Display settings - Allocation

Description:

You can set allocation settings for a base layer.

For example, you can display your customer addresses in the same color as the location of the sales representative who is responsible for the particular customers.

To show the allocation between a base layer and a planning layer in color, specify the colors for the respective addresses in the planning layer.

After doing allocation settings, base layer objects are displayed with the planning layer color.

If individual objects on the selected base layer do not have an allocation to a planning layer, the corresponding objects are displayed with the default settings.

All addresses on a base layer that have the same allocation can be displayed in the same color.

Address layer - Allocation Settings

To set allocation map editor settings, proceed as follows:

1. Click on <Map editor settings> button in the dashboard.

2. Click on <Add> button.

3. Select the base layer.

4. Select the allocation type as 'Allocation'.

5. Click on <Next> button.

6. Select the planning layer.

7. Select the required symbol type and size.

All addresses on a base layer that have the same allocation can be displayed in the same color. For example, you can display customers that belong to certain employees by color.

The customers are objects on the base layer and in this case, receive the same color as the employee on the planning layer.

Inner Symbol

You can display two allocations simultaneously using an inner symbol.

Do the following steps to activate the inner symbol.

1. Tick 'Activate inner symbol' checkbox.
2. Select the required planning layer.
3. Set symbol size.

Every Object in the base layer is given the color of the assigned object which was selected in the navigator.

Area layer - Allocation Settings

To set area allocation map editor, proceed as follows:-

1. Click on <Map editor settings> button in the dashboard.

The display wizard opens.

2. Click on <Area Settings> Button.

3. Click on <Add> button.

4. Select the required layer.

5. Select Allocation in allocation list.

6. Click on <Next> button.

7. Select Planning layer.

8. Click on <Save> button.

Every Object in the base layer is given the color of the assigned object which was selected in the navigator.