Home Tab Overview



The Home tab is your access point for all your workspaces. When you first log into Allocadia, you will be automatically taken to the Home Tab. Here you can view the details of your Hierarchy, including viewing roll ups of your workspaces for an aggregated view,  who you’re collaborating with, what currency you’re working in and more.

The Hierarchy Structure Explained

Hierarchy - The Hierarchy is the foundation of your budgeting and planning in Allocadia. It is the organization of Folders, Sub-folders and Budgets and often reflects your marketing team's organizational structure. This structure is permissions based, allowing you to see areas of the Hierarchy that are relevant to you.

Viewing Aggregate Budget Totals on the Home Tab

View Roll-up - The green view roll-up hyperlink takes you to the Budget Tab and shows a high level, aggregated overview of the Sub-folders and workspaces within. Switching between Views using the Show me drop-down changes the type of data displayed, so you can view marketing spend data according to different quarters, plans or other desired options. You can also export this view to a pdf file.

Accessing your Workspace 

Go to Budget hyperlink  Clicking the green go to budget hyperlink in line with your desired workspace takes you to the Budget Tab for that specific workspace. This is where the marketers will manage their marketing spend.

Viewing Top Down Allocation

The Roll-up Panel is where you track details such as financial targets that relate to the specified Folder, Sub-folder or workspace. Targets can be set at the different levels of the Hierarchy, and can be defined quarterly or annually. The Audit Trail, allows you to view every action performed in Allocadia that relates to the specified Folder, Sub-folder or workspace executed by every user. It is also accessed through the Roll-up Panel

Viewing User Roles

Clicking on the User icon allows you to see a list of all users who have access to that level of the Hierarchy and what role they hold. You can easily view the people who you will be working with to plan the marketing campaigns with the allocated budget.

Identifying Budget Currency

Currency - Allocadia accommodates multi-currency hierarchies. Marketers can Plan and Forecast in their local currency and this will roll up to a master level Budget Currency. The Currency columns on the Home Tab show the master level currency for that specified workspace.

Mapping PO’s and Actuals

POs and Actuals – When Allocadia is unable to identify certain items from an imported PO or actual file, these items will automatically be placed in a high-level bucket on the Home Tab and can be mapped to their individual Line Items by users. All unmapped items are located in the POs and Actuals Columns on the Home Tab. You can map these items by clicking on the map hyperlink in line with your desired workspace.

Note: You can also Split POs from the mapping screen on the Home Tab.

Viewing Import History

Import History – This feature shows you a list of PO and Actuals import files that have been brought into Allocadia at the specified level of the Hierarchy. This list contains details of which items were mapped, unmapped, replaced or considered duplicates as well as the option to review scheduled imports.

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