Abstract: Techniques to schedule activities. In one method, a request to book an appointment for an activity in a particular schedule is initially received. In response, time slots available in the schedule for booking the activity are determined, and a set (all or a subset) of the time slots is provided as possible appointment choices. The time slots in the set are temporarily locked. A next set of time slots or more time slots may be requested (if the time slots provided are not acceptable or desirable), in which case additional time slots may be provided. Thereafter, a selection for one of the time slots is received. In response, the activity is booked in the selected time slot and previously locked time slots are released. The locked time slots may also be released if no selection is received after a particular amount of time.

Abstract: Techniques to facilitate assignment and scheduling of activities. In accordance with a method, a chart showing a calendar of schedule for a number of available resources is provided in a first frame (or window) in a user interface menu, and a number of objects representative of a number of unplanned activities are provided in a second frame. A selection for an unplanned activity in the second frame (or a planned activity in the first frame) is received and, in response, selected ones of a number of objects in the chart are highlighted based on the selected activity. A request to assign the selected activity to a selected resource and to schedule the selected activity for a particular time duration is thereafter received. The requested assignment and scheduling may be accepted or rejected based on the requirements of the selected activity and the capabilities of the selected resource.

Abstract: Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to optimize definition and management of sales territories. Embodiments use multi-dimensional modeling to define territories in such a way that accounts for applicable territory criteria as sets with logical boundaries, rather than as a defined rule-based architecture. For example, territory criteria are modeled as hierarchical dimensions that form boundaries to a territory hypercube. An individual territory may be a set of cells in the hypercube. In certain embodiments, the territory (e.g., set of cells) is formalized by an MDX query.

Abstract: Techniques to facilitate assignment and scheduling of activities. In accordance with a method, a chart showing a calendar of schedule for a number of available resources is provided in a first frame (or window) in a user interface menu, and a number of objects representative of a number of unplanned activities are provided in a second frame. A selection for an unplanned activity in the second frame (or a planned activity in the first frame) is received and, in response, selected ones of a number of objects in the chart are highlighted based on the selected activity. A request to assign the selected activity to a selected resource and to schedule the selected activity for a particular time duration is thereafter received. The requested assignment and scheduling may be accepted or rejected based on the requirements of the selected activity and the capabilities of the selected resource.

Abstract: Techniques to facilitate assignment and scheduling of activities. In accordance with a method, a chart showing a calendar of schedule for a number of available resources is provided in a first frame (or window) in a user interface menu, and a number of objects representative of a number of unplanned activities are provided in a second frame. A selection for an unplanned activity in the second frame (or a planned activity in the first frame) is received and, in response, selected ones of a number of objects in the chart are highlighted based on the selected activity. A request to assign the selected activity to a selected resource and to schedule the selected activity for a particular time duration is thereafter received. The requested assignment and scheduling may be accepted or rejected based on the requirements of the selected activity and the capabilities of the selected resource.

Abstract: Techniques to facilitate assignment and scheduling of activities. In accordance with a method, a chart showing a calendar of schedule for a number of available resources is provided in a first frame (or window) in a user interface menu, and a number of objects representative of a number of unplanned activities are provided in a second frame. A selection for an unplanned activity in the second frame (or a planned activity in the first frame) is received and, in response, selected ones of a number of objects in the chart are highlighted based on the selected activity. A request to assign the selected activity to a selected resource and to schedule the selected activity for a particular time duration is thereafter received. The requested assignment and scheduling may be accepted or rejected based on the requirements of the selected activity and the capabilities of the selected resource.

Abstract: Techniques to schedule activities. In one method, a request to book an appointment for an activity in a particular schedule is initially received. In response, time slots available in the schedule for booking the activity are determined, and a set (all or a subset) of the time slots is provided as possible appointment choices. The time slots in the set are temporarily locked. A next set of time slots or more time slots may be requested (if the time slots provided are not acceptable or desirable), in which case additional time slots may be provided. Thereafter, a selection for one of the time slots is received. In response, the activity is booked in the selected time slot and previously locked time slots are released. The locked time slots may also be released if no selection is received after a particular amount of time.