">Board </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A board is a type of layout available in Tasks, Deals and Budgets, allowing you to organize your tasks in columns and drag-and-drop them around as needed.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5627587-board-layout">Board layout</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Projects, Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6f55c0b877">Budget </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A budget is the "container" for all of a project's financial data. A budget contains services, amounts, expenses and more, and each project can have multiple budgets assigned to it.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179575-what-is-a-budget">Budget</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_e1264f1c35">Budgeted time </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Budgeted time is the number of hours anticipated within a specific budget to work on all of the services on that budget.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4fb96c2194">Capacity</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Capacity is the time a person is available to work on projects, defined primarily by their cost rate. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know">Capacity vs. Availability</a>, <a href="https://help.productive.io/en/articles/2179644-setting-up-cost-rates">Setting up Cost Rates</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b4300c4f08">Client</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This permission set is made for a person who can communicate with your team on tasks, and also depending on permissions, access time entries, and other info about deals. They may also be referred to as a guest.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding roles and permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings, Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f19240eaf8">Contact </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A contact is your client (connected to a client company) or a contact you saved.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>:<a href="https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview"> Employees, Contractors, Clients, and Contacts: An Overview</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Contacts</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_bd11c2f27f">Contractor </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A permission set usually assigned to a person who sometimes works with your team but is not part of your company, such as a freelancer.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: A freelance designer who will work on you only for a few projects, without becoming a permanent employee. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Adjusting User Permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings, Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_2f6cb0c6f0">Cost rate </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The cost rate is the basic price of work for your employees, or in other words, their salary. The cost rate plus the overhead per hour equals an employee's cost per hour.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179644-setting-up-cost-rates">Setting up cost rates</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings, Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6b22c94fd2">Custom fields </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Custom fields are additional data fields that allow you to customize the data on your bookings, budgets, companies, contacts, deals, expenses, invoices, projects, and tasks.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We want to categorize our tasks by their Priority. Therefore, we define a Priority custom field with the options set to High, Medium, and Low.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3732248-creating-custom-fields">Custom fields</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c712cefedb">Data import </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>By using the data import options in Productive, you can quickly import data from other tools (e.g. Harvest, Asana, Trello...).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5272072-import-data-from-harvest">Harvest import</a>, <a href="https://help.productive.io/en/articles/3154516-csv-data-imports-overview">Data import using CSV</a>, <a href="https://help.productive.io/en/articles/5140220-importing-tasks-from-csv">Import tasks from CSV</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_fa1d7c472b">Data source </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Data source refers to the source of information when creating a report, e.g. Projects, Deals, Financial items, etc. Creating a report from multiple data sources is currently not supported in Productive.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3732255-reports">Create a report from scratch</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_20ac3d6fd4">Deposit </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A deposit or prepayment is any amount of money received from a client before the related services are provided. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6065187-partial-invoicing">Partial invoicing</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Billing</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b980da6d1f">Deal </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A deal signifies a prospective project for you and a potential source of income. Deals may be turned into projects with their respective budgets.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179586-managing-a-deal">Deal</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Sales</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_1f67a060da">Discount </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A discount (or markdown) is a deduction from the cost of your service, expressed as a percentage.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9330991-adding-services-to-a-budget">Adding services to your budgets</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Billing</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c2c514fd10">Docs </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Docs allow you to maintain and keep extensive documentation on your projects and other points of interest, akin to Google Docs or Confluence. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6095236-docs-beta">Docs</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Docs, Projects</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_206757f402">Draft </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A draft is an entry that exists in Productive but has not been finalized and as such has not been made official. Drafts are used for task comments and invoices. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179584-commenting-on-tasks">Commenting on Tasks</a>, <a href="https://help.productive.io/en/articles/6069382-draft-invoice">Draft Invoice</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks & Billing</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_df0c7e6713">Employees </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In Productive, the "Employees" group refers to your company's employees and any contractors you add, both of whom count as paid seats. You can find the list of your employees under Resourcing > Employees or Settings > Users.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview">Employees, Contractors, Clients, and Contacts: an Overview</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resourcing</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f1ec791f71">Estimate at completion </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Estimate at completion is the projection of the total time needed to complete a Task. It is the sum of "Time to complete" and "Worked time".</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179595-time-estimates-on-tasks">Time estimates on tasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_88ae1a25cd">Estimated time </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The estimated time required to complete the work in the budget scope. The sum of all estimated times of all line items on the budget.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3629272-adding-time-estimates-to-budgets">Time estimates on budgets</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_73fc1b95dc">Expenses </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Expenses are all external costs arising due to work on a budget. May be submitted by and tracked against an employee, or against a third party (vendor). </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4215084-expense-entry-and-approval">Expense entry and approval</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4a187c363d">Fallback </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Fallback represents a secondary option in case the primary option is not available. Used in revenue recognition, it allows for the revenue recognition to revert to another date if the primary date is not available.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have a budget with a start date of 1 January and no end date. Our revenue recognition is set to "End date with budget date fallback". Since the budget does not have an end date, it defaults to the budget (start) date. Therefore, revenue will be recognized as arising on 1 January. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5137281-fixed-price-revenue-recognition-models">Fixed price revenue recognition</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_9f54b4b228">Feed </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Feed is the log of all updates and changes on a specific item in Productive, such as a budget, project or task.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b2327be973">Field </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A field is data related to a certain item in Productive. Fields are shown in the Productive interface and can easiest be manipulated in the Table view. E.g. a Project Manager is a field on a Project.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_2c6680043e">Filter </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Filters are a tool used to limit your search or display to only the required entries, e.g. showing only tasks where you are the assignee.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_03cb0a1f05">Fixed billing type (services) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Fixed billing type services are billing types defined on services in budgets. Services defined as fixed may be charged without time having been tracked against them. Used when prices are agreed as a fixed sum, not based on the actual amount of work invested. See also: Time and materials (services). </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have a budget of 10.000 $ to create a website for a client. It has not been agreed upon, and the client does not care, how much time we will spend on this project. We will charge the client 10.000 $ regardless of time spent - this is a fixed-price service. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c3419c1842">Forecasted </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Forecasted refers to the sum of current data and future data. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have a budget that we have worked on for 10 hours. Additionally, we are scheduled to work on it for an additional 20 hours. Our forecasted time is 10 + 20 = 30 hours. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General - Budgets - Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_918733c0c1">Gantt layout</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Gantt is a type of bar view for visualizing task and project phases. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/8438663-gantt-layout">Gantt layout</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Projects - Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_cced8ed309">GDPR </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The General Data Protection Regulation or the GDPR is a European Union legal instrument ensuring the protection of individuals concerning the processing of personal data and the free movement of such data. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://productive.io/trust/gdpr-compliance/" rel="nofollow noopener noreferrer" target="_blank">Productive GDPR compliance</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: /</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_53807264bb">ID </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>ID is the unique and unalterable identifier of any item in Productive.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/7912008-the-difference-between-an-id-and-a-number-in-productive">The Difference Between an "ID" and a "Number"</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_40ef4382d2">Initial estimate </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The initial estimate is the initially forecasted amount of time needed to complete a task.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179595-time-estimates-on-tasks">Time estimates on tasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_da0b5df531">Report </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Reports are highly customizable objects available in Productive for a variety of uses.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3732255-reports-overview">Reports overview</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_63316a6c4c">Integration </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>An integration is a procedure that ensures communication between Productive and another tool.<b> </b>These tools include Slack, Google Calendar, Office 365 calendar, Quickbooks, Xero, Exact, Visma e-conomic, Fortnox, Zapier, Jira, and Personio, with other integrations (Pipedrive, Github, Dropbox...) in the pipeline. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6601248-app-marketplace-overview">App marketplace</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings, Personal integrations, Organization integrations</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3068ec8738">Invoiced </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoiced amounts are amounts for which an invoice has been created and finalized. (See: Draft). </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts">Creating and Managing Invoice Drafts</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Invoicing</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_26ec3a1980">Language </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Productive is currently only supported in English. Translation to other languages (German, French, Chinese, Japanese...) is in our pipeline. Be sure to let our team know which language would be interesting to you!</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_97902c471e">Layout </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Layout is the configuration of data as presented in Productive. Available layouts are calendar, table, list, board, and timeline. