Set up planning groups

Group employees for more controlled route optimization in PlanSmart.

Planning groups help you organize employees for route optimization.

Use groups when teams work by region, department, or depot.

Groups help PlanSmart:

Go to Settings → PlanSmart.

Open Groups in the setup wizard.

Check whether the groups match your planning structure.

Create a clear group name.

Then assign the right employees.

Save your changes.

Then test the result in route optimization.

Do I need planning groups?

No.

But they help when you plan with multiple teams.

Can one employee belong to more than one group?

Use the group setup that matches your planning process.

Check the available options in your environment.

When should I use groups?

Use them when employees should not be optimized together.

Last updated 3 months ago

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