System Administration
How to manage and configure Allocadia, for Adminstrators and Owners
Allocadia Essentials
- Preparing for your Next Fiscal Year in Allocadia
- Creating Broadcast Notifications
- Enabling the Activity Type Details Column
- Home Tab Overview for Admins
- Creating the Hierarchy
- Let’s Talk Hierarchy Set-up and Best Practices
User Management
- Understanding Allocadia User Roles
- Updating User Roles for Insights
- Re-enabling Disabled User Logins
- Creating New User Roles
- Defining User Roles
- User Engagement – Best Practices for Inviting New Users
Creating My Organizations Planning Templates
- Highlighting Columns in Activities Grid
- Managing Usage of Forecast Status Tags
- Managing Entry of Data
- Deleting Columns and Fields
- Managing Formulas for Calculations
- Managing Lists
Optional Planning Features Set-up
- Managing Approvals
- Importing Approvals
- Enabling Approvals & Requests
- Understanding Outbound Actions and Best Practices
- Approvals Workflow & Best Practices
- Taking a Snapshot
Spend Tracking
- Create and Manage Column Groups
- Column Groups
- Downloading Actual/PO Import History
- Building Import Templates & Creating Rules for Import
- Using Regular Expressions in Import Templates
- Using Regular Expressions in Import Templates (Flash)
Reporting Basics
- Understanding GoodData
- Standalone Vs Year-Over-Year Insights
- Creating & Editing Dashboards
- Creating and Editing Dashboard Tabs
- Creating Reports
- Editing Reports
Integrations
- Utilizing the Salesforce Connector
- Connecting to Salesforce
- Automating Campaign Creation In SFDC
- Tagging Spend with Marketo Campaigns
- Creating Outbound Actions
- What is an Integration, and Core Integration Use Cases
Organization Settings
- Resources and Tips for Rollovers
- Session Timeout
- How to Enable Budget Reallocations
- Logo Size and Format
- Customizing the Banner
- Password Security: Expiry