Marketers can reconcile Planned spend with Actual spend by associating Actuals and Purchase Orders (POs) with their respective marketing activity. Actuals/POs can be manually created, and after creation can later be edited if needed. Restricting this functionality to specific users can help streamline the workflow of bringing in Actual spend into Allocadia.
- Click the Settings button next to your name at the top of the screen
- Select User Roles in the drop-down menu to navigate to the Configurable Roles page
- Highlight the desired User Role
Note: If Creating is enabled for Actuals/POs, a user must have permission to Edit.
- Adjust permissions as desired
Note: If creating or editing Actuals/POs is enabled for a child role, it must be enabled for the parent role.