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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.