October 2024
Our October 2024 release introduces the following Uptempo platform features:
Uptempo Plan
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Estimated Costs by quarter: You can now break down estimated costs by quarter instead of just as total amounts for a time period (e.g. annually), giving you greater flexibility and precision in your budgeting process.
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This feature was in Early Access in September, and is now generally available.
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Child activity roll-up amounts on parent activities: On activities that have activities below them in the hierarchy, the Details panel now shows you the exact amount those child activities are consuming from a connected investment's funds.
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This feature was in Early Access in August, and is now generally available.
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Uptempo Spend
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Allocate investments to multiple activities: We have added the ability to allocate a single investment line item in Uptempo Spend to multiple campaign activities. Now, you can get much better insight into cross-campaign financing by connecting investment line items to all of the activities they are financing, and specifying exactly how the funds should be allocated between the connected activities.
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This feature was in Early Access in September, and is now generally available.
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Activity-Investment connections recorded in Audit Trail: In Uptempo Spend, events related to connections between activities and investments are now recorded and accessible in the Audit Trail, allowing you to view a full history of creations, deletions, and changes to activity-investment connections.
Other Enhancements
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Automated synchronization of number formats: When the setting Enable Allocadia Number Format in Uptempo User Profile is enabled, the Number Format setting is now automatically synced between user accounts created in Uptempo Administration and those created in Uptempo Spend, so you no longer need to sync this setting manually.
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Context Menu for Quick Access: Save time managing jobs with a simple right-click to edit, cancel, delete or export directly from the job overview page. Open and compare multiple jobs in separate browser tabs while keeping your search filters and results exactly where you left them.
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Log In As Feature: Verified users possessing Manage User permissions can temporarily experience the platform through another user's perspective by accessing their view and functionality. The impersonation feature is available for Early Access. It facilitates streamlined support while maintaining security through controlled access.
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Automated User Creation via SAML for SSO Integration: Automated user creation via SAML enhances our SSO integration. This limited beta release streamlines onboarding by syncing accounts between platforms and applying permission templates automatically.
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User Type Field in Admin User Profile: The restored Type attribute field in administrator profiles enhances Single Sign-On flexibility while enabling manual account management and specialized handling requirements. Direct integration with backend structures ensures seamless support for various authentication workflows.
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Teams Dropdown Now Alphabetically: Improved team assignment functionality in the user account, Membership modal. Teams now appear alphabetically, streamlining selection for administrators managing numerous groups.
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Estimated Costs added to BI Exports: Data about Estimated Costs has been added to BI exports for data sets generated by the v11 template, so this data is now available for use in external BI tools like GoodData or Tableau.
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This feature was in Early Access in September, and is now generally available.
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