Territory Planner Quick Ref

A Quick Reference Guide to
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Table of Contents
Table of Contents
Territory Planner Quick Reference Guide.................................................. 1
Importing Location Extensions .................................................................. 2
Creating the Territories............................................................................... 6
Evaluating the Territories ........................................................................... 8
Editing the Territories............................................................................... 13
Assigning Drivers, Equipment, and Other Items to a Territory ............... 15
Creating Routes in the Planning Editor .................................................... 17
Evaluating the Routes in the Planning Editor........................................... 19
Editing Routes in the Planning Editor ...................................................... 24
Letting the Planning Editor Suggest the Territory or Routes ................... 30
Saving the Territories and Routes ............................................................ 34
Finding Territories, Weeks, Routes, Stops, or Location Extensions ....... 35
Anchoring Location Extensions ............................................................... 37
Setting the Previous Days and Weeks............................................... 41
Printing Driver Directions in the Planning Editor.................................... 43
Printing Maps in the Planning Editor ....................................................... 45
Uploading the Planning Routes ................................................................ 46
Printing Reports........................................................................................ 50
Previewing Reports .................................................................................. 51
Printing Report Groups............................................................................. 52
Index ......................................................................................................... 53
© 2011 Roadnet Technologies, Inc. All rights reserved.

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Table of Contents

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Territory Planner Quick Reference Guide
Territory Planner Quick Reference Guide

Territory Planner, part of the Roadnet Transportation Suite, is a strategic planning
tool that lets you easily perform reroutes, changing some of the parameters without
losing your existing routes. For instance, you can use the Planning Editor to
determine the consequences of adding or eliminating trucks on the road, or to
determine the effects of a large, new contract. Once you have created your new
routes, you can use the many tools and reports included in Territory Planner to
analyze and change your new routes as needed.
This Quick Reference Guide is intended to provide instructions on how to perform
some of the most common tasks in Territory Planner, including:
• Importing locations and location extensions
• Creating the territories
• Evaluating the territories
• Editing the territories
• Assigning drivers, equipment, etc. to a territory
• Creating routes
• Evaluating the routes
• Editing the routes
• Letting the Planning Editor suggest the territories or routes
• Saving the territories and routes
• Finding territories, weeks, routes, stops, or location extensions
• Anchoring location extensions
• Printing driver directions
• Printing maps
• Uploading the routes
• Printing reports
Territory Planner has many features not described in this Quick Reference Guide;
see the complete Roadnet Transportation Suite Operations Guide or help system for
information on these features.

1
Importing Location Extensions

If you are using Territory Planner to create strategic planning routes, you will
need to import location extension information. Location extensions contain
information about the location that is specific to a planning session, such as
the delivery options (service pattern set), delivery quantity, and possibly even
routing information. When importing location extension information, it is
important to remember a few rules:
• if the delivery quantity imported does not allow each stop to be equally
divisible by the number of deliveries per cycle, then the total quantity will
be increased.
• a service pattern set of 0 is called Manual Load Distribution. A location
extension with a service pattern set of 0 will not be routed when Assign
Days is run.
• if a service pattern is provided and it conflicts with the provided service
pattern set, the stop will be routed according to the service pattern.
• make sure the punctuation is appropriate for the language setting on your
computer.
Before the location extensions are imported, the locations must be imported.
You can import the locations at the same time as the location extensions, or
separately. See Importing Locations in the Roadnet Transportation Suite
Operations Guide for more information. To see the information that can be
imported with the location extensions, see Location Extensions Layout Fields
in the Roadnet Transportation Suite Operations Guide.
Important: Before importing location extensions for the first time, you
should set the default active weeks and service pattern set. The default
active weeks are used if the active weeks specified in the download file
do not match the cycle weeks or if you specify day loads but not active
weeks. The default service pattern set is used if no service pattern set
is specified in the download file. To specify the defaults, click the
[Other Options] button. Select the default service pattern and check the
© 2011Roadnet Technologies, Inc. All rights reserved.

2
default active weeks. Typically, the default service pattern set is

manual load distribution and the default active weeks are all weeks.
Step 1: Click on the Import icon to open the Import module. The Import
window opens.
Note: If you have multiple regions or scenarios, verify that the appropriate
ones are displayed at the bottom of your screen. To change the region
or scenario, simply click the arrow and select the proper one from the
list that opens.
Step 2: Click on the Import menu and select Location Extensions. The
Import Location Extensions window opens.
Notes: The name of the current layout set is displayed in the status bar at the
bottom of the Import module. If this is not the correct set, change it
before importing. See Switching between Layout Sets in the Roadnet
Transportation Suite Operations Guide for more information.
To review or change the layout of the import file, click the [File
Layout] arrow and select Edit from the menu that pops up. See Setting
the Import File Layouts in the Roadnet Transportation Suite
Operations Guide for more information.
To preview a report summarizing the layout information, including the
name and location of the file being imported and the starting position
and length of each field, click the [File Layout] arrow and choose
Preview from the menu that pops up. A Preview Report window opens,
displaying the report. From this window you can print or export the
report.

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If you were not granted permission to change import and export

options in the Administration module, you will not be able to change
the options selected when importing location extensions.
Before you import location extensions, click the [Other Options] button
and choose your default service pattern set and default active weeks.
Step 3: If you are importing locations check Import Location in the

Locations area and choose the import locations options. See
Importing Locations in the Roadnet Transportation Suite Operations
Guide for more information on these options.
Step 4: In the Location Extensions area, select the planning sessions you
want to import the location extensions into. To select more than one
session, hold down the [Ctrl] key while clicking on the sessions.
Hint: If necessary, size the columns in the planning session list so that you
can see all the information. The column widths are automatically

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saved, so the next time you open the window you will be able to see all
the information.
Step 5: If you only want to update existing location extensions in the
sessions with new information, check Update Only. If there are new
location extensions in the import file, they will be ignored.
Step 6: Click the [Import] button. If you are importing locations, they will
be imported into all sessions, and the location extensions will be
imported into the selected sessions and the stops placed on routes as
specified.
Note: After importing you can view the import log or any errors that may
have occurred during the import. Click the [View Log] or [View
Errors] button.
Step 7: When all location extensions have been imported, click the Close
box to close the Import Location Extensions window.
Importer →Import → Maintenance →Location Extensions → [Import]

5
Creating the Territories

Before you can create routes, the locations to be routed must be divided into
geographic areas called territories. You can specify how you want your
territories created (clusters or spokes), as well as the number of territories you
want to create or the average of a size, number of stops, number of locations,
or other criteria. Once the territories have been created the Planning Editor has
several tools you can use to evaluate and edit the territories.
Step 1: Click on the Planning icon to open the Planning Editor. The Editor
opens with the Planning Sessions window visible. Double-click on the
session you want to work with.
Step 2: To make territories for all locations in the session, click on the
Tools menu and select Make Territories ([Ctrl]+[K]), or click the
Make All Territories icon on the General toolbar. The Make
Territories window opens.
To make territories using only locations not already on a territory,
select the locations in the Unassigned window. Right-click on a
selected location and choose Make Territories from the menu that pops
up. The Make Territories window opens.
To create territories from selected existing territories, select the
territories in the Territories window. Right-click on a selected territory
and select Make Territories from the menu that pops up. The Make
Territories window opens.
Step 3: To make territories using previously established parameters, click the
[Start] button. Check Show Progress Indicator to have the progress of
the territory creation process graphically displayed. During the
territory creation process, you can stop the process by clicking the
[Accept] button.
To exit without making territories click the [Cancel] button.
To set up the parameters that will be used, click on the [Options]
button. The Make Territories Options notebook opens. See Make

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Territories Options Notebook in the Roadnet Transportation Suite

