Ongoing Product Enhancements


Sept 24th-26th, 2019

Global Activity Search

Global search allows you to 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).

May 15-16th, 2019

Column IDs now available

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.

May 3rd-5th, 2019

Import Exchange Rate Override

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.

Detail Panel Groups

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

March 28th-29th, 2019

Editing Category Text Fields Within the Grid

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

February 18th-22nd, 2019

Plan to Add Strategic Objectives

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.

February 13th, 2019

Bulk Column Resizing

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)

January 17th, 2019

Editing Category Dropdown within the Grid

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

September 13th, 2018

Strategic Alignment Currency Toggle

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.

July 21st, 2018

Analytics Project Permission Management [Company Admin Only]

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

June 23rd, 2018

$0 Filter Enhancement Enhancement

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

June 11th, 2018

Improve Top Down Details

We want to make it clearer how information can be quickly managed 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.

June 6th, 2018

Roll-up to Activity Plan Short-cut

We added a link to improve workflow from view roll-up (high-level picture) to activity plan (look at the details).

Select-All Added to Multi-select form fields

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

May 25, 2018

Adding Budget Actions

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.


$0 Filter Enhancements

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.

May 22, 2018

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.

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.

Right-Click to Delete Activity Rows

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

Improvement to External Associations

External association metadata, such as IDs referencing Salesforce campaigns, can now be attached to dropdown and multiselect 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.


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