New features, fixes and enhancements so you can get the most out of Allocadia

 

mceclip0.png Date Formats for Coupa Imports
Released: November 3, 2021

With support for new date formats, importing financials from Coupa just got easier.  You’ll now be able to create an automated process for importing POs and Actuals within Allocadia through pre-configured templates and importing schedules — saving you time.

Read more on how to import your financials from Coupa in this help article

mceclip0.png Persistent ID for Recurring Expenses
Released: October 16, 2021

To make annual budget rollovers more efficient, we've added a Persistent ID (a unique Allocadia ID) in the details panel to identify to identify recurring marketing expenses such as subscriptions. The Persistent ID will remain the same across multiple years. Our support team will continue to help you make the process as seamless as possible and you can access editing permissions for Persistent IDs through our public API.

mceclip1.png Mapping Actuals and Purchase Orders
Released: July 29, 2021

With our new mapping enhancements, marketers can view a full list of all unmapped POs/Actuals on one screen. This will enable you to efficiently view and map all unmapped financials when updating Forecast and Actual spend.  

Marketers will also be able to search for unmapped POs/Actuals using the search bar to locate financials by record numbers or other attributes found in POs/Actuals. 

Read more on how to map actuals and purchase orders in this help article

End of Support for Microsoft's Internet Explorer 11 Browser 

In 2020, Microsoft announced the decision to no longer support their legacy Internet Explorer 11 browser for Teams and Microsoft 365. As such, we’ve decided to discontinue support for IE 11 effective March 1, 2021.


To ensure you continue to have the best user experience while accessing Allocadia, please have your users switch to a more modern browser such as Microsoft Edge, Firefox, Google Chrome or Safari and set it as their default. Check out our list of browsers that are fully supported, tested and certified to work with Allocadia.

 

mceclip0.png Budget Reallocations
Released: December 15, 2020

With our efficient budget reallocations process, marketers can be more agile and seamlessly redirect funds to capitalize on unexpected opportunities and optimize investments. Plus, this new functionality allows marketing teams to easily trace and audit shifts in spend and gain better control over the budget transfers or adjustments process.

To enable the reallocations functionality, a User must have access to Master Settings and determined who the Approvers will be from your marketing organization.
Budget Reallocations can be enabled or disabled at various levels of the Hierarchy and the transfer/adjustment form can be customized to best align to your organization’s business processes.

Once it's set up, you can access this new feature on the home screen as shown below:

Screen_Shot_2020-12-15_at_7.29.30_AM.png

Read more on how to request a budget transfer or adjustment in this help article.

mceclip0.png Disabled Column Options
Released: September 15th, 2020

Manage historic metadata by deactivating a column option/choice, without impacting existing data or dashboards. You can enable/disable an option/choice for column types (“Drop-down list”, “Activity Type”, “Romi”) from Master Settings.

Screen_Shot_2020-11-09_at_10.43.25_AM.png


mceclip1.png Track items that are over or under configurable thresholds
Released: April 22nd, 2020

Calculate variances such as the difference between Q1 Plan vs. Q1 Actuals and make adjustments to your marketing plan as needed. For example, if you set a variance threshold of 6% and the difference between Q1 Plan and Q1 Actuals is equal to or greater than 6% of Q1 Plan, then a colour will be used to highlight this variance wherever this column is displayed. 

Try it out now:
  1. Go to 'Settings > Columns'
  2. Click 'Add New' and choose 'Over/Under'
  3. Select two columns you want to compare
  4. Set each color threshold by %, then click 'Save'
  5. Go to 'Settings > Views' to add new column to relevant view(s).

Setting over/under thresholds:
Screen_Shot_2020-11-06_at_9.43.37_PM.png

Results example with colour-coded status indicators:
Screen_Shot_2020-11-09_at_10.03.08_AM.png

mceclip1.png Enhanced mapping for POs and Actuals
Released: March 17, 2020

Our Re-Apply Import Rules feature, so it’s easier to connect these financials to newly created line items. Once the new locations/details have been created in the system, you can go to the map panel and hit a button to reapply the rules configured in the import template used during the import process.

Re-apply Import Rules screen:
Screen_Shot_2020-11-09_at_10.50.27_AM.png

API IMPROVEMENTS

mceclip0.png Lock individual cells
Released: June 14th, 2020

Lock individual cells in 'Column Settings' to maintain data integrity and prevent data overrides. Additionally, you can configure which roles can make locked cells uneditable via a new option in Column Settings.

mceclip0.png Ability to retrieve scenario tag data
Released: June 14th, 2020

Retrieve scenario tag data through our API for improved customizations and integrations.