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6078279-table-view">Table</a>, <a href="https://help.productive.io/en/articles/6083788-list-view">List</a>, <a href="https://help.productive.io/en/articles/6080936-calendar-view">Calendar</a>, <a href="https://help.productive.io/en/articles/5627587-board-view">Board</a>, <a href="https://help.productive.io/en/?q=timeline+view">Timeline</a>, <a href="https://help.productive.io/en/articles/8438663-gantt-layout">Gantt</a>, <a href="https://help.productive.io/en/articles/9352785-workload-view-beta">Workload</a> layout</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_9b79445e5b">Library </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A library is a premade collection of customizable elements, such as reports or custom fields.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4668015-insights-library">Reports library</a>, <a href="https://help.productive.io/en/articles/5045905-task-custom-fields-library">Task custom fields library</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_a5be34e340">Line item </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A line item is an individual financial entry on a budget or invoice.<b> </b></p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: We have created a budget with three services: design, front-end development, and back-end development. Each of these services is a line item on our budget.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4070242d08">Manager (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A manager manages projects, budgets, and deals and has access to all deals and their relevant financial information except for costs and profit. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Roles and permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Contacts</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f1d200da0c">Margin </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The margin is the difference between the revenue and cost on a budget, expressed as Profit divided by revenue.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Project - Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6ed8003d83">Milestones </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Milestones are used to represent an important moment in a project, an extra important task, the end of a project phase, and the like. This feature is currently in development in Productive. Contact us for more info!</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/7067170-milestones">Milestones</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_e03765ba1e">Open hours </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Open hours is the placeholder line item automatically added to each budget, along with open expenses.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179627-open-hours">Open hours</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_41bb98c098">Open revenue </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The revenue generated by all of a project's open budgets is dependent on their pricing model.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179575-what-is-a-budget">What is a budget?</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Project</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_d32cc14e2b">Organization </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The organization is your company in Productive. Details about the organization are defined in the settings. Your organization ID is the unique number of your organization. It can be found either in the web address as the number directly after "app.productive.io". Alternatively, it can be found in Settings, API access.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_9a64b3c547">Overbooking </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the Resource planner, an overbooking is any surplus booking beyond the defined capacity for a person. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6065526-resolve-time-off-booking-conflicts">Resolve time off booking conflicts</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_1a92ccaf35">Overhead </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Overhead represents all aff your facility costs, costs for internal projects and other upkeep costs. Overhead is added on top of your employees' cost rates (salaries) when calculating the cost of their work. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6839043-overhead-cost">Overhead cost</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_de5fccbc96">Overtime </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Overtime is the time worked beyond an employee's listed capacity.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5136901-keeping-track-of-overtime">Keeping track of overtime</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Time entries</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4c09b94be1">Owner (account)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The account owner has admin permissions but also access to billing, past invoices, and the ability to update billing details or deactivate the account. They can set up and send 2FA recovery codes if needed. Ownership can be transferred to another user.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4426618-change-the-owner-of-your-productive-account-deactivate-your-account">Change the Owner of your Productive Account</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_894b51489b">Parent task</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A task that has one or more subtasks is called a parent task.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4807665-subtasks">Subtasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_02ecf55168">Payment (expenses)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The "Payment due date" and "Payment date" in the expense input screen indicate when the expense was incurred (i.e. when you paid for it or by when it needs to be paid).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9154726-expenses-admin-overview">Expenses</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Expenses, Budgets </p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_00e7213016">Permission </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Permissions allow users to view, have access to, or change individual elements of Productive, as governed by their permission sets.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding roles and permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8647a129fd">Permission set</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A permission set is a group of access privileges (permissions) for each user in Productive. The system permission sets include Staff, Coordinator, Manager, Profitability Manager, Admin, Client and Contractor.<br/>You can customize permission sets in the Permission Builder and assign them to users as well.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Roles and permissions</a>, <a href="https://help.productive.io/en/articles/8517221-permission-builder">Permission Builder</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f55702c29b">Piece (billing type) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The piece is a billing type on financial line items (alongside Fixed and Time and materials), used for expenses.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6121123-budget-editor-revamped">Budget editor</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_86d5f9749f">Placeholder </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Placeholders are 'users without access to Productive' used to plan and schedule work for people who are not yet a part of your organization.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4168381-placeholders">Placeholders</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_09c9dd7e1b">Purchase order number / PO number</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The PO number is a unique number assigned to a deal. It will be later automatically transferred to the budget created from this deal.<b> </b></p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6065367-track-po-purchase-order-number">Track PO numbers</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Sales</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b721d11bc7">Probability </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Probability is the internal estimate for winning a deal. The probability and value of a deal affect its forecasted revenue.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: A deal is valued at 10.000 $. We set its probability to 25 %. The deal's forecasted revenue is therefore 10.000 * 0,25 = 2.500 $.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179586-managing-a-deal">Managing a deal</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Sales</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8656022f6a">Profit </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Profit is the revenue generated by a budget or project reduced by the associated costs.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179575-what-is-a-budget">What is a budget?</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_0ae510bf3b">Profitability </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Profitability is the degree to which a budget yields profit, expressed as a percentage of revenue against the associated costs.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4611165-forecasting-profitability-charts-on-budgets">Forecasting & Profitability</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c80262346b">Profitability manager (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The profitability manager is the permission set that allows managing projects and deals, while also providing insight into their profitability.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3901732-profitability-manager-role">Profitability manager</a>, <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding roles & permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_0b1565ff6d">Profitability manager with restricted access (permission set)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A variation on the profitability manager permission set, removing access to private deals and projects they are assigned to.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3901732-profitability-manager-role">Profitability manager</a>, <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding roles & permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6413e7139a">Project</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A project represents a job or undertaking carried out for a client or for your internal needs. A project contains one or more budgets (with relevant financial information) and tasks for collaboration towards the realization of the project.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9583781-what-is-a-project">What is a project</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Projects</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b2fbb55cd5">Pulse </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A pulse is a periodical and customizable email notification with data from Productive's Reports.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5178713-pulse">Pulse</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_dd288ea3c3">Rate </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A rate is a fixed price paid for something. Rates are used for your employee's salaries (cost rates) and for prices that you charge to your clients (rate cards, or on services).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179644-setting-up-cost-rates">Setting up cost rates</a>, <a href="https://help.productive.io/en/articles/2179593-rate-cards">Rate cards</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget / Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_745c5aceaf">Rate card</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A rate card is a predefined list of Service prices either for a client company or for your organization. Rate cards can then be used when creating new budgets.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179593-rate-cards">Rate cards</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Companies</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_099a8052e4">Recognized profit </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Recognized profit is the expected profit of a financial item (e.g. budget). It is calculated as the recognized revenue minus all of the associated costs. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports, Financial items data source</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8a849b43f0">Recognized revenue </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Recognized revenue is the expected revenue of a financial item (e.g. budget) according to the scheduled time, delivered billable time, and generated expenses.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6842336-understanding-revenue-recognition-in-productive">Understanding Revenue Recognition</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports - Financials</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3412d052ea">Recognized time </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The billable time that is or will be charged to the client. Equal to billable time with Time and materials, but cannot exceed the Quantity with Fixed services. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Also, in budget spending calculations, used as a way to calculate budget consumption.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports - time entries</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_1ddc8c900a">Recurring budget</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A recurring budget is automatically copied at a certain time, thus creating a new, identical budget. Most frequently used with retainers.<b> </b> </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179582-recurring-budgets">Recurring budgets</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_49200d4888">Recycle bin</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The place where certain deleted items are stored for a period. Items in the recycle bin can be restored to their original location.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5609401-recycle-bin">Recycle bin</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_07f591de75">Reimbursement (expenses)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you need to be reimbursed for an expense (e.g., paid from your personal account), mark it as requiring reimbursement. Later, mark it as reimbursed.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9154726-expenses-admin-overview">Expenses</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Expenses, Budgets</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_9a226af2c0">Report</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Reports help you analyze and make better sense of your data.