Balanced Team Route (Route Balancing Advanced Constraint Add-On)
On the one hand, giving your team members too much work may overburden them and negatively affect their performance. On the other hand, if you give them too little work, you will end up wasting financial resources and valuable time that your team members could spend on something productive. Ideally, you should be able to ensure equal workload distribution in such a way that all your team members will have similar or the same amount of work. Figuring out how to balance out your field team’s workload could take numerous hours to do manually. With Route4Me’s Route Balancing module, you can do it with just the touch of a button. All you need to do is import the customers’ addresses that you want your drivers to visit and define the number of planned routes that you want to get. Route4Me will programmatically compute billions of possible scenarios and effortlessly output the defined number of the most efficiently optimized and equally-sized routes.
To plan routes with the Balanced Team Route optimization, first, go to “Plan New Route” from the navigation menu.
After that, adjust the following route optimization settings:
- Go to the “Optimization” tab;
- Select the “Balanced Team Route” optimization type;
- Define the number of routes you want to plan in the “Parts” field;
- Choose where to end the routes after the last stop on each route is visited and serviced:
- – End route at any address: The system automatically chooses the most efficient and optimal stop for ending each route;
- – End route at Departure address (Roundtrip): Each route ends at the same stop/address where it starts;
- – End route at last address: The route ends at the stop that matches the last stop in the uploaded route file/spreadsheet (only for the Single Driver Route optimization).
After that, specify the rest of the route’s parameters to your preference and then click on the “Create Route and Proceed to Add Addresses” button.
Next, import the route addresses using one of the previously selected methods. When importing a spreadsheet with route data, for it to be successfully processed, the spreadsheet must contain a header row and data rows. The header defines the type of information you are importing, while the corresponding data rows contain the actual information/values that you import into the system. Besides the obligatory “Address” column, you can also include other data columns.
To learn more about Route4Me’s spreadsheet requirements, visit this page.
In the “Verify Addresses on Map” window, you can view all imported and processed addresses on the map, as well as check their geocoding statuses. Green colored dots indicate that the corresponding addresses were successfully geocoded with “High Confidence.” Addresses that have yellow colored dots next to them should be reviewed and fixed accordingly. Click on the “Finish Import” button to plan the routes.
The Balanced Team Route optimization takes all addresses from the imported spreadsheet and uses them for planning the predefined number of equally-sized routes with a similar or the same number of stops. When you plan multiple routes from a single spreadsheet (route data file), each planned route is suffixed with its corresponding progression “Part” number next to the original name of the route.
Once you planned multiple balanced routes, you can assign a different user or vehicle to each route. To assign users and vehicles from the Routes Map, click on the gear icon next to a particular route and then select the preferred option from the list. To learn more about all methods of assigning users and vehicles to your routes, visit this page.
Route4Me’s interactive timeline that operates in real time allows you to move stops from one route to another and instantly synchronize all changes across all associated devices. To do so, click and hold on a particular stop from one route and then drag it to the preferred sequence position on another route.