SWITCH FROM PRODUCTIVE
Productive to Calisto Velocity
Log time and expenses on the desk or a phone with no signal, sign off each week once, plan capacity from real shifts and time off, budget in hours, money or cost lines, review each item before it bills, and read margin and utilization on the same hours.
기능별 기능
Calisto Velocity 옆에 Productive
- 24 양쪽 모두에서
- 2 오직 Productive 에서만
| 26 기능 | Calisto Velocity | Productive |
|---|---|---|
| Time | ||
| Timers and Weekly TimesheetsCalisto: a timer starts in one tap from Home or the Start Timer shortcut, time is logged after the fact in Time or typed straight into a cell of the person's own week, and each entry is billable or not by the task's default.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time Entries From the CalendarCalisto: the person's calendar events are suggested as time in My Week, to accept or leave, so meetings become entries without retyping them.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time ApprovalsCalisto: a person's week, clock and work time together, is handed in and signed off once on the one approval engine, with approvers, order and levels set by the business, and is locked once signed off; who may reopen it is a setting.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Planning | ||
| Time Off Requests and ApprovalsCalisto: time off is requested and approved in Workforce, and approved time off and the business's holidays come off each person's available hours on the capacity board (with Workforce).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Availability-Aware SchedulingCalisto: the capacity board lays people across projects and weeks; a person's allocation to a project is changed on the board, and scheduled tasks count against their hours too.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Overbooking IndicatorsCalisto: the capacity board sets each person's available hours per week (their shifts or working hours, less approved time off and holidays) against the work planned for them and their actual time, and flags a week planned past what they can work.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Budgets | ||
| Fixed-Price and Hourly BudgetsCalisto: a project's budget is in hours or money for the whole project, a task or a person, or in named cost lines, each with what is planned, committed, spent and the cost to complete.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Real-Time Budget Spend and ProfitCalisto: time, expenses, bills and parts land on the project as they are recorded, so its budget against actual, Margin and Profit read the work as it stands, in the project's own currency.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Budget AlertsCalisto: budget alerts fire at the business's own percentages (80 and 100 by default) as time and costs land on a project, each alert an Automations rule.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Billing | ||
| RetainersCalisto: a retainer is an allowance of hours, or of an amount in its own currency, per week or month, for a client, one project or one contract, drawn down by the time logged, with a warning share, rollover and cap, warn or bill once it is used up.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Rate CardsCalisto: rates are the price engine's adjustments and service prices the services an hour is sold as, and which price wins follows the engine's one precedence.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Invoices From Time, Expenses or Fixed FeesCalisto: To Invoice, in Billing, lists the work not yet invoiced (chargeable hours at the rate in force each day, fixed tasks once, chargeable costs and parts at cost) and turns the items picked into an invoice (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Partial Project BillingCalisto: a project amount bills as one lump-sum or milestone line, and the next work invoice deducts it; or only the items picked on To Invoice are billed.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Several Projects on One InvoiceCalisto: several projects go on one invoice when they share a currency, grouped by project as a summary or in detail.2026년 10월 30일 확인됨출처 | 예 | 예 |
| E-InvoicingCalisto: invoices are issued as electronic invoices (Peppol, KSeF, SDI and other national formats) through the provider the business connects for its country (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Multi-Currency Invoices and ExpensesCalisto: each project, invoice and expense keeps its own currency, and every total is listed per currency, never converted.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Payment Reminder SequencesCalisto: payment reminders are a cadence of email or text steps that starts when an invoice falls overdue and ends when it is paid, voided or written off (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Branded InvoicesCalisto: an invoice template is set per client or per project, and the time report is attached to the invoice by default.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Spend | ||
| Purchase OrdersCalisto: a purchase is asked as a draft purchase order on its own approval (with Ledger), and each cost line shows what signed agreements have committed and the bills spent on it.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Expenses | ||
| Expense Approval FlowsCalisto: expenses are decided as they arrive or as expense reports, on the one approval engine: reimbursed to the person, billed to a client project or kept as a cost, with approvers, levels and thresholds per currency.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Receipt ScanningCalisto: an expense is made from a photo of its receipt through the one receipt capture, which reads the receipt as it arrives, from New Expense, the Vida circle or a photo shared to Calisto.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Reimbursement TrackingCalisto: a reimbursement rides as a line on Workforce's pay report, or is a payable to the person through Ledger, by the business's reimbursement path (with Workforce or Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Projects | ||
| Gantt With MilestonesCalisto: Timeline is a Gantt of the project's tasks and milestones, with links, a today line and Day, Week or Month; bars are dragged to move or resize them and a handle draws a link.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Board, List, Calendar and Timeline ViewsCalisto: a project's tasks are Dispatch tasks, on the board with every other job and filtered by project, as a list, a board, a calendar or a timeline (with Dispatch).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Gaps | ||
| Placeholders for Future HiresWork is planned for a hire not yet made and reassigned to the real person when they join.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
| Scenario BuilderProject scenarios are modeled by changing who does the work, start dates and cost, and compared side by side.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
Productive 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
Productive 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
Productive 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.
Moving from Productive
Questions about switching
How do my clients and contacts come over from Productive?
Export them from Productive as a spreadsheet and bring them in on pro.calistoco.com/switch, where each column is mapped onto Calisto. Each client is then the same record in Velocity, Deals and Ledger.
How are my budgets set up again?
Each project's budget is set again in hours or money, for the whole project, a task or a person, or in named cost lines. Alerts fire at your own percentages, and a retainer is set as an allowance per week or month with rollover.
Where does my team's time off come from?
Time off is requested and approved in Workforce, and approved time off and your holidays come off each person's available hours on the capacity board from the moment it is approved.
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.