Note: If you were not granted permission to change Make Territories Options
in the Administration module, you will not be able to open the Make
Territories Options notebook.
Step 4: Once the territories have been created, use the features of the
Planning Editor to evaluate and edit the territories.
Planning Editor →Tools → Make Territories ([Ctrl]+[K]) → [Start]

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Evaluating the Territories

Once you have created your territories, you can use the features of the
Planning Editor to evaluate the territories and edit them as necessary. You can
view the territories on a map, or in a list window, as well as using the features
below to evaluate the territories.
List Windows
The Territory list window provides a lot of information about each territory,
as well as totals information for all the territories. For instance, you can use
the appropriate column to see how well the territories are balanced on your
selected primary criteria. To see the list of location extensions assigned to the
territory, right-click on the territory and select Location Extensions from the
menu that pops up, or click the Location Extension icon on the Territory
toolbar. To see a list of all location extensions that were not assigned to any
territory, click the List menu and select Unassigned.
The Territory list window provides a lot of information about the territories. You can
arrange the columns so you can easily see the information that is important to you.
Map
You can use the map and its features to visually evaluate the territories. To
display a territory on a map, right-click on the territory and select Plot from
the menu that pops up. See Viewing Territories and Routes in the Planning
Editor in the Roadnet Transportation Suite Operations Guide for more
information.

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Territory Scoreboard
The Territory Scoreboard, opened by selecting Territory Scoreboard from the
File menu ([Ctrl]+[D]) or clicking the Territory Scoreboard icon on the
General toolbar, provides an easy way to evaluate all the territories in the
planning session. It displays totals, averages, minimum and maximum values,
as well as variance information for all three size aliases, service time, and the
number of locations and stops. The bottom of the window provides geometric
and geographic information about the territories, including the total area, total
overlap, and the extreme latitude and longitude for all the territories.
The Territory Scoreboard shows a score for all territories based on

the primary and secondary criteria selected in the Make Territories
Options notebook.

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In addition, there is a score at the top that reflects the primary and secondary
criteria settings in the Make Territories Options notebook. As you move
locations between territories, this score will be updated to reflect the move,
making it easy for you to see if the move improved or lowered the score.
Planning Editor →File → Territory Scoreboard ([Ctrl]+[D])
Note: The Equipment [Options] and Score Weighting Factors [Adjust]
buttons allow you to change the settings of the parameters used to
calculate the score. The Equipment [Options] button enables you to
switch on the option to make territories according to equipment type
and allows you to adjust the primary criteria for scoring. When you
create territories by equipment type, the primary criteria calculations
are expressed in percentages that are determined by how much of the
equipment’s capacity is used. The Score Weighting Factors [Adjust]
button opens a window with the eight slider-bars showing the settings
that were established in the Make Territories Options notebook. You
can change the settings here if desired; the score will be updated to
reflect the changes, which will also appear in the Make Territories
Options notebook. To close these windows without changing any
settings, press the [Esc] key.
Territory Analysis
The Territory Analysis window, opened by right-clicking on a territory and
selecting Territory Analysis from the menu that pops up, provides statistical
and geometric information about a single territory. You can view information
about the territory’s centroid and area, as well as the actual percent value of
the total for each size, service time, number of locations, and stops. The
bottom of the window lists the other territories, and the amount of overlap
between each territory and the territory being analyzed. If you leave the
Territory Analysis window open while editing the territory, it will
automatically be updated with new information.

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You can use the Territory Analysis window to determine which

territories overlap the selected territory and by how much.
In addition to viewing this information, you can perform some actions from
this window.
To balance the analyzed territory with another territory from this window,
simply select the other territory(s) in the Overlapping Territories: list and click
the [Balance] button. The territories will be balanced based on the last options
saved in the Make Territories Options notebook.
To print the Territory Analysis window, click the Printer icon.
Viewing Overlap Between the Territories

Overlapping territories are often a sign of poorly constructed territories, which
in turn will produce less efficient and cost-effective routes. The Territory

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Scoreboard tells you how much total overlap you have between all your
territories, and the Territory Analysis tells you the amount of overlap between
one territory and the others, but the Territory Overview lets you see the actual
territories and overlap on the map.
Step 1: Open a map with the pertinent territories displayed.
Step 2: Click on the Map View icon and select Territory Overview, or press
[Alt]+[O]. The map changes to show the filled territories on a black
background, making it easy to see any overlap between the territories.
Viewing Account Type Information for the Territories

To view account type information for the territory(s), right-click on the
territory and choose Account Type Summary from the menu that pops up. The
Account Type Summary window opens showing the actual number of each
account type on the territory; to see the value as a percentage of the overall
territory, click Values as Percentages.
To view the account type information for all territories, click File, then scroll
to Account Type Summary. The Account Type Summary window opens,
displaying the account type information for all the territories.
You can use the Account Type Summary to determine how many of each account type
exist on the selected territory.

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Editing the Territories

As you are evaluating the territories you may want to change them, moving
locations from one territory to another, or even unassigning locations, to help
balance the territories or reduce overlap. You can move the locations around
using either the map or the list windows.
Hint: If the Territory Scoreboard is open, the score will automatically update
to reflect any moves you make.
If using the map to move locations, select the location(s) you want to move
to a new territory and drag it to its new territory.
If using list windows to move locations, right-click on the Territories
window and select Location Extensions from the menu that pops up. In the
Location Extensions window, select the location extension(s) you want to
move to another territory. Right-click on the selected extension(s) and drag it
to its new territory.
To move unassigned location extension(s) to a territory, select them in the
Unassigned window. Right-click on the selected unassigned(s) and drag it to
its new territory.
When you release the mouse button from dragging the assigned or unassigned
location extension, the Moving Stops to a Territory window opens. Choose
how you want the location extension(s) routed on the new territory. The
options are:
Maintain Currently Assigned Days—moves the location extension
to the new territory and adds it to the daily route(s) for the day(s) it is
currently assigned to on the old territory. Select an option in the Insert
on Route box to specify how you want the stops placed on the routes.
Assign Best Days—places the stops on the routes based on the option
you select in the Insert on Route box.
Unroute on New Territory—moves the location extension to the new
territory but does not place it on a route; it is unassigned on the
territory.
Insert on Route(s)—specifies where on the daily route to place the
moved location extension(s).

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Note: If you hold down the left mouse button, or the left mouse button and
the [Ctrl] key, when dragging the extension, it is placed on its currently
assigned day. The stop’s sequence on the route is based on the
selection made on the Drag/Drop page of the Options notebook.
To have the Planning Editor suggest which territory to place the location
extensions on, right-click on the location extension and select Suggest
Territory from the menu that pops up. The Suggest Territory window opens.
Choose Unrouted in the Placement in route section. Select the other options as
necessary and click [Suggest]. The Planning Editor will suggest the possible
territories with the best suggestion highlighted. For more information on
letting the Planning Editor suggest the best territory, see Letting the Planning
Editor Suggest the Territory or Routes.
If there are some territories that are unbalanced, you can let the Planning
Editor balance only those territories. When you balance territories, the saved
options in the Make Territories Options notebook are used as guidelines. If
you balance territories when the Use Equipment Type When Creating
Territories option is turned on, the balance will be proportional based on the
equipment types you have selected. In the Territories window, select the
territories you want to balance. Right-click on a selected territory and choose
Balance Territories from the menu that pops up ([Shift]+[B]), or click the
Balance Territories icon on the Territory toolbar.

