---
title: "Smart Plan: maximize"
slug: "smart-plan-maximize"
description: "Set a maximum limit for a certain criterion that can be assigned to each territory. Territories cannot have more records assigned to it than the maximum limit specified. "
updated: 2025-12-18T16:58:27Z
published: 2025-12-18T16:58:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Smart Plan: maximize

Set a maximum limit for a certain criterion that can be assigned to each territory. Territories cannot have more records assigned to it than the maximum limit specified.

## Add maximize criteria

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Maximize**.
4. In the **Set Maximum Value**field, type a number for the maximum limit.
5. Click **Create Criteria** and use the [filter builder](/v1/docs/using-filter-builder-to-create-criteria) to add conditions that filters the criteria included in the territory balancing.
6. Complete the remaining sections for Smart Plan.
7. Click **Save & Exit**.

## Maximize examples

****Maximum 10 records with 50 or more employees****

**Scenario:** A node contains a total of 1,020 records that you want to divide into three territories with a maximum of 10 records where there are 50 or more employees.

**Configuration:**

- **Number of territories to build:** `3`
- **Set Maximum Value:** `10`
- **Set filter criteria:** `[fio_numberOfEmployees] Is greater than or equal to ‘50’`

**Result:** Autogenerates three child nodes (Node_1, Node_2, Node_3) where a maximum of 10 records that include 50 or more employees are assigned to each territory. The remaining 990 records are placed in unassigned.