An overview of the Territory Solution toolset

Available with Business Analyst license.

The Territory Solution toolset contains tools to set up, modify, and manage territories. This toolset allows you to build territory hierarchy, manage external variables, and set up constraints.

A territory solution is organized in levels. A level represents a hierarchy in the territory solution. It can represent sales regions, service areas, franchise zones, or voting districts. Each territory solution will contain a base, or alignment level, that is the foundation of the solution.

Tools in the Territory Solution toolset

Tool	Description
Add Territory Level	Creates a new empty feature class to represent a level.
Create Territory Level Feature Classes	Creates feature classes for a specified level.
Create Territory Solution	Creates a new territory solution with two levels and loads input features into the base level.
Export Territory Solution	Exports a territory solution to a feature class. The export includes records from all levels (hierarchy) of the solution.
Generate Territory Report	Creates a summary report of a territory solution or a comparison report of two solutions.
Import Territory Solution	Creates a new territory solution and imports the territories hierarchy from a table or a layer.
Load Territory Records	Adds records (features) or updates existing records for the specified level.
Make Territory Solution Layer	Creates a group layer that represents a territory solution from an existing territory solution dataset.
Rebuild Territory Solution	Updates the territory solution to reflect changes made to the base level.