My Daily Tasks
Ongoing budget management tasks that help you track your spend.
- 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
- Undo button on the Activities Tab
- Searching Within the Activity Plan
- Moving Your Marketing Activities
- Copying Marketing Activities
- Importing New Data Into Existing Activities
- Deleting Your Marketing Activities
- Understanding Approvals
- Submitting Approvals
- Filter by Approval Status
- Filter by Scenarios
- Copy Details Link for Details Panel
- Pivot Activities by Details Panel Attribute
- Importing Into a Multi-Select Field
- Filter by Views
- Quick Views Filter
- Exporting Activity Plans/Budgets