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The Client Savings Programme screen is used to manage the savings requirements for a job, including the forecast values of the applications and a work flow of the progress of the savings programme.


Procedures

Creating A Forecast Deposit Programme

  1. Click Template. The Create a Forecast Deposit confirmation prompt will appear.
  2. Click Yes to create a forecast deposit.

Note: If an existing forecast deposit exists, click Yes if the Delete Existing Forecast Deposits confirmation prompt appears.

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