Using Allocadia
The in's and out's of how to track your spend
Strategic Planner
- What is Strategic Planner?
- Strategic Planner Best Practices
- Adding Objectives
- Adding Objective Descriptions
- Adding Key Results to Objectives
Allocadia Essentials
- Line Item Recycle Bin
- Allocadia Packages (as of July 1, 2019)
- What is Allocadia?
- Why Use Allocadia?
- Navigating Allocadia
Organizing My Marketing Activities
- Navigating the Activities Tab
- Adding your Marketing Activities
- Organizing Your Spend
- Holding Funds for Later Allocation
- Viewing Total Marketing Spend for Activities
Creating My Marketing Plan
- Using Allocadia to Calculate Currency
- Strategic Alignment
- Understanding Metrics
- Accrual Management
- Impact Modeller
My Daily Tasks
- Tracking your Forecast Using Tags
- How the Import of Activity Plan Data Works
- Forecasting & Reallocating Funds
- Forecasting in Allocadia
- Filter by Forecast Status Tags
Tracking My Spend
- Mapping Actuals and Purchase Orders
- What are Budget Reallocations?
- Un-Mapping Purchase Orders or Actuals
- Importing POs / Actuals
- Replacing Purchase Orders Through Import
Analyzing My Data
- Investment Planning Summary Report
- Investment Mix
- Strategic Alignment Tracking Health Check
- Strategic Alignment Planning Health Check
- Investment Tracking Summary Report
My Allocadia Preferences
- Accessing Allocadia
- Accessing the Allocadia Help Center
- Editing Your User Profile
- Change Your Password
- Changing Your Password With Single Sign On