Inheriting Settings

In synchronized scenarios, most settings are defined in the platform. You can override some settings in a scenario. When you synchronize the data for a scenario, the settings you have overridden can be synchronized back to the platform.

Most default settings for a scenario are defined on the Territories screen. When you create a synchronized scenario, you select a territory. The selected territory is used to define default values for shifts, routing options, and other settings. The benefit of defining the settings on the Territories screen is that settings are consistent across all your scenarios for all of your users.

You can override the territory default values for a vehicle under Vehicles > Edit Vehicle > Vehicle Information in the platform. If you do this, the same vehicle in Scenarios uses the overridden settings. If you select the vehicle for a route in Scenarios, the overridden values are pre-filled there as well.

Similarly, you can override the territory default values for a particular driver’s shift under Driver > Shift in the platform. If you do this, the same driver in Scenarios uses the overridden settings.

In detached scenarios, all settings are defined within the scenario directly. Some settings might have been defined elsewhere initially, if you created the scenario as a synchronized scenario and subsequently detached it. After you have detached a scenario you can independently edit all settings, and changes to equivalent settings in the platform no longer affect the scenario.

You can define default settings for a scenario in the Scenario Settings dialog box. These default settings include depot time on site, routing behavior, and shift information. Settings for scenario components like vehicles, jobs, and routes are pre-filled with these default settings. You can override these settings for each scenario component. For example, you can define in the Scenario Settings dialog box that all routes in the scenario disallow the use of ferries. You can then override this behavior in one particular route.

If you override default settings for a particular vehicle in the Create Vehicle or Edit Vehicle dialog boxes in Scenarios, these values are pre-filled for a route when you select the particular vehicle. Settings that you have not overridden for the selected vehicle use the default settings defined in Scenario Settings. Similarly, the default settings defined in Scenario Settings are used if you have not selected a vehicle for a route.