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Assigning Drivers, Equipment, and Other Items to a Territory

You can assign several properties to a territory, such as a driver, depot,
equipment, even a travel model if necessary. When the territory is created, it
is automatically assigned the depot and travel model (if you are using XY as
the time/distance calculation method) specified on the Routing page of the
Options notebook. You can change any of these items for a territory at any
time.
Note: You can also assign depots, models, drivers, and equipment to the
territory by selecting the item from the List menu to open its list
window. Drag the territory to the item in the window; it is now
assigned to the territory.
opens with the Planning Session window visible. Double-click on the
Step 2: In the Territories window, right-click on the territory you want to
work with and select Properties from the menu that pops up
([Ctrl]+[T]), or select the territory and then click the Properties icon
on the Routing toolbar. The Properties notebook for the territory
opens.

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If the territory has two drivers

and the cost should be split
evenly between them, check Team
Split.
Step 3: Change the information as needed. To change the ID or Description,

enter the new information in the appropriate field. To change the
driver, travel model, or depot, click on the appropriate arrow, then
click on an option to select it. To change the equipment, click on the
Equipment tab. Drag the equipment to and from the Assigned window
as necessary.
Note: If you have several territories that you want to change the ID for, and
the new IDs will all be sequential, use Assign Sequential Territory ID.
Step 4: Click the Save icon, or press [Ctrl]+[S] to save the territory’s new
attributes.
Planning Editor →Territories Window → Properties ([Ctrl]+[T]) → Save icon
([Ctrl]+[S])

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Creating Routes in the Planning Editor

When territories are created in the Planning Editor, empty routes are
automatically created for each territory. So, if you double-click on a territory
you get a list of weeks, then daily routes. However, the locations that are
assigned to the territory have not been placed on routes. You can route the
locations manually, or use Assign Days to place the locations on routes.
Assign Days looks at the possible delivery options for the location, as defined
by the delivery quantity and the service pattern set, and determines the best
route(s) for the location based on the other options you specify. Once the
routes have been created, you can evaluate them and change them as needed.
planning session you want to work with.
Step 2: To create routes for all existing territories, click on the Tools menu
and select Assign Days to All ([Ctrl]+[Y]), or click the Assign Days
icon on the General toolbar. The Assign Days window opens.
To create routes only for some territories, select the territories in the
Territory window. Right-click on a selected territory and select Assign
Days from the menu that pops up. The Assign Days window opens.
Step 3: To create routes using previously established options, click the
[Start] button.
To have a display show the progress of Assign Days, check Show
Progress Indicators.
To change the options being used to create routes, click the
[Options] button. See Assign Days Options Notebook in the Roadnet
Transportation Suite Operations Guide for more information.

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Note: If you were not granted permission to change Assign Days Options in
the Administration module, you will not be able to open the Assign
Days Options notebook.
Step 4: When the routes have been created, the Assign Days window closes.
You can now evaluate the routes and edit them as needed.
Planning Editor →Tools → Assign Days to all ([Ctrl]+[Y]) → [Start]

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Evaluating the Routes in the Planning Editor

Whether you have existing routes or newly created routes, you can evaluate
them using the features of the Planning Editor. As you review the routes, you
may want to make changes; see Editing the Routes for more information.
List Windows
List windows can be helpful for viewing detail information about the routes,
such as the time, distance, service time, delivery quantity, stops, etc. You can
also view a list of the stops on the route in a list window.
To see the time, distance, quantity, number of stops and other information
about the route, open the Daily Routes window. To open the Daily Routes
window, double-click on the territory in the Territory window; the Weeks
window opens. Double-click on the week in the Weeks window; the Daily
Routes window opens. Arrange the Daily Routes window as necessary so you
can view the columns containing the information you want to see.
To see a list of stops for the route, double-click on the route in the Daily Routes
window. The stop list for the day opens, listing the stops on the route.
Map
While the list window can provide a lot of detail information about the route,
it is sometimes helpful to see how the routes are laid out. The map allows you
to see the actual routes. You can also choose to use the Route Summary
window to easily determine the effect of any changes you make to displayed
routes. For more information on setting up the map to see the routes, see Using
the Maps in the Planning Editor in the Roadnet Transportation Suite
Operations Guide.
To see an individual route on the map, right-click on the route and select
Plot from the menu that pops up ([Ctrl]+[P]), or click the Plot icon on the
Routes toolbar. The map opens with the route displayed.
To see all the routes for a week, right-click on the week in the Weeks
window and select Plot from the menu that pops up ([Ctrl]+[P]). A map opens

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in Route View with the week selected; click on the buttons for the days you
want to view.
To see all the routes for a territory, right-click on the territory and select Plot
from the menu that pops up ([Ctrl]+[P]). The map opens in the Territory View,
showing the territory. To see the routes, click on the Map View Mode icon and
select Route View. Click on the buttons for the weeks and days you want to
see.
Notes: The Planning Editor includes some features that make it easier to see a
route on a map, especially if the map already has several routes on it.
You can choose to animate, flash, or locate the route on the map.
Animate highlights the stops in order, flash ([Ctrl]+[H]) flashes the
route several times, and locate ([Ctrl]+[O]) zooms the map to the route.
To use any of these options, right-click on the route and select the
option from the menu that pops up. You can also flash or locate the
route by selecting the route, then selecting the icon on the Routing
toolbar, or pressing the hotkey combination. Flash and locate are also
available from lists of stops or location extensions or the Location
toolbar to help you find individual extensions on the map. In addition,
when you select a territory or week in the list window, it is highlighted
on the map.
To quickly select/deselect all the weeks or days on the map, double-
click on the word Weeks or Days. If all weeks/days are selected they
will be unselected, otherwise all weeks/days will be selected.
To open the Route Summary window and see the effects of changes made
to displayed routes, click the Show/Hide Summary icon. The Route
Summary window will open on the side of the map, attached to the map. Click
the appropriate options to see the information you want to evaluate.

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If you open the map’s Route Summary window you can easily see the effects of any
changes you make to the displayed routes.
To change the day that a location extension is routed on, drag the location
to the map button for the new day. If the location extension was already on a
route (you are simply changing its day), it will be routed on the same week. If
you drop an unrouted extension on a day, it will be routed on the first week of
the cycle. You can also drag a location extension to a week button; if the
extension is already routed it will keep its same day on the new week; if it is
unrouted Territory Planner will pick the best day on the week.
Route Summary
The Route Summary is an easy way to see information about all or selected
routes. Any changes you make to your routes will be automatically reflected

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in the Route Summary, so if you leave the Route Summary open you can
immediately see the effects of any changes you make to your routes.
The Route Summary provides information about the routes for the territories and weeks
you select.
To open the Route Summary, click on the File menu and select Route
Summary ([Ctrl]+[R]), or click the Route Summary icon on the General
toolbar. Once the window is open, you can choose the territory(s) and week(s)
you want included in the summary.
The top of the Route Summary window displays daily totals about the number
of routes, trips, stops, load (quantity), runtime, distance, and cost. In the
middle of the window, statistical information about the same categories is
displayed. At the bottom of the window, you can see how well the routes are
balanced by looking at the runtime and load variance, displayed in the Route
% Variance box.

