# Knowledge Base

Find answers to your questions...

Welcome to the main source of information on the Dataloy product suite.&#x20;

{% hint style="success" %}
🚀 **You're viewing the Release 8.30 preview**

This version of the Knowledge Base reflects functionality planned for the upcoming 8.30 release, which is not yet generally available. This release focuses on platform stability, operational reliability, and commercial control. As you browse, you'll come across pages updated to describe:

* **Time Charter Contract Status** — TC contracts can now be marked Fixed or Not Fixed. New TC In contracts default to Not Fixed and move to Fixed once confirmed; voyages can't be nominated against a Not Fixed TC In contract, and a contract can only revert to Not Fixed while no actual voyages are linked. This gives chartering teams clearer control over when a contract is ready and reduces the risk of operational work against unfixed contracts.
* **Stability & reliability fixes** — a broad set of issues resolved across voyage planning, invoicing, budgeting, service orders, bunker management, voyage snapshots, and API stability, strengthening day-to-day workflows and financial accuracy.

**Integrators:** the Time Charter Contract Status change is API-facing, and this release also includes API-side stability fixes. The remaining changes are UI-only.
{% endhint %}


# VMS: Step-By-Step Guides


# Vessels

{% content-ref url="/pages/-Lt4O-m2BdbD6O-fy0ax" %}
[Create Vessels](/voyage-management-system/step-by-step-guides/vessels/create-new-vessel)
{% endcontent-ref %}

{% content-ref url="/pages/MddOj305xtL74CqDk9sA" %}
[Copy Vessel](/voyage-management-system/step-by-step-guides/vessels/copy-vessel)
{% endcontent-ref %}

{% content-ref url="/pages/-Lt4Ofj1zktozXrGCtvf" %}
[Find Vessels](/voyage-management-system/step-by-step-guides/vessels/vessel-master-data-overview)
{% endcontent-ref %}

{% content-ref url="/pages/e4J78or8ur8TqFh9X5Re" %}
[Voyages & Port Calls](/voyage-management-system/step-by-step-guides/vessels/voyages-and-port-calls)
{% endcontent-ref %}

{% content-ref url="/pages/-Lt4OxQWu5HMoj1LpsYn" %}
[Speed & Consumption](/voyage-management-system/step-by-step-guides/vessels/vessel-speed-and-consumption-data)
{% endcontent-ref %}

{% content-ref url="/pages/AEhKwL1iR09Emhr5y3Rs" %}
[Load & Discharge Rates](/voyage-management-system/step-by-step-guides/vessels/load-and-discharge-rates)
{% endcontent-ref %}

{% content-ref url="/pages/-Lt4Hnx4j2giEsW-74mB" %}
[Internal Data](/voyage-management-system/step-by-step-guides/vessels/internal-data)
{% endcontent-ref %}

{% content-ref url="/pages/-Lt4PIctpeRChQyNS8aH" %}
[Broken mention](broken://pages/-Lt4PIctpeRChQyNS8aH)
{% endcontent-ref %}

{% content-ref url="/pages/-LvB-hVx6352TMuU6ZE7" %}
[Broken mention](broken://pages/-LvB-hVx6352TMuU6ZE7)
{% endcontent-ref %}

{% content-ref url="/pages/-LvAy\_cmj5pMKINw2v8O" %}
[View Vessel Route from Previous Port to Next Port](/voyage-management-system/step-by-step-guides/vessels/view-vessels-route-from-previous-port-to-next-port)
{% endcontent-ref %}


# Create Vessels

1. Open the **Vessels** module in the Core menu in the top left corner.
2. Click **Create Vessel** <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> in the top right corner.
3. Fill in all required fields listed below in the Create Vessel window.

<figure><img src="/files/63IOr20BVJv2pSEsFZIs" alt=""><figcaption></figcaption></figure>

**Required fields:**

* Vessel Name
* Vessel Type
* Vessel Code\*

&#x20;\*The Vessel Code field is only visible and required if you have ticked off the "Set vessel code" checkbox. If the checkbox is not ticked off, a Vessel Code will automatically be generated for you.


# Copy Vessel

To copy any vessel, open the Vessel drawer and click the **More** button ![](/files/-M49rzQXCOWtZTZDxjI3) in the top right to bring up the menu.

<figure><img src="/files/p47ABiPKuIWJLfsuITwl" alt=""><figcaption><p>Secondary Action Menu with Copy Vessel</p></figcaption></figure>

Clicking Copy Vessel will open a Copy Vessel modal where you are prompted to enter a new name for the new copy.

<figure><img src="/files/uvrOtlWEg5z3r2dQ2Tbk" alt=""><figcaption><p>Copy Vessel Modal</p></figcaption></figure>

When you click Create, the data from the original Vessel will be copied over to the new Vessel, with a few exceptions.

