Become Allocadia Savvy

• What is Strategic Planner?
• Line Item Recycle Bin
• Allocadia Packages (as of July 1, 2019)
• What is Allocadia?
• Why Use Allocadia?
• Navigating Allocadia
• Accessing Your Activity Plan
• Navigating the Activities Tab
• Adding your Marketing Activities
• Organizing Your Spend
• Holding Funds for Later Allocation
• Using Allocadia to Calculate Currency
• Tracking your Forecast Using Tags
• Mapping Actuals and Purchase Orders
• What are Budget Reallocations?
• Investment Planning Summary Report
• Understanding Allocadia User Roles