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4668015-reports-library">Reports Library</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f6242844e1">Restricted access (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Restricted access indicates a variation on an existing permission set, preventing access to projects, budgets, and deals that the person is not assigned to.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Roles and permissions</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Contacts</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_9eb6216770">Retainer</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A retainer is an ongoing or recurring contract by which a client pays for certain services as required during a time period. In Productive, retainer projects are handled using recurring projects.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179582-recurring-budgets">Recurring budgets</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budget</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_e6e1cf01d7">Revenue</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Revenue is the amount of money generated by a specific project, budget or time entry. Note that this does not necessarily mean that this amount has also been invoiced. See: Invoiced.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c8a99d78ae">Resource planner</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The Resource Planner allows you to make high-level time allocations for your entire team. It focuses on resource allocation and booking people on services, adding a financial aspect to your planning.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179625-what-is-the-resource-planner">Resource planner</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4a0d0e8d9d">Seat </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Each active employee and contractor registered in Productive takes up one seat, which affects billing. Note that clients are an exception, and they do not take up seats. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5144588-add-and-remove-seats-from-your-account">Add or remove seats</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_fb5c982e26">Service </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The service offered or provided by you to your clients. Each service is defined by its service type, billing type, unit, quantity and price.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets">Adding services</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets/Deals</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3711c098b0">Service type</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Service types are broad categories of services provided by you to your clients. They are set up in Settings - Service types.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179629-service-types">Service types</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_eee452119f">Staff (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Staff is an employee with a basic set of permissions, allowing time tracking, collaboration on tasks and requesting time off.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding Roles and Permissions in Productive</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8e7a15f6ed">Staff with access to time (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A variation of the Staff permission set, adding access to time entries and the Resource planner.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding Roles and Permissions in Productive</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c8874972fe">Staff with CRM access (permission set) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A variation of the Staff permission set, allowing access to contacts.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179618-adjusting-user-permissions">Understanding Roles and Permissions in Productive</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings - Users</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_2f89d12a85">Stage (deal) </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A stage (or deal status) is assigned to each deal and is used to monitor and organize deals.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines">Sales pipeline stages</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Deals</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_df12007768">Stage type</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Stage types represent the various states jobs may be in. We categorize them into two types.<br/><b>Deals</b>: These indicate prospective work and correspond to the sales pipeline.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Budgets</b>: These indicate active work and correspond to the production pipeline. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines">Sales pipeline</a>, <a href="https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets">Services on deals and budgets</a><br/></p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_cac742eace">Status </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Statuses are used primarily to organize and monitor tasks within predefined workflows. Also used with invoices (Draft, Unsent, Sent, Paid), budgets (Open vs Delivered), among others.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5813154-workflows">Workflows</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_16b5b20b36">Subscriber </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Subscribers are notified whenever a change is made to an item in Productive. Items in Productive are tasks, invoices, budgets, projects, or the like.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179606-creating-tasks">Creating tasks</a>, <a href="https://help.productive.io/en/articles/2179634-managing-an-invoice">Managing an Invoice</a>, <a href="https://help.productive.io/en/articles/2179590-managing-a-budget">Managing a budget</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6742ddaf9c">Subsidiary </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A subsidiary is a unique branch of your company, allowing you to invoice your clients from different addresses.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179665-multiple-subsidiaries">Multiple subsidiaries</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4e7b37bc4c">Subtask </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Along with to-dos, subtasks are a method of subdividing tasks in Productive into smaller chunks.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4807665-subtasks">Subtasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b6faaada81">Tag </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Tags are custom attributes in Productive that you can apply to a plethora of items: tasks, people, invoices, and largely replaced by Custom fields.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179646-managing-multiple-tasks">Managing multiple tasks</a>, <a href="https://help.productive.io/en/articles/3732248-custom-fields">Custom fields</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3abcde982f">Task </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A task is an item in Productive that allows coworkers to collaborate on their various assignments.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6019259-task-management-best-practices">Task management</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8f2a810630">Task dependency </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Task dependency indicates an interdependency between two tasks and their status. Dependencies come in two basic types: blocking/waiting and linked. Blocking/waiting indicates that one task cannot be started or completed until another task is completed. Linked simply indicates that the two tasks are somehow related.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/6278091-task-dependencies">Task dependency</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6ee72cbcf3">Task list </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Created within a workflow, a task list indicates a task's phase or stage. Akin to a kanban board, task lists allow for a neat way to organize tasks into groups.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179617-task-lists">Task lists</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8d27d82c7f">Template </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A template is a sample item (e.g. project, task or deal) used as a shortcut when creating new items with proper data.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179607-project-template">Project template</a>, <a href="https://help.productive.io/en/articles/6080967-duplicate-sales-deals-or-create-templates">Sales template</a>, <a href="https://help.productive.io/en/articles/6080992-duplicate-tasks-or-create-task-templates">Task template</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_ec7e021911">Template (document)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A document template is the layout of data on the documents commonly sent to your clients in PDF format. Used for budgets, invoices, and deals.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3154390-document-templates">Document templates</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Settings</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_51d3dbb137">Time allocation</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>An allocation is the amount of time provided as part of a booking (time-off or budget). Commonly expressed in days or hours. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/3154360-holidays-and-time-off-settings">Holidays and time off settings</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f99143281f">Time and materials</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time and materials is a billing type defined on services in budgets. These services represent time and expenses, invoiced based on their actual use. If no time or expenses are tracked, nothing will be charged to the client. See also: fixed (services).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: A budget contains a service defined as Time and materials, at the price of $100 per hour. Upon budget creation, no amount may be invoiced towards this service. The next day, an employee tracks 8 hours against this service. Upon this time entry being entered (and approved), $800 may be invoiced for this service (8*$100; time multiplied by price).</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179593-rate-cards">Rate cards</a>, <a href="https://help.productive.io/en/articles/9330991-adding-services-to-a-budget">Adding services to a budget</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Budgets </p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_da68d23c2f">Time entry locking </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time entry locking is an action that prevents creating or changing time entries in an earlier period. May be automatic or manual. </p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5951852-lock-time-entries">Lock time entries</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Time</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_bb642a145f">Time to close </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time to close is the number of days elapsed from opening a deal to winning the deal.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: A deal was opened on January 1st, and closed on January 15th. The time to close this deal is 14 days.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: /</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Deals</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3ff541b122">Time to complete </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time to complete is the projection of time needed to complete a task. Reduced as time is tracked against the task, or can be adjusted manually.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: The initial estimate on a task is 20 hours. After we have tracked 4 hours on this task, the time to complete is reduced to 16 hours.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179595-time-estimates-on-tasks">Time estimates on tasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_48da2c60f2">Time tracking</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time tracking refers to registering the time invested working on an individual service or task in Productive.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179620-time-tracking-tips-tricks">Tips & tricks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Time</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b60f8aabd8">Time off </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Time off refers to periods when users are not required to track time against services within budgets or tasks. Admins can set up various time-off categories and assign them to users, creating time-off allocations for the team (e.g., summer vacation, sick leave, PTO).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4396645-checking-my-available-time-off">My time off</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Resource planner</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c99a9a1870">To-Do </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A to-do is the smallest and simplest version of a task, created either from a task or a subtask.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4097412-task-to-do">Task to-do</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_7b6b1ff7bf">Utilization </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Utilization signifies the ratio between the amount of time a person has worked, and their availability or another type of work. An example is the premade Report Billable Utilization.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: An employee has worked 100 billable hours, and 300 non-billable hours. This employee's billable utilization is 25 %. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9805366-setting-up-utilization-targets">Setting up utilization targets</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_340ddb7af0">Variance at completion </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Used in tasks, variance at completion signifies the difference between the Initial estimate and the Estimate at completion. It shows how accurate the Initial estimation was.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b>: The initial estimate on a task is 20 hours. However, 26 hours have been tracked against this task before its completion. The variance at completion is therefore 6 hours. </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/2179595-time-estimates-on-tasks">Time Estimates on Tasks</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_a0d3b3f28e">Vendor (expenses)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the context of expenses, a vendor is the third-party organization to whom the payment is made (e.g., for a client lunch, the lunch is the expense, and the restaurant is the vendor).