Territory Mapper The Alignment Copyright 2010, TTG, Incorporated

Territory Mapper Alignment is the process of assigning various map units (States, Counties, ZIP Codes, etc.) to elements of a sales hierarchy (Territories, Districts, Regions, Areas). Copyright 2010, TTG, Incorporated

Layers act like clear plastic sheets stacked above each other. Layers act like clear plastic sheets stacked above each other. The Layers tab contains all available layers in the document. The Layers tab contains all available layers in the document. The top layer is the functional Alignment layer. The top layer is the functional Alignment layer. The other layers are non-functional, and are for display and informational purposes only. The other layers are non-functional, and are for display and informational purposes only. The checkbox next to the layer name will determine if the layer is visible or not. The checkbox next to the layer name will determine if the layer is visible or not. A gray checkmark indicates a layer turned on, but with lines suppressed or transparent. A gray checkmark indicates a layer turned on, but with lines suppressed or transparent. The drawing order is from the top to bottom. The drawing order is from the top to bottom. Territory Mapper Layers Copyright 2010, TTG, Incorporated

The Alignment Layer is always the top layer in the Layers tab. It has a red checkmark. The Alignment Layer is the working layer and contains the selectable map units. The Alignment Layer is the working layer and contains the selectable map units. The layer you want to work with is the layer you need to make into the Alignment layer. The layer you want to work with is the layer you need to make into the Alignment layer. Most polygon layers (i.e. states, counties, ZIPs) can be made the Alignment Layer. Most polygon layers (i.e. states, counties, ZIPs) can be made the Alignment Layer. The Alignment Layer To change the Alignment layer, right click on a layer and select “Make Alignment Layer” from the menu. In the U.S. County layer, counties are the selectable map units. In the U.S. State layer, states are the selectable map units. In the ZipCode layer, ZIP Codes are the selectable map units. Copyright 2010, TTG, Incorporated

In this example, In this example, U.S. States is the Alignment Layer. U.S. States is the Alignment Layer. The ZIP Code layer is turned on, but it is not the Alignment Layer. The ZIP Code layer is turned on, but it is not the Alignment Layer. California has been selected and assigned to a Territory, colored in green. California has been selected and assigned to a Territory, colored in green. Unassigned areas remain gray. Unassigned areas remain gray. The Alignment Layer Copyright 2010, TTG, Incorporated

In this example, In this example, U.S. Counties is the Alignment Layer. U.S. Counties is the Alignment Layer. The U.S. 5-digit Zip Code layer is on, but is not the Alignment Layer. The U.S. 5-digit Zip Code layer is on, but is not the Alignment Layer. Contra Costa County has been selected and assigned to a Territory Contra Costa County has been selected and assigned to a Territory. The Alignment Layer Copyright 2010, TTG, Incorporated

In this example, In this example, U.S. 5-digit Zip Codes is the Alignment Layer. U.S. 5-digit Zip Codes is the Alignment Layer. The only layer turned on is U.S. 5-digit Zip Codes. The only layer turned on is U.S. 5-digit Zip Codes. The ZIP Code has been selected and assigned to a Territory. The ZIP Code has been selected and assigned to a Territory. The Alignment Layer Copyright 2010, TTG, Incorporated

The Alignment Tool is used to select map units. These units can then be assigned to new or existing destinations (territories) in the Hierarchy. The Alignment Tool is used to select map units. These units can then be assigned to new or existing destinations (territories) in the Hierarchy. The Alignment Tool is located in the toolbar above the map. The Alignment Tool is located in the toolbar above the map. To activate the Alignment tool, click on it one time. The curser will change to a hand holding a wand. To activate the Alignment tool, click on it one time. The curser will change to a hand holding a wand. Selecting a map unit with the Alignment tool will cause the selected map unit to become dithered, then the Destination dialog box will appear. Selecting a map unit with the Alignment tool will cause the selected map unit to become dithered, then the Destination dialog box will appear. The Alignment Tool Copyright 2010, TTG, Incorporated

