Savings Allocation

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

tip

Roles required:

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

No one can delete savings allocation records.

Create a savings allocation record

---

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

1. Navigate to the Budgets → Savings Allocations.
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 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.

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

note

Each savings allocation record receives a unique displayable name after saving the record. The name is generated according to the following template: SVAXXXXXXX Name. Example: SVA0000032 Allocation of remaining sum for 2024.