Configure Quota By Time Slot Level

Configure the capacity area to calculate capacity at a time slot level. Use this option if your business allocates different work types at a different time of the day, such as focusing on customers waiting for service in the morning hours.

1. Open the Quota page.
2. Select the bucket for a Capacity Area.
3. Click the Configuration icon.
4. Under Quota management > Manage quota by time slot select:
   • Enter quota as a percentage of capacity available by calendar: Allows entering the quota as a percentage of the maximum capacity at a time slot level. When you enter the value in percentage, quota is automatically calculated in minutes. This option is available only if the maximum capacity is estimated at this level.
     • Exclude unassigned activity time from quota calculations: Reduces quota by volume of activities not assigned to any capacity category.
   • Enter quota as a percentage of the parent-level quota: Uses the quota at the time slot level to calculate the quota percentage for each day. Enter the required percentage, and the quota for each time slot is calculated automatically. Automatically adjust Quota Percentage values to sum up to 100%: Always allows to make the sum of the % Quota value equal to 100%. When selected, 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%.
   • Enter quota in minutes: Allows manually entering quota as number of minutes allowed to book the activities.
5. Click Save.