Using the Alignment Tool, map units from the Alignment Layer can be selected and assigned to destinations in the Hierarchy. Using the Alignment Tool, map units from the Alignment Layer can be selected and assigned to destinations in the Hierarchy. The Alignment Tool Unassigned is the default destination. Map units in gray are unassigned. Unassigned is the default destination. Map units in gray are unassigned. New Hierarchy items ( also known as Destinations or Territory names ) can be created in the Destination dialog box by typing over the word “Unassigned” or by selecting previously defined Hierarchy items from the pull-down menu. New Hierarchy items ( also known as Destinations or Territory names ) can be created in the Destination dialog box by typing over the word “Unassigned” or by selecting previously defined Hierarchy items from the pull-down menu. Copyright 2010, TTG, Incorporated

We will now look at the basic map and assign map units to the Hierarchy. We will now look at the basic map and assign map units to the Hierarchy. A ZIP Code based map will be used in this example. A ZIP Code based map will be used in this example. A Basic Walkthrough Copyright 2010, TTG, Incorporated

To make Zip Codes the Alignment Layer, right click on U.S. 5-Digit ZipCodes, right click on U.S. 5-Digit ZipCodes, select “Make Alignment Layer” from the menu. select “Make Alignment Layer” from the menu. Copyright 2010, TTG, Incorporated

U.S. 5-Digit ZipCodes moves to the top of the stack. U.S. 5-Digit ZipCodes moves to the top of the stack. ZipCode outlines appear on the map. ZipCode outlines appear on the map. ZipCodes can now be assigned to territories. ZipCodes can now be assigned to territories. Copyright 2010, TTG, Incorporated

We will now use the Zoom tool to get a closer look at the area of the map we will be working with. The Zoom Tool Copyright 2010, TTG, Incorporated

Use the Zoom tool to draw a box around the state of California, sizing it to the boundary of where you want the map view to be displayed. Zoom tool Copyright 2010, TTG, Incorporated

The map is now displayed to the boundary you defined using the Zoom tool. Copyright 2010, TTG, Incorporated

We will now use the Alignment tool to select ZIP Codes that belong in the same group or territories in the Hierarchy. The Alignment Tool Copyright 2010, TTG, Incorporated

The Alignment tool can be used to select 1.Individual map units or 2.groups of map units in a general area or radius. The Alignment Tool Copyright 2010, TTG, Incorporated Group selection: Click and hold the left mouse button while drawing a border around the map units you want to assign. Radial selection: Press the R key on the keyboard, then click and hold the left mouse button while drawing a radius around the map units you want to assign.

Once you select map units with the Alignment tool, the Destination dialog box appears. See the Help section for details of how to use the Alignment Tool. Copyright 2010, TTG, Incorporated

The Destination name can be manually entered, by entering it into the dialog box, or the user can select predefined destinations by pulling down the menu. Predefined destinations appearing in the menu are found in the Hierarchy tab. Copyright 2010, TTG, Incorporated

The Hierarchy tab shows the three territories created for the ZIP Codes in California. The Hierarchy tab shows the three territories created for the ZIP Codes in California. The three territories are nested inside a District called California. Districts can be nested in Regions, which can be nested in Areas. The three territories are nested inside a District called California. Districts can be nested in Regions, which can be nested in Areas. Copyright 2010, TTG, Incorporated

A right-click of the mouse button over a Territory will activate a sub-menu where you can Change Color. A right-click of the mouse button over a Territory will activate a sub-menu where you can Change Color. The Color tool appears, allowing you to select basic colors or customize colors of your own design. The Color tool appears, allowing you to select basic colors or customize colors of your own design. Copyright 2010, TTG, Incorporated

Territory Mapper The extensive Help section includes  Tutorial Using the New Document Wizard, the user is led through a scenario of linking data, aligning territories, customizing labels and features on the map, creating reports, and exporting data.  Contents A comprehensive introduction to Territory Mapper, evaluating the software, activating the license, understanding key features, how to get more help, and getting started as a new Territory Mapper user.  Index An alphabetic list of available help topics.  Search A search tool to help you find what you need. Visit the users’ forum at For specific questions, you can send to: Copyright 2010, TTG, Incorporated