Re-mapping a PO or Actual in Allocadia

Mapped incorrectly? Unmap from the Actuals screen with the red chain icon, then re-map from Home as usual.


When to re-map

Re-mapping is for cases where a PO or Actual record was mapped to the wrong Line Item β€” either by auto-mapping (a false positive match) or during a manual map. The goal isn't to delete the record; it's to move it to the correct Line Item.

Unmap the record

  1. Open the Activities / Budget tab and navigate to the Activity Plan where the Line Item lives.
  2. Right-click the Line Item that the record is currently mapped to.
  3. From the menu, click Go to Actuals (or Go to POs, depending on the record type).
  4. The Actuals (or POs) screen opens, scoped to that Line Item.
  5. Find the row you want to move. Scroll all the way to the far right of the screen.
  6. At the very end, there's an unnamed column with a red chain icon on each row. Click the icon on the row you want to move.
  7. The record is now unmapped and returned to its origin level:
    • If it was originally imported and auto-mapped, it goes back to the top folder level.
    • If it was imported directly to an Activity Plan or Folder, it returns to that level.

Re-map from Home

  1. Return to the Home page.
  2. Find the hierarchy level where the unmapped record now sits (indicated by a red map (N) count).
  3. Click the red map (N) link and map the record to the correct Line Item following the normal workflow β€” see How to map POs and Actuals on the Home page.

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