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System Administration
How to manage and configure Allocadia, for Adminstrators and Owners
127 articles
Allocadia Essentials
The basics of what an Admin needs to know in Allocadia
Preparing for your Next Fiscal Year in Allocadia
Creating Broadcast Notifications
Enabling the Activity Type Details Column
Home Tab Overview for Admins
Creating the Hierarchy
Let’s Talk Hierarchy Set-up and Best Practices
Preparing Spreadsheets for Import Into Activity Plans
Making Modifications to the Hierarchy
Importing Data to Activity Plans
Creating a New Activity Plan
Managing Forecast Status Tags
Setting Metrics
Setting Targets
Allocadia Browser Version Support
User Management
Managing who has access to the different aspects of an organization’s data in Allocadia
Updating User Roles for Insights
Re-enabling Disabled User Logins
Understanding Allocadia User Roles
Creating New User Roles
Defining User Roles
User Engagement – Best Practices for Inviting New Users
How Do You Resend An Invite To Allocadia?
Monitoring Usage of Allocadia
Searching Your User List
Editing User Role Permissions
Editing a User's Role
Managing Users
Inviting Users to the Hierarchy
Removing Users from the Hierarchy
Deleting User Roles
Removing Users from Allocadia
What are Configurable Roles?
Accessing Configurable Roles
Reviewing User License Count
Managing a New Fiscal Year
Restricting Activities Data Access (Editing)
Restricting Deletion Capabilities (Deleting)
Restricting Importing Capabilities
Restricting Mapping Capabilities
Restricting Campaign Creation Capabilities (Categories/Sub-categories)
Restricting Creating and Editing Actuals/POs Permissions
Creating My Organizations Planning Templates
Controlling how data is displayed in the Budget Grid
Highlighting Columns in Activities Grid
Managing Usage of Forecast Status Tags
Managing Entry of Data
Deleting Columns and Fields
Managing Formulas for Calculations
Managing Lists
Editing Columns and Fields
Creating Columns and Fields
Entering and Displaying Data
Importing Exchange Rate Overrides
Adjusting Views for Users
Setting Exchange Rate Overrides
Unlocking Plan Columns
Custom Settings for Specific Sub-folder
Column Locating Mapping
How to Edit a Dependency
Editing Calculated Columns
Adding/Removing Columns in Custom Settings
Editing a Scheduled Import
Renaming Button Labels Preferences
Tailoring Metrics from Performance Insights Cards
Deleting Metrics
Deleting Targets
Adding Notes to the Hierarchy
Customizing the Workflow Form (Selecting Attributes for Quick Entry)
Deleting Dependencies
Creating Dependencies
Adding Help Text
Differentiating between Master Settings and Custom Settings
Adding/Removing Columns from the Activity Plan
Locking Plan Columns
Adding/Removing Items from the Details Panel
Making Data Entry Required
How to Create and Edit Views
Defining the Budget Currency & Default Exchange Rate
Selecting the Currency for Purchase Order / Actuals Imports
Multi Currency Within an Activity Plan
Updating Drop-Down Lists
Optional Planning Features Set-up
Optimizing planning efficiency in how you’re tracking your spend
Managing Approvals
Importing Approvals
Enabling Approvals & Requests
Understanding Outbound Actions and Best Practices
Approvals Workflow & Best Practices
Taking a Snapshot
Setting Strategic Alignment Targets
Setting Up the Impact Modeller
Managing Scenario Tags
Spend Tracking
Managing PO’s/Actuals
Create and Manage Column Groups
Column Groups
Downloading Actual/PO Import History
Building Import Templates & Creating Rules for Import
Using Regular Expressions in Import Templates
Using Regular Expressions in Import Templates (Flash)
Scheduling Imports
Viewing Import History & Schedules
Importing Spreadsheets
Deleting Your Import Templates
Building Import Templates & Creating Rules for Import (Flash)
Reporting Basics
Basics of what a user needs to know to utilize Allocadia’s Analytics and Reporting capabilities
Understanding GoodData
Standalone Vs Year-Over-Year Insights
Creating & Editing Dashboards
Creating and Editing Dashboard Tabs
Creating Reports
Editing Reports
Printing Reports
Reporting on Multi-Select Fields
Hierarchy Mapping for Reporting
Utilizing the Details Panel in Insights
Making your Reports Viewable in Allocadia
Understanding GoodData & Internet Security Settings
Organization Settings
Administrative tasks for all user accounts across the organization
Resources and Tips for Rollovers
Session Timeout
How to Enable Budget Reallocations
Logo Size and Format
Customizing the Banner
Password Security: Expiry
Password Security: Historical Passwords
Password Security: Dictionary Check
About Single Sign-On