Using the Quota detail view

Use the Quota detail view to view, add, or modify information of a selected record.

Note: The system administrator and users with the appropriate role can use this functionality.

To access the Quota detail view, you can click Quotas on the Navigation bar the Quotas list view is displayed. If required, use the Lookup to select a quota, and click on the description.

On this page you can:

Use the Lookup to search for records. See Using lookup.
View a group. See What are Groups?.
ClickList View, or click the current group tab on the tool bar to switch to the list view.
Copy Quota. See Copying a quota.
Copy the quota for next period. See Copying a quota.

Information fields

You can view this information:

Description: A brief description of the quota. By default, the description includes the assigned user name and time period, but the description can be modified.
Assigned To: The user for which you are creating the quota. If required, click the 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. The end date is automatically calculated based on your company financial settings, but can be modified.