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Note: You can choose which size alias you want the load displayed as, as well
as whether the statistics are displaying the average, minimum, or
maximum for the selected routes.
Planning Editor →File → Route Summary ([Ctrl]+[R])

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Editing Routes in the Planning Editor

As you evaluate your routes, you will probably want to make changes to the
routes. The Planning Editor has several features that make it easy to change
your routes as needed.
Hint: As you edit your routes, leave the Route Summary open to see the
effects of the changes you make.
Moving Stops from One Route to Another

You can drag stops from one route to another, or place unassigned or unrouted
stops on routes. Both the map and the list windows can be used to change
routes this way.
To view the routes in a window, double-click on the territory in the Territory
window, then double-click on the week in the Weeks window. A list of daily
routes opens; to see the stop list for a route double-click on the day.
To view a route on the map, right-click on the route and select Plot from the
menu that pops up, or click the Plot icon on the Routing toolbar.
To display the location extensions that are not routed on a territory, right-
click on the territory and select Unrouted from the menu that pops up.
Notes: If you drop the stop on a route that does not match the location’s
service pattern set, the Illegal Location Move window appears. The
Illegal Location Move window gives you two options for how to
proceed. You can choose a new service pattern set for the location that
will allow it to be moved to the route you are dropping it on, or you can
choose a new service pattern. If you choose a new service pattern, the
stop will be moved to that route, not the route you initially selected.
Location extensions listed in the Exceptions windows (List -
Exceptions - Off Day/Missed Time Windows/Missed Time Window
Factor/Priority/Geocode) can also be routed using this method.
When moving stops from one route to another, you can specify where you
want the stop placed on the new route, or you can allow the Planning Editor to
determine the best spot for the stop based on criteria you select.
To specify where the stop should be placed on the route, drag the stop to
the stop list for the new route or to the new route on the map. Drop the stop on

24
the stop you want it to be placed after; to make the stop the first stop on the
new route drop it on a column header (the depot on the map).
To allow the Planning Editor to determine where the stop should be
placed, drag the stop to the Daily Routes window and drop it on the new route.
If you held down the left mouse button while dragging the stop, the stop will
be sequenced as specified on the Drag/Drop page of the Options notebook. If
you held down the right mouse button while dragging the stop, a menu appears
when you drop the stop. Choose the appropriate option. The choices are:
• Insert first
• Insert by best cost
• Insert by best distance
• Insert near closest location
• Insert by best time
• Insert by best time window
• Insert last
Note: If a stop in a time of day restricted area is placed on a route with a
restricted equipment type, driver directions will display directions
using non-restricted time and distance information for that stop.
To have the Planning Editor suggest where the stop should be placed,
right-click on the route and select Suggest Territory from the menu that pops
up. The Suggest Territory window opens. Choose either Closest Location,
Best Distance, Best Cost, Best Time, or Best Time Window in the Placement
in route section. Select the other options as necessary. The Planning Editor
will suggest the possible routes with the best suggestion highlighted. For more
information on letting the Planning Editor suggest the best route, see Letting
the Planning Editor Suggest the Territory or Routes.
Removing Stops from the Route or Territory

If your route is too long or exceeds the capacity of the equipment, you can
remove stops from the route. You have the option for the locations to still be
assigned to the territory, but not routed, or you can remove them completely
from the territory. If stops are removed from the territory they will be moved
to the Unassigned window.

25
To remove the stop from the territory, right-click on the stop in the Stops
window and choose Unassign Completely from the menu that pops up. The
stop will be moved to the Unassigned window.
To remove the stop from the route, but leave it on the territory, right-click
on the stop in the Stops window and select Unroute on Territory from the
menu that pops up. The stop will be moved to the Unrouted window for the
territory.
Sequencing the Routes

If you like the stops that are on the route, but don’t like the order in which they
are run, you can change the order of the stops on the route. You can move the
stops manually, or have the Planning Editor choose the best order for the stops.
To move the stops manually, drag the stop from its current position and drop
it on the stop you want it to follow. You can do this using either a list window
or the map.
To have the Planning Editor resequence the stops, right-click on the route and
select Action, then choose the proper option from the menu that pops up, or
click the icon on the Routing toolbar. The choices are:
Sequence ([Ctrl]+[Q])—takes the list of stops and calculates the travel time
between each stop and the depot. The stops are placed and sequenced on the
route in the way that produces the least distance.
Flip ([Ctrl]+[F])—reverses the current order of stops on the route.
Line Sequence ([Ctrl]+[M] or [Ctrl]+[Z])—resequences the routes based on
the travel time between stops. Typically, if End Point is selected, the two stops
that are the greatest distance from each other are the first and last stops on the
route; if Midpoint is selected, the stop that is furthest from all other stops is
selected.
Time Window ([Ctrl]+[W])—sequences the stops using the locations’ time
windows and the time window information established in the Options
notebook. See Setting the Options in the Roadnet Transportation Suite

26
Notes: If you want to perform one of these actions on all a territory’s routes,
or all the routes for a week, right-click on the territory/week and select
Action, then the action from the menu that pops up. This saves you
from having to work with each route separately.
When sequencing routes, the sequence works separately on each trip
on the route. The mid-route depot(s) will remain where they are and
the sequencing action is only performed on each trip
Using the Speed Editor

The Speed Editor is another option you can use to change a location’s route.
When you open the Speed Editor it lists the routing information for the
location, including the current territory, delivery days, and cycle quantity, as
well as some other information. You can change any of these items, thereby
rerouting the location.
Step 1: In the Stop List for the route, right-click on the location and select
Speed Editor from the menu that pops up ([Ctrl]+[J]), or click the
Speed Editor icon on the Location toolbar. The Speed Editor opens.
Step 2: To change the location’s delivery days and weeks, click on the
appropriate week and day buttons. A red button indicates the location
is scheduled to be delivered that week/day.
Step 3: If necessary, change the service pattern set and service pattern to
match the new routes. Click on the appropriate arrow to open the list;
click on an option to select it.
Step 4: If you are changing the route the location extension will be on, click
the Insert on Route(s) arrow to open a list of options, and choose how
the stop should be placed on the new route.

27
If you are making changes that leave the location extension on the
current route, and you want the extension to maintain its current
position, check the Try To Maintain Stop Order on Route box.
Step 5: Click the [Assign] button.
You can use the Speed

Editor to reroute a
location extension.
Notes: You can also change the delivery quantity or territory for a location
using the Speed Editor. Changing either of these items may require
you to either change the location’s delivery days or service pattern and
service pattern set.
If the delivery days and weeks you assigned do not correspond to a
service pattern in the service pattern set you selected, the Service
Pattern Set Selection window opens. Choose a new service pattern set
and click the [OK] button, or click the [Cancel] button to return to the
Speed Editor. If you are changing multiple location extensions and
decide you do not want to make any of the changes, click the [Cancel
All] button.
If the Service Pattern Set is Manual Load Distribution, you can enter
the delivery quantities for each day of the week, allowing you to have

28
uneven deliveries throughout the week. If you want even deliveries

throughout the week, you can enter the total quantity for the entire
cycle and click [Adjust Daily Quantities]. The Speed Editor will
spread the deliveries as evenly as possible throughout the week.

29
Letting the Planning Editor Suggest the Territory or Routes

If you are not sure which territory/routes would be the best place for the
location extension, you can have the Planning Editor make suggestions for
placing the location extension on the territory/routes. Using the guidelines that
you establish, the Planning Editor will list the possible territories and routes
for the location extensions, with the best territory/routes highlighted. You can
accept the highlighted suggestion, select one of the other suggestions that best
work for you, or automatically have the location extensions inserted onto the
best territories/routes. By having the Planning Editor suggest the territory and
routes for that location extension, you take the guess-work out of determining
the best placement for the location extension.
Step 2: To find the best possible place for an unassigned location
extension, click on the List menu and select Unassigned. The
Unassigned window opens.
To find the best possible place for a location extension from a stop
list window, click on the List menu and select Territories. The
Territories window opens. Double-click on the territory to open a list
of weeks. Double-click on the week to open a list of the daily routes.
To view the stops on a route, double-click on the day.
Step 3: Right-click on the location extension and select Suggest Territory
from the menu that pops up.
Step 4: Select the territories you want to consider in the Territories list; if no
territories are selected, all territories will be considered.
Step 5: To specify the guidelines that the Planning Editor should use to
determine the best territory/routes, click the [Score Weighting
Factors...] button. The Suggest Territory Score Weighting Factors
window opens.
Note: To reset the settings to match those in Make Territories or Assign
Days, click the Reset icon located to the right of each section. For more
information, see Using the Make Territories Options Notebook, and

