Territory Design Toolbar features

Tool

Description

Active Territory Solution

Allows you to toggle between different territory solutions for editing.

Add Territory Level

Allows you to add hierarchical levels to your territory solution.

Build Territory Index

Creates an adjacency index to more efficiently balance territories.

Common Tools

Contains a list of common Territory Design tools.

Create Territories

Launches a wizard to create new or replace existing territories in an active territory solution.

Create Territory Solution

Allows you to create new territory solutions in a variety of ways.

Define Territory Extent

Allows you to set a boundary to constrain territories.

Edit Mode

Allows you to view and work with the active territory level.

Edit Territory Solution

Contains several options to adjust, improve, and alter territory solutions.

Import Territory Design Solution

Allows you to import and update an existing territory solution.

Improve Territories

Allows you to adjust or balance existing territory solutions.

Manage External Variables

Allows you to refresh and import variables linked to your territories.

Refresh Territory Design Solution

Refreshes your territory solution parameters.

Resolve Overlapped Territories

Allows you to view duplicate territory assignments and resolve their locations.

Selection Mode

Allows you to view and work with elements of selected territory features.

Setup Barriers

Allows you to add barrier layers to avoid set areas.

Show/Hide Territory Design Window

Launches the Territory Design window to manage layers and view statistics and chart information about your territories.

Territory Layer Properties

Allows you to view or make changes to Territory Design settings.

Territory Reports

Launches a wizard to create territory reports that summarize territory solutions.

Territory Select Tool

Allows you to select territory elements on the map.


7/10/2012