An overview of the Territory Solution toolset

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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.