30
Using the Assign Days Options Notebook in the Roadnet

Transportation Suite Operations Guide.
Important: When moving the slider bars, the weights are relative to each
other so moving all the bars to High would have the same effect as
leaving them all at Off.
In the Proximity section, move the Minimal Distance to Territory
slider bar to indicate the importance of the location extension being
close to the suggested territory. Then, to select how the distance should
be determined, click the Estimation Method arrow and select the
appropriate option. For example, if the location extension should be
near a territory border that includes the origin, then choose Closest
Border With Origin. The choices are Closest Centroid, Closest
Location, Closest Border With Origin, and Closest Border Without
Origin:
Closest Centroid—distance from the location extension for
suggestion to the geographic center of the territory.
Closest Location—distance from the location extension for
suggestion to the closest location extension in the territory.
Closest Border With Origin—distance from the location
extension for suggestion to the closest territory border that
includes the origin.
Closest Border Without Origin—distance from the location
extension for suggestion to the closest territory border that
does not include the origin.
In the Territory section, specify the importance of balancing the
territories on each factor.
In the Route section, select the options for selecting the best route. If
you want to balance on load, choose the size alias that the route should
be balanced on. Click the Primary Balance Size arrow and select the
appropriate size.
When you are finished, click the [OK] button to save the options.

31
Step 6: In the Suggest Territory window, click the Placement in route arrow
and select the appropriate option to specify how the location
extension should be placed on the route.
To have the Planning Editor suggest the best possible placement
on the routes, select Closest Location, Best Distance, Best Cost, Best
Time, or Best Time Window.
To have the Planning Editor suggest only the best possible
territories, select Unrouted.
Note: The Daily route will not exceed section will be disabled when you select
Unrouted.
Step 7: To specify the capacity and time restrictions for suggested routes,
choose the appropriate options in the Daily route will not exceed
section.
To prevent the routes from exceeding capacity, check the size
aliases that cannot be exceeded.
Choose the appropriate time restriction.
Step 8: In the Max. no. of suggestions to display, specify the maximum
number of results that will be suggested.
Step 9: Check Show accepted results to open a separate results window
listing the territory/routes that each location extension was placed on.
Step 10: Once you have specified the criteria, click the [Suggest] button to
have the Planning Editor determine the best territories/routes. The
results are displayed in a suggestion list, with the best suggested
territory/routes highlighted.
Notes: To automatically insert the best suggestions for each location
extension without having to manually choose the territory/routes, click
the [Auto Insert] button. The location extensions are moved to the
territories/ routes with the best suggestion score.

32
If a location extension has a manual load distribution as a service

pattern set, the Planning Editor will only suggest territories, even if
you selected a placement in route option to suggest routes.
Step 11: Choose the territory/routes that you want to add the location
extension to and click the [Accept] button. The location extension is
moved to that territory/routes; if you checked Show accepted results,
the Suggest Territory Results window opens in a separate window
showing the accepted results.
Step 12: When you are finished, click the Close box to close the Suggest
Territory window.

33
Saving the Territories and Routes
Saving the Territories and Routes

As you create, evaluate, and edit your territories and routes in the Planning
Editor, you will want to periodically save your work to prevent loss. You can
choose to perform a backup save or a full save. The backup save, which takes
less time, creates a file that is used if the Planning Editor exits unexpectedly,
such as if you lose power. If you use the backup save, you must do a full save
when exiting the editor to prevent losing all of your changes. The full save,
which may take longer, permanently saves any changes you made.
To perform a backup save, click the File menu and select Backup Save
([Ctrl]+[B]).
To perform a full save, click the File menu and select Save ([Ctrl]+[S]). The
current territories and routes are saved.
Note: If you have selected to be prompted to compact the database before
saving, you will be asked whether or not you want to compact the
database before a regular save. Since the database can become very
large, it is a good idea to periodically compact the database to improve
performance.
Planning Editor →File → Save ([Ctrl]+[S])
-OR-
Planning Editor →File → Backup Save ([Ctrl]+[B])

34
Finding Territories, Weeks, Routes, Stops, or Location Extensions
Finding Territories, Weeks, Routes, Stops, or Location

Extensions
When evaluating or editing the territories or routes in the Planning Editor, you
may need to find a specific location, stop, route, week, or even territory.
Instead of searching through several windows, and double-clicking down to
the level you want, you can use the Locate feature to find it. This means that
if you know the location’s ID, you can search for a list of routes the location
is on.
In addition to helping you find the items, you can perform the same actions on
them in the Locate window as you could in any other window. For instance, if
you searched for stops, the Locate window would give you a list of stops, and
you could right-click on a stop and get the same menu options you would have
if you double-clicked on the route to open a Stop List. You could even drag
the stop out of the Locate window and drop it on another route.
If you know the location ID, description, driver, or equipment, you can use the
Locate window to find the information. The results can be returned as
territories, weeks, routes, stops, or location extensions.
Step 2: Click on the Tools menu and select Locate ([Ctrl]+[L]), or click the
Locate icon on the General toolbar. The Locate window opens.
Step 3: Click on the appropriate tab for the item you are searching for and
enter the search criteria.
If you know the location type, ID, or description, use the Detail page.
Enter the location type and ID or the description.
If you know the driver, click on the Driver tab. Enter the driver’s name
in the Name field, or select the driver from the list.
If you know the equipment type and ID, click on the Equipment tab.
Select the equipment type and enter the ID, or simply choose the
equipment type.

35
Finding Territories, Weeks, Routes, Stops, or Location Extensions
The Locate window can save you time, since you don’t have to search through several windows
to find the particular territory, week, route, stop, or location extension you are looking for.
Step 4: Choose whether you want the results displayed as territories, weeks,
routes, stops, or location extensions.
Step 5: Click the Execute Query Using Criteria icon. The entries that match
the search criteria are listed at the top of the window.
To perform multiple searches without losing the results of previous
searches, check Retain Results before doing a subsequent search.
To remove the search criteria, click the Erase icon.
Planning Editor →Tools → Locate ([Ctrl]+[L])

36
Anchoring Location Extensions

Anchoring allows you to limit how much a location extension’s delivery days
will change in relation to its Previous Days and Weeks when a re-route is
done. Using anchoring prevents excessively long periods of time from
lapsing where a location extension does not receive a delivery. For example,
you could have a location extension that needs a delivery once every 8 weeks.
Before being re-routed, this location extension may have received their
delivery in week 1. After doing a re-route, the location extension could be
scheduled to receive their delivery in week 8, resulting in 15 weeks passing
without a delivery. With anchoring, you can prevent this by requiring that the
location extension always receive a delivery some time during week 1 of the
planning session’s cycle.
To use anchoring, first you need to set how the location extensions are
anchored to their Previous Days and Weeks. You will set the anchor range,
which determines how far the delivery days and weeks can move from the
Previous Days and Weeks when a re-route is done. You can anchor location
extensions several different ways. This section explains how to anchor select
location extensions from the list windows and how to anchor all location
extensions within a planning session at once. However, you can also import
location extensions’ anchor settings and use the Assign Days Options
Notebook to override how all location extensions being routed are anchored.
After setting how the location extensions are anchored, you need to establish
the Previous Days and Weeks. This will set the days and weeks that the
location extensions’ deliveries are anchored to.Once you set the anchoring and
the Previous Days and Weeks for the location extensions, the anchor settings
will automatically be applied when new routes are created. However, if you
override the location extensions’ anchor settings by using the Assign Days
Options Notebook, all location extensions being routed will be anchored based
on the selections made in the Assign Days Options Notebook. Location
extensions will only be scheduled for delivery on days that comply with both
their service pattern set and their anchor range.

