Changing Bid Quotas

Create and update bid quotas from the Quota Configuration screen.

  1. In the Client Shell, open the Quota Configuration screen and set the Context (F3).
  2. To create a work quota:
    1. Select Add New: Add New
      The Add New Quota dialog appears.
    2. Select the Divisions and Bid Unit(s) to which to add quota.
    3. If this is a holiday bid, select the Holiday ID.
    4. Select the Period for the quota.
    5. Select the Days Off.
      These must be from the same division.
    6. Enter the Number Needed.
      This is the number of employees allowed to take the specified days off.
    7. Optional: Enter a Description.
    8. In the Link Quota field, select the linked quotas to use.
    9. Select OK.
    10. Select Save.
  3. To edit a work quota:
    1. Select the quota record to update and then select Edit: Edit
      The Edit Quota dialog appears.
    2. Select the Divisions and Bid Unit(s) to update.
    3. If this is a holiday bid, select the Holiday ID.
    4. Select the Period for the quota.
    5. Select the Days Off.
    6. Enter the Number Needed.
      This is the number of employees allowed to take the specified days off. After a sign-up period has begun, you can increase the number of operators but you can't decrease the number to less than the number already selected during the sign-up period.
    7. Optional: Enter a Description.
    8. Select OK.
    9. Select Save.