UX Updates Phase 2: Enhanced Budget Tab Experience

Release 70 (October 23, 2016) continues to improve on your daily experience with Allocadia through improvements to your budget tab experience. Navigating the budget tab and doing your job just got a lot easier, more fun with a lot fewer clicks. That’s the power of increased utility. 

The second stage of our redesign focuses on improved function:

 

 

Details Panel

We've moved the details panel to the far right side of the application so it no longer covers your budget grid. You can also keep it open while you move between line items and budgets, making it faster and easier to apply changes and updates. The details panel also has a cleaner, more modern layout that matches the overall style upgrade that began in September. This will save you time and allow you to modify your budgets with greater ease, with one view for all marketing activities.

Clicking on Actuals, PO, and Audit (where applicable) will open another window next to the details panel, over the budget grid. 

 

Allocadia ID: Notable in the new details panel is the location of the Allocadia ID, which is now at the top of the panel (see highlight below).

 

 

 

 

 

Expanded Filters and Search

Allocadia's filtering capabilities now use more natural language, and have moved to the top of the workspace alongside the budget navigation area. We've broken out the different filtering options for quicker access, and we've created a stand-alone search function that's no longer embedded in the filtering function.

 

 

 

Views Dropdown Menu:

 

 

 

 

Filter Dropdowns:

 

Filter dropdowns have changed from a single filter menu to independent filters.

 

 

 

 

 

Search

The search feature has a new location directly on the budget grid making it easier to make inquiries about your spend. Previously, it was nested in the filter drop-down menu.

 

 

 

 

The Zero Dollar Row

 

 If you want to filter your view and deselect any activity that has a zero dollar value, you can now do by selecting the cog to the right of the screen.