37
Anchoring Location Extensions from the List Windows

From the Location Extensions list window, you can anchor an individual
location extension or a group of location extensions. From the Territories list
window you can anchor all locations within a territory.
planning session you wish to work with.
Step 2: To anchor one location extension or a group of location
extensions, click on the List menu and select Location Extensions.
The Location Extensions window opens. [Ctrl]+ click each location
extension you want to anchor. Right-click on any one of the selected
location extensions and select Anchoring from the menu that pops up.
To anchor all of the location extensions in a territory, click on the
List menu and select Territories. The Territories window opens. Right-
click on the territory that contains the location extensions that you wish
to anchor and select Anchoring from the menu that pops up.
You can quickly set the

anchoring for multiple
location extensions.
Step 3: To prevent the location extensions’ delivery days from moving

more than a certain number of days, select Select Day Range. In
the box, enter the maximum number of days from the Previous Days
that the location extensions can receive delivery. For example, if a
location extension’s Previous Day is Wednesday and you enter 1, the
location extension could be scheduled to receive their delivery
Tuesday, Wednesday, or Thursday when a re-route is done. If you

38
enter 0, the location extension must be scheduled for delivery on

Wednesday.
To let the range of allowed delivery days wrap across non-delivery
days, check Allow Wrap. For example, there may be a location
extension with Friday as its Previous Day and an anchor day range of
1. If the 5 day business week is being used and wrap is allowed, the
location extension could be scheduled to receive delivery on Thursday,
Friday, or Monday when a re-route is done. If wrap is not allowed, the
location extension could only be scheduled for either Thursday or
Friday.
Step 4: To prevent the location extensions’ delivery weeks from moving
more than a certain number of weeks, select Select Week Range. In
the box, enter the maximum number of weeks from the Previous
Weeks that the location extensions can receive delivery. For example,
if a location extension’s Previous Week is week 7 of an 8 week
delivery cycle and you enter 1, the location extension could be
scheduled to receive its delivery in week 6, week 7, or week 8 when a
re-route is done. If you enter 0, the location extension must be
scheduled for delivery in week 7.
To let the range of allowed delivery weeks continue through the
first and last week in the cycle, check Allow Wrap. For example, in
an 8 week cycle there may be a location extension with week 8 as its
Previous Week and an anchor week range of 1. If wrap is allowed,
when a re-route is done the location extension could be scheduled to
receive delivery on week 7, week 8, or week 1. If wrap is not allowed,
the location extension could only be scheduled for week 7 or week 8.
Step 5: Click [OK].

39
Anchoring All Location Extensions in a Planning Session

If you want to anchor all location extensions in a planning session the same
way, you can quickly anchor them at once.
Step 2: Click on the Tools menu and select Anchoring. The Anchoring
window opens.
Step 3: To prevent the location extensions’ delivery days from moving
more than a certain number of days, select Select Day Range. In
the box, enter the number of days from the Previous Days the location
extensions can their receive deliveries when a re-route is done. For
example, if a location extension’s Previous Day is Wednesday and
you enter 1, the assign days process will allow the location extension
to receive delivery on Tuesday, Wednesday, or Thursday. If you enter
0, the location extension must be scheduled for delivery on
Wednesday.
To let the range of allowed delivery days wrap across non-delivery
days, check Allow Wrap. For example, there may be a location
extension with Friday as its Previous Day and an anchor day range of
1. If the 5 day business week is being used and wrap is allowed, the
location extension could be scheduled to receive delivery on Thursday,
Friday, or Monday when a re-route is done. If wrap is not allowed, the
location extension could only be scheduled for either Thursday or
Friday.
Step 4: To prevent the location extensions’ delivery weeks from moving
more than a certain number of weeks, select Select Week Range. In
the box, enter the number of weeks from the Previous Weeks the
location extensions can receive their deliveries when a re-route is
done. For example, if a location extension’s Previous Week is week 7
of an 8 week delivery cycle and you enter 1, the assign days process
will allow the location extension to receive delivery in week 6, week
7, or week 8. If you enter 0, the location extension must be scheduled
for delivery in week 7.

40
To let the range of allowed delivery weeks continue through the

first and last week in the cycle, check Allow Wrap. For example, in
an 8 week cycle there may be a location extension with week 8 as its
Previous Week and an anchor week range of 1. If wrap is allowed,
when a re-route is done the location extension could be scheduled to
receive delivery on week 7, week 8, or week 1. If wrap is not allowed,
the location extension could only be scheduled for week 7 or week 8.
Step 5: Click [OK].
Setting the Previous Days and Weeks

For anchoring to work, you need to set the Previous Days and Weeks to the
days and weeks that you want the location extensions anchored to. You can
use the Update Previous Days and Weeks feature to quickly anchor to the
current delivery schedule. The Update Previous Days and Weeks feature
automatically sets the Previous Days and Weeks for all location extensions in
the planning session to the current delivery days and weeks.
Note: When you do a re-route, the Previous Days and Weeks will not
automatically change. Therefore, unless you change the Previous Days
and Weeks, the location extensions will remain anchored to the same
days and weeks even if you do multiple re-routes.
opens with the Planning Sessions window. Double-click on the
Step 2: Click on the Tools menu and select Update Previous Days and
Weeks.

41
Note: The Previous Days and Previous Weeks columns in the Location
Extensions window show the Previous Days and Weeks for each
location extension.
Upon using the Update Previous Days and Weeks feature, the Previous Days
will become the same as the Delivery Days and the Previous Weeks will become
the same as the Delivery Weeks.

42
Printing Driver Directions in the Planning Editor

If you have a new driver, or a driver who is simply driving in an unfamiliar
area, you may want to provide directions for him/her to follow. The Planning
Editor lets you print turn-by-turn directions for the route, either with or
without maps. You can print normal driver directions, which contain
directions to travel from stop to stop, or extended driver directions, which
include more information about the stop, such as time windows and planned
arrival times. You can choose to print the extended directions with or without
maps, or, if printing normal driver directions, to a file. You can print driver
directions for a single route, or for an entire week’s or territory’s routes.
Notes: You can also print driver directions from the Report window. See
Printing Reports in the Planning Editor in the Roadnet Transportation
Suite Operations Guide for more information.
Driver directions, as opposed to extended driver directions, can only
be printed by right-clicking on a route.
If you were not granted permission to print maps in the Administration
module, you will not be able to print any driver directions with maps,
such as turn by turn directions.
Step 1: If necessary, click on the Planning icon to open the Planning Editor.
The Editor opens with the Planning Sessions window visible. Double-
click on the session you want to work with.
Step 2: To print extended driver directions, right-click on the territory,
week, or route(s) and select Print Extended Driver Directions, then
With Turn by Turn (to print the maps) or Without Turn by Turn (to
print without the maps), from the menu that pops up. If printing with
maps, choose the size maps that should be printed with the directions;
the smaller the maps the more directions can fit on a piece of paper.
To print driver directions, right-click on the route and select Driver
Directions from the menu that pops up. There will be a pause while the
path from stop to stop is calculated.

