Marketing Organizations can import their Actuals directly into Allocadia, enabling them to link Planned spend to Actual spend. Some organizations' financial ERP systems add an Actuals entry when the status of a previously recorded Actual change. Allocadia makes it quick and easy to update an Actual either manually or by using Import & Replace when changes are required.
Replacing Actuals Values:
- On the Activities Tab (formerly Budget Tab), click the Panel icon in line with the desired Marketing Activity
- On the Details Panel, click the Actuals Panel icon
- Change the value(s) of the Actual(s) as desired by clicking on the desired cell
Note: Allocadia does not recognize duplicate entries if the pre-existing entry was deleted prior to the import