Accessing Your Activity Plan

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In Allocadia the Activities tab (formerly Budget tab) is your workspace. Your Activity Plan contains all the marketing spend data and is where you will be tracking that spend.

You can access your Activities in three ways:

1. Launching your Activities from the Home tab

  • On the Home tab, locate the activities plan you would like to open
  • Click the green Go to Activity Plan hyperlink in line with the name of your Activity Plan
  • Your Activity Plan will open
Best Practice: We recommend launching your Activity Plan from the Go To Activity Plan hyperlink on the Home tab as it is the most direct and helps you avoid opening the wrong Activity Plan

2. Opening the Activities tab:

  • Click on the Activities tab at the top of the page
Tip: The Activity Plan you see on the screen will be the last Activity Plan you were working on.

3. Navigate through the Activity Plan Drop Down menu

  • When you are in one Activity Plan but would like to access another, click on the down arrow to the right of the underlined Activity Plan name in the top left hand side of the screen. Scroll to find the Activity Plan you wish to access

 

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