Removing regions on the map from existing territories
You can select geographic regions that are part of an existing territory and you can remove them from the territory. This will modify the rules for your existing territory to remove these regions. These regions then become unassigned. You can choose to add them to a different existing territory or even create a new territory for them.
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card that contains territories you want to edit using the map.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
Geo region is the default map view. You can also click on on the drop down menu option on the top left corner of the map to make the selection.
The geographic region view lets you select individual geographic regions (depending on your selected geographic level).
Use your preferred selection tool to select a geographic region on the map:
Note
Make sure you only select geographic regions that belong to the same territory. If you select unassigned regions or regions that belong to different territories, the Remove from territory option is disabled.
Icon
Tool name
Select geographic regions
Clear selections
Pointer
Click the pointer icon.
Click a geographic region to select it.
Repeat step 2 to select as many geographic regions as required.
There are three ways to clear your selections:
Click the selected geographic region again to clear that selection.
Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Lasso
Click the drop-down on the lasso icon, and select Assigned to only select geographic regions that are part of an existing territory.
Click the Add to selection icon
.Draw a polygon on the map through the geographic regions you want to select (click on the map to start drawing and click again to change direction).
When you're ready to close your polygon, hover your mouse over a corner where your lines intersect, and then click to close the shape.
All geographic regions within or touching your polygon shape are selected.
There are three ways to clear your selections:
Click the Remove from selection icon
, and then draw a polygon through your selected geographic regions to clear the selection.Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Do one of the following:
Right-click on the map, and click Unassign from territory.
Click on
→ Unassign from territory.
Note
If you remove all geographic regions from a territory, you will be left with an empty territory that has no associated rules. You can add other geographic regions to the territory later.
On the confirmation dialog, click Unassign.