All Collections
Using Allocadia
The in's and out's of how to track your spend
142 articles
Strategic Planner
Define your objectives and view Corporate goals in one central location
What is Strategic Planner?
Strategic Planner Best Practices
Adding Objectives
Adding Objective Descriptions
Adding Key Results to Objectives
Adding Status Updates to Key Results
Reordering Objectives
Deleting Objectives
View Connections
Creating Relationships Between Objectives
Removing Relationships Between Objectives
Allocadia Essentials
The basics of what a user needs to know when they start using Allocadia
Line Item Recycle Bin
Allocadia ID and Persistent ID
Allocadia Packages (as of July 1, 2019)
Time is Money - Tips and Tricks
What is a Report?
Understanding Forecast Status Tags
Intro to Insights
Viewing Aggregate Activities Totals on the Home Tab
Home Tab Overview
About Dashboards
Insights Refresh
Identifying Activity Plan Currency
Viewing Targets on the Activities Tab
Viewing User Roles
Default Scenario Tags
What is Allocadia?
Why Use Allocadia?
Allocadia Packages (Prior to July 1, 2019)
Navigating Allocadia
Budgeting and Planning Overview
Understanding Top Down Investment Targets
The Hierarchy Structure Explained
Accessing Your Activity Plan
Organizing My Marketing Activities
Navigating the Budget Tab and initial organization of marketing activities.
Navigating the Activities Tab
Adding your Marketing Activities
Organizing Your Spend
Holding Funds for Later Allocation
Viewing Total Marketing Spend for Activities
Viewing Aggregate Totals of Activities at the Category Level
Adding Comments to Activity Plans
Switching Between Activity Plans
Workflow Entry form
Performance Insights for Enhanced Decision Making
Understanding Panels
Adding Top Down Details
Creating My Marketing Plan
Strategies for plan efficiency in Allocadia for alignment with strategic objectives.
Strategic Alignment
Understanding Metrics
Accrual Management
Impact Modeller
Understanding Locked Planned Columns
Utilizing Scenario Tags
What is a Plan Column?
Associate an Estimated Cost with a Marketing Activity
Adding One-Time Costs
Adding Recurrent Costs
Using Allocadia to Calculate Currency
Understanding the Details Panel
My Daily Tasks
Ongoing budget management tasks that help you track your spend.
How the Import of Activity Plan Data Works
Forecasting & Reallocating Funds
Forecasting in Allocadia
Tracking your Forecast Using Tags
Filter by Forecast Status Tags
Understanding Activity Level Currency
Undo button on the Activities Tab
Searching Within the Activity Plan
Moving Your Marketing Activities
Copying Marketing Activities
Importing New Data Into Existing Activities
Deleting Your Marketing Activities
Understanding Approvals
Submitting Approvals
Filter by Approval Status
Filter by Scenarios
Copy Details Link for Details Panel
Pivot Activities by Details Panel Attribute
Importing Into a Multi-Select Field
Filter by Views
Quick Views Filter
Exporting Activity Plans/Budgets
Tracking My Spend
Tracking your spend
Un-Mapping Purchase Orders or Actuals
Mapping Actuals and Purchase Orders
What are Budget Reallocations?
Importing POs / Actuals
Replacing Purchase Orders Through Import
Editing Import Templates
Outbound Actions - Kicking Off Your Activities
What is a Scheduled Import?
Preparing Spreadsheets for PO/Actuals Import
Importing POs / Actuals (Flash)
Replacing Actuals Through Import
Mapping Imported Actuals
Replacing Actuals Values
Manually Entering Actuals
Replacing Purchase Orders Through Import (Flash)
Replacing Purchase Order Values
Manually Entering Purchase Orders
Mapping Imported Purchase Orders
Editing Import Templates (Flash)
Deleting Purchase Orders / Actuals
Audit Trail
PO Splitting: One Purchase Order to Multiple Activities from Importing
Amortizing PO's
PO Splitting: Identifying a PO Split
PO Splitting: One Purchase Order to Multiple Activities from the PO Panel
PO Splitting: One Unmapped Purchase Order to Multiple Activities
Aligning with Finance
Analyzing My Data
Overview of dashboards for result and impact assessment.
Investment Planning Summary Report
Investment Mix
Strategic Alignment Tracking Health Check
Strategic Alignment Planning Health Check
Investment Tracking Summary Report
Pipeline Planning Summary
Planned ROI Summary
Tactical ROI Summary
Pipeline Mix
Investment Planning Dashboard
Investment Plan Health Check
Investment Tracking Health Check
Pipeline Tracking Health Check
Tactical ROI Health Check
Unmapped PO Health Check
Unmapped Actuals Health Check
Customer Journey Plan Summary
Pipeline Planning Health Check
Planned Pipeline Mix
Creating Custom Dashboard Views in Insights
Tracking Investment Mix
Understanding Dashboard Tabs
Planning & Strategic Alignment
ROMI Dashboard
Filtering Reports
Exporting Reports
My Allocadia Preferences
User administration Tasks
Accessing Allocadia
Accessing the Allocadia Help Center
Editing Your User Profile
Change Your Password
Changing Your Password With Single Sign On
Creating an Allocadia Support Account
Submitting a Support Ticket
Selecting Your Start Page
Switching Number Format