How the Committed phase works
The Committed phase is a read-only budget column calculated from purchase orders. Saturation includes a purchase order when:
Its status is Approved or Actualizing.
The purchase order or one of its line items is assigned to a line in the active budget.
It matches any date or vendor filters on the Committed phase.
When a posted transaction linked to the purchase order is actualized, that amount moves into an Actual phase and reduces the remaining commitment. The Committed amount does not fall below zero.
Purchase orders that are Draft, Waiting for approval, Rejected, Paid, or Void do not add to the Committed phase.
View the purchase orders behind a committed amount
Open the project Budget.
Find the Committed phase.
Select a committed amount on a budget line.
Review the purchase orders in the side panel.
The panel shows the remaining committed amount for each purchase order. Select a purchase order to open it, select All POs to open the project's Purchase Orders page, or select Create PO to create one for that budget line.
An account or subtotal can show commitments from its child lines. Purchase orders cannot be assigned directly to those summary rows.
Add a filtered Committed phase
Saturation keeps an unfiltered Committed phase for all eligible purchase orders. You can add another Committed phase to isolate a vendor or date range.
Open the project Budget.
Open Columns & phases.
Select Add phase or column.
Enter a name for the phase.
Select Committed as the phase type.
Under Filters, choose a date range, vendor, or both.
Select Create.
The new phase totals only the purchase orders that match its filters. Adding it does not change the unfiltered Committed phase.
You need permission to edit the budget to create, rename, filter, reorder, hide, or delete a phase. Members with read access to the budget can view Committed totals and their purchase orders.
If a purchase order is missing
Check the following:
The purchase order is Approved or Actualizing.
The purchase order or its line items are assigned to live lines in the active budget.
Its date and vendor match the phase filters.
The purchase order belongs to the same project as the budget.
If a linked actual does not have the exchange rate needed to convert it to the workspace currency, Saturation leaves that amount committed instead of subtracting an unconverted value.