Quota Planning Rules
Review the rules used to calculate values in Quota Planning.
From the Home page, click Rules 
.
Tip:
To see only Quota Planning rules, click All Cubes next to the Filter, and from the Cube list select OEP_QTP.
Many of these rules are associated with forms, either from the Actions menu, or set to Run on Save. Planners run these rules as part of the planning process.
Table 4-3 Quota Planning Rules
| Rule |
|---|
| Add Account (Bottom Up) |
| Add Product (Bottom Up) |
| Adjust Aggregation (Bottom Up) |
| Apply Seasonality |
| Apply Top Down Seasonality |
| Apply Waterfall Seasonality |
| Bottom Up Aggregation |
| Bottom Up Aggregation by Account |
| Bottom Up Allocation |
| Bottom Up Seasonality |
| Clear Bottom Up What If Scenarios |
| Clear What If Scenarios |
| Copy Bottom Up What If |
| Copy Data What If |
| Copy What If Scenarios |
| Global Seasonality |
| Overlay Seasonality |
| Predictive Aggregation |
| Process Actuals |
| Quota Aggregation |
| Seed Bottom Up What If Scenarios |
| Seed What If Scenarios |
| Set Overlay Target |
| Set Predicted Values As Target |
| Set Target |
| Set Target by Product |
| Top Down Adjustment |
| Top Down Allocation |
| Top Down Padding |
| Validate Adjustment |
| Validate Adjustment by Dimension |
| OQP_ValidateSeasonality |
| Validate Seasonality |
| Waterfall Adjustment |
| Waterfall Allocation |