Managing territories

Create a territory manually

Create an empty territory

From the Territory assignment page, click on
Fill the Codes, Name and Colour fields
Click on Create

Create a territory from a selection

From the objects selected, in the toolbar, click on
Fill the Codes, Name and Colour fields
Click on Create

Assign objects to another territory

On the map or in the table, select the objects
In the lower part of the tablem click on the chosen territory

Or

On the map, drag-and-drop objects to the chosen territory

Add a geographical entity to a territory

From the map, click on the selection icon
Press and hold the control/Ctrl key on the keyboard while clicking on the chosen geographical entity.
Dans le bas du tableau, cliquer sur le secteur où ajouter l’entité

	Note
	Multiple entity selection is possible.

Withdraw objects from a territory

On the map or in the table, select the objects that will be removed from the territory
In the toolbar, click on

	Note
	In the table pane, an Unassigned tab is created with these objects.

Assign unassigned objects to a territory

From the Unassigned tab in the table, click on the checkboxes for the chosen objects
In the lower part of the tablem click on the chosen territory

Automatically assign unassigned objects

From the Unassigned tab in the table, click on the Table actions drop-down menu
Click on Distribute

	Note
	Unassigned objects will be distributed to the territories that are closest as the crow flies

Edit territory display

Changing territory color settings

You can adjust the brightness, saturation and transparency of areas displayed on the map.

In the table, click on the Color settings icon
Adjust selected parameters
Click on Validate.

Manage territory labels

The territory label can be the territory or indicator name. A territory or a site can have several labels displayed at the same time.

Display a territory label

By default, territories labels are hidden.

On the map, click on Information in the map
Click on territory labels
Click on the drop-down menu
Select the label to be displayed.

Add a label to the territory labels

You can add several labels for the same territory.

On the map, click on Information in the map
Click on Add a label type
Click on the empty drop-down menu
Select the label to be displayed.

Choose a label color

On the map, click on Information in the map
Click on the round icon in front of the chosen label
Click on the chosen color or enter the html color code

Select a map background

Available map backgrounds using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png are as follows:

None (recommended to better highlight territory)
Public transport
Terrain
Satellite view
Black & white
Standard

Display/hide administrative boundaries

The administrative boundaries, available using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png are as follows:

Regions or their equivalent depending on the country being analysed (with label)
Counties or their equivalent depending on the country being analysed (with label)
Towns or their equivalent depending on the country being analysed (with label)

Administrative boundaries available will depend on the country being analysed and are displayed with their label.

Display/hide road networks

Road networks can be displayed or hidden using the Maps button tm-reference-img/commun/bouton_fond_de_carte.png

Select a display style for the envelope

Envelopes enable display of existing or created territories in the Territory Manager interface.

The envelopes available via the Map settings icon tm-reference-img/commun/icone_parametrage_de_la_carte.png are as follows:

Envelope type	Description
None	Points are only coloured as a function of their territory of affiliation.
Concave	Area minimising the zone containing all points, and allowing all possible angles. This provides a view of the real geographic imprint or spread of territories.
Contiguous	Adjoining area: territories are spread out to their full extent so they are adjoining. These envelopes provide a better view of the division into territories. If a large number of territories (around 100, say) are displayed with this envelope, the display can take longer.
Convex	Area minimising the zone containing all points. The edges of neighbouring territories will not exceed an angle of 180°. This provides a display of the geometric extent of the territories.
Dynamic	Area calculated dynamically, with territories displayed with contiguous envelopes. If the simulation contains more than 10,000 points, the envelopes are not displayed.
Administrative boundary	The territory design follows the outline of the chosen administrative unit.

Include site in the envelope

Click on the user icon
Click on My preferences
Click on Include sites in territories

Select an analysis display for the territories

The user can select a display calculated on an indicator to colour-fill territories, or display barycentres on the map.

