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 (formerly Budgets) and to filter or export the aggregate value totals.
- On the Home tab, locate your desired Folder, Sub-folder
- Click the view roll-up hyperlink in line with the desired Folder/Sub-folder
You can export the aggregate total views by clicking the download button and selecting Export Current view from the drop-down list.