</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/4215084-expense-entry-and-approval">Expense entry and approval</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Expenses, Budgets</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_015ed4ebf0">View </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A view is used to organize your data and display it in the way you find the most appropriate. A view is made of a layout, filters, grouping and other.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5628321-views-in-productive">Views in Productive</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: General</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_e188a9e632">Worked time</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Worked time is the amount of time spent working on a certain time entry, service, budget or project, or the amount of time a person has tracked in a given period. Worked time includes time spent on both client and internal projects.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5307381-how-to-create-a-vacation-time-off-usage-report">Time report</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Various Reports</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_6cfd2663f9">Workflow</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A workflow is the configuration of task statuses, with each workflow divided into three stages: Not started, Started and Closed.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/5813154-workflows">Workflows</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used in</b>: Tasks</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_5de35a908f">Workload (layout)</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Located in Project management > Tasks (not individual projects), the Workload layout displays task distribution among team members across all projects. It aggregates workload information with capacity indicators, helping you track your team's daily tasks and overall project workload.<br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Note:</b> While the Resource planner focuses on allocating resources and booking people on services, adding a financial component, the Workload layout is centered on task allocation for more granular project planning.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Useful links</b>: <a href="https://help.productive.io/en/articles/9352785-workload-layout">Workload layout</a></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Used</b> <b>in</b>: Project management</p></div></li></ul></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"c05ea772-dcad-4fb9-a0dc-85bafd4956c6","role":"visitor_role"},"articleContent":{"articleId":"6254964","author":null,"blocks":[{"type":"paragraph","text":"Presented below are the most frequent terms in Productive and their explanations.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Admin (permission set)","idAttribute":"h_4806593d01"},{"type":"paragraph","text":"Admin is the highest permission set after the owner. Admins can manage everything, including cost rates and general organization-level settings.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eChanging permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eChanging permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"AGI","idAttribute":"h_6d5f77e832"},{"type":"paragraph","text":"AGI (adjusted gross income) is the gross invoicing (per client, project, time period) minus the client-related expenses. Please check the reports library for several useful AGI reports.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have invoiced 1000 $ to a client for a budget. All of our associated costs for this budget (time tracked, expenses..) amount to 300 $. Our AGI for this budget is 700 $.\n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have invoiced 1000 $ to a client for a budget. All of our associated costs for this budget (time tracked, expenses..) amount to 300 $. Our AGI for this budget is 700 $.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Allocation ","idAttribute":"h_6f7e471218"},{"type":"paragraph","text":"An allocation in Productive refers to the number of free days granted per the various time-off categories.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: An employee has started working in your organization. They have 20 days of vacation—this is their allocation.\n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4396230-adding-time-off-allocations-to-the-team\"\u003eAdding time-off allocations to the team\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Employees, Contractors","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: An employee has started working in your organization. They have 20 days of vacation—this is their allocation.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4396230-adding-time-off-allocations-to-the-team\"\u003eAdding time-off allocations to the team\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Employees, Contractors","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"API","idAttribute":"h_df6659a33f"},{"type":"paragraph","text":"API is a set of definitions and protocols for building and integrating application software. Access data is available via the settings, and documentation is available separately. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5440689-api-access\"\u003eAPI access\u003c/a\u003e, \u003ca href=\"https://developer.productive.io/tasks.html#tasks\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eDocumentation\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5440689-api-access\"\u003eAPI access\u003c/a\u003e, \u003ca href=\"https://developer.productive.io/tasks.html#tasks\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eDocumentation\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Approval (expense, billable time, time off)","idAttribute":"h_6ff6667e93"},{"type":"paragraph","text":"Approvals are flows used to approve three sorts of entries: billable time, expenses and time off. Using the approval system, entries only become official after they are approved by the responsible person.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179577-time-approval-in-budgets\"\u003eTime approval\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-approval-setup-and-flow\"\u003eExpense approval\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5463474-setting-up-time-off-approvals-in-productive\"\u003eTime off approval\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Approvals","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179577-time-approval-in-budgets\"\u003eTime approval\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-approval-setup-and-flow\"\u003eExpense approval\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5463474-setting-up-time-off-approvals-in-productive\"\u003eTime off approval\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Approvals","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Assignee","idAttribute":"h_514db5daf1"},{"type":"paragraph","text":"An assignee is the person in charge of carrying out the activities specified on a task. Assignees are specified separately on tasks, subtasks and to-dos.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5623598-can-i-assign-multiple-assignees-to-a-task\"\u003eMultiple assignees\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5623598-can-i-assign-multiple-assignees-to-a-task\"\u003eMultiple assignees\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Automatic time tracking (auto-tracking)","idAttribute":"h_2fd3208a86"},{"type":"paragraph","text":"Automatic time tracking is an option that allows time to be logged against scheduled services without their assignees having to manually track it.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3158736-automatic-time-tracking\"\u003eAutomatic time tracking\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3158736-automatic-time-tracking\"\u003eAutomatic time tracking\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"\u003cb\u003eAvailability\u003c/b\u003e","idAttribute":"h_01dcebfd06"},{"type":"paragraph","text":"The amount of time a person is available to work on projects. Calculated as Capacity (cost rate) minus time booked on time off (vacation, sick leave...).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: An employee's weekly capacity is 40 hours—8 hours for 5 days. However, they have taken a vacation for two of these days. Their availability is thus 8 hours for 3 days—24 hours. \n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know\"\u003eCapacity vs. Availability\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: An employee's weekly capacity is 40 hours—8 hours for 5 days. However, they have taken a vacation for two of these days. Their availability is thus 8 hours for 3 days—24 hours. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know\"\u003eCapacity vs. Availability\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Beta ","idAttribute":"h_3850662dd8"},{"type":"paragraph","text":"New Productive features that are not yet available to all Productive users are Beta features. Contact the Productive team to sign up for the beta program!\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5249475-the-productive-beta-program\"\u003eBeta program\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5249475-the-productive-beta-program\"\u003eBeta program\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Billable rate ","idAttribute":"h_226ecf9760"},{"type":"paragraph","text":"Billable rate is the rate billed to the client for an hour of work on a certain budget or service.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have a budget with a service that we will be charging 100 $ per hour of work done. The 100 $ is our billable rate.\n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have a budget with a service that we will be charging 100 $ per hour of work done. The 100 $ is our billable rate.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Billable time ","idAttribute":"h_ee1f9ea701"},{"type":"paragraph","text":"Billable time is the amount of time spent on a task or budget that will get invoiced to the client. Different to worked time, as worked time may contain time that will not be invoiced to the client. May include both Time and materials and Fixed service types.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: An employee has worked 8 hours towards a service. However, we have decided to charge the client for only 3 of those hours, as the other 5 hours were spent researching the topic. The 3 hours are our billable time, whereas 8 hours is the total worked time.\n- \u003cb\u003eUseful links\u003c/b\u003e: / \n- \u003cb\u003eUsed in\u003c/b\u003e: Projects, Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: An employee has worked 8 hours towards a service. However, we have decided to charge the client for only 3 of those hours, as the other 5 hours were spent researching the topic. The 3 hours are our billable time, whereas 8 hours is the total worked time.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: / ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Projects, Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Billing type ","idAttribute":"h_83a9aaf42a"},{"type":"paragraph","text":"Billing type is the pricing model set up on each service on a budget or deal. There are two primary billing types: Time and materials (or hourly pricing) and Fixed.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eAdding services\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eAdding services\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Blended rate","idAttribute":"h_75d5ee25aa"},{"type":"paragraph","text":"The accumulated average rate of the recognized time, according to billable hours and calculated based on recognized revenue. Expressed as Recognised revenue / Recognized time.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports - Financials","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports - Financials","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Board ","idAttribute":"h_c513b7f754"},{"type":"paragraph","text":"A board is a type of layout available in Tasks, Deals and Budgets, allowing you to organize your tasks in columns and drag-and-drop them around as needed.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5627587-board-layout\"\u003eBoard layout\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Projects, Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5627587-board-layout\"\u003eBoard layout\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Projects, Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Budget ","idAttribute":"h_6f55c0b877"},{"type":"paragraph","text":"A budget is the \"container\" for all of a project's financial data. A budget contains services, amounts, expenses and more, and each project can have multiple budgets assigned to it.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eBudget\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eBudget\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Budgeted time ","idAttribute":"h_e1264f1c35"},{"type":"paragraph","text":"Budgeted time is the number of hours anticipated within a specific budget to work on all of the services on that budget.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Capacity","idAttribute":"h_4fb96c2194"},{"type":"paragraph","text":"Capacity is the time a person is available to work on projects, defined primarily by their cost rate. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know\"\u003eCapacity vs. Availability\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up Cost Rates\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know\"\u003eCapacity vs. Availability\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up Cost Rates\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Client","idAttribute":"h_b4300c4f08"},{"type":"paragraph","text":"This permission set is made for a person who can communicate with your team on tasks, and also depending on permissions, access time entries, and other info about deals. They may also be referred to as a guest.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles and permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles and permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Contact ","idAttribute":"h_f19240eaf8"},{"type":"paragraph","text":"A contact is your client (connected to a client company) or a contact you saved.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e:\u003ca href=\"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview\"\u003e Employees, Contractors, Clients, and Contacts: An Overview\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Contacts","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e:\u003ca href=\"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview\"\u003e Employees, Contractors, Clients, and Contacts: An Overview\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Contacts","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Contractor ","idAttribute":"h_bd11c2f27f"},{"type":"paragraph","text":"A permission set usually assigned to a person who sometimes works with your team but is not part of your company, such as a freelancer.