Displays available using the Analysis icon tm-reference-img/commun/icone_analyser.png are:

Display type	Scenario	Description
Barycentre	Without indicator	If no indicator is selected for the calculation, the barycentre of a territory corresponds to the mean of the geographic coordinates for all its constitutent points. The barycentre is therefore influenced by the point density in the territory.
	Chosen indicator	The barycentre corresponds to the mean of the geographic coordinates of all the territory’s constituent points, weighted with the selected indicator. The territory’s barycentre will therefore be influenced by high values for the selected indicator.
	From geographic entities	If the barycentre is applied from geographic entities (territory made up of towns, for example) the barycentre for each town is calculated, and the barycentre of the territory corresponds to the mean of the geographic coordinates of barycentres for all the territory’s constituent towns. This barycentre can also be weighted by selecting an indicator.
Density (heat map)	All	This is an effective display for distinguishing between the "weights" of different territories on a map and their geographic dispersion. The more dense a region is in terms of points or indicator values, the deeper red the zone will be, and the greater its spread.
	Without indicator	The heat map displays point density information.
	Chosen indicator	The heat map displays indicator density information.
Deviation from the mean	Chosen indicator	Displays positive and negative deviations from the mean for the chosen indicator.
Balancing	Chosen indicator	Displays a coloured guage, the colour of which depends on the percentage deviation from the mean for the chosen indicator.
Flow	Without indicator	Flows highlight geographical distributions. They link points or polygons to the site they belong to, or to the territory’s barycentre in the absence of a site.
Isochrone / Isochrone without overlapping / Isodistance / Isodistance without overlapping / As the crow flies	Chosen indicator	Creates an accessibility zone in terms of time via the road network/distance via the road network or distance as the crow flies from the site or territory barycenter. The user must enter the maximum value to be reached: the zone is created for each territory. The user can select isochrones/isodistances with or without overlap (overlapping zones to highlightpotential cannibalization).
Progressive	Chosen indicator	Highlight on the map objects that have changed territory since the last saving event. A halo displays around the object, coloured in the same colour as the previous territory of affiliation.
Custom threshold	Chosen indicator	Uses the same colors as balancing, but the user defines the thresholds for switching from one color to another.
Thematics	Chosen indicator	Modifies the appearance of points or geographical areas on the map. The thematic layer lets you define display conditions based on the values of a string indicator assigned to entities. A thematic layer is made up of classes composed of intervals of values.

Handling layers

Business layers (up to 100,000 objects per layer) can be integrated into the study for a better examination of the proposed territory assignment. Only the first ten layers are displayed in a list accessible via the Map settings icon. Layers are independent of studies and simulations, and are not saved with them.

Add a layer

Click on the Import your sites, resources icon in the map
Click on Layer

Handling layers

Clicking on the Map settings tm-reference-img/commun/icone_parametrage_de_la_carte.png icon, and then on All layers, you can:

Display/Hide a layer
Change the layer name
Change the layer’s symbol and colour
Change the display order of layers in the list
Add or delete layers

Layer labels

You can show or hide labels and change their color in the same way as territory labels. See Manage territory labels.

Manage thematic layers in a layer

Via the Map settings icon tm-reference-img/commun/icone_parametrage_de_la_carte.png , by clicking on the Modify or create a thematic icon opposite the layer name.

Layer thematic layers are managed in the same way as simulation thematic layers.See Manage thematic layers.

Add estimated indicators

Estimated indicators are predefined indicators relating to tours, workloads, proximity of elements, weighting or actual tour calculations. You can also create indicators by combining existing ones.

Using the Estimated indicators icon tm-reference-img/commun/icone_indicateurs_estimes.png in the table, you can add one or several indicators:

Indicators	Corresponding tab	Description
Time and duration	Estimated indicators	Add time and duration data to the table of territories
Proximity	Nearest	Calculate, for each point integrated, the nearest site or point on a customized layer. Following treatment, all points will possess a new indicator indicating the name of the competitor nearest to each of them.
Calculated in relation to other indicators	Formula	Creates a formula using indicators that are estimated, calculated, imported or the result of the calculation of nearest objects. _It can, for example, take an imported indicator and multiply it by four to obtain an annual, rather than quarterly, visit time.
Calculation type for journey, number of points, limit in minutes	Journey time cost	Assign a weight to each object as a function of its proximity to other objects.
Time and duration, KPI calculation parameters	Actual tours option available on certain subscriptions	The indicator values in this tab correspond to routes calculated by a route optimization engine, based on the working time, departure and arrival points given as parameters in the tab.

