Savings Management
Efficiently create, manage, and archive savings records to optimize your financial tracking and reporting in oboloo
Learn how savings amounts are consistently displayed in your organization's base currency using the exchange rate at the time of project creation
Manage savings project approvals through a structured workflow in oboloo's Savings Management module, ensuring all necessary approvals are documented efficiently
Track and manage savings over time with structured milestones in oboloo’s savings management system
Understand the structure of savings records in oboloo and how parent and child records (milestones) facilitate efficient savings management
Learn how to calculate projected and realized savings, including cost reduction and cost avoidance, within oboloo's savings management module
Easily export savings data in CSV format for further analysis and reporting
Track and review all modifications to savings records with a comprehensive and detailed change log in oboloo
Add A New Saving
This guide will walk you through the process of creating a savings record in oboloo. Follow these steps to efficiently create and manage your savings records.
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 process for approving savings projects.
Archiving and Unarchiving Savings
This guide will walk you through the process of archiving savings activities in oboloo, how to view archived savings activities, and how to unarchive savings activities when needed.
Editing Exchange Rates per Milestone
This guide provides a step-by-step process on how to edit the exchange rate per milestone of a savings project.
Exporting Savings
This guide will walk you through the process of exporting a list of savings activities from oboloo. Follow these steps to successfully export savings data in CSV format.
How Are Savings Calculated Within oboloo?
The savings management module within oboloo is designed to align with most organizations' savings methodologies and calculations. This guide will explain how savings are calculated within oboloo.
Milestones
Milestones are crucial components within oboloo’s savings management system, providing a structured way to track and manage savings over time. This guide will explain how milestones work and how they are calculated.
Savings Change Log
The Savings Records Change Log in oboloo provides a comprehensive history of all changes made to a savings record. This guide will help you navigate and utilize the change log to track modifications efficiently.
Understanding Currency Conversion in oboloo Savings Management
In oboloo's Savings Management module, savings amounts are always displayed in the organization's base currency. This guide explains how savings created in oboloo are converted to the base currency using the exchange rate
How Does Savings Management Work In oboloo?
The savings management module within oboloo is designed to align with most organizations' savings methodologies and calculations. This guide will explain how savings are structured within oboloo, including roles of parent and child records.