Configure Quota By Capacity Category Level

A capacity area can be configured at capacity category level. This is the standard capacity configuration employed by most of the customers.

1. Select Quota.
2. Select a capacity area from the left-hand pane.
3. Click the Configuration icon.
4. Select the capacity category check box and in the Quota by Capacity category section, select the preferred unit to manage quota:

   • in minutes: Select this option to manually enter the quota value in the number of minutes allowed to book the activities.

   • as % of the maximum capacity available in this category: You can enter the quota value as a percentage of the maximum capacity at the capacity category level. Enter the required percentage, and the quota value is calculated automatically. Use this option only if you can estimate the maximum capacity allowed at this capacity category level.

   • as % of quota defined on parent level: Quota entered at a capacity category level is used to calculate as a percentage of the quota allowed for the time slots. Enter the required percentage, and the quota value for each time slot is calculated automatically. This option is visible only when the time slot level quota is in use.

5. Estimate the quota based on the historical data: Check this box to estimate quota from the historical data.
   This option is available only when the quota value is defined as % of the time slot quota.

   • Select the Historical values to be used to estimate quota. The available historical values are Quota % and Used Quota %.

   • Choose the length of the historical period to be analyzed. You can setup the period as one week, one month, or two months.

6. Select the Automatically adjust % Quota values to keep their total equal to 100% check box to always make the sum of the % Quota value equal to 100%.
   This check box is visible only when the as % of the time slot quota option is selected. If you select this option, a change in the % Quota value of a time slot will update the % Quota values in the remaining time slots, so that their sum is always equal to 100%.
7. Click Save.