Archive a savings initiative to remove it from your active list and your savings reporting without deleting it. You can unarchive it at any time to bring it back.

Before you start

Only users with permission to archive savings can archive or unarchive them. You also need edit access to the record, and the saving must be approved (unapproved and rejected savings can't be archived). Demo records can't be archived. To check your permissions, see Viewing Your Access Rights.

Archive a savings initiative

Open the savings initiative

Go to Savings Management > Savings Initiatives and click the title of the saving.

Click Archive

Click Archive on the summary card on the left of the record.

💡 Tip: If you created the saving, you can also archive it from the table: click the row's Actions menu (⋮) and choose Archive.

Confirm

Click Yes in the confirmation message. A banner on the record now says it's archived.

Unarchive a savings initiative

Show archived savings

On the Savings Initiatives page, set the Archive Status filter to Archived.

Open the savings initiative

Click the title of the saving you want to restore.

Click Unarchive and confirm

Click Unarchive on the summary card, then click Yes. If you created the saving, you can also use Unarchive in the row's Actions menu.

What happens next

  • Hidden from the table: archived savings only show when the Archive Status filter includes Archived.

  • Left out of reporting: archived savings don't count towards the dashboard tiles and charts, and aren't included in the savings export.

  • No milestone reminders: owners stop getting milestone due-date reminders for the saving.

  • Not available as a parent or child: you can't select an archived saving in another saving's parent/child relationship.

  • Still editable: you can still open and edit an archived saving. Unarchive it to return it to your active list and reporting.

Troubleshooting

I can't see the Archive button

Check that you have archive permission and edit access to the record, and that the saving isn't a demo record. The button doesn't appear until the saving has been approved. If it's awaiting approval or was rejected, see Approving Savings.

Archive isn't in the row's Actions menu

In the table, only the user who created the saving sees Archive or Unarchive. Open the record and use the button on the summary card instead.

I can't find an archived saving

Set the Archive Status filter to Archived. Also clear any other filters or search text that might be hiding it.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.