Start route optimization from the planboard

Select work orders and start a PlanSmart optimization run from the planboard.

You start route optimization from the planboard.

Select the work orders and let PlanSmart calculate the best route order.

What you review before starting

PlanSmart shows an overview with:

• selected work orders
• fixed work orders
• plannable work orders
• selected resources
• work orders without coordinates
• the selected date range

1

Open the planboard

Go to Planning → Planboard.

2

Select the day or period

Choose the planning range you want to optimize.

3

Select the work orders

Use multi-select to choose the work orders you want to include.

4

Open PlanSmart

Click the PlanSmart button in the toolbar.

5

Review the overview

Check the selected data.

Then start the optimization.

6

Wait for the result

The progress bar shows the run status.

Frequently asked questions

Can I optimize existing planning?

Yes.

Existing work can be included unless it is fixed.

What happens to work orders without coordinates?

They appear in the overview and can block a clean result.

How long does an optimization take?

That depends on the number of work orders and resources.

Related topics

• PlanSmart (AI Routeplanner)
• Review and approve route results
• Visualize routes on the planboard