#### Voyages & Port Calls

Voyages and Port Calls will not be copied to the new Vessel.

#### Main Vessel Description

IMO Number will not be copied to the new Vessel.

#### Internal Data

The internal data of the copied vessel will be given default values for some fields like company, business unit, vessel code and vessel class.

The vessel code will be set to the unique key value for the Vessel, used by the API.

Pool and Pool Earning Points will not be copied to the new Vessel.


# Find Vessels

Depending on your access permissions the list of Vessels might not be visible.

Open the **Vessels** module in the Core Menu list on the top left corner.

There are several [sorting and filtering](/voyage-management-system/step-by-step-guides/sorting-and-filtering-lists) options available for you to narrow down what you include in the list view, including a "My Vessels" filter that shows all the vessels of which the logged-in user is set as one of the following:

* Master User
* Responsible Accountant
* Operator
* Claims Operator

You can also [Customise the columns](/voyage-management-system/step-by-step-guides/customising-list-columns) of the Vessels list to add, reorder or hide columns. The columns *Operator*, *Built*, and *Schedulable* are hidden by default.

## Vessels List Tabs

On top of the list, you may find three tabs: *Operative*, *All*, and *Map.*

Moreover, filters found on the same line as the tabs, apply to both tables. If you switch between tabs, the filters will remain the same, facilitating navigation. The *All* tab has two additional filters, Archived and Disabled. The *Archived* filter filters all vessels that have fleet exit date set before current date when enabled. And then there is a disabled filter that shows all vessels that have been disabled.

#### Operative

A click on the *Operative* tab will load a table, that contains only operable vessels. In other words, the vessels whose *fleet exit date* is either not set, or set in the future, and has at least one voyage that has either Nominated status or further, but not Closed.

#### All

On the other hand, the *All* tab shows all vessels in the system that are enabled.


# Voyages & Port Calls

In the "Voyages & Port Calls" section of the vessel drawer, you will find the most important information about a vessel and its voyages.

Vessel Details

The "Vessel Details" section shows some key data points about the vessel such as DWT, Cubic Capacity, Draft and more. Click **Expand**<img src="/files/FdKhqZZUOwn4kai7lFjX" alt="" data-size="original">to show more details and contact information for the vessel.

<div data-full-width="false"><figure><img src="/files/CZrXU4jCGAdIZ4x9ZfEY" alt=""><figcaption><p>Collasped Vessel Details section</p></figcaption></figure> <figure><img src="/files/KfiJCJLGpG7CE9RVKBw0" alt=""><figcaption><p>Expanded Vessel Details section</p></figcaption></figure></div>

## Voyages

This is a list of voyages on the opened vessel sorted by newest first. Clicking the <img src="/files/0tY6gSy5ZM79FU5NHHWY" alt="" data-size="line"> icon will bring up a modal to customize which columns are visible. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side.

<figure><img src="/files/t422PNQKB4jF9uzaZIqh" alt=""><figcaption><p>The ongoing voyage (5) is marked by the solid deep blue bar on the left, while the selected voyage (6) is highlighted in blue.</p></figcaption></figure>

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

### Port Calls

While in Port Call view, clicking on a voyage row will list all port calls of the selected voyage, as well as the port calls from the previous and next voyage, if they exist. The port calls from the previous and next voyage will be in a slightly lighter colour, such that it is possible to tell them apart. Clicking directly on the **reference number** of the voyage will open up the *Voyage drawer*.&#x20;

Clicking on port calls in the list opens the corresponding port call's drawer where you can make can changes:

The Port Calls list will display up to 30 items, and includes a separate scrolling functionality. By hovering over each of the "headers" (such as *Voyage*, *Port*, *Reason for Call*, etc.), you can also see an **sorting array** which will make you able to sort that specific column in either an ascending (ASC) or descending (DESC) order.&#x20;

<figure><img src="/files/fyqGDOiU5A1CXDZN3IHd" alt=""><figcaption><p>Port Calls of the previous, selected, and next voyage</p></figcaption></figure>

### Bunkers

The Bunkers view removes the list in favour of up to three collapsible sections for the voyages. Similarly to the Port Calls view,  clicking on a voyage row in the voyages list will select/open up the corresponding collapsible section, and fetch the data for the previous and next voyage:

<figure><img src="/files/IKQxk9lKxyum9N3gWZcP" alt=""><figcaption><p>Bunker consumption overview for the previous, selected, and next voyage.</p></figcaption></figure>

The top band of the section displays 4 columns; the reference number of the voyage, Opening Balance, Consumption and Closing Balance. Each of the latter three will show amount and price for up to 4 different bunker types, depending on which bunkers are actually being used by the vessel.

