Viewing Aggregate Activities Totals on the Home Tab

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When activities 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 Activity Plans and 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
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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