Estimated indicators

Elements	Function	Availability
Route distance (in kms)	Qualifies territories (rural, urban…) and compares their respective journey times and distances.	All types of point territory assignment
Route duration
Distance to site	These indicators take into account the journeys for the first to the last visit. The journey between the site (or barycentre) and the first visit, and the journey between the last visit and the site (or barycentre) are not taken into account.
Journey time to site
Route distance when the site is the departure point (in kms)	Calculates the ideal route to visit all points (without taking into account any visit frequency or duration). An optimization algorithm is used to find the shortest journey to visit all points in each territory. This is an indicative value, and so should be used with care, in a predictive context rather than an operational one, to make comparisons between sites.	Territory assignment around sites
Route duration departing from site
Route distance departing from site (in kms)
Route duration with return to site
Route distance with departure and return from/to site (in kms)
Route duration with departure and return from/to site

Nearest

Elements	Function
Reference	Return to the searched object, to a site, or to a point on a custom layer.
Information	Refers to the information to transfer: nearest point name, access distance or time.
New indicator name	New indicator name assigned by the user.
Options	Serves to define the type of calculation to access the narest point: fastest, shortest or as the crow flies.
Add	Validates the creation of the indicator. All indicators will then be available in the list.

Formula

Elements	Function
Select indicators and operators	Select indicator(s) to include in a drop-down menu.
Operators	Create a formula with the chosen indicators. Figures can be entered directly from the keyboard.
New formula name	New formula name assigned by the user.
Add	Validate creation of the formula. All formulae are then available in the list.

Via the icons in the list, the following actions are possible for added *proximity* indicators (*Nearest* tab) or "calculated in relation to other indicators" (*Formula* tab):

Recall the layer and the searched information
Edit indicator
Delete indicator

Journey time cost

Elements/Options	Function
New indicator name	New indicator name assigned by the user.
Calculation type	Choose between fastest (default) and shortest.
Number of points	For a description of these parameters, see Balancing settings
Limit in minutes (Fastest calculation type)
Limit in kilometers (Shortest calculation type)
Add	Validate creation of the indicator. All indicators will then be available in the list.

Using the icons listed here, the following actions are possible:

Retrieve settings for the indicator hovered over by the mouse
Edit indicator
Delete indicator

Actual tours

Elements/Options	Function
Journey times for actual tours	Total time spent on the road and on visits.
Actual tour distances (in km)	Total distance covered on the road.
Workload actual tours	Total visit and travel time.
Number of days scheduled for actual tours	Minimum number of days required, depending on the optimization engine.
Number of scheduled visits in actual tours	If different from the total number of visits to be made (including visit frequencies), means that some visits could not be placed.
Time in overtime	If overtime has been authorized, total overtime on all tour days.
Unused time at the end of days	If on some days the last visit ends before the official end-of-day schedule, the unused time is added to the sum of the total unused time at the end of the day.
First run taken into account yes/no	Count the first run, every day of the tour.
Last run taken into account yes/no	Count the last run, every day of the tour.
Authorized overtime (h)	Authorize a working time exceptionally longer than that indicated (within the chosen limit), if this allows us to place one or more additional visits.

The following parameters are displayed for information. They can be modified in the KPI panel settings or in My settings \ User preferences.

Parameters	Editable in
Number of hours worked per day	KPI panel settings
Visit duration
Visits frequency
Vehicle	My settings\ User preferences
Traffic model	My settings\ User preferences

Display list of objects in a territory

In the table, in the territory tab, select the line of the chosen territory
Click on the Display Points or Display Entities icon

Or

Click on the Information in the map icon on the map (Ctrl+I)
Hover with the mouse over the chosen territory
Click on the Display button

	Note
	This alternative method via the map only functions for a Territory assignment on points analysis.

