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. Select Quota.
  2. Select a capacity area from the left-hand pane.
  3. Click the Configuration icon.
  4. Select the time slot check box and in the Quota by Time Slot section, select the preferred unit to manage quota:
    • in minutes: Select this option to manually enter quota in the number of minutes allowed to book the activities.

    • as % capacity available by calendar: Select this option to enter 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.

    • as % of quota defined on parent level: Quota at the time slot level is used to calculate the quota percent for each day. Enter the required percentage, and the quota for each time slot is calculated automatically. This option is visible only when the Day Level Quota check box is selected while configuring the capacity area.

    • Reduce quota by volume of activities not assigned to any capacity category:

    • Automatically adjust '% Quota' values to keep their total equal to 100%: Select this check box to always make the sum of the % Quota value equal to 100%.
      Note: This check box is visible only when the as % of the daily 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%.
  5. Click Save.

    The selected configuration is saved.