Territory planning introduction

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.

You can select, using defined selection criteria, the serialized items that are to be serviced (required capacity) in a certain geographical area. The system calculates the required capacity on historical and/or already known data. To check the available capacity, the user can specify existing service engineers, as well as simulation engineers, for maximum flexibility. If the calendar and availability type of an engineer is defined, the system calculates the available capacity. The user can use the simulation results, to modify the preferred engineer on the serialized item and/or the territory.