Ongoing budget management tasks that help you track your spend.
22 articles
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