Header Menu items: The header (a) contains the (Hamburger Icon which expands the sidebar if needed. The far right end of the header bar contains a Bento Menu which contains links to other Appian applications, Customer Communications Manager (CCM), Appian Mobile Portal, Reveal (BI) Portal, and DRTrack. This menu also contains links to other Trimble Maps products including Account Manager and Content Tools.


Branch and Date: This is also located in the header (b). These contain the Branch selection and current dispatch date selection boxes. These two selections will be applied to all of the other navigation from the sidebar.


Order Search: Located to the right of the date field. Allows you to search for both loaded and unloaded orders on your current branch. Search results will appear when three or more values are entered in the field. Unloaded orders appear gray, and loaded orders will appear with its corresponding route color. The criteria you can put in to the search to look for orders can be one of the following:

  • Order’s address or city it is being shipped to
  • An account that an order is under
    • Account ID
    • Account Name
    • Account address
    • Account city


Left Sidebar: The left sidebar (c) contains navigation icons for:

  • Dashboard: Displays map, bar charts, and route chart for the current dispatch day.
  • Route Planning: Allows you to build routes from unloaded orders. If routes have already been built, this displays the route cards.
  • Dispatch: Assign drivers, devices, and assets to routes. From here you can export routes to a variety of mobility and tracking integrations, as well as send routes to Customer Communications Manager (CCM) if you are a licensed user.
  • Boundaries: View boundary groups, which are displayed on the map as polygons. If no boundaries exist, you can upload boundaries from a file created in DRTrack.
  • Fixed Routes: Lets you view and edit stored fixed routes.
  • Trucks: Opens Truck Profile Management, which lets you manage truck profiles and records.
  • POI Manager: Lets you create and manage points of interest (POIs).
  • Accounts: View and edit customer accounts.
  • Preferences: Adjust Daily Planner preferences and other options.


Footer Summary Statistics: If there are unloaded orders available for the branch and dispatch day selected, the footer (d) will contain summary statistics for the unloaded orders. If there are routes built, the footer will contain additional summary information about the routes.