When first implementing Allocadia, the Hierarchy is typically built up to match the structure of your marketing organization to align with your company’s strategic priorities and internal processes. However, if adjustments need to be made after the go-live, you can add or remove Activity Plans as needed.
Note: Only Owners can make modifications to the Hierarchy.
Adding:
Adding Activity Plans can be done when there are changes to your organization's structure. If you do make changes to the Hierarchy, contact Allocadia’s team as your reports may require minor adjustments.
Highlight where you would like to add a new Sub-folder or Activity Plan
Note: Each year a new Folder will be created for you in Allocadia's roll-over process to transition to the next fiscal year. You will not need to create new folders.
Allocadia can activate the use of a Persistent ID that aids this process. It is a unique Allocadia ID associated with a Category, Sub-category Line Item and Placeholder that remains the same across multiple years.
Please contact [email protected] for more information.
On the Home Tab, click the +New button and select your desired option from the drop-down menu
Deleting:
Highlight your desired Sub-folder, or Activity Plan
Click the Delete button
Confirm you would like to delete the highlighted Sub-folder, or Activity Plan by entering the name in the text box provided
Copying:
Highlight your desired Activity Plan
Note: You can copy the entire Hierarchy at the root Folder, as well as individual Activity Plans, but you cannot copy a Sub-folder
Click the Copy button.
Enter your new name in the text box provided
Note: You can also choose whether you would like to copy the invited users who have access to these Activities by toggling the Copy Invited Users option. The Owner permissions will be copied over by default.
Moving:
Highlight your desired Sub-folder, or Activity Plan
Click the Move button
Select your destination and click Move