Activating Quota

1. Go to Plans > Edit Plans > Define Quota > Save/Edit
2. In section B, under "Everyone on Plan", click "ACTIVATE +" next to Quarterly and/or Monthly.

This will not only allow you to have quarterly and monthly quotas to appear in your Plan Document (Plans > Edit Plans > Review Plan > Export in Doc/Export in PDF), but it will allow you to add YTD options in the formulas and qualifiers for the payment rules.