Territory Planning

Use the Territory planning process functionality to perform territory and preferred engineer simulations. The objective is to reduce travel by clustering the interchangeable work in geographical areas. The territory engine compares the required capacity for the serials, with the available capacity (the engineers or simulations engineers). The process calculates the best possible combination of the required capacity for the serialized item and the available capacity. Optionally, an engineer can made responsible for a territory and the optimal territories can also be calculated.

  • Introduction to Territory Planning Workbench

    The territory planning functionality enables you to perform territory and preferred engineer simulations. The objective is to reduce travel by clustering the interchangeable work in geographical areas. The territory engine compares the required capacity for the serials, with the available capacity (the engineers or simulations engineers). The engine calculates the best possible combination of the required capacity for the serialized item and the available capacity. Optionally, an engineer can made responsible for a territory and the optimal territories can also be calculated.

  • User Settings

    The list of options available on the Toolbar.

  • Workbench Navigation

    The list of icons used in the territory planning workbench.

  • Working with Plans

    The Workspace menu provides three default views. With the help of these views, users can build their own perspectives.

  • Assign/Unassign Resource and Impact Analysis

    In territory planning, planner can assign one resource at a time to single or group of serialized items. The Planner can first select the serials that he want to assign with an engineer, from the either the map or from the grid.