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:

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.