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The Route Card is located on the calendar and will appear once you create a route. The header of the card will match the color of its corresponding route on the map. Hovering over the header will display a pop-up that will quickly provide more information about the route. 


The stops are represented by the dark blue line on the bottom of the Route Card and stop information is displayed on the stop card above that line.



Lock/Unlock Icon

The lock/unlock icon is located on the header of the Route Card. Its purpose is to inform you if Resource Calendar is still algorithmically setting the most optimal start time for the route or if you have manually rescheduled the route start time. This is especially useful when you do not plan your routes at once and need to know which routes you have modified.


Locked Route: Overrides Resource Calendars algorithm and adheres to the chosen start time set by you rather than attempting to “move” the route to its optimal position.

  • A route is locked if:

    • It has been manually rescheduled by dragging the route to another start time on the Route Calendar.

    • It has been moved to another resource (Vehicle or Driver) on the Route Calendar.

    • You select the lock icon to manually lock the route.


Unlocked Route: Indicates Resource Calendars algorithm is still optimizing the route start time and that you have not manually changed the route start time.

  • A route is unlocked if:

    • It is created by dragging an Unloaded Order onto the Route Calendar.

    • It was created via the Lasso tool.

    • You select the lock icon to manually unlock the route.


NOTE: You cannot optimize or reschedule a route if it is locked.



Route is Logged In/Logged Out

There are three statuses of a route, Preassigned, Logged In, and Logged out. If a route is logged in then you will see a T icon located on the Route Card before the route line begins. If the route is logged out, the icon will change to light gray (as seen in the screenshot). If the route has never been logged in or logged out, then that means it is Pre-assigned and there will be no icon shown.


NOTE: If a route is logged in or logged out you will not be able to edit or unload the route.


Exporting a Route

Resource Calendar allows you to export a route to your integrated telematics/mobile provider. The integrations for these driver apps or OBCs are into DRTrack, but Resource Calendar can be used to export the route to the device. To export a route, click the icon at the top of the Route Card:



Resource Calendar will display a pop-up with pertinent export information like the assigned driver and asset, the route number, and the total hours for the route. Select the format you wish to export to from the dropdown, then click Export.



After export, the icon provides the visibility needed to understand what routes have yet to be exported (null), have been exported previously, or need to be re-exported due to changes made to the route.




Pinning a Route

The Route Card's thumbtack icon allows you to pin a route, giving you the ability to focus on single or multiple routes on the Map panel. To unpin a route select the thumbtack icon on the Route Card again or select the thumbtack icon located on the map to unpin all.



Route Line Information

Hovering over the route lines on the Route Card provides additional information about the route:

Solid gray line indicates “Drive Time”

Blue slant line indicates “Break Time”

Gray slant line indicates a short “Wait Time”

Red slant line indicates a long “Wait Time”


Other Route Options

Right-clicking on the Route Card provides more options to interact with the route.


NOTE: Some of these items may not be shown due to User Permissions.


Unload Route

Unload Route will remove the route from the Route Calendar and place all of the orders on the route into the Unloaded Orders panel. This action can be undone.


Optimize Route

The Optimize Route option is useful for quickly optimizing a single route. If a route is unlocked, does not have violations and there are cost savings to be gained if optimized, Resource Calendar will optimize the route by resequencing the stops and/or altering the start time of the route.


Edit Route

The Edit Route pop-up will allow you to change a route’s start date and start time along with the Assigned Vehicle and Driver.


Reschedule Route

If updates have been made to an order on a route, the route may not be in its optimal configuration. Reschedule Route recalculates the statistics of the route, including start time, drive time, wait time, departure and arrival times, end time, and volume. If necessary, the route will be modified to its most efficient routing configuration when the recalculation is complete.

If violations occur by the recalculation, Resource Calendar will alert you of theM and allow you to continue or cancel with the reschedule.


Auto Reschedule Routes

You can also set Daily Planner to automatically reschedule a route when it detects a change to a loaded order on that route. This setting is available under Preferences > Behaviors. Scroll to the bottom of the page and click the switch to turn on auto rescheduling. 




Mark Route Clean

When an update occurs on one or more loaded orders on a single route, resulting in those orders being marked as “dirty”, a red flag will be displayed at the bottom corner of each order. Mark Route Clean allows you to simultaneously mark all of the orders on a single route “clean” indicating the changes have been reviewed and the route is fine to proceed.

Alternatively, if you want to mark a single order clean you can do so by clicking the orders’ Stop Card and clicking Mark Order Clean.


View Truck Info

To view the details of a truck record, click the record. This displays the Edit Truck window:


Changes here only impact the daily copy of the truck and not the truck master record.


View Route Details

View Route Details options will direct you to the DRTrack pages.


Vehicle and Nav Settings

Opens the Apply Vehicle and Navigation Settings window. This allows you to apply specific vehicle and navigation settings to a route, or multiple selected routes. Options selected here will override the global settings in Preferences. This requires an active license for PC*Miler Web Services, and the option will only be visible with a valid license. Using PCMWS gives you the most accurate ETAs, and the routes represented are routes that would also be calculated in CoPilot. Because these modifiers are applied post-routing, there is a chance that updated drive times and distances could cause violations on the routes.


If you apply vehicle and navigation settings and then take other actions on a route the vehicle and navigation settings will fall off of that particular route. Each route with vehicle and navigation settings previously applied should cache the options you picked when you re-open the Apply Vehicle and Navigation Settings window. 


NOTE: If the routes were deleted and rebuilt they are treated as brand new routes even if they have the same route name.




You can also apply Avoids and Favors with the second tab on the Vehicle and Navigation Settings window. Avoids and Favors are an additional tool available in Content Tools that allows you to specify if you would like to avoid specific roads in favor of a more viable path. For instance, you can specify to avoid certain streets experiencing construction or denote a preferred route due to noise ordinances with Route Modifier Sets.



Each Route Modifier Set you create in Content Tools appears here. You can select any number of avoids and favors to apply to your routes and the algorithm will apply those modifications if relevant.


When vehicle and navigation settings are applied, a badge will show on the corresponding route. 



You can hover over this badge to see which settings were applied to the route. The Configuration and Avoids and Favors tabs directly correspond to the values in the Apply Vehicle and Navigation Settings window.


A full description of the various settings can be found in Default Vehicle and Navigation Settings.


Finalize Route

Finalizing routes marks a route as “finished,” and ready to be integrated back into your ERP or TMS system. This allows you to focus on the finalized routes and avoid the ones that are still being planned. Finalizing sets the finalize date and time on the route, allowing for web service calls and the Route Export Service to only return routes that have met this condition. Finalized routes are indicated with a checkmark on the route card:


Finalizing a route also sets the routemodifieddate for the route, another popular method for filtering webservices calls to get route information out of Resource Calendar.