---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Configuring Field Service Territory Planning

# Configuring Field Service Territory Planning {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a
service call based on the associated territories.

## Configuration overview {#configuring-territory-planning-fsm__section_ulm_k4x_c2c}

As a territory planner, you can configure and use territories in Field Service Management through the following procedures:

1. [Activate Field Service Territory Planning](https://www.servicenow.com/docs/WK2rKs9pyLScXe9ms9brSw "You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role. The application includes demo data and installs related applications and plugins if they are not already installed.")

   You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role.
2. [Creating geographies](https://www.servicenow.com/docs/3XA4f54Hsar174kysuBcrw "Create geographies and assign them to territories to efficiently schedule and assign the most appropriate agents and crews for work order tasks.")

   Create Field Service territories and their geographies based on your requirements.
3. [Configuring resources for territories](https://www.servicenow.com/docs/PBlWD7EP5celfjKfdEZopQ "Configure resources for territories effortlessly by linking them to groups.")

   Assign agents or crews permanently or temporarily to a territory so you can assign tasks to resources available to work in the territory.
4. [Enable the Field Service territory model](https://www.servicenow.com/docs/uroyCqPTal9ulb9DGoTmYg "Activate the territory model to display the Territory field in the work order task form so the task can be assigned to an agent or crew associated with the selected territory. The territory model maintains a record of territories mapped to it.")

   Enable the Field Service Management territory model to keep a record of territories and their associated resources, such as dispatch groups, assignment groups, and qualification groups.
5. [Field Service Territory Planning console properties](https://www.servicenow.com/docs/LZbvmauGpR42OhkcbaIk7g#territory-planning-properties-fsm "Territory Planning console uses the following properties.")Use the territory planning components and properties to customize workflow based on your requirements.

{#configuring-territory-planning-fsm__ol_ubj_znw_lcc}

For more information about setting up Territory planning in the CSM/FSM Configurable workspace, see [Configuring Field Service Territory Planning Console](https://www.servicenow.com/docs/7lIe9bmL9Ue_ldSHZYgF0w "Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.").
**Related concepts**   

* [Managing territories and agents from Territory Planning console](https://www.servicenow.com/docs/lmyt17jHinvVO0frG09gPg "Use the Territory Planning Console to assign work orders or work order tasks to agents or crews in the territories that best match their location based on conditions that you set.")
* [Field Service Territory Performance Analytics dashboard](https://www.servicenow.com/docs/09tjl7IoHwfUB~kaiEahdw "Use this dashboard to view and analyze performance analytics such as open work order tasks, agent utilization on work order tasks, and average travel time across territories.")