The following calls have been added to our API:

  • GET /budgets/{budgetId}/scenarios (To retrieve all scenario tags for a budget)
  • PUT /budgets/{budgetId}/scenarios/{scenarioId} (To update a specific scenario tag)
  • DELETE /budgets/{budgetId}/scenarios/{scenarioId} (To delete a specific scenario tag)

mceclip0.png Global Activity Search
Released: Sept 24th, 2019

With Global Activity Search you can quickly find activities (rows in your plans) by name or ID. We only return activities that you have access to and are visible (no scenarios or 0$ filters).

mceclip1.png Column IDs 
Released: May 15th, 2019

Allocadia columns now have their IDs visible within the column settings area. This is to aid in the creation of integrations that must be configured by ID.

mceclip1.png Import Exchange Rate Override
Released: May 3rd, 2019

Many of our customers support upwards of 20 different kinds of currencies in 100s of columns which can mean 1000s of exchange rates to update quarterly. The import option allows admins to take the spreadsheet provided by finance and upload it to Allocadia with a result in minutes.

mceclip0.png Detail Panel Groups
Released: May 5th, 2019

A lot of information can be managed in the details panel and now you can choose to show/hide sections.


mceclip1.png Editing Category Text Fields Within the Grid
Released: March 28th, 2019

Text columns on the activities grid can now be edited at a category level, allowing for the easy cascading of values across categorized activities

mceclip0.png Plan to Add Strategic Objectives
Released: February 18th, 2019

It is now possible to create strategic objectives from within an activity plan. "Create new objective" is now presented as an option when searching for objectives within the details panel.

mceclip0.png Bulk Column Resizing
Released: February 13th, 2019

A "Fit to Content" button has been added above the activities grid to allow users to quickly resize all columns to fit their content (Not available in Internet Explorer).

mceclip1.png Editing Category Dropdown within the Grid
Released: January 17th, 2019

Dropdown columns on the activities grid can now be edited at a category level, allowing for the easy cascading of values across categorized activities.

mceclip1.png Strategic Alignment Currency Toggle
 Released: September 13th, 2018

Our strategic alignment tool can now be toggled to display alignment in either percentage or the currency of the activity plan. Toggling the display of alignment in this way allows users to view alignment in a far more actionable way.

mceclip0.png Analytics Project Permission Management [Company Admin Only]
Released: July 21, 2018

Company Admins now have a 'Manage User Permissions' panel available to them on the Analytics page. This panel allows for the self-service management of editor and viewer roles on an analytics project.

mceclip1.png $0 Filter Enhancement Enhancement
Released: June 23rd, 2018

The 'Use Default Filter Settings' checkbox no longer locks down the filter inputs from within the activity plan, allowing easier filtering of marketing activities.

mceclip3.png Improve Top Down Details
Released: June 11th, 2018

It's now easier to manage information within your Activity/Budget Plan from top to bottom. When updating the details panel of a Category and Subcategory the changes will cascade down to all items within the folder. Items can override this information by updating the details panel when an item is selected.

mceclip1.png Roll-up to Activity Plan Short-cut
Released: June 6th, 2018

New link improves workflow from view roll-up (high-level picture) to activity plan (look at the details).

mceclip0.png Select-All Added to Multi-select form fields
Released: June 6th, 2018

Whenever you use a multi-select field, we are making sure to have a quick option to select or deselect all.

mceclip0.png Adding Budget Actions
Released: May 25th, 2018

Actions have now been extended to the activities grid itself. No longer restricted to just the details panel, actions can now be configured for tasks that apply to a whole budget, such as Allocadia Connect based workflows.

mceclip1.png $0 Filter Enhancements
Released: May 25th, 2018

Two new pieces of configuration have been added around view management. A checkbox to control the default value of the $0 filter has been added to the Page Layout section of budget settings. A checkbox has also been added to the budget grid to quickly toggle between using the default filters for a view, and using the user's local overrides. These enhancements allow budget admins to configure views for their budgets that filter out extraneous information by default.

The following new functionality was released on May 22nd, 2018:

mceclip1.png Line Item Search: New Location

The Activity Plan search has a new location (left-aligned; opposed to right-aligned) to make it easily accessible when updating the details panel.

mceclip1.png Quickly Close Pop-ups/Overlays/Modals

When working with pop-up/Overlays/modals you can now easily close them by clicking outside of them, hitting the ‘esc’ key, or ‘return’ key when there is a single choice.

mceclip1.png Right-Click to Delete Activity Rows

You can now easily delete rows by right-click and selecting the option from the menu.

mceclip1.png External Associations Enhancement

External association metadata, such as IDs referencing Salesforce campaigns, can now be attached to dropdown and multi-select choices within Allocadia via our public API. This will allow MarTech integrations, such as those that we have through Allocadia Connect, to efficiently sync datasets from other systems into Allocadia, opening the door to new avenues for assessing ROI.

 

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.