Modify a time off plan's allotment

In the Modify Allotment dialog box, you can apply modifications only to the dates you select. This feature allows you to immediately see how your proposed changes will affect the plan by displaying the differences in the Allotment and New Allotment columns. 

Note: This topic assumes you have created a new time off plan or have chosen to edit an existing time off and have opened the time off plan's allotment editor.

1. From the allotment editor, click the Modify allotment button. The Modify Allotment dialog box opens.

2. In the Modification drop-down list, select the method you want to use to change the allotment or allotment cap. Choose from:

• Set Value

• Modify Value

• Set Allotment Cap

• Clear Allotment Cap

• Set allotment to percent of predicted staff

Note: Depending on the option you choose, additional calculation parameters appear next to the selection.

3. Select or clear the check boxes next to the dates to which you want to apply allotment.

4. Click the OK button. Interaction Optimizer reflects your changes in the time off plan's allotment editor.