The Savings Initiatives page is the home of Savings Management: a dashboard of your savings totals at the top and a table of every savings initiative below it. To open it, go to Savings Management > Savings Initiatives in the left-hand menu.
What's on the page
Area | What it shows |
Metric tiles | Total Realised Savings, Realised Savings %, Remaining Projected Savings and Remaining Projected Savings %. Understanding the Savings Dashboard explains what each one includes. |
Dashboard filters and charts | Filters that control the tiles and the three Projected Vs Realised Savings charts (by month, category and department), plus the Recent Saving Notifications card. |
Savings table | One row per savings initiative, with its own filters, search, Edit Columns, Export and Create Savings Record. |
Find a savings initiative
Use the filters above the Savings table to narrow the list. Click Clear Filter to reset them.
Savings Period From and Savings Period To: savings with a milestone ending in this range.
Status: Not Started, In Progress, Completed, Cancelled or Draft.
Categories, Sub-Categories, Locations, Departments, Currency, Saving Type, Created By and Supplier.
Archive Status: shows Active savings by default. Choose Archived to see archived ones.
Approval Status: Unapproved or Rejected. Rejected savings are hidden unless you use this filter.
To find a record quickly, type in the Search box. Search matches the title, description and other savings details, plus the category, sub-category, supplier, currency and the name of the user who created it.
Choose your columns
By default the table shows Savings Initiative Title, Status, Total Baseline Spend, Total Projected Savings, Total Realised Savings and Actions. Click Edit Columns to add others, such as Supplier Name, Savings Start Date, Savings End Date, Currency, Category, the cost reduction and avoidance columns, the percentage columns and your custom fields. All amounts in the table are in each saving's own currency.
What you can do from here
To… | Do this | Guide |
Create a savings initiative | Click Create Savings Record and complete the 4 steps: Savings Summary, Milestone Builder, Milestone Creation and Overview | |
Download your savings | Click Export. The CSV contains every active savings initiative and its milestones, whatever filters or search you've applied | |
Understand the tiles and charts | Read how each figure is calculated | |
Report on milestones across all savings | Go to Savings Management > Milestone Reporting | |
Archive or unarchive a saving | Use Archive on the record, or the row's Actions menu |
Inside a savings record
Click a title to open the record. The summary card on the left shows the saving's details and totals, with Edit, Archive and approval buttons. The tabs are:
Tab | What's in it |
Latest Activity | Notes, calls, meetings and tasks logged against the saving. See Latest Activity. |
Financials | Projected and realised savings totals, and savings by savings type. |
Milestones | Every milestone, where you edit milestones and mark them as complete. See Milestones Overview. |
Documents | Supporting files (Savings Plus). |
Custom tabs | Any custom tabs your organisation has added. |
Custom Notifications | Your own reminders for this saving. See Custom Savings Notifications. |
Savings Owners | The users responsible for the saving. See Savings Owners. |
Change Log | Every change made to the record. See Savings Change Log. |
Approval Log | Approval requests and decisions for the saving and its milestones. |
Common questions
Why does clicking a savings initiative open the creation steps?
That saving is a Draft. Drafts reopen the creation steps so you can finish them. Once you click Create Saving, the title opens the full record.
Why can't I see a saving that a colleague can see?
Check the Archive Status and Approval Status filters: archived and rejected savings are hidden by default. The saving may also be restricted with Only owners can view and edit, which hides it from everyone except its owners and administrators. See Record Access.
Why don't the tiles match the table totals?
The tiles add up milestones across all counted savings in your base currency, and leave out archived, draft, Cancelled, unapproved and rejected savings. The table shows each saving's totals in its own currency. See Understanding the Savings Dashboard.
What does the Demo badge mean?
The record is sample data added to new accounts. Demo records are read-only. See Demo Records and Removing Demo Data.
I can't see Archive in a row's Actions menu
In the table, only the user who created the saving sees Archive or Unarchive, and they need archive permission. Other users with permission can archive from the record page instead.
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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.