Using Allocadia
The in's and out's of how to track your spend
Strategic Planner
- What is Strategic Planner?
- Strategic Planner Best Practices
- Adding Objectives
- Adding Objective Descriptions
- Adding Key Results to Objectives
- Adding Status Updates to Key Results
Allocadia Essentials
- Line Item Recycle Bin
- Allocadia Packages (as of July 1, 2019)
- What is Allocadia?
- Why Use Allocadia?
- Navigating Allocadia
- Accessing Your Activity Plan
Organizing My Marketing Activities
- Navigating the Activities Tab
- Adding your Marketing Activities
- Organizing Your Spend
- Holding Funds for Later Allocation
- Viewing Total Marketing Spend for Activities
- Viewing Aggregate Totals of Activities at the Category Level
Creating My Marketing Plan
- Using Allocadia to Calculate Currency
- Strategic Alignment
- Understanding Metrics
- Accrual Management
- Impact Modeller
- Understanding Locked Planned Columns
My Daily Tasks
- Tracking your Forecast Using Tags
- How the Import of Activity Plan Data Works
- Forecasting & Reallocating Funds
- Forecasting in Allocadia
- Filter by Forecast Status Tags
- Understanding Activity Level Currency
Tracking My Spend
- Mapping Actuals and Purchase Orders
- What are Budget Reallocations?
- Un-Mapping Purchase Orders or Actuals
- Importing POs / Actuals
- Replacing Purchase Orders Through Import
- Editing Import Templates
Analyzing My Data
- Investment Planning Summary Report
- Investment Mix
- Strategic Alignment Tracking Health Check
- Strategic Alignment Planning Health Check
- Investment Tracking Summary Report
- Pipeline Planning Summary
My Allocadia Preferences
- Accessing Allocadia
- Accessing the Allocadia Help Center
- Editing Your User Profile
- Change Your Password
- Changing Your Password With Single Sign On
- Creating an Allocadia Support Account