Allocadia allows you to collaborate with others to create strategic marketing plans. The ability to move Marketing Activities (Line Items) between workspaces makes reallocating costs between different departments simple and efficient.
- On the Budget Tab, highlight the Category, Sub-category or Marketing Activity you want to move
Note: You can only move activities between workspaces you have access to
- Right click and select Move Row. A pop-up Move Display Window will appear, where you will decide where to move your activities
Note: You cannot move Marketing Activities across fiscal years
- Follow the steps as displayed in the Move Display Window. First, select the workspace you will be moving your activities into, then select the grouping they will go under if applicable
Note: If no Category or Sub-category is selected, the Marketing Activity will be placed at the top of the workspace
- Click the Move Row button
Note: If there are POs and Actuals attached, Allocadia will remind you to remove any POs and Actuals before you move the activities. You can add them back in after the move
Moving Marketing Activities (Line Items) and Currency
When moving Marketing Activities between workspaces with different currencies, the Plan and Forecast amounts for that activity will convert to that specific workspace’s master currency
Moving Marketing Activities (Line Items) and Custom Columns
When Marketing Activities are moved from a workspace with Custom Columns to a workspace without, the information stored within the Custom Column will be lost.
To keep all your data up to date and intact, Columns and Views in each workspace should be aligned before a move takes place, avoiding any loss of information. If your activity appears to be missing information after a move is made, contact your system administrator.
Moving Marketing Activities (Line Items) and Dependencies
Dependencies are rules, which help streamline the flow of information in Allocadia based on controlling and contingent fields. When controlling fields are selected, contingent fields will appear for additional information. As a result, an error may result when moving activities if the dependencies in the workspaces differ.
Moving Marketing Activities (Line Items) and Fixed Categories
Where Fixed Categories exist you can only move Marketing Activities and not the Categories themselves, as they are set within the budget, hence the term Fixed Categories. If you try to move a Fixed Category, you will notice the text is greyed out. Instead, move the Marketing Activities and if you need to create a new Sub-category for them in the new workspace, you can do so either before or after moving the activities. This will keep them separate from other activities that may already be present in the budget, and organize them as they were in the original budget.
When moving Marketing Activities into workspaces with Fixed Categories, activities must be assigned to one of those predefined Categories. If you want the Marketing Activities to be grouped together, you can create a Sub-category within the Fixed Category.
Moving Marketing Activities (Line Items) and Approvals
When moving Marketing Activities into workspaces with Approvals enabled, the approval process will restart at the planning phase and all activities will need to be reapproved. This ensures that approvers are aware of activities moving between workspaces.
Moving Marketing Activities (Line Items) and Locked Category Budgets
When Categories or Sub-categories are locked, the move feature is disabled. To move activities from a locked workspace, contact an Administrator to first unlock the workspace.