Available with Business Analyst license.
Setting capacity values is an important feature to constrain your territories. A capacity value is a threshold you can set to ensure that a territory doesn't exceed variable limits. For example, you can specify that all territories must stop growing in an area when a population of 10,000 is reached. The 10,000 figure is the capacity value.
You set your attribute capacity constraints within the Setup Level Parameters... wizard.
- Check the Constrain by attribute capacity check box.
- Select variables with which you wish to define your territory capacity.
- Specify the capacity values for one or more of your attributes.
Capacity values can be assigned in the following ways:
- Minimum - hard attribute constraint where a territory must meet a base value.
- Desired - soft attribute constraint where a territory will attempt to be within a reasonable range.
- Maximum - hard attribute constraint where a territory must not exceed a ceiling value.
You can override the minimum and maximum constraints using advanced options. Overriding constraints may be needed to reach a required number of territories or to meet statistical parameters.