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Adding quota components

  1. On the Planning cycles home page, click the planning cycle to open.

    Note

    After creating a planning cycle, there is one quota component automatically added called Default. To rename this quota component, follow the steps to edit quota components.

  2. Click the Command center icon Screen_Shot_2021-10-04_at_5_40_21_PM.png.

  3. Under the Planning cycle section, click Quota components.

  4. To add a quota component, click + Add new.

  5. Enter a unique name. You also have the option to include a description.

  6. Click Save.

    Note

    Once you have two or more quota components, a drop-down appears in the battle card canvas toolbar. You can switch between the different quota components to show. This drop-down is also available when you expand the battle card.