Change point size

Click on the Map settings icon in the map
Under Map objects, select your chosen point size
- Set Point size remains the same at all scales
- Dynamic Point size varies according to map scale, but remains larger than the "Fine" point size
- Fine Point size varies according to scale, but remains smaller than the "Dynamic" point size

Manage administrative levels

You can create several grouping levels for territories or sites located hierarchically above them. These levels are made up of one or more grouping elements.

Create an administrative level

Above the table, click on the icon Modify administrative levels
Select the lower level
Enter a Name for the level
Click on Add to root.
Click on Validate.

	Note
	This creates a new tab at the top of the table, bearing the name of the level.

Modify the name of an administrative level

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level name to be modified
Enter a new Name for the level
Click on Edit
Click on Validate.

Remove an administrative level

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level to be deleted
Click on Delete
Click on Validate.

	Note
	If several administrative levels exist, you can only delete the highest hierarchical level.

Create administrative level elements from indicators

Automatically create administrative level elements using an indicator in the imported file.
Elements are automatically assigned colors.

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level name where to create elements
Click on Add several items…
Select the desired indicator
Click on Create
Click on Validate.

Import administrative level elements

You can import a file in XLS, XSLX, ODS or CSV format, containing the names of administrative level elements and an html-coded color.

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level name where to import items
Click on Add several items…
Click on From an external file
Upload a file or click on the Excel, Libre Office or Other sources button for a file in CSV format
Match file data with Name and Color
Click on Create
Click on Validate.

Create an administrative level element

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level name where to create an element
Enter a name for the element to be created
Choose a color
Click on Add
Click on Validate.

Modifying an administrative level element

Above the table, click on the icon Modify administrative levels
Check the box to the left of the level name containing the item to be modified
Check the box to the left of the name of the item to be modified
Edit element name or color
Click on Edit
Click on Validate.

Delete an administrative level element

Above the table, click on the icon Modify administrative levels
Check the box to the left of the name of the level containing the item to be deleted
Check the box to the left of the name of the item to be deleted
Click on Delete
Click on Validate.

Assign territories to an administrative level

From the Territory tab of the table,

Tick the boxes for the territory to be allocated
Click on Actions
Click on Transfer
Click on the desired administrative level

Manage thematic layers

Here you can modify the appearance of points or geographical areas on the map, either for simulation or for a layer. The thematic layer lets you define display conditions based on the values of a string indicator assigned to entities. A thematic layer is made up of classes composed of ranges of values.

Points can be associated with an image (in PNG format) or a predefined shape (round, star, triangle…) of different sizes, as well as colors for each class. The recommended PNG image size for a 1920x1080 display resolution is 20x20 px.

For geographical zones, you can only associate colors for each class.

Thematic management for a layer is accessible via the gear icon below the layer display button in the menu displayed by clicking on the Map settings icon.

Display a thematic layer

Click on the Analyse map icon;
On the Thematic line, select the thematic to be applied from the drop-down menu.

Create a new thematic layer

Click on the Analyse map icon;
at the end of the Thematic line, click on the gear wheel icon. You are now in the Thematics settings window;
enter the name of the thematic layer to create on the Thematics available line;
click on the drop-down list to the right of the Field to use to use and select an indicator;
Click on Automatic classes ;
Choose the number of classes to create ;
Choose between the Balanced filling or Equal intervals method;
Click on Validate ;
Click on the icon to save the thematic layer.

The Automatic classes option will assign a predefined shape (for points) and distinct colors for each class.

	Note
	Classes created automatically from numeric indicators are sorted in ascending order. In the case of classes based on alpha-numeric indicators, you can reorder them by drag-and-drop.

Modifying a thematic layer

The composition parameters of a thematic layer are :

Parameter	Description
Field to be used	Numerical indicators
Fixed size legend	Preview available.
Default style	Territory assignment on points: The style is composed of a predefined shape or image of relative size (in percentage) associated with a color. Territory assignment on geographical areas: The style is composed of a color.
Layer opacity	Territory assignment on geographical areas only. As a percentage of the base map
Class	The class is composed of an interval of values included or excluded using square brackets [ and ] and a style .

You can modify all these parameters.

You can create and delete classes of a thematic layer.

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

In the “ Thematics settings* ” window

Select the thematic layer to be modified;
Modify the selected parameters ;
click on the icon to save the thematic layer modification.

