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Allocadia Help Center
The basics of what a user needs to know when they start using Allocadia
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What is Allocadia?
Why Use Allocadia?
Accessing Your Activity Plan
What is a Report?
Understanding Forecast Status Tags
Intro to Insights
Viewing Aggregate Activities Totals on the Home Tab
Home Tab Overview
Identifying Activity Plan Currency
Viewing Targets: Performance Insight Cards
Viewing User Roles
Default Scenario Tags
Budgeting and Planning Overview
Understanding Top Down Investment Targets
The Hierarchy Structure Explained