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: A freelance designer who will work on you only for a few projects, without becoming a permanent employee. \n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eAdjusting User Permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: A freelance designer who will work on you only for a few projects, without becoming a permanent employee. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eAdjusting User Permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Cost rate ","idAttribute":"h_2f6cb0c6f0"},{"type":"paragraph","text":"The cost rate is the basic price of work for your employees, or in other words, their salary. The cost rate plus the overhead per hour equals an employee's cost per hour.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up cost rates\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up cost rates\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings, Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Custom fields ","idAttribute":"h_6b22c94fd2"},{"type":"paragraph","text":"Custom fields are additional data fields that allow you to customize the data on your bookings, budgets, companies, contacts, deals, expenses, invoices, projects, and tasks.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We want to categorize our tasks by their Priority. Therefore, we define a Priority custom field with the options set to High, Medium, and Low.\n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732248-creating-custom-fields\"\u003eCustom fields\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We want to categorize our tasks by their Priority. Therefore, we define a Priority custom field with the options set to High, Medium, and Low.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732248-creating-custom-fields\"\u003eCustom fields\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Data import ","idAttribute":"h_c712cefedb"},{"type":"paragraph","text":"By using the data import options in Productive, you can quickly import data from other tools (e.g. Harvest, Asana, Trello...).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5272072-import-data-from-harvest\"\u003eHarvest import\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/3154516-csv-data-imports-overview\"\u003eData import using CSV\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5140220-importing-tasks-from-csv\"\u003eImport tasks from CSV\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5272072-import-data-from-harvest\"\u003eHarvest import\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/3154516-csv-data-imports-overview\"\u003eData import using CSV\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5140220-importing-tasks-from-csv\"\u003eImport tasks from CSV\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Data source ","idAttribute":"h_fa1d7c472b"},{"type":"paragraph","text":"Data source refers to the source of information when creating a report, e.g. Projects, Deals, Financial items, etc. Creating a report from multiple data sources is currently not supported in Productive.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732255-reports\"\u003eCreate a report from scratch\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732255-reports\"\u003eCreate a report from scratch\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Deposit ","idAttribute":"h_20ac3d6fd4"},{"type":"paragraph","text":"A deposit or prepayment is any amount of money received from a client before the related services are provided. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065187-partial-invoicing\"\u003ePartial invoicing\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Billing","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065187-partial-invoicing\"\u003ePartial invoicing\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Billing","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Deal ","idAttribute":"h_b980da6d1f"},{"type":"paragraph","text":"A deal signifies a prospective project for you and a potential source of income. Deals may be turned into projects with their respective budgets.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179586-managing-a-deal\"\u003eDeal\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Sales","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179586-managing-a-deal\"\u003eDeal\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Sales","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Discount ","idAttribute":"h_1f67a060da"},{"type":"paragraph","text":"A discount (or markdown) is a deduction from the cost of your service, expressed as a percentage.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9330991-adding-services-to-a-budget\"\u003eAdding services to your budgets\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Billing","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9330991-adding-services-to-a-budget\"\u003eAdding services to your budgets\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Billing","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Docs ","idAttribute":"h_c2c514fd10"},{"type":"paragraph","text":"Docs allow you to maintain and keep extensive documentation on your projects and other points of interest, akin to Google Docs or Confluence. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6095236-docs-beta\"\u003eDocs\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Docs, Projects","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6095236-docs-beta\"\u003eDocs\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Docs, Projects","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Draft ","idAttribute":"h_206757f402"},{"type":"paragraph","text":"A draft is an entry that exists in Productive but has not been finalized and as such has not been made official. Drafts are used for task comments and invoices. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179584-commenting-on-tasks\"\u003eCommenting on Tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6069382-draft-invoice\"\u003eDraft Invoice\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks \u0026amp; Billing","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179584-commenting-on-tasks\"\u003eCommenting on Tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6069382-draft-invoice\"\u003eDraft Invoice\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks \u0026amp; Billing","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Employees ","idAttribute":"h_df0c7e6713"},{"type":"paragraph","text":"In Productive, the \"Employees\" group refers to your company's employees and any contractors you add, both of whom count as paid seats. You can find the list of your employees under Resourcing \u0026gt; Employees or Settings \u0026gt; Users.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview\"\u003eEmployees, Contractors, Clients, and Contacts: an Overview\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resourcing","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179641-employees-contractors-clients-and-contacts-an-overview\"\u003eEmployees, Contractors, Clients, and Contacts: an Overview\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resourcing","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Estimate at completion ","idAttribute":"h_f1ec791f71"},{"type":"paragraph","text":"Estimate at completion is the projection of the total time needed to complete a Task. It is the sum of \"Time to complete\" and \"Worked time\".","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Estimated time ","idAttribute":"h_88ae1a25cd"},{"type":"paragraph","text":"The estimated time required to complete the work in the budget scope. The sum of all estimated times of all line items on the budget.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3629272-adding-time-estimates-to-budgets\"\u003eTime estimates on budgets\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3629272-adding-time-estimates-to-budgets\"\u003eTime estimates on budgets\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Expenses ","idAttribute":"h_73fc1b95dc"},{"type":"paragraph","text":"Expenses are all external costs arising due to work on a budget. May be submitted by and tracked against an employee, or against a third party (vendor). ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-entry-and-approval\"\u003eExpense entry and approval\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-entry-and-approval\"\u003eExpense entry and approval\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Fallback ","idAttribute":"h_4a187c363d"},{"type":"paragraph","text":"Fallback represents a secondary option in case the primary option is not available. Used in revenue recognition, it allows for the revenue recognition to revert to another date if the primary date is not available.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have a budget with a start date of 1 January and no end date. Our revenue recognition is set to \"End date with budget date fallback\". Since the budget does not have an end date, it defaults to the budget (start) date. Therefore, revenue will be recognized as arising on 1 January. \n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5137281-fixed-price-revenue-recognition-models\"\u003eFixed price revenue recognition\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have a budget with a start date of 1 January and no end date. Our revenue recognition is set to \"End date with budget date fallback\". Since the budget does not have an end date, it defaults to the budget (start) date. Therefore, revenue will be recognized as arising on 1 January. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5137281-fixed-price-revenue-recognition-models\"\u003eFixed price revenue recognition\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Feed ","idAttribute":"h_9f54b4b228"},{"type":"paragraph","text":"Feed is the log of all updates and changes on a specific item in Productive, such as a budget, project or task.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Field ","idAttribute":"h_b2327be973"},{"type":"paragraph","text":"A field is data related to a certain item in Productive. Fields are shown in the Productive interface and can easiest be manipulated in the Table view. E.g. a Project Manager is a field on a Project.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Filter ","idAttribute":"h_2c6680043e"},{"type":"paragraph","text":"Filters are a tool used to limit your search or display to only the required entries, e.g. showing only tasks where you are the assignee.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Fixed billing type (services) ","idAttribute":"h_03cb0a1f05"},{"type":"paragraph","text":"Fixed billing type services are billing types defined on services in budgets. Services defined as fixed may be charged without time having been tracked against them. Used when prices are agreed as a fixed sum, not based on the actual amount of work invested. See also: Time and materials (services). ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have a budget of 10.000 $ to create a website for a client. It has not been agreed upon, and the client does not care, how much time we will spend on this project. We will charge the client 10.000 $ regardless of time spent - this is a fixed-price service. \n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have a budget of 10.000 $ to create a website for a client. It has not been agreed upon, and the client does not care, how much time we will spend on this project. We will charge the client 10.000 $ regardless of time spent - this is a fixed-price service. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Forecasted ","idAttribute":"h_c3419c1842"},{"type":"paragraph","text":"Forecasted refers to the sum of current data and future data. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have a budget that we have worked on for 10 hours. Additionally, we are scheduled to work on it for an additional 20 hours. Our forecasted time is 10 + 20 = 30 hours. \n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: General - Budgets - Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have a budget that we have worked on for 10 hours. Additionally, we are scheduled to work on it for an additional 20 hours. Our forecasted time is 10 + 20 = 30 hours. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General - Budgets - Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Gantt layout","idAttribute":"h_918733c0c1"},{"type":"paragraph","text":"Gantt is a type of bar view for visualizing task and project phases. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/8438663-gantt-layout\"\u003eGantt layout\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Projects - Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/8438663-gantt-layout\"\u003eGantt layout\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Projects - Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"GDPR ","idAttribute":"h_cced8ed309"},{"type":"paragraph","text":"The General Data Protection Regulation or the GDPR is a European Union legal instrument ensuring the protection of individuals concerning the processing of personal data and the free movement of such data. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://productive.io/trust/gdpr-compliance/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eProductive GDPR compliance\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: /","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://productive.io/trust/gdpr-compliance/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eProductive GDPR compliance\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: /","class":"no-margin"}]}]},{"type":"heading","text":"ID ","idAttribute":"h_53807264bb"},{"type":"paragraph","text":"ID is the unique and unalterable identifier of any item in Productive.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/7912008-the-difference-between-an-id-and-a-number-in-productive\"\u003eThe Difference Between an \"ID\" and a \"Number\"\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/7912008-the-difference-between-an-id-and-a-number-in-productive\"\u003eThe Difference Between an \"ID\" and a \"Number\"\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Initial estimate ","idAttribute":"h_40ef4382d2"},{"type":"paragraph","text":"The initial estimate is the initially forecasted amount of time needed to complete a task.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Report ","idAttribute":"h_da0b5df531"},{"type":"paragraph","text":"Reports are highly customizable objects available in Productive for a variety of uses.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732255-reports-overview\"\u003eReports overview\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3732255-reports-overview\"\u003eReports overview\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Integration ","idAttribute":"h_63316a6c4c"},{"type":"paragraph","text":"An integration is a procedure that ensures communication between Productive and another tool.\u003cb\u003e \u003c/b\u003eThese tools include Slack, Google Calendar, Office 365 calendar, Quickbooks, Xero, Exact, Visma e-conomic, Fortnox, Zapier, Jira, and Personio, with other integrations (Pipedrive, Github, Dropbox...) in the pipeline. