Territory Help Guide

Create territories from pre-defined geographies such as postcode boundaries. Modify territory boundaries to balance or optimise the opportunity in each territory

Territory Help Guide

Create territories from pre-defined geographies such as postcode boundaries. Modify territory boundaries to balance or optimise the opportunity in each territory

Creating a project

A project is used to group together a collection of map layers that have been put together in order to fulfil a specific objective. The following instructions are a step by step guide showing how to create a new project, name the project and save it so that it is ready to add layers to and is available for future use.

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Opening an existing project

How to open and save an existing project within Geoplan mapping software.

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Importing territories to the map

To add multiple territories to the map, you can import data from an external source such as Microsoft Excel. The following instructions will give you a step-by-step guide on how to import your data from Microsoft Excel into Geoplan mapping software and display them as territories on a map.

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Adding an existing layer to the map

Use the following instructions to add an existing layer from another project to your map.

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Manually adding a territories layer to the map

You can manually create a territory layer by clicking on the map to place territories in the desired location.

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Adding or removing components from territories

Use the design and build tools to manage your territories.

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Balancing your territories

Use the following steps to learn how to use the balance tools.

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Changing the name of a territories layer

Use the following steps to rename your territories layer.

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Changing the name of an individual territory

Use the following steps to rename your territories labels.

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Changing the colour of territories

Use the Design and Build tools to change the appearance of your territories in Geoplan mapping software.

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Filtering territories

Use data tools to filter your territories layer.

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Using the info tool

Use the info tool to click on the map and find out about your territories layer.

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Search territories

Use the search tool to interrogate the territories layer.

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Select tool

Use the info tool to click on the map and find out about your territories layer.

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Using the share tool

Share a project with other people who do not have access to Geoplan mapping software.

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Exporting territories

Export your territories data from Geoplan mapping software

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Printing a map with a Google map base

Create a PDF using the printing and reporting tools.

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Printing a map with an OSM map base

Create high resolution detailed PDFs using the OSM printing capabilities within Geoplan mapping software

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