<figure><img src="/files/dibM9n9NElZphNvv5MF9" alt=""><figcaption><p>On this voyage, only FO and LS MGO has been consumed, so the balances and consumption columns only displays information for FO and LS MGO.</p></figcaption></figure>

Expanding the collapsible section will give you a table overview of each port, with reason for call, distance, speed etc., as well as a detailed breakdown of the bunkers consumed. Only the bunkers actually used will be displayed here.

<figure><img src="/files/NUbDJbeJOr3vPpkeLY1X" alt=""><figcaption><p>On this voyage, only FO and LS MGO has been consumed, so the breakdown also only displays information for FO and LS MGO.</p></figcaption></figure>

**Filtering**

The bunker section can be filtered by bunker category to get a better overview for each category.

<figure><img src="/files/XHQ0nScDSFsQpKEuYrCP" alt=""><figcaption></figcaption></figure>

## **Resequence Voyages**

The *resequence* feature enables re-ordering the list of voyages assigned to a vessel. To utilize the feature, click the ![](/files/zCEKi2EtIZhGXpG8Fe7L)icon in the top right of the voyages list. This will bring up the Resequence Voyages modal.

The user can now drag and drop the voyages to re-order them into the desired order. For example, the screenshot below illustrates *voyage 7,* which is being dragged down. It is expected that the item will have replaced *voyage 6* after release:

<figure><img src="/files/Ddz7WTomMVPM79IDv7A9" alt=""><figcaption><p>Swapping voyage 6 and 7.</p></figcaption></figure>

Any voyages that will have their sequence number changed, will have their previous old sequence number parenthesized.

Clicking the Resequence button will update the fleetplan.

## Resequence Port Calls

Port calls can also be resequenced to a different position within the previous, current, or next voyage. To resequence a port call, click the resequence symbol ![](/files/zCEKi2EtIZhGXpG8Fe7L) in the top right corner of the port calls list. A popup modal will then show and the port call can be dragged and dropped in the desired position (see screenshot below). Note that only one port call can be moved at a time. Also, only port calls after the last *Arrived*, *Berthed* or *Departed* port call can be moved in the list:<br>

<figure><img src="/files/kb1KYDsndLFb0gUNwxrm" alt=""><figcaption><p>Resequence the port calls</p></figcaption></figure>


# Main Vessel Description

This tab contains the main vessel information, such a Vessel Description, Dimensions, Miscellaneous Capacities, Machinery, Contact Details, Cargo Capacity & Loadline Information

All of the mentioned fields are optional to add into.

### Vessel Description

| Field           | Description/Note                                                 |
| --------------- | ---------------------------------------------------------------- |
| Vessel Type     |                                                                  |
| DWT (Summer)    | Deadweight in the summer                                         |
| Built           |                                                                  |
| Yard            |                                                                  |
| Flag            |                                                                  |
| IMO No.         |                                                                  |
| Owner           | Owner of the vessel (type Business Partner), available from v7.7 |
| Scrubber Fitted |                                                                  |
| Open-loop       |                                                                  |

### Dimensions

| Field      | Description/Note |
| ---------- | ---------------- |
| Beam       |                  |
| LOA        |                  |
| LPP        |                  |
| Depth      |                  |
| Air Draft  |                  |
| Int'l GRT  |                  |
| Int'l NRT  |                  |
| Panama Net |                  |
| Suez Net   |                  |

### Miscellaneous Capacities

| Field              | Description/Note |
| ------------------ | ---------------- |
| Capacity Fo        |                  |
| Fresh Water        |                  |
| Ballast Water      |                  |
| Constant Reduction |                  |

### Machinery

| Field           | Description/Note |
| --------------- | ---------------- |
| Main Engine     |                  |
| Aux Engine      |                  |
| Bow Thruster    |                  |
| Stern Thruster  |                  |
| Shaft Generator |                  |

### Contact Details

| Field        | Description/Note         |
| ------------ | ------------------------ |
| Call Signal  |                          |
| Phone Number | Deadweight in the summer |
| Fax Number   |                          |
| Mobile Phone |                          |
| Email        |                          |
| Telex        |                          |

### Cargo Capacity

| Field          | Description/Note |
| -------------- | ---------------- |
| Cubic Capacity |                  |
| Deck Capacity  |                  |
| Bale Capacity  |                  |
| Gear           |                  |
| Holds/Hatches  |                  |
| Grabs Onboard  |                  |

### Loadline Information

For each Draft, DWT and Immersion, you can add/edit for Summer, Winter, Design, Fresh, Tropical, Tropical Fresh and Unit.&#x20;


# Speed & Consumption

### How to locate vessel Speed & Consumption information?

1. Open the **Vessels** module in the core menu in the top left corner.
2. Find your selected vessel.

Access Speed and Consumption data from the top tab menu. This page provides tools for precise vessel consumption configuration:

* Define the consumption of boilers and generators for main and auxiliary engines.
* Override the default consumption for a bunker category during ballast or laden passages.
* Identify the default ballast and laden speed and consumption.
* Specify the bunker categories used by the vessel.