43
Note: If you print extended driver directions by selecting a week or territory,

directions will be printed for all routes on the week or territory.
Step 3: If Driver Directions was selected, the Route Directions for Route
window opens, listing the driver directions. Click on the Printer icon
and choose the desired option.
Unformatted—prints the directions as they appear on the screen. This
option allows you to print the directions to an ASCII file instead of the
printer.
Formatted—prints the directions formatted as a report.
Turn by Turn—prints the directions with maps for each step in the
directions. You can choose the name that will appear at the top of the
report, whether or not to print an overview map, and the size of the
maps to print. The size of the map dictates how many pages will be
needed to print the route.
If Print Extended Driver Directions without Turn by Turn was selected,
the directions are sent directly to the printer.
If Print Extended Driver Directions with Turn by Turn was selected, the
Detailed Map Printer Options window opens. You can change the name that
will print at the top of the map, whether or not to print an overview map, and
choose the size of the maps to print. The size of the map dictates how many
pages will be needed to print the report.
The Detailed Map Printer Options

window appears if you choose to print
Driver Directions with Turn by Turn,
or Print Extended Driver Direction
with Turn by Turn.
Planning Editor →Routes Window → Driver Directions/Print Extended Driver

Directions

44
Printing Maps in the Planning Editor
Printing Maps in the Planning Editor

Once you have created your routes, you may want to print maps to see how the
routes look. You can accomplish this by plotting the routes you want to print
and pressing the Print icon on the map, or you can print the maps as reports
from the Reports window. The following plots are available as reports:
Session Plot—prints a map showing all location extensions in the selected
session(s), as well as territory borders.
Territory Plot—prints a map showing all location extensions in the selected
territory(s).
Week Plot—prints a map showing the routes for the selected territory(s) and
week(s).
You can include the plots as part of a report group. If you include plots in your
report group, the group must be printed from the Planning Editor, not the
Reports module.
Notes: The plot reports use the options most recently saved in the Map
Options notebook.
If you were not granted permission to print maps in the Administration
module, this option will not be available to you.
Step 1: If necessary, click on the Planning icon to open the Planning Editor.
The Editor opens with the Planning Sessions window visible. Double-
click on the planning session you want to work with.
Step 2: Click the Reports menu and select List. The Reports window opens
listing all the reports.
Step 3: Right-click on the report, and select Print from the menu that pops
up. The Report Data Selection window opens.
Step 4: Select the session(s), territory(s), and week(s) as appropriate for the
report and click the [OK] button.
Planning Editor →Reports → List → Session Plot/Territory Plot/Week Plot
→Preview/Print → [OK]

45
Uploading the Planning Routes

After you have created your routes in the Planning Editor, you can transfer the
routing information to your network, mainframe, or another computer. The
User Upload tool creates an ASCII file in which you can specify the fields to
be included, as well as their placement and length in the file. You can upload
any of the fields that can be imported from the location or location extension
file. In fact, User Upload will automatically include any field included in the
location or location extension layout for the layout set, using the position and
length specified in those layouts. See Import Locations or Import Location
Extensions in the Roadnet Transportation Suite Operations Guide for more
information on those fields. In addition to those fields, you can upload
additional fields, which are specified in the User Upload layout. See Creating
Import Layout Sets, Setting the Import File Layouts, and User Upload
Available Fields in the Roadnet Transportation Suite Operations Guide for
more information.
Note: Create a layout set for exporting data before starting this procedure.
See Creating Import Layout Sets in the Roadnet Transportation Suite
planning session you want to work with.
Step 2: Click on the Tools menu and select User Upload. The Select Routes
window opens. Select the territories, weeks, and days containing the
stops you want to upload. If you want to include location extensions
unassigned to a territory or not placed on a route, check Use
Unassigned or Use Unrouted. All routes on those selected items will
be uploaded. Click the [OK] button. The User Upload window opens.
Note: Reload depots cannot be uploaded to User Upload.
Step 3: Click the Choose Layout Set arrow to open a list of layout sets and
click on the layout set you want to use. The name and location for the
output file is displayed in the Output File Name field below. See
Creating Import Layout Sets in the Roadnet Transportation Suite
Operations Guide for more information on creating an layout set for
exporting data.

46
Step 4: To change the name or location of the export file, click the [File
Layout] button and select Edit Layout, then User Upload. The User
Upload Layout window opens. Enter the path and name of the file to
be created.
Step 5: To review or change the position and length of fields in the
destination file, click the [File Layout] arrow and select Edit Layout,
then the name of the layout. See Setting the Import File Layouts, User
Upload Available Fields, Location Available Fields, or Location
Extension Available Fields in the Roadnet Transportation Suite
To view a report of the layout being used, including the location and
name of the file being created and the starting position and lengths of
the fields in the file, click the [File Layout] arrow and choose Preview
from the menu that pops up. The report will include the layout
information for all three layouts (import locations, import location
extensions, and user upload). The organization of the three layouts in
the report - separate pages vs. intermingled - will depend on the import
layout report options selected in the Import module.
Step 6: If you specified to include week information in the upload file, such
as active weeks from the location extension layout or previous weeks,
choose whether you want the weeks shown as 1 and 0 (true and false)
or X and space.
For instance, in a four week cycle, if the location extension is delivered
on weeks 1 and 3, the information will appear in one of these formats:
1010
XX
Note: Twenty-four weeks of data will always appear in the upload file, even
if the planning session is less than 24 weeks. The data will simply
repeat to look like 24 weeks. For instance, if your session is 2 weeks,
and a location is delivered the first week, the active weeks will be uploaded
as 101010101010101010101010.

47
You can change the file layout for the user upload file by clicking the [File
Layout] button and selecting Edit to open the Layout window.
Step 7: If you specified to include day information in the upload file, such as
a day string from the location extension layout or the previous days,
specify whether you want the days indicated by a letter (MTWRFSU)
or 1 and a 0.
For instance, if the location extension is delivered on Monday and
Friday, the information will appear in one of these formats:
M F
010001
Note: When exporting the day string, Sunday is placed in the first position -
the days of the week are UMTWRFS.
Step 8: If you specified to have the latitude and longitude uploaded in the
Locations layout, enter the numbers to the right of the decimal you

48
want in the Lat/Lon precision if using decimal degrees fields. Choose

whether to have the quadrant on the globe indicated by negative and
positive signs on the latitude and longitude, or have the actual
quadrant appear after the latitude or longitude (ex. 39.2654N).
Note: Make sure the punctuation is appropriate for the language setting on
your computer.
Step 9: To convert all times in the export file to a specific time zone, click
Time Zone. Below, click the arrow and select the time zone all times
should be exported as. If you do not want times to be converted to a
different time zone, click Driver's Time.
Step 10: Click the [Upload] button. When the upload is complete, click the
[View Errors] button to display a list of errors that occurred.
Planning Editor →Tools → User Upload → [Upload]

49
Printing Reports
Printing Reports
Territory Planner comes with many reports you can preview on the screen or
print directly to the printer. The report will be sent to the printer selected in the
Print Setup (File → PrintSetup). You can preview the reports from either the
Reports module or the Planning Editor. The directions below explain how to
preview the reports from the Reports module; the procedures are the same to
preview the reports from the Planning Editor.
Note: Some report entries may be truncated if the values are too long. For
instance, if the quantity for a session, territory, or week is greater than
9 digits, excluding any decimals or commas, it will appear as #### on
the report. If the quantity for a route, stop, or location extension is
greater than 7 digits, excluding any decimals or commas, it will appear
as ##### on the report.
Step 1: Click on the Reports icon to open the Reports module. The Reports
module opens, with the Reports window listing all available reports.
Step 2: Right-click on the report you want to print. A pop-up menu appears.
Choose Print Report from the pop-up menu. The Selection Criteria
window opens.
Note: You may have to run other program functions before printing some
reports. See the description for each report in the Roadnet
Transportation Suite Operations Guide to determine if any preliminary
steps are necessary for that report.
Step 3: The information contained in the Selection Criteria window will vary
according to the report chosen. Make all necessary selections to set up
your report. Then, click [OK] to print the report.
Reports icon → Reports window → Print → [OK]

