Copying a Quota

You can create a copy of an existing quota. Copying a quota allows you to quickly create quotas for different users or to create quotas for future time periods.

Note: The system administrator and users with the appropriate role can access this option.

To copy a quota:

  1. Do one of the following:
    • To copy an existing quota, go to the Quota. Click Copy Quota in the toolbar.
    • To copy an existing quota for the next period, go to the Quota. Click Copy Quota for Next Period in the toolbar.
  2. Specify this information:
    Description
    The description of the quota.

    For example, a description can include the assigned user’s name and time period. By default, the Description is populated based on the copy option selected in step 1:

    • If Copy Quota: The description defaults to a prefix of copy followed by the original quota’s description.
    • The description defaults to the assigned user’s name and the next defined time period.
      Note: Updating the Assigned To or Start Date automatically updates the Description.
    Assigned To
    The user you are creating the quota for. If necessary, click Find to lookup and select a different user.
    Amount
    Type the monetary value of the quota.
    Active
    Select this check box to indicate that the quota is current and the quota will be included in forecasts created for the same time period.
    Start Date
    The date to start the quota time period. If in step 1 you copied a quota for the next period, the Start Date is automatically set to the next quota period. The start date can be edited.
    End Date
    The end date is automatically calculated based on your company’s financial settings, but can be edited.
  3. Click Save.
Parent topic: What are Quotas