Associate an Estimated Cost with a Marketing Activity

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During planning season, you spend time brainstorming Marketing Activities that you will carry out through the course of the year. During this planning phase, you will want to associate an estimated cost with each activity to ensure you are meeting top-down targets. In Allocadia, this is the bottoms-up planning approach.

To associate an estimated cost:

  1. On the Activities Tab (formerly Budget Tab), locate your Marketing Activity or create a new one
  2. Find the Plan Column for the month in which the activity will occur
  3. Enter in the estimated cost.
    Tip: The Plan Columns are usually locked down after the Planning phase so be sure to enter the correct amounts
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