50
Previewing Reports
Previewing Reports
At times you may want to view a report before it is printed, especially if you
are uncertain how long the report will be or if the report contains the
information you need. Territory allows you to view reports before they are
printed so that you can limit or cancel the printing if necessary. You can
preview the reports from either the Reports module or the Planning Editor.
The directions below explain how to preview the reports from the Reports
module; the procedures are the same to preview the reports from the Planning
Editor.
Note: For a sample of each report, refer to the Report Samples in the Roadnet
Transportation Suite Operations Guide section. For a sample of each
report, click on the report sample link in the report description section.
Step 1: Click on the Reports icon to open the Reports module. The Reports
module opens with the Reports window listing all available reports.
Step 2: Right-click on the report name you want to print. A pop-up menu
appears. Choose Preview Report from the pop-up menu. The
Selection Criteria window opens.
Note: You may have to run other program functions before previewing some
reports. See the description for each report in the Roadnet
Transportation Suite Operations Guide to determine if any preliminary
steps are necessary for that report.
your report. Then, click [OK] to preview the report.
Step 4: Depending on the report you are previewing, one of two Selection
Criteria windows will open. Enter the dates for the range you want to
view, and if necessary select the routes. Click the [OK] button to
preview the report.
Step 5: The report will open in a Report View Window. For more
information on navigating in the view windows, see Report View
Windows in the Roadnet Transportation Suite Operations Guide.
Reports icon → Reports window → Preview → [OK]

51
Printing Report Groups
Printing Report Groups

Territory Planner gives you the option to group any number of reports together
so that they will print automatically when selected. For instance, if every day
you print the Global Itinerary, Session Analysis, and Territory Summary, you
may choose to group those reports together so that you can select the entire
group as opposed to printing each report individually.
Step 1: Click on the Reports icon to open the Reports module.
Step 2: From the Groups menu, select Print, then scroll to select the report
group you would like to print. The Selection Criteria window opens.
your report. Then, click [OK] to print the reports.
Reports icon →Groups → Print → Name of Group → [OK]
Notes: If you selected the Collate option when you configured your report
group, then the reports will print in route order.
If your report group contains plots, then you must print the report from
the Planning Editor.

52
Index
Index Days and Weeks 41

the order of stops on a route in
A
the Planning Editor 26
Account Type Summary 12
Creating
Account types
a route in the Planning Editor 17
checking distribution between
strategic routes in the Planning
territories 12
Editor 17
Analyzing
territories 6
routes in the Planning Editor 19
territories from existing
territories in the Planning Editor
territories 6
8
territories from unassigneds 6
Anchoring
Creating routes in the Planning Edi-
all location extensions in a
tor 17
planning session 40
evaluating the routes 19
all location extensions in a
setting how location extensions
territory 38
are anchored 38, 40
General 37
Creating territories 6
select location extensions 38
Setting the Previous Days and D
Weeks 41 Displaying
Animate on Map in the Planning Ed- routes on a map in the Planning
itor 21 Editor 19
Assigning Driver directions 43
drivers to a territory 15 printing to a file in the Planning
equipment to a territory 15 Editor 44
location extensions to a territory printing turn by turn directions in
13 the Planning Editor 44
printing with maps in the
B
Planning Editor 43
Building
Drivers
routes in the Planning Editor 17
assigning to a territory in the
territories 6
Planning Editor 15
C
E
Changing
Editing
how location extensions are
the territories 13
anchored 38, 40
Editing routes in the Planning Editor
location extensions’ Previous
24

53
Index
flip 26 specifying default active weeks

line sequence 26 and service pattern set 3
moving stops from one route to Importing location extensions
another 24 specifying default active weeks 3
removing stops 25 specifying default service pattern
sequence 26 set 3
time window 26 with locations 2
Evaluating routes in the Planning Importing locations
Editor 19 with location extensions 2
using list windows 19 L
using maps 19 Line sequencing routes
using the Route Summary 21 in the Planning Editor 26
Evaluating the territories 8 List windows
viewing account type using to evaluate routes in the
information 12 Planning Editor 19
viewing overlap between Locate on Map 21
territories 11 Locating
Exporting a location extension in the
routes from the Planning Editor Planning Editor 35
46 a route in the Planning Editor 35
F a stop in the Planning Editor 35
Finding a territory in the Planning Editor
a location extension in the 35
Planning Editor 35 a week in the Planning Editor 35
a route in the Planning Editor 35 routes on the map in the Planning
a stop in the Planning Editor 35 Editor 21
a territory 35 Location extensions
Flashing routes on the map anchoring 37
in the Planning Editor 21 assigning to a territory 13
Flipping routes importing 2
in the Planning Editor 26 location on the map 21
I suggest routes for 25, 30
Importing suggest territory for 14, 30
location extensions 2 Locations
locations and location extensions importing with location
2 extensions 2

54
Index
M flip the routes 26

Maps line sequence the routes 26
printing in the Planning Editor 45 Locate 35
Territory Overview 11 locating location extensions on
using to evaluate routes in the the map 21
Planning Editor 19 locating routes on the map 21
P moving location extensions onto
Planning Editor a territory 13
anchoring all location extensions moving stops from one route to
40 another 24
anchoring all location extensions printing driver directions 43
in a territory 38 removing stops from a route or
anchoring location extensions 37 territory 25
anchoring select location routing exceptions 24
extensions 38 routing unassigned location
animating routes on the map 21 extensions 30
assigning drivers to a territory 15 saving the routes 34
assigning equipment to a sequence the routes 26
territory 15 suggest routes 25, 30
creating a backup save 34 suggest territory 14, 30
creating routes 17 Territory Overview 11
creating territories 6 time window the routes 26
dragging stops between routes 24 uploading the routes to a network
editing routes 24 or mainframe 46
editing the territories 13 User Upload 46
evaluating the routes 19 using list windows to evaluate
evaluating the territories 8 routes 19
exporting the routes 46 using maps to evaluate routes 19
finding a location extension 35 using suggest routes 25, 30
finding a route 35 using suggest territory 14, 30
finding a stop 35 using the Account Type
finding a territory 35 Summary 12
finding a week 35 using the Properties notebook to
flashing location extensions on assign a driver or
the map 21 equipment to a territory
flashing routes on the map 21 15

55
Index
using the Route Summary to 17

evaluate routes 21 editing in the Planning Editor 24
using the Territory Scoreboard 9 letting Planning Editor suggest
viewing account type routes 25, 30
information for the S
territory 12 Saving
viewing overlap between backup saves in the Planning
territories 11 Editor 34
Previewing routes in the Planning Editor 34
reports 51 Sequencing
Previous Days and Weeks routes in the Planning Editor 26
updating 41 Stops
Printing removing from a route or
driver directions in the Planning territory in the Planning
Editor 43 Editor 25
driver directions to a file in the Suggest Territory/Routes in Plan-
Planning Editor 44 ning Editor 30
extended driver directions in the about 30
Planning Editor 43 routing unassigned location
maps in the Planning Editor 45 extensions 30
report groups 52 setting score weighting factors
turn by turn driver directions in 30
the Planning Editor 44 specifying criteria 30
R specifying number of
Removing suggestions to display 30
stops from a route or territory in using suggest routes 25, 30
the Planning Editor 25 using suggest territory 14, 30
Report groups T
printing 52 Territories
Reports editing 13
previewing 51 estimating 8
printing 50 evaluating using the tools of the
Route Summary window Planning Editor 8
in the Planning Editor 21 letting Planning Editor suggest
Routes territory 14, 30
creating in the Planning Editor moving location extensions onto

56
Index
a territory 13
Territory Scoreboard 9
Time windows in the Planning Edi-
tor
sequencing routes 26
Transferring
stops to another route in the
Planning Editor 24
U
Unrouteds
routing in the Planning Editor 24
Update Previous Days and Weeks
general 41
Uploading
routes to a network or mainframe
from the Planning Editor
46
User Upload 46
Using
Territory Scoreboard to evaluate
the territories 9
V
Viewing
account type distribution across
territories 12
overlap between territories 11
W
Working with
a route in the Planning Editor 17
territories 6

57
Index

58

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