BLOG POST • Jun 14 2024

Productive Updates May: Budget Templates, Automations, Time Off

This May, we’ve introduced several updates designed to make your work more efficient. From budget templates to enhanced Permission sets, we’ve made it easier to manage projects and collaborate with clients. Plus, our latest Automations and Time off improvements will save you loads of time.

VIDEO • DEC 18 2023

Parakeeto and Productive: Time Tracking – Best Practices

Watch our webinar with Marcel Petitpas, CEO & Co-Founder of Parakeeto and learn all about the importance of time tracking in the agency world. In this webinar, we covered the main reasons agencies struggle with time tracking and how to fix them.

RELEASE NOTES • may 2024

New Features

  • You can now get a notification when a deal or budget is shared with you. This can be toggled in Notification settings.
  • Added new time entry report fields – last activity and last actor
  • Added reminder option for task start date in notification settings
  • Dependency & description updates for budget (job) bookings permissions
  • Inside automations, relative people labels should be a bit easier to understand now
  • Users can now use Invoice attributes inside automations conditions
  • Added Section group to nested service picker
  • You can now choose to copy expenses on recurring budgets
  • Graph on the C&A report is now visible without the need for grouping


  • When creating automation, users can now select a new trigger type – Invoice and mention its attributes. Invoice conditions are WIP.
  • Users can now see trigger and project labels on automation cell
  • The linked status of an app in the marketplace is now communicated with a label in the upper right corner.
  • Closed tasks in Gantt will appear as crossed
  • Inside automations, users can now mention 5 more invoice attributes: Aging, State, Copied to accounting, Payment status, Sent status
  • Weekends will be skipped when moving tasks in Gantt by extending tasks to the first working day
  • Added attachments button to Time off approvals screen
  • Added attachments in Edit booking form on Book time off screen
  • Displayed duration for tasks with an initial estimate that fall on non-working days in workload layout
  • Implemented recaptcha on the registration route
  • When inviting new people to an organization, users will no longer have to enter their cost rate

Bugs Fixed

  • Fixed an issue with background color inside text attachment preview on dark mode
  • Fixed an issue where editing fields in Resourcing and saving them into a view would not have any effect
  • Added filter for fetching current user’s and watched user’s service cross section
  • Prevented active timers from other users in organization to be visible in header
  • Fixed position of docs toolbar on mobile devices
  • Fixed missing table headers in Resourcing
  • Fixed an issue that would cause the page to become unresponsive when interacting with the timeline view
  • Double clicking on the connect calendar integration button will no longer create an extra “Unknown account” integration
  • Fixed an issue on line/area charts where tooltips were not displaying when hovering over data point which lies on vertical axis
  • Fixed a bug where error on booking form would move Date range field
  • Updated copy on Approvals notifications section in Settings
  • Allowed inline editing the “Delivered date” field in budgets table only when the budget is delivered/closed
  • Fixed replacing uploaded attachment with generated attachment
  • Made the “Rate” field mandatory when creating a new rate in a rate card
  • Fixed loading subpages if page is duplicated
  • Update the person’s company or deal’s company/deal status and disable external sync
  • Fixed moving behaviour on dependent tasks in Gantt if the parent task is resized
  • Default deal status for win or lose button will come from the same pipeline if exists
  • Deal won and lost dates will now show correctly when deals are closed
  • Fixed a bug on Simple editor which caused resulting tracking restriction changes to not be applied on the budget
  • Fixed a bug on budget creation when Simple mode is enabled in settings, but currently unavailable
  • The board picker will scroll accordingly when items are being dragged
  • Fixed a bug where users couldn’t add attachments to expenses, bills and document templates
  • While deleting released flag if block was deleted for persisted bookings.
  • Fixed a bug when adding a new booking on a service on a projectless deal or budget.
  • Lock icon in company time header aligned to the other elements
  • Added feature status check for adding new pipelines
  • Added probability per stage feature info
  • Reverted crossed services for persons
  • Added missing data when winning a deal and creating a budget from it
  • Added warning for approved time entry delete action in Budget Time view
  • Fixed Jira worklog timestamp on time entry save
  • Adding missing cost rate button now opens cost rate form
  • Fixed issue with query includes for custom & formula fields.