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6601248-app-marketplace-overview\"\u003eApp marketplace\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings, Personal integrations, Organization integrations","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6601248-app-marketplace-overview\"\u003eApp marketplace\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings, Personal integrations, Organization integrations","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Invoiced ","idAttribute":"h_3068ec8738"},{"type":"paragraph","text":"Invoiced amounts are amounts for which an invoice has been created and finalized. (See: Draft). ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003eCreating and Managing Invoice Drafts\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Invoicing","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003eCreating and Managing Invoice Drafts\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Invoicing","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Language ","idAttribute":"h_26ec3a1980"},{"type":"paragraph","text":"Productive is currently only supported in English. Translation to other languages (German, French, Chinese, Japanese...) is in our pipeline. Be sure to let our team know which language would be interesting to you!","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Layout ","idAttribute":"h_97902c471e"},{"type":"paragraph","text":"Layout is the configuration of data as presented in Productive. Available layouts are calendar, table, list, board, and timeline. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6078279-table-view\"\u003eTable\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6083788-list-view\"\u003eList\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080936-calendar-view\"\u003eCalendar\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5627587-board-view\"\u003eBoard\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/?q=timeline+view\"\u003eTimeline\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/8438663-gantt-layout\"\u003eGantt\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/9352785-workload-view-beta\"\u003eWorkload\u003c/a\u003e layout\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6078279-table-view\"\u003eTable\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6083788-list-view\"\u003eList\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080936-calendar-view\"\u003eCalendar\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5627587-board-view\"\u003eBoard\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/?q=timeline+view\"\u003eTimeline\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/8438663-gantt-layout\"\u003eGantt\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/9352785-workload-view-beta\"\u003eWorkload\u003c/a\u003e layout","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Library ","idAttribute":"h_9b79445e5b"},{"type":"paragraph","text":"A library is a premade collection of customizable elements, such as reports or custom fields.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4668015-insights-library\"\u003eReports library\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5045905-task-custom-fields-library\"\u003eTask custom fields library\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4668015-insights-library\"\u003eReports library\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/5045905-task-custom-fields-library\"\u003eTask custom fields library\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Line item ","idAttribute":"h_a5be34e340"},{"type":"paragraph","text":"A line item is an individual financial entry on a budget or invoice.\u003cb\u003e \u003c/b\u003e","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: We have created a budget with three services: design, front-end development, and back-end development. Each of these services is a line item on our budget.\n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: We have created a budget with three services: design, front-end development, and back-end development. Each of these services is a line item on our budget.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Manager (permission set) ","idAttribute":"h_4070242d08"},{"type":"paragraph","text":"A manager manages projects, budgets, and deals and has access to all deals and their relevant financial information except for costs and profit. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Contacts","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Contacts","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Margin ","idAttribute":"h_f1d200da0c"},{"type":"paragraph","text":"The margin is the difference between the revenue and cost on a budget, expressed as Profit divided by revenue.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Project - Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Project - Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Milestones ","idAttribute":"h_6ed8003d83"},{"type":"paragraph","text":"Milestones are used to represent an important moment in a project, an extra important task, the end of a project phase, and the like. This feature is currently in development in Productive. Contact us for more info!","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/7067170-milestones\"\u003eMilestones\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/7067170-milestones\"\u003eMilestones\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Open hours ","idAttribute":"h_e03765ba1e"},{"type":"paragraph","text":"Open hours is the placeholder line item automatically added to each budget, along with open expenses.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179627-open-hours\"\u003eOpen hours\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179627-open-hours\"\u003eOpen hours\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Open revenue ","idAttribute":"h_41bb98c098"},{"type":"paragraph","text":"The revenue generated by all of a project's open budgets is dependent on their pricing model.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eWhat is a budget?\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Project","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eWhat is a budget?\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Project","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Organization ","idAttribute":"h_d32cc14e2b"},{"type":"paragraph","text":"The organization is your company in Productive. Details about the organization are defined in the settings. Your organization ID is the unique number of your organization. It can be found either in the web address as the number directly after \"app.productive.io\". Alternatively, it can be found in Settings, API access.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Overbooking ","idAttribute":"h_9a64b3c547"},{"type":"paragraph","text":"In the Resource planner, an overbooking is any surplus booking beyond the defined capacity for a person. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065526-resolve-time-off-booking-conflicts\"\u003eResolve time off booking conflicts\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065526-resolve-time-off-booking-conflicts\"\u003eResolve time off booking conflicts\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Overhead ","idAttribute":"h_1a92ccaf35"},{"type":"paragraph","text":"Overhead represents all aff your facility costs, costs for internal projects and other upkeep costs. Overhead is added on top of your employees' cost rates (salaries) when calculating the cost of their work. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6839043-overhead-cost\"\u003eOverhead cost\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6839043-overhead-cost\"\u003eOverhead cost\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Overtime ","idAttribute":"h_de5fccbc96"},{"type":"paragraph","text":"Overtime is the time worked beyond an employee's listed capacity.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5136901-keeping-track-of-overtime\"\u003eKeeping track of overtime\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Time entries","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5136901-keeping-track-of-overtime\"\u003eKeeping track of overtime\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Time entries","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Owner (account)","idAttribute":"h_4c09b94be1"},{"type":"paragraph","text":"The account owner has admin permissions but also access to billing, past invoices, and the ability to update billing details or deactivate the account. They can set up and send 2FA recovery codes if needed. Ownership can be transferred to another user.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4426618-change-the-owner-of-your-productive-account-deactivate-your-account\"\u003eChange the Owner of your Productive Account\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4426618-change-the-owner-of-your-productive-account-deactivate-your-account\"\u003eChange the Owner of your Productive Account\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Parent task","idAttribute":"h_894b51489b"},{"type":"paragraph","text":"A task that has one or more subtasks is called a parent task.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4807665-subtasks\"\u003eSubtasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4807665-subtasks\"\u003eSubtasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"heading","text":"Payment (expenses)","idAttribute":"h_02ecf55168"},{"type":"paragraph","text":"The \"Payment due date\" and \"Payment date\" in the expense input screen indicate when the expense was incurred (i.e. when you paid for it or by when it needs to be paid).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9154726-expenses-admin-overview\"\u003eExpenses\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9154726-expenses-admin-overview\"\u003eExpenses\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets ","class":"no-margin"}]}]},{"type":"heading","text":"Permission ","idAttribute":"h_00e7213016"},{"type":"paragraph","text":"Permissions allow users to view, have access to, or change individual elements of Productive, as governed by their permission sets.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles and permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users\n ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles and permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"heading","text":"Permission set","idAttribute":"h_8647a129fd"},{"type":"paragraph","text":"A permission set is a group of access privileges (permissions) for each user in Productive. The system permission sets include Staff, Coordinator, Manager, Profitability Manager, Admin, Client and Contractor.\u003cbr\u003eYou can customize permission sets in the Permission Builder and assign them to users as well.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/8517221-permission-builder\"\u003ePermission Builder\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/8517221-permission-builder\"\u003ePermission Builder\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Piece (billing type) ","idAttribute":"h_f55702c29b"},{"type":"paragraph","text":"The piece is a billing type on financial line items (alongside Fixed and Time and materials), used for expenses.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6121123-budget-editor-revamped\"\u003eBudget editor\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6121123-budget-editor-revamped\"\u003eBudget editor\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Placeholder ","idAttribute":"h_86d5f9749f"},{"type":"paragraph","text":"Placeholders are 'users without access to Productive' used to plan and schedule work for people who are not yet a part of your organization.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4168381-placeholders\"\u003ePlaceholders\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4168381-placeholders\"\u003ePlaceholders\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Purchase order number / PO number","idAttribute":"h_09c9dd7e1b"},{"type":"paragraph","text":"The PO number is a unique number assigned to a deal. It will be later automatically transferred to the budget created from this deal.\u003cb\u003e \u003c/b\u003e","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065367-track-po-purchase-order-number\"\u003eTrack PO numbers\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Sales","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6065367-track-po-purchase-order-number\"\u003eTrack PO numbers\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Sales","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Probability ","idAttribute":"h_b721d11bc7"},{"type":"paragraph","text":"Probability is the internal estimate for winning a deal. The probability and value of a deal affect its forecasted revenue.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: A deal is valued at 10.000 $. We set its probability to 25 %. The deal's forecasted revenue is therefore 10.000 * 0,25 = 2.500 $.\n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179586-managing-a-deal\"\u003eManaging a deal\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Sales","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: A deal is valued at 10.000 $. We set its probability to 25 %. The deal's forecasted revenue is therefore 10.000 * 0,25 = 2.500 $.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179586-managing-a-deal\"\u003eManaging a deal\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Sales","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Profit ","idAttribute":"h_8656022f6a"},{"type":"paragraph","text":"Profit is the revenue generated by a budget or project reduced by the associated costs.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eWhat is a budget?\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179575-what-is-a-budget\"\u003eWhat is a budget?\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Profitability ","idAttribute":"h_0ae510bf3b"},{"type":"paragraph","text":"Profitability is the degree to which a budget yields profit, expressed as a percentage of revenue against the associated costs.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4611165-forecasting-profitability-charts-on-budgets\"\u003eForecasting \u0026amp; Profitability\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4611165-forecasting-profitability-charts-on-budgets\"\u003eForecasting \u0026amp; Profitability\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Profitability manager (permission set) ","idAttribute":"h_c80262346b"},{"type":"paragraph","text":"The profitability manager is the permission set that allows managing projects and deals, while also providing insight into their profitability.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3901732-profitability-manager-role\"\u003eProfitability manager\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles \u0026amp; permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3901732-profitability-manager-role\"\u003eProfitability manager\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles \u0026amp; permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Profitability manager with restricted access (permission set)","idAttribute":"h_0b1565ff6d"},{"type":"paragraph","text":"A variation on the profitability manager permission set, removing access to private deals and projects they are assigned to.