Route planning can be done if previously the task you created was not done in the routing calculations or has gone through routing calculations and wants to do the routing process again.
Here's how to do a Plan Route:
  1. Select the task that you want to do Plan Route.
  2. Click Action and select Plan Route.
  3. If successful, a Sucess popup window will appear and the task will appear in the Visit submenu. Keep in mind that Plan Route cannot be done on the same Task.
  4. Create a vehicle under the Vehicle submenu if you haven't already done so.
  5. Click the Optimize button for the Routing process and the results are visible in the Result sub-menu.