Accessing Your Activity Plan



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 two ways:

  1. Launch your Activities from the Home tab
  2. Open the Activities tab

Launch your Activities from the Home Tab:

  1. On the Home tab, locate the activities plan you would like to open
  2. Click the green Go to Activity Plan hyperlink in line with the name of your activity plan
  3. Your activity plan will open
Best Practice: Launching from the Home tab is the method we recommend as it is the most direct and helps you avoid opening the wrong activity plan!

Open the Activities tab:

  1. 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.

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