Editing a Quota

Use the Quotas Detail view to edit forecast information.

To undo any changes, click Reset before clicking Save.

To edit:

  1. Click Quotas on the Navigation Bar.
  2. Find the quota you require to edit, and then click the description.
  3. Edit this information on the Quota Detail view:
    Description
    A brief description of the quota. By default, the description includes the assigned user’s name and time period, but the description can be modified.
    Note: Updating the Assigned to or Start Date automatically updates the Description.
    Assigned To
    The user to whom the quota is assigned. If necessary, click Find to lookup and select a different user.
    Amount
    Specify the quota monetary value.
    Active
    If selected, indicates that the quota is current. Use this to identify if this is the quota for the current time period. A quota must be active in order to be included in a forecast worksheet.
    Start Date
    The date to start the quota time period.
    End Date
    The date the quota time period ends. This date is automatically calculated based on your company’s financial settings, but can be modified.
  4. Click Save.