View Activity Spend Amounts in Summary View

What's New

In the Summary View on the Activities tab, you can now see your planned, expected, committed, and actual spend amounts for all of your activities right in the table:

This means that you no longer need to go into the Details panel for each individual activity to see

these figures: instead, you can now review all of your activity spending at a glance.

Key Changes & Details

• New table columns for spend data categories: To view your activity spend amounts in the Summary View, you can click Edit columns and add any of the four new column options to the table:

  • Planned Spend

  • Expected Spend

  • Committed Spend

  • Actual Spend

• Accurate roll-up totals and allocation amounts: The new columns automatically display roll-up totals at each level, and take into account the specific funding amounts that have been allocated to each activity. For example, if a single investment line-item investment of $4000 is allocated equally between two activities in two separate campaigns, the table displays the correct allocation amount ($2000) beside each activity, and the roll-up total for each campaign only includes the relevant activities' allocation amounts.

Learn More

For instructions on how to customize the Summary View and add or remove columns, see Comparing Activities.

To learn more about activity roll-ups, see Tracking Spend.

To learn more about funding allocation, see Funding Activities With Investments.