Setup - Quarters

Step 1: To add a new performance quarter, click [+ Add New], at the bottom-left of Image 1.

Step 2: A popup will appear, as shown below. Fill in the required fields.

Step 3: To create the new quarter and add more performance quarters, click [+ Create & Add More]. Else to create the new quarter and close, click [+ Create & Close].

To Copy over a Performance Quarter

Step 1: To copy over a year's quarter periods to another year, , click [+ Add New], at the bottom-left of Image 1.

Step 2: A popup will appear, as shown below. Fill in the required fields.

Step 3: Once done, click [OK] to save your changes..