Esta información no está disponible en castellano. Por lo tanto, se muestra el texto en inglés.
If you do not want to load the territories evenly during the optimization, but deliberately differently, proceed as follows:
- Go to Optimization settings > Per territory.
- In the workload column, click on the pencil icon of the desired territory.
- Switch from Unrestricted to Up to ... and enter the desired percentage value.
- Click on Start optimization.
If your desired specifications could not be met, this will be displayed in the optimization result.
Notes:
- Use this option, for example, if you want to explicitly exclude an overload in some territories or plan free space for new customers who join later.
- At Optimization result > Overview, the Standard deviation of the workload can increase in comparison to the initial situation.
- Do not use this option to map reduced working hours of a user. Instead, enter the new working hours of the affected user under Manual adjustments > User modifications.