Managing thematic style

The thematic style concerns the graphic representation of the thematic layer.
Only the modification of the thematic style color is available for territory assignment on geographic zones.

Associate an image with a thematic style
You must be in the Thematic settings window, and at least one thematic layer must have been created.

Select the thematic layer to be modified;
Click on Styles ;
Click on the toggle button opposite Image to unlock the icon
Click on the icon
select the PNG file to be linked;
Click on the Validate button;
click on the icon to save the thematic layer modification.

Associate a predefined shape with the thematic style
Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

Select the thematic layer to be modified;
Click on Styles ;
click on the switch button in front of Image ;
click on the drop-down list to the right of Image and select a shape;
click on the Validate button;
click on the icon to save the thematic layer modification.

Modify the size of the thematic style
You can automatically proportionally adapt the size of a predefined shape or corresponding image to a class.

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

Select the thematic layer to be modified;
Click on Styles ;
Click on the toggle button in front of Size (%) to unlock the progressive size icon;
Click on the progressive sizes icon ;
Enter start and finish percentages ;
Click on the Validate button;
click on the icon to save the thematic layer modification.

Change theme style color
You can automatically choose a color gradient or distinct colors for a predefined shape corresponding to a class.

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

For a color gradient

Select the thematic layer to be modified;
Click on Styles ;
Click on the toggle button opposite Color to unlock the gradient color icon;
Click on the gradient colors icon ;
hoose start and finish colors;
Click on the Validate button;
click on the icon to save the thematic layer modification.

For distinct colors

Select the thematic layer to be modified;
Click on Styles ;
Click on the switch button in front of Color ;
Click on Use distinct colors ;
Click on the Validate button;
click on the icon to save the thematic layer modification.

Create a new thematic layer from an existing thematic layer

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

Click on the icon at the end of the Available themes line and select the reference thematic layer;
enter the name of the thematic layer to create on the Thematics available line;
Click on the icon to save a copy of the thematic layer under the name entered;
Make the desired changes ;
click on the icon to save the thematic layer.

Delete a thematic layer

Make sure you are in the Thematics settings window and that at least one thematic layer has been created.

Click on the icon at the end of the Available themes line and select the thematic layer to be deleted;
click on the icon

Display/hide a territory

In the table, in the Territory tab, click on the eye icon to the right of the territory selection box

Reverse the visibility of territory

Following this action, visible territories on the map are no longer visible, and hidden territories become visible.

Click on the Actions menu in the table
Click on Invert territory visibilities

Merge territories

From the table, select the territories to merge
In the Actions drop-down menu click on
Select the target territory

	Note
	The target territory receives all the objects of the territories being merged.

Delete a territory

In the table, in the territory tab, select the territory to delete.
In the Actions drop-down menu in the table, click on

	Note
	All the territory’s objects are available in the Unassigned tab of the table pane.

Display territory details
Change the territory colour
Zoom on the territory
Zoom on the site
Edit territory properties
Distribute all objects to the nearest territories
Delete

Territory Manager Reference Guide - Territory assignment

Create a territory manually

Create an empty territory

Create a territory from a selection

Assign objects to another territory

Add a geographical entity to a territory

Withdraw objects from a territory

Assign unassigned objects to a territory

Automatically assign unassigned objects

Edit territory display

Changing territory color settings

Manage territory labels

Select a map background

Display/hide administrative boundaries

Display/hide road networks

Select a display style for the envelope

Include site in the envelope

Select an analysis display for the territories

Handling layers

Add estimated indicators

Display list of objects in a territory

Change point size

Manage administrative levels

Create an administrative level

Modify the name of an administrative level

Remove an administrative level

Create administrative level elements from indicators

Import administrative level elements

Create an administrative level element

Modifying an administrative level element

Delete an administrative level element

Assign territories to an administrative level

Manage thematic layers

Display a thematic layer

Create a new thematic layer

Modifying a thematic layer

Managing thematic style

Create a new thematic layer from an existing thematic layer

Delete a thematic layer

Display/hide a territory

Reverse the visibility of territory

Merge territories

Delete a territory