Setting targets on a folder or budget in Allocadia

A Target is the planned amount for a folder or budget for the fiscal year. Here's where to set it and how it compares against actuals.

What a Target is

A Target is the top-down planned amount assigned to a Folder or Budget — the "we're allocating this much" number. Targets live on the Rollup / Grand Total panel of the hierarchy and are the baseline that line-item plans and actuals are compared against in reporting.

Targets are distinct from the sum of underlying Line Item planned amounts. In practice, you want the two to agree: the Target is set top-down, and your team fills in Line Items that collectively reach that Target.

Setting a Target

1. Open the Folder or Budget in the budget grid.
2. Open the Rollup / Grand Total panel (via the Home page Panel column, or from inside the hierarchy).
3. Find the Target row for the relevant period (annual, quarterly, or monthly, depending on configuration).
4. Enter the Target amount.
5. Save.

Target distribution across periods

Like Line Items, Targets can be distributed across time periods (monthly, quarterly). Default behavior is even distribution; override per-period cells to customize.

Reporting Target vs Actual

Reports in Insights compare Target to the sum of mapped Actuals (and optionally POs) to show variance. If a report is showing wildly off numbers:

• Confirm the Target is actually set (zero or null Targets will skew variance).
• Confirm the fiscal period on the report matches the period the Target was set for.
• Check that multi-currency filters are applied if your account uses multi-currency reporting. See Does Allocadia support multi-currency reporting?

Related articles

• Budget transfers and reallocations in Allocadia
• Target Transfer approval flow in Allocadia
• Understanding the Allocadia hierarchy — Folders, Budgets, Activity Plans, Categories, Line Items
• Does Allocadia support multi-currency reporting?