Select the project whose quotas you want to work on and click Quotas.

The page displays a selection button for each quota in the questionnaire (that is, for each quota matrix defined in the project’s .mqd file) and a selection list from which you choose the type of changes, if any, that you want to make.

Sets the quota allocation percentage value for each personal interviewer. Click the assign button next to the percentage field to apply the defined value.

Click the upload icon to upload a quota allocation file (in .csv format) to the server for use in personal interviewing. For more information about upload options, see Upload Options.

Click the download icon to download a quota allocation file (in .csv format) from the server. For more information about download options, see Download Options.

Click the import icon to import a Microsoft Excel file which contains Quota updates.

See also Exporting and importing quota definitions.

Click the export icon to export a file with Quota information; you can then edit the file in Microsoft Excel. You can specify Targets, Types (Normal, OverQuota, or Counter), Prioritization (Normal, Priority, Random, Least Full(Ratio), Least Full(Total)), Complete counts, and/or Pend counts.

Export Complete or Pend counts only if you want to change them. If the Complete or Pend count changes between the export and import, you might change the Complete or Pend values. To view these counts but not change them, either delete the values from the Excel spreadsheet before you import them, or select the option to ignore them when importing.

See also Exporting and importing quota definitions.

Click Reset to reset all completed quotas to 0.

Click All to view all quota detail on a single page.

Click Cross-matrix to query and bulk edit all quotas. For more information, see Cross-matrix query.