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3901732-profitability-manager-role\"\u003eProfitability manager\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles \u0026amp; permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3901732-profitability-manager-role\"\u003eProfitability manager\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding roles \u0026amp; permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Project","idAttribute":"h_6413e7139a"},{"type":"paragraph","text":"A project represents a job or undertaking carried out for a client or for your internal needs. A project contains one or more budgets (with relevant financial information) and tasks for collaboration towards the realization of the project.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9583781-what-is-a-project\"\u003eWhat is a project\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Projects","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9583781-what-is-a-project\"\u003eWhat is a project\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Projects","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Pulse ","idAttribute":"h_b2fbb55cd5"},{"type":"paragraph","text":"A pulse is a periodical and customizable email notification with data from Productive's Reports.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5178713-pulse\"\u003ePulse\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5178713-pulse\"\u003ePulse\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Rate ","idAttribute":"h_dd288ea3c3"},{"type":"paragraph","text":"A rate is a fixed price paid for something. Rates are used for your employee's salaries (cost rates) and for prices that you charge to your clients (rate cards, or on services).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up cost rates\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget / Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179644-setting-up-cost-rates\"\u003eSetting up cost rates\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget / Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Rate card","idAttribute":"h_745c5aceaf"},{"type":"paragraph","text":"A rate card is a predefined list of Service prices either for a client company or for your organization. Rate cards can then be used when creating new budgets.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Companies","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Companies","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Recognized profit ","idAttribute":"h_099a8052e4"},{"type":"paragraph","text":"Recognized profit is the expected profit of a financial item (e.g. budget). It is calculated as the recognized revenue minus all of the associated costs. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports, Financial items data source","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports, Financial items data source","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Recognized revenue ","idAttribute":"h_8a849b43f0"},{"type":"paragraph","text":"Recognized revenue is the expected revenue of a financial item (e.g. budget) according to the scheduled time, delivered billable time, and generated expenses.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6842336-understanding-revenue-recognition-in-productive\"\u003eUnderstanding Revenue Recognition\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports - Financials","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6842336-understanding-revenue-recognition-in-productive\"\u003eUnderstanding Revenue Recognition\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports - Financials","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Recognized time ","idAttribute":"h_3412d052ea"},{"type":"paragraph","text":"The billable time that is or will be charged to the client. Equal to billable time with Time and materials, but cannot exceed the Quantity with Fixed services. ","class":"no-margin"},{"type":"paragraph","text":"Also, in budget spending calculations, used as a way to calculate budget consumption.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports - time entries","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports - time entries","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Recurring budget","idAttribute":"h_1ddc8c900a"},{"type":"paragraph","text":"A recurring budget is automatically copied at a certain time, thus creating a new, identical budget. Most frequently used with retainers.\u003cb\u003e \u003c/b\u003e ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179582-recurring-budgets\"\u003eRecurring budgets\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179582-recurring-budgets\"\u003eRecurring budgets\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Recycle bin","idAttribute":"h_49200d4888"},{"type":"paragraph","text":"The place where certain deleted items are stored for a period. Items in the recycle bin can be restored to their original location.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5609401-recycle-bin\"\u003eRecycle bin\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5609401-recycle-bin\"\u003eRecycle bin\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"heading","text":"Reimbursement (expenses)","idAttribute":"h_07f591de75"},{"type":"paragraph","text":"If you need to be reimbursed for an expense (e.g., paid from your personal account), mark it as requiring reimbursement. Later, mark it as reimbursed.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9154726-expenses-admin-overview\"\u003eExpenses\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9154726-expenses-admin-overview\"\u003eExpenses\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets","class":"no-margin"}]}]},{"type":"heading","text":"Report","idAttribute":"h_9a226af2c0"},{"type":"paragraph","text":"Reports help you analyze and make better sense of your data.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4668015-reports-library\"\u003eReports Library\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4668015-reports-library\"\u003eReports Library\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Restricted access (permission set) ","idAttribute":"h_f6242844e1"},{"type":"paragraph","text":"Restricted access indicates a variation on an existing permission set, preventing access to projects, budgets, and deals that the person is not assigned to.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Contacts","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eRoles and permissions\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Contacts","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Retainer","idAttribute":"h_9eb6216770"},{"type":"paragraph","text":"A retainer is an ongoing or recurring contract by which a client pays for certain services as required during a time period. In Productive, retainer projects are handled using recurring projects.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179582-recurring-budgets\"\u003eRecurring budgets\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budget","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179582-recurring-budgets\"\u003eRecurring budgets\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budget","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Revenue","idAttribute":"h_e6e1cf01d7"},{"type":"paragraph","text":"Revenue is the amount of money generated by a specific project, budget or time entry. Note that this does not necessarily mean that this amount has also been invoiced. See: Invoiced.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Resource planner","idAttribute":"h_c8a99d78ae"},{"type":"paragraph","text":"The Resource Planner allows you to make high-level time allocations for your entire team. It focuses on resource allocation and booking people on services, adding a financial aspect to your planning.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179625-what-is-the-resource-planner\"\u003eResource planner\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179625-what-is-the-resource-planner\"\u003eResource planner\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Seat ","idAttribute":"h_4a0d0e8d9d"},{"type":"paragraph","text":"Each active employee and contractor registered in Productive takes up one seat, which affects billing. Note that clients are an exception, and they do not take up seats. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5144588-add-and-remove-seats-from-your-account\"\u003eAdd or remove seats\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5144588-add-and-remove-seats-from-your-account\"\u003eAdd or remove seats\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Service ","idAttribute":"h_fb5c982e26"},{"type":"paragraph","text":"The service offered or provided by you to your clients. Each service is defined by its service type, billing type, unit, quantity and price.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eAdding services\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets/Deals","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eAdding services\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets/Deals","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Service type","idAttribute":"h_3711c098b0"},{"type":"paragraph","text":"Service types are broad categories of services provided by you to your clients. They are set up in Settings - Service types.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179629-service-types\"\u003eService types\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179629-service-types\"\u003eService types\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Staff (permission set) ","idAttribute":"h_eee452119f"},{"type":"paragraph","text":"Staff is an employee with a basic set of permissions, allowing time tracking, collaboration on tasks and requesting time off.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Staff with access to time (permission set) ","idAttribute":"h_8e7a15f6ed"},{"type":"paragraph","text":"A variation of the Staff permission set, adding access to time entries and the Resource planner.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Staff with CRM access (permission set) ","idAttribute":"h_c8874972fe"},{"type":"paragraph","text":"A variation of the Staff permission set, allowing access to contacts.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179618-adjusting-user-permissions\"\u003eUnderstanding Roles and Permissions in Productive\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings - Users","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Stage (deal) ","idAttribute":"h_2f89d12a85"},{"type":"paragraph","text":"A stage (or deal status) is assigned to each deal and is used to monitor and organize deals.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines\"\u003eSales pipeline stages\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Deals","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines\"\u003eSales pipeline stages\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Deals","class":"no-margin"}]}]},{"type":"heading","text":"Stage type","idAttribute":"h_df12007768"},{"type":"paragraph","text":"Stage types represent the various states jobs may be in. We categorize them into two types.\u003cbr\u003e\u003cb\u003eDeals\u003c/b\u003e: These indicate prospective work and correspond to the sales pipeline.","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eBudgets\u003c/b\u003e: These indicate active work and correspond to the production pipeline. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines\"\u003eSales pipeline\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eServices on deals and budgets\u003c/a\u003e\u003cbr\u003e","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines\"\u003eSales pipeline\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003eServices on deals and budgets\u003c/a\u003e\u003cbr\u003e","class":"no-margin"}]}]},{"type":"heading","text":"Status ","idAttribute":"h_cac742eace"},{"type":"paragraph","text":"Statuses are used primarily to organize and monitor tasks within predefined workflows. Also used with invoices (Draft, Unsent, Sent, Paid), budgets (Open vs Delivered), among others.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5813154-workflows\"\u003eWorkflows\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5813154-workflows\"\u003eWorkflows\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Subscriber ","idAttribute":"h_16b5b20b36"},{"type":"paragraph","text":"Subscribers are notified whenever a change is made to an item in Productive. Items in Productive are tasks, invoices, budgets, projects, or the like.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179606-creating-tasks\"\u003eCreating tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179634-managing-an-invoice\"\u003eManaging an Invoice\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179590-managing-a-budget\"\u003eManaging a budget\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179606-creating-tasks\"\u003eCreating tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179634-managing-an-invoice\"\u003eManaging an Invoice\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179590-managing-a-budget\"\u003eManaging a budget\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Subsidiary ","idAttribute":"h_6742ddaf9c"},{"type":"paragraph","text":"A subsidiary is a unique branch of your company, allowing you to invoice your clients from different addresses.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179665-multiple-subsidiaries\"\u003eMultiple subsidiaries\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179665-multiple-subsidiaries\"\u003eMultiple subsidiaries\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Subtask ","idAttribute":"h_4e7b37bc4c"},{"type":"paragraph","text":"Along with to-dos, subtasks are a method of subdividing tasks in Productive into smaller chunks.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4807665-subtasks\"\u003eSubtasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4807665-subtasks\"\u003eSubtasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Tag ","idAttribute":"h_b6faaada81"},{"type":"paragraph","text":"Tags are custom attributes in Productive that you can apply to a plethora of items: tasks, people, invoices, and largely replaced by Custom fields.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179646-managing-multiple-tasks\"\u003eManaging multiple tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/3732248-custom-fields\"\u003eCustom fields\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179646-managing-multiple-tasks\"\u003eManaging multiple tasks\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/3732248-custom-fields\"\u003eCustom fields\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Task ","idAttribute":"h_3abcde982f"},{"type":"paragraph","text":"A task is an item in Productive that allows coworkers to collaborate on their various assignments.