Viewing Aggregate Budget Totals on the Home Tab



When workspaces/budgets are grouped under a Folder or Sub-folder, Allocadia allows you to see their aggregate values on the Home Tab for easy viewing of your bottoms up plan according to your top down allocation. This summary view, called the Roll-up, allows you to view and compare your workspaces and allows you to filter or export the aggregate value totals.

  1. On the Home Tab, locate your desired Folder, Sub-folder
  2. Click the view roll-up hyperlink in line with the desired Folder/Sub-Folder
    Tip: You can gain different perspective on aggregate budget totals when you filter Views
    Note: You can export the aggregate total views by clicking the download button and selecting Export Current view from the drop-down list.
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