In order to assign individual quotas for a Plan in QuotaPath, first navigate to the Plans dashboard by clicking 'Plans' on the left-hand navigation bar. Click the Plan name in order to expand the plan details to view the Paths. Then, you can navigate to the Quota Table by either clicking the three-dot menu to the right of the Path name and selecting 'View & assign quotas', or by clicking the Path to expand it and selecting 'View & assign quotas'.

In the Quota Table, you can assign individual quotas by filling in the cells to the right of each member's name. The greyed out cells at the top of each period represent the default quota. This is the same quota that was initially set in the Path editor and this is the default quota that will be used if an individual quota is not assigned.

If a quota is shared between multiple Paths in the same Plan, you will only need to set the quota once. If a quota is shared, the Quota Table will list all Paths where the quota is used at the top of the table next to Paths above the Plan name.

If you're needing to edit the quota period or change the quota from staying the same to changing over time, select 'Edit quota' at the top of the table.

To add more time periods to the table, click the blue '+' icon. You can also use the toggle to set whether you'd like to automatically apply the last entered quota to all future periods.

You can also bulk upload individual quotas by clicking the blue drop-down arrow in the top right and selecting 'Bulk upload quotas'.

In the slide-out modal, click the hyperlink at the top to download the bulk upload template. In the CSV file, fill in the cells with the quota value for each time period. Do not make any other changes to the template including deleting the second row with the default quota values, adding or removing members, or adding or removing time periods. If you need to add more time periods, please add directly to the Quota Table before exporting the template. Once the template is completed, save as a CSV file and upload back into QuotaPath via the slide-out modal.

Once individual quotas have been assigned, click 'Save changes' and then select 'Back to Plans' to go back to the Plans page.