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6019259-task-management-best-practices\"\u003eTask management\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6019259-task-management-best-practices\"\u003eTask management\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Task dependency ","idAttribute":"h_8f2a810630"},{"type":"paragraph","text":"Task dependency indicates an interdependency between two tasks and their status. Dependencies come in two basic types: blocking/waiting and linked. Blocking/waiting indicates that one task cannot be started or completed until another task is completed. Linked simply indicates that the two tasks are somehow related.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6278091-task-dependencies\"\u003eTask dependency\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/6278091-task-dependencies\"\u003eTask dependency\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Task list ","idAttribute":"h_6ee72cbcf3"},{"type":"paragraph","text":"Created within a workflow, a task list indicates a task's phase or stage. Akin to a kanban board, task lists allow for a neat way to organize tasks into groups.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179617-task-lists\"\u003eTask lists\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179617-task-lists\"\u003eTask lists\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Template ","idAttribute":"h_8d27d82c7f"},{"type":"paragraph","text":"A template is a sample item (e.g. project, task or deal) used as a shortcut when creating new items with proper data.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179607-project-template\"\u003eProject template\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080967-duplicate-sales-deals-or-create-templates\"\u003eSales template\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080992-duplicate-tasks-or-create-task-templates\"\u003eTask template\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179607-project-template\"\u003eProject template\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080967-duplicate-sales-deals-or-create-templates\"\u003eSales template\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/6080992-duplicate-tasks-or-create-task-templates\"\u003eTask template\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Template (document)","idAttribute":"h_ec7e021911"},{"type":"paragraph","text":"A document template is the layout of data on the documents commonly sent to your clients in PDF format. Used for budgets, invoices, and deals.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003eDocument templates\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Settings","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003eDocument templates\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Settings","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time allocation","idAttribute":"h_51d3dbb137"},{"type":"paragraph","text":"An allocation is the amount of time provided as part of a booking (time-off or budget). Commonly expressed in days or hours. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3154360-holidays-and-time-off-settings\"\u003eHolidays and time off settings\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/3154360-holidays-and-time-off-settings\"\u003eHolidays and time off settings\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"heading","text":"Time and materials","idAttribute":"h_f99143281f"},{"type":"paragraph","text":"Time and materials is a billing type defined on services in budgets. These services represent time and expenses, invoiced based on their actual use. If no time or expenses are tracked, nothing will be charged to the client. See also: fixed (services).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: A budget contains a service defined as Time and materials, at the price of $100 per hour. Upon budget creation, no amount may be invoiced towards this service. The next day, an employee tracks 8 hours against this service. Upon this time entry being entered (and approved), $800 may be invoiced for this service (8*$100; time multiplied by price).\n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/9330991-adding-services-to-a-budget\"\u003eAdding services to a budget\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Budgets ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: A budget contains a service defined as Time and materials, at the price of $100 per hour. Upon budget creation, no amount may be invoiced towards this service. The next day, an employee tracks 8 hours against this service. Upon this time entry being entered (and approved), $800 may be invoiced for this service (8*$100; time multiplied by price).","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179593-rate-cards\"\u003eRate cards\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/9330991-adding-services-to-a-budget\"\u003eAdding services to a budget\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Budgets ","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time entry locking ","idAttribute":"h_da68d23c2f"},{"type":"paragraph","text":"Time entry locking is an action that prevents creating or changing time entries in an earlier period. May be automatic or manual. ","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5951852-lock-time-entries\"\u003eLock time entries\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Time","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5951852-lock-time-entries\"\u003eLock time entries\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Time","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time to close ","idAttribute":"h_bb642a145f"},{"type":"paragraph","text":"Time to close is the number of days elapsed from opening a deal to winning the deal.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: A deal was opened on January 1st, and closed on January 15th. The time to close this deal is 14 days.\n- \u003cb\u003eUseful links\u003c/b\u003e: /\n- \u003cb\u003eUsed in\u003c/b\u003e: Deals","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: A deal was opened on January 1st, and closed on January 15th. The time to close this deal is 14 days.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: /","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Deals","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time to complete ","idAttribute":"h_3ff541b122"},{"type":"paragraph","text":"Time to complete is the projection of time needed to complete a task. Reduced as time is tracked against the task, or can be adjusted manually.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: The initial estimate on a task is 20 hours. After we have tracked 4 hours on this task, the time to complete is reduced to 16 hours.\n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: The initial estimate on a task is 20 hours. After we have tracked 4 hours on this task, the time to complete is reduced to 16 hours.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime estimates on tasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time tracking","idAttribute":"h_48da2c60f2"},{"type":"paragraph","text":"Time tracking refers to registering the time invested working on an individual service or task in Productive.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179620-time-tracking-tips-tricks\"\u003eTips \u0026amp; tricks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Time","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179620-time-tracking-tips-tricks\"\u003eTips \u0026amp; tricks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Time","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Time off ","idAttribute":"h_b60f8aabd8"},{"type":"paragraph","text":"Time off refers to periods when users are not required to track time against services within budgets or tasks. Admins can set up various time-off categories and assign them to users, creating time-off allocations for the team (e.g., summer vacation, sick leave, PTO).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4396645-checking-my-available-time-off\"\u003eMy time off\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Resource planner","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4396645-checking-my-available-time-off\"\u003eMy time off\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Resource planner","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"To-Do ","idAttribute":"h_c99a9a1870"},{"type":"paragraph","text":"A to-do is the smallest and simplest version of a task, created either from a task or a subtask.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4097412-task-to-do\"\u003eTask to-do\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4097412-task-to-do\"\u003eTask to-do\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Utilization ","idAttribute":"h_7b6b1ff7bf"},{"type":"paragraph","text":"Utilization signifies the ratio between the amount of time a person has worked, and their availability or another type of work. An example is the premade Report Billable Utilization.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: An employee has worked 100 billable hours, and 300 non-billable hours. This employee's billable utilization is 25 %. \n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9805366-setting-up-utilization-targets\"\u003eSetting up utilization targets\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: An employee has worked 100 billable hours, and 300 non-billable hours. This employee's billable utilization is 25 %. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9805366-setting-up-utilization-targets\"\u003eSetting up utilization targets\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Variance at completion ","idAttribute":"h_340ddb7af0"},{"type":"paragraph","text":"Used in tasks, variance at completion signifies the difference between the Initial estimate and the Estimate at completion. It shows how accurate the Initial estimation was.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eExample\u003c/b\u003e: The initial estimate on a task is 20 hours. However, 26 hours have been tracked against this task before its completion. The variance at completion is therefore 6 hours. \n- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime Estimates on Tasks\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e: The initial estimate on a task is 20 hours. However, 26 hours have been tracked against this task before its completion. The variance at completion is therefore 6 hours. ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/2179595-time-estimates-on-tasks\"\u003eTime Estimates on Tasks\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Vendor (expenses)","idAttribute":"h_a0d3b3f28e"},{"type":"paragraph","text":"In the context of expenses, a vendor is the third-party organization to whom the payment is made (e.g., for a client lunch, the lunch is the expense, and the restaurant is the vendor).","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-entry-and-approval\"\u003eExpense entry and approval\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/4215084-expense-entry-and-approval\"\u003eExpense entry and approval\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Expenses, Budgets","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"View ","idAttribute":"h_015ed4ebf0"},{"type":"paragraph","text":"A view is used to organize your data and display it in the way you find the most appropriate. A view is made of a layout, filters, grouping and other.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5628321-views-in-productive\"\u003eViews in Productive\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: General","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5628321-views-in-productive\"\u003eViews in Productive\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: General","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Worked time","idAttribute":"h_e188a9e632"},{"type":"paragraph","text":"Worked time is the amount of time spent working on a certain time entry, service, budget or project, or the amount of time a person has tracked in a given period. Worked time includes time spent on both client and internal projects.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5307381-how-to-create-a-vacation-time-off-usage-report\"\u003eTime report\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Various Reports","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5307381-how-to-create-a-vacation-time-off-usage-report\"\u003eTime report\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Various Reports","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Workflow","idAttribute":"h_6cfd2663f9"},{"type":"paragraph","text":"A workflow is the configuration of task statuses, with each workflow divided into three stages: Not started, Started and Closed.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5813154-workflows\"\u003eWorkflows\u003c/a\u003e\n- \u003cb\u003eUsed in\u003c/b\u003e: Tasks\n ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/5813154-workflows\"\u003eWorkflows\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed in\u003c/b\u003e: Tasks","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"heading","text":"Workload (layout)","idAttribute":"h_5de35a908f"},{"type":"paragraph","text":"Located in Project management \u0026gt; Tasks (not individual projects), the Workload layout displays task distribution among team members across all projects. It aggregates workload information with capacity indicators, helping you track your team's daily tasks and overall project workload.\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eNote:\u003c/b\u003e While the Resource planner focuses on allocating resources and booking people on services, adding a financial component, the Workload layout is centered on task allocation for more granular project planning.","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9352785-workload-layout\"\u003eWorkload layout\u003c/a\u003e\n- \u003cb\u003eUsed\u003c/b\u003e \u003cb\u003ein\u003c/b\u003e: Project management","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUseful links\u003c/b\u003e: \u003ca href=\"https://help.productive.io/en/articles/9352785-workload-layout\"\u003eWorkload layout\u003c/a\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eUsed\u003c/b\u003e \u003cb\u003ein\u003c/b\u003e: Project management","class":"no-margin"}]}]}],"collectionId":"9262217","description":"A list of the most frequent terms used in Productive and their explanations.","id":"5954972","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Winning a Deal","url":"https://help.productive.io/en/articles/2179570-winning-a-deal"},{"title":"What Can a Client See On a Budget?","url":"https://help.productive.io/en/articles/2179670-what-can-a-client-see-on-a-budget"},{"title":"Internal Projects","url":"https://help.productive.io/en/articles/3387671-internal-projects"},{"title":"Using Webhooks in Productive","url":"https://help.productive.io/en/articles/3693279-using-webhooks-in-productive"},{"title":"Mapping Harvest Financials to Productive 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