Allocadia Essentials
The basics of what a user needs to know when they start using Allocadia
- Line Item Recycle Bin
- Allocadia Packages (as of July 1, 2019)
- What is Allocadia?
- Why Use Allocadia?
- Navigating Allocadia
- Accessing Your Activity Plan
- Allocadia ID and Persistent ID
- Time is Money - Tips and Tricks
- What is a Report?
- Understanding Forecast Status Tags
- Intro to Insights
- Viewing Aggregate Activities Totals on the Home Tab
- Home Tab Overview
- About Dashboards
- Insights Refresh
- Identifying Activity Plan Currency
- Viewing Targets on the Activities Tab
- Viewing User Roles
- Default Scenario Tags
- Allocadia Packages (Prior to July 1, 2019)
- Budgeting and Planning Overview
- Understanding Top Down Investment Targets
- The Hierarchy Structure Explained