Savings Plans

The calculator shows what you could save. Savings plans are how you actually bank it — a reviewed, auditable batch of license changes executed against your tenant.

How it works

1. Build — from the Calculator, add opportunities (reclaim an unused seat, downgrade an oversized plan) to a savings plan. Each item records the user, the change, and the monthly savings.
2. Review — the plan page shows every item with its current vs. target license and the total monthly impact. Anyone with an admin role can review before execution.
3. Execute — when approved, execution runs in the background worker. Each item is applied individually through Microsoft Graph: licenses removed or swapped per user.
4. Verify — the plan closes as Completed, Partial, or Failed, item by item, with per-item error detail for anything that didn't apply. Admins receive a results email summarizing realized savings.

Safety properties

• Plans never execute automatically — a person triggers execution.
• Each item is applied independently, so one failure doesn't abort the batch; failures are reported per item and can be retried in a follow-up plan.
• Every execution writes to the organization audit log: who ran it, what changed, when.
• Organizations using ServiceNow can require a change request approval before execution (see your Settings → ServiceNow configuration; Enterprise plan).

Requirements

Savings-plan execution modifies license assignments, which requires the User.ReadWrite.All application permission to be granted for your tenant. If execution reports permission errors, re-run admin consent from Settings → Microsoft 365.