Savings Allocation

Use this table to control and monitor savings from the budget.

Savings allocation form fields

Field	Mandatory	Description
Name	Y	Specify a name for the savings allocation record.
Savings	Y	Specify the savings record for which the allocation record is created.
Allocated budget	Y	Select an allocated budget record.
Allocated budget item	Y	Specify an allocated budget item related to the record.
Allocated amount	Y	Specify the allocated amount.
Currency	Y	Specify the currency of the allocated amount.
State	Y	Specify the savings allocation state. Available options: **Reserved ** Pending approval Allocated Canceled
Work notes	N	Specify additional information.

Create a savings allocation record

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To create a new savings allocation record, complete the following steps:

1. Navigate to the Savings allocation (savings_allocation) table.
2. Click New and fill in the fields of the form that opens.
3. Click Save or Save and Exit to apply the changes.