To assign individual quotas for a Plan in QuotaPath, navigate to the Plans page by clicking 'Plans' on the left-hand navigation bar. Click the Plan name to open the plan details and view the plan structure. Then, you can navigate to the Quota Table by either clicking 'Edit' to the right of the quota component and selecting 'Manage Quotas' at the bottom of the Edit quota page or by clicking the down arrow next to 'Edit' to expand the component details and selecting 'Manage Quotas'.
In the Quota Table, you can assign individual quotas by filling in the cells to the right of each member's name. The greyed-out cells at the top of each period represent the default quota. This is the same quota initially set in the component editor, which will be used if an individual quota is not assigned.
If you need to edit the quota period or change the quota from staying the same to changing over time, you can do so on the left-hand side under the quota details.
To add more quota periods to the table, click the green '+' icon. You can also use the toggle to set whether you'd like to apply the last entered quota to all future periods automatically.
You can also bulk upload individual quotas by clicking the 'Bulk Updates' button in the top left.
Click the 'Download Template' button in the pop-up modal to download the bulk upload template.
In the CSV file, fill in the cells with the quota value for each period. Don't make any other changes to the template, including deleting the second row with the default quota values, adding or removing members, or adding or removing periods. If you need to add more periods, please add them directly to the Quota Table before exporting the template.
Once the template is completed, save it as a CSV file and upload it back into QuotaPath via the pop-up modal.
Once individual quotas have been assigned, click 'Continue' and select 'Save' at the bottom of the Edit quota page. Then select 'Back to Plans' to return to the Plans page.