Line Item Recycle Bin
Released: June 30, 2022

Users with permissions to lock and unlock items can quickly review and selectively recover deleted line items, categories and sub-categories. The recycle bin button is accessible from your Marketing Activity Plan.

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You can watch this video to see how it works.
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Budget Reallocations Search and Edit Functionality
Released: June 30, 2022

Users can now find the appropriate budget and to reverse the reallocation if it’s still in pending state. The transfer request form fields are also searchable, and the Audit trail captures all the transfer-request activities.

You can watch this video to see how it works.
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Application Time Out Configuration
Released: June 30, 2022

Admins can now set a time out period that suits their own company's internal policies for enhanced security under Organization Settings as shown below.

Mapping POs/Actuals on Persistent IDs
​Released: December 9, 2021

With the new mapping functionality, POs and Actuals can now be mapped with Persistent IDs during import through Unique and Custom Rules.

Read more on how to map POs/Actuals using Persistent IDs in this help article.

Global Search - Persistent IDs
​Released: December 9, 2021

With the new global search function, marketers now have the ability to search a Persistent ID from the search bar on the home tab. The search ID will return all line items with that ID across multiple years.
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With support for new date formats, importing financials from Coupa just got easier. You’ll now be able to create an automated process for importing POs and Actuals within Allocadia through pre-configured templates and importing schedules — saving you time.

Read more on how to import your financials from Coupa in this help article.
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To make annual budget rollovers more efficient, we've added a Persistent ID (a unique Allocadia ID) in the details panel to identify to identify recurring marketing expenses such as subscriptions. The Persistent ID will remain the same across multiple years. Our support team will continue to help you make the process as seamless as possible and you can access editing permissions for Persistent IDs through our public API.
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With our new mapping enhancements, marketers can view a full list of all unmapped POs/Actuals on one screen. This will enable you to efficiently view and map all unmapped financials when updating Forecast and Actual spend.

Marketers will also be able to search for unmapped POs/Actuals using the search bar to locate financials by record numbers or other attributes found in POs/Actuals.

Read more on how to map actuals and purchase orders in this help article.
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In 2020, Microsoft announced the decision to no longer support their legacy Internet Explorer 11 browser for Teams and Microsoft 365. As such, we’ve decided to discontinue support for IE 11 effective March 1, 2021.

​To ensure you continue to have the best user experience while accessing Allocadia, please have your users switch to a more modern browser such as Microsoft Edge, Firefox, Google Chrome or Safari and set it as their default. Check out our list of browsers that are fully supported, tested and certified to work with Allocadia.

With our efficient budget reallocations process, marketers can be more agile and seamlessly redirect funds to capitalize on unexpected opportunities and optimize investments. Plus, this new functionality allows marketing teams to easily trace and audit shifts in spend and gain better control over the budget transfers or adjustments process.
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To enable the reallocations functionality, a User must have access to Master Settings and determined who the Approvers will be from your marketing organization. Budget Reallocations can be enabled or disabled at various levels of the Hierarchy and the transfer/adjustment form can be customized to best align to your organization’s business processes.
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Once it's set up, you can access this new feature on the home screen as shown below:
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Read more on how to request a budget transfer or adjustment in this help article.
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Manage historic metadata by deactivating a column option/choice, without impacting existing data or dashboards. You can enable/disable an option/choice for column types (“Drop-down list”, “Activity Type”, “Romi”) from Master Settings.
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Calculate variances such as the difference between Q1 Plan vs. Q1 Actuals and make adjustments to your marketing plan as needed. For example, if you set a variance threshold of 6% and the difference between Q1 Plan and Q1 Actuals is equal to or greater than 6% of Q1 Plan, then a colour will be used to highlight this variance wherever this column is displayed.

​Try it out now:

Setting over/under thresholds:

Results example with colour-coded status indicators:
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Our Re-Apply Import Rules feature, so it’s easier to connect these financials to newly created line items. Once the new locations/details have been created in the system, you can go to the map panel and hit a button to reapply the rules configured in the import template used during the import process.
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Re-apply Import Rules screen:
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Lock individual cells in 'Column Settings' to maintain data integrity and prevent data overrides. Additionally, you can configure which roles can make locked cells uneditable via a new option in Column Settings.
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Retrieve scenario tag data through our API for improved customizations and integrations.

The following calls have been added to our API:

With Global Activity Search you can quickly find activities (rows in your plans) by name or ID. We only return activities that you have access to and are visible (no scenarios or 0$ filters).
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Allocadia columns now have their IDs visible within the column settings area. This is to aid in the creation of integrations that must be configured by ID.
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Many of our customers support upwards of 20 different kinds of currencies in 100s of columns which can mean 1000s of exchange rates to update quarterly. The import option allows admins to take the spreadsheet provided by finance and upload it to Allocadia with a result in minutes.
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A lot of information can be managed in the details panel and now you can choose to show/hide sections.
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Text columns on the activities grid can now be edited at a category level, allowing for the easy cascading of values across categorized activities
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It is now possible to create strategic objectives from within an activity plan. "Create new objective" is now presented as an option when searching for objectives within the details panel.
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A "Fit to Content" button has been added above the activities grid to allow users to quickly resize all columns to fit their content (Not available in Internet Explorer).
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Dropdown columns on the activities grid can now be edited at a category level, allowing for the easy cascading of values across categorized activities.
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Our strategic alignment tool can now be toggled to display alignment in either percentage or the currency of the activity plan. Toggling the display of alignment in this way allows users to view alignment in a far more actionable way.
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Company Admins now have a 'Manage User Permissions' panel available to them on the Analytics page. This panel allows for the self-service management of editor and viewer roles on an analytics project.
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The 'Use Default Filter Settings' checkbox no longer locks down the filter inputs from within the activity plan, allowing easier filtering of marketing activities.
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It's now easier to manage information within your Activity/Budget Plan from top to bottom. When updating the details panel of a Category and Subcategory the changes will cascade down to all items within the folder. Items can override this information by updating the details panel when an item is selected.
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New link improves workflow from view roll-up (high-level picture) to activity plan (look at the details).
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Whenever you use a multi-select field, we are making sure to have a quick option to select or deselect all.
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Actions have now been extended to the activities grid itself. No longer restricted to just the details panel, actions can now be configured for tasks that apply to a whole budget, such as Allocadia Connect based workflows.
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Two new pieces of configuration have been added around view management. A checkbox to control the default value of the $0 filter has been added to the Page Layout section of budget settings. A checkbox has also been added to the budget grid to quickly toggle between using the default filters for a view, and using the user's local overrides. These enhancements allow budget admins to configure views for their budgets that filter out extraneous information by default.
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The Activity Plan search has a new location (left-aligned; opposed to right-aligned) to make it easily accessible when updating the details panel.
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When working with pop-up/Overlays/modals you can now easily close them by clicking outside of them, hitting the ‘esc’ key, or ‘return’ key when there is a single choice.
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You can now easily delete rows by right-click and selecting the option from the menu.
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External association metadata, such as IDs referencing Salesforce campaigns, can now be attached to dropdown and multi-select choices within Allocadia via our public API. This will allow MarTech integrations, such as those that we have through Allocadia Connect, to efficiently sync datasets from other systems into Allocadia, opening the door to new avenues for assessing ROI.