Optimize Travels Within a Single Route

Routing allows you to optimize travels within a single route. Routing reorders the activities within the same route and reassigns them to another resource to achieve better travel results.

To set travel optimization within a single route, follow these steps.

1. Navigate to the Routing screen.
2. Find the row for the routing plan that you want to modify.
3. Click Modify to display the Modify routing plan dialog box.
4. Expand the Optimization Strategy section and select an Optimization goal from the drop-down list.

   • Choose Do not move activities between routes and do not reorder activities if you want the routing plan to add activities to the existing routes without moving the existing preassigned activities either between resources or within the same route.

   • Choose Reorder activities within resource route for the routing plan to reorder activities within the same route without moving them between different provider routes.

   • Choose Move activities between resources routes only for the routing plan to reassign the activities, but keep the order of activities in the same route unchanged.

   • Choose Move activities between resources routes and reorder within the same route so that the routing plan can both reassign and reorder activities.

5. Based on the selected option, Routing tweaks the internal routing optimization strategy to achieve the goal better.
6. To manage the chances of activities being moved within different routes, set the value Moving activities penalty value.

   If you set this value to 0, activities are moved whenever there are better routes according to the selected optimization goal and routing plan settings.

   The higher this value is, the bigger gain such a reassignment should bring for being applied, otherwise routes remains unchanged.

7. If the route reordering is applied, it allows routing improvement according to selected optimization goal and routing plan settings.
8. Click Update to save your changes.
   Routing observes activity work zones even if an activity is assigned back to the bucket from the resource route during re-optimization. So, if an activity and bucket work zones are different, such an assignment is impossible. For example, if a bucket has work zones A and B but not C, activities with work zone C can't be assigned back from the resource route during bulk routing, even if such an assignment is allowed at the filter level.

   If a resource within a team is made inactive or has a non-working day, their work skills aren't shared with the team anymore. So, routing recalculates the work skills and assigns activities accordingly.