Savings

The Savings (savings) table stores records with savings from a certain budget, shows the amount of savings, the remaining budget, and their states.

tip

Roles required:

• Create, edit – admin or budget_manager
• Read – admin, budget_manager, or budget_agent

No one can delete savings records.

Create a savings record

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

1. Navigate to the Budgets → Savings.
2. Click New and fill in the fields of the form that opens.
3. Click Save or Save and Exit to apply the changes.

Savings form fields

Field	Mandatory	Description
Name	Y	Specify a name for the budget item record.
Budget	Y	Select the record with the budget for which the budget item was created.
Budget item	Y	Specify the budget item related to this record.
Cost center	N	Select the cost center for which this record is created.
Amount	Y	Specify the saving amount from the budget according to the budget item.
Unallocated amount	N	Specify the remaining budget.
State	N	Specify the saving state. Available options: Not allocated Allocated
Work notes	N	Specify additional information.

The Activty Feed widget with the History and Work Notes tabs is available on the form of a saved record.

note

Each savings record receives a unique displayable name after saving the record. The name is generated according to the following template: SVGXXXXXXX Name. Example: SVG0000032 Remaining sum for 2024.

Related lists

Savings allocation – the list contains records of savings allocated from the specified budget and budget item.