How do I create an Activity Plan in Allocadia?

Create folders, budgets, and activity plans from the Home page. Here's where the Create actions live and what each level needs.

Where creation happens

Most hierarchy creation starts from the + New button on the Home page.

1. Open Home.
2. Click + New.
3. Choose what to create (Folder, Budget, or Activity Plan — options vary by your account configuration).
4. Fill in the required fields and save.

You can also create sub-items from inside an existing hierarchy — open the budget grid, right-click a Folder or Activity Plan, and pick the appropriate New action from the menu.

What each level needs

• Folder (top-level). Name, parent (null for top-level), and permissions. Typically used for a new fiscal year or business unit.
• Budget. Lives inside a Folder. Needs a name, parent Folder, and a single currency. All line items under this budget share that currency.
• Activity Plan. Lives inside a Budget. Needs a name and parent. Serves as an intermediate grouping — region, team, or program.

Permissions you'll need

To create at a given level, you need appropriate permissions on the parent. If the + New option is greyed out or missing, ask your admin to grant you the right role.

Copying from an existing hierarchy

If you want a new hierarchy that mirrors an existing one (e.g. a new fiscal year based on last year's structure), use the Copy action from the Home page row buttons. The copy includes the hierarchy structure and most configuration; mapped PO/Actual records do not copy.

For the annual rollover, the Uptempo team typically handles the copy and the setup of the new FY — see What changes during a fiscal-year rollover in Allocadia, and what doesn't?

Related articles

• Understanding the Allocadia hierarchy — Folders, Budgets, Activity Plans, Categories, Line Items
• Adding and editing line items in Allocadia
• The Allocadia Home page tour
• What changes during a fiscal-year rollover in Allocadia, and what doesn't?