Create a schedule profile

Schedules take the total target and distribute it across the year. A schedule profile is a template that you can create and reuse in your targets for a set percentage of the target distributed either monthly or quarterly.

1. Go to Roles > Schedule Profiles.

2. Click New Schedule.

3. In the New Schedule Profile window, complete the following fields:

   Field	Description
   Name	Type a unique name for the schedule.
   Frequency	Select one of the following: Monthly—distributes the target across 12 months. Quarterly—distributes the target across each quarter.
   Categories	Select categories from the dropdown, or type in categories and press enter to add them.
   Description	Type a brief description of the schedule profile.

4. Click Create & Edit.

5. In the Schedule Details section, click in each field and type the percentage of the target you want to distribute for each month or quarter respectively.

   Note

   The distribution for each month or quarter is whatever amount you want and does not have to be equal, but the total between all months or quarters must equal 100%.

6. Click Save & Exit.