Savings Management - General

Using Savings AI Summaries Only subscribers on the Contract Plus plan can access this featureSavings AI allows users to instantly generate an intelligent summary...

Savings Milestone Reporting The Milestone Reporting page provides a consolidated view of every savings milestone across your organisation. It enables you to monitor...

How Does Savings Management Work? - Quick Overview The savings management module within oboloo is designed to align with most organizations' savings methodologies and calculations. This guide will...

Navigating the Savings Management Home Page The Savings Management Home Page serves as a central hub for tracking and managing cost-saving initiatives within your organisation.It provides...

Adding a New Savings Initiative Savings records serve as the parent record for savings milestones, which are used to track financial progress and cost savings...

Approving Savings In oboloo's Savings Management module, you can manage savings project approvals through a structured workflow. This guide details the step-by-step...

Archiving and Unarchiving Savings Archiving and unarchiving savings records helps keep your data organized by removing outdated or irrelevant savings records from the active...

Savings Owners Savings owners are responsible for tracking, validating, and managing savings initiatives, ensuring that key cost-saving goals are achieved and properly...

Custom Savings Notifications Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.Custom notifications allow users to...

Automated Savings Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed.Automated NotificationsAutomated notifications in oboloo are system-generated alerts...

Savings Change Log The Savings Change Log provides a detailed history of all modifications made to a savings record, ensuring transparency and accountability.Users...

Exporting Savings Exporting savings data allows users to download a list of savings records in CSV format for further analysis or reporting.Only...

Approving Savings Milestones