Allocadia Essentials
The basics of what an Admin needs to know in Allocadia
- 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
- Preparing Spreadsheets for Import Into Activity Plans
- Making Modifications to the Hierarchy
- Importing Data to Activity Plans
- Creating a New Activity Plan
- Managing Forecast Status Tags
- Setting Metrics
- Setting Targets
- Allocadia Browser Version Support