Allocadia organizes spend top-down: Folder → Budget → Activity Plan → Category → Line Item. Here's what each level is for and how they fit together.
The five levels
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Folder. The top-level container. Usually represents a fiscal year or a business unit — e.g.
AOP — FY26orEMEA Marketing — FY26. Folders roll up totals from everything below. - Budget. A container inside a folder, with a single currency. A folder may hold one budget or many; each budget is an independent allocation of money.
- Activity Plan. Also called a sub-folder. An intermediate grouping inside a budget — commonly used for region, team, or program.
- Category / Sub-Category. The classification layer underneath an Activity Plan. Represents the type of marketing activity (e.g. Events, Digital Media, Content).
- Line Item. The individual record of a planned spend — a specific tactic or program. Line items are what POs and Actuals ultimately map to.
How totals roll up
Each level sums the amounts of the level below it. A Line Item's planned cost rolls up into its Sub-Category total, which rolls up into the Category total, into the Activity Plan total, into the Budget total, and finally into the Folder total shown on the Home page.
That means: edit a Line Item and totals cascade upward automatically. Totals are live.
Fiscal-year hierarchies
Each fiscal year is typically its own top-level Folder. Mapped PO and Actual records belong to a specific FY hierarchy — they don't carry forward year over year. During the annual rollover, the Uptempo team sets up a new FY hierarchy and carries forward the configuration (mapping rules, panels, custom attributes) so your team can start the new year ready to plan.
For what carries forward and what doesn't, see What changes during a fiscal-year rollover in Allocadia, and what doesn't?
Relationships between hierarchy levels and other objects
- POs and Actuals map to Line Items (ideally automatically — see How auto-mapping works).
- Purchase Requests are created against Line Items.
- Reports and dashboards can aggregate at any level — Line Item, Category, Activity Plan, Budget, or Folder.
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