Planning

# Planning settings

Set your personal planning preferences, such as the resource panel and route alternatives, and find the platform-wide planning options.

Updated October 4, 2026

**Who can do this:** Personal settings: internal users. Platform settings: platform administrators with access to the Environment settings.

Planning behavior is set in two places: your own preferences, which only affect you, and platform settings, which an administrator sets for everyone.

## Change your personal planning settings

1. Open the side menu (☰) and choose **Settings**.
2. Click the **Planning** tab.
3. Switch the settings you want on or off. Each change is saved immediately.

| Setting                                         | What it does                                                                                                              |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Standard link trips**                         | A new trip is linked to the previous one by default. You can still change this per trip.                                  |
| **Split shipment with automatic trip creation** | When a trip is created automatically, for example by drag and drop, it only covers one unplanned A-B leg of the shipment. |
| **The left resource search panel opens**        | Opens the resource search panel in the planners by default, so you can start dragging right away.                         |
| **Duration at least until next window time**    | The travel time between stops is at least the time between their time windows.                                            |
| **Route alternatives**                          | Shows fastest, eco and cheapest route options when a route is calculated, for example in map planning.                    |
| **Standard visible data types**                 | Which of **Trips**, **Events** and **Activities** the planners show by default.                                           |

## Platform planning settings

Administrators find the platform-wide options under **Settings** \> **Environment**, in the **Planning**, **Routing** and **UI Settings** sections. Click **Save** after changes. Highlights:

* **Planning:** planning exceptions (see [Handle planning exceptions](/en-us/help/exceptions-view)), **Trip cancellation**, **First-to-accept dispatching** (see [Offer a trip to nearby drivers](/en-us/help/first-to-accept-dispatch)), **ETA calculation**, **Driver hours (EU 561/2006)**, **Live activity without a trip**, **Unavailable driver handling** (**Ignore**, **Warn the planner** or **Block the assignment**), default stop durations and AI re-ranking of recommendations.
* **Routing:** the routing engine, the route optimizer engine, route alternatives and which costs are calculated.
* **UI Settings:** the **Load all** button, plan board icons and colors, and map layers. See [Set up the plan board](/en-us/help/plan-board-settings) and [Map layers and overlays](/en-us/help/map-layers).

The **Environment** tab is only visible to platform administrators.

## Related articles

* [Change your personal settings](/en-us/help/personal-settings)
* [Configure your environment](/en-us/help/platform-settings)
* [Plan trips on the planner timeline](/en-us/help/planner-timeline)
* [Set up the plan board](/en-us/help/plan-board-settings)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/planning-settings