***

## Overview

<details open>

<summary><strong>Example of vessel configuration</strong></summary>

<figure><img src="/files/BpQZ8lXOOGtyFSc1j1kh" alt=""><figcaption><p>Figure 1. Vessel speed and consumption configuration</p></figcaption></figure>

</details>

### Ballast and Laden Passage Speed

<figure><img src="/files/5nHdY6zsz8auWaHrfoTM" alt=""><figcaption><p>Figure 2. Ballast and Laden passages</p></figcaption></figure>

The top two cards display the Ballast and Laden speeds (see Figure 2) along with their corresponding fuel consumption for the selected vessel. These cards also allow specifying different consumption values for any bunker category. This configuration is used as the default for all voyages of the vessel, but it can be adjusted for each voyage in the Voyage module.

A new passage configuration can be added by clicking the + icon. The added options will also be available in the Voyage module for all voyages of the vessel.

For example, the vessel shown in Figure 1 has the following configuration:

There are three Ballast consumption options for this vessel:

* **ECO**: 24 MT/day at 11 knots for any bunker category
* **WTR**: 27 MT/day at 12 knots for any bunker category
* **FULL**: 27 MT/day at 12 knots for any bunker category (selected)

For the **FULL** speed category, the consumption for the **LS MGO** bunker category is **23 MT/day** at the same speed. Figure 3 illustrates how the Ballast Passage speed and consumption are configured in the create modal.

<figure><img src="/files/t6rTsJDtohBgLVyX5XjR" alt="" width="293"><figcaption><p>Figure 3. Ballast Passage Speed configuration</p></figcaption></figure>

There are three Laden consumption options for this vessel:

* **ECO**: 9.5 knots at 25.8 MT/day for any bunker category
* **WTR**: 9.5 knots at 27.5 MT/day for any bunker category
* **FULL**: 11 knots at 27.5 MT/day for any bunker category (selected)

{% hint style="info" %}
Speed categories allow users to define custom tags (such as ECO, WTR, and FULL) to categorise different speed and consumption profiles. They are used for classification and selection only and do not affect calculation logic.

The available categories and their definitions are configured by your organisation’s administrator and can be managed in the **Master Data → Speed Categories** module.
{% endhint %}

### Boilers and Generators overview

<figure><img src="/files/fijG0nlRi5bMb0xwIbZY" alt=""><figcaption><p>Figure 4. Boilers and Generators</p></figcaption></figure>

These sections specify the default parameters for extra consumption in port or at sea passages by FO and MGO. The defined consumption will be used for voyages created with this vessel but can be overridden for each voyage in the [voyage module](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/update-speed-and-consumption).

<table data-full-width="true"><thead><tr><th width="249">Field Name</th><th>Description</th><th>Additional notes</th></tr></thead><tbody><tr><td>FO Port Idle (boiler)</td><td>Voyage FO Port Idle = generator FO Port Idle + boiler FO Port Idle. For the <strong>main</strong> engine bunker category, estimates idle consumption between ARR–BRT, extra days, and UBRT–DEP as <code>duration × FO Port Idle</code>.</td><td>Also used to calculate BRT–UBRT interval consumption for <strong>not loading, discharging, or ship-to-ship</strong> port calls.</td></tr><tr><td>FO Port Working/Discharging (boiler)</td><td>Voyage FO Port Working/Discharging = generator FO Port Working/Discharging + boiler FO Port Working/Discharging. For the <strong>main</strong> engine bunker category, calculates working consumption per cargo port (for tankers: discharging ports only) as <code>loading days × FO working/discharging</code>.</td><td>“Discharging” applies only to tanker discharging cargo ports. For other vessel types, “Working” applies to all cargo ports.<br><br>Used for the BRT–UBRT loading interval <strong>only</strong> when <strong>loading, discharging, or ship-to-ship</strong> port calls.</td></tr><tr><td>FO Tank Cleaning</td><td>Adds <strong>main</strong> engine bunker category cleaning consumption at BRT as <code>cleaning days × FO tank cleaning</code>.</td><td>Added <strong>only</strong> to the <strong>first loading port call</strong>.<br>Cleaning days are set at the voyage level.</td></tr><tr><td>FO Cargo Heating</td><td>Adds <strong>main</strong> engine bunker category heating consumption at BRT as <code>heating days × FO Cargo Heating</code>.</td><td>Added <strong>only</strong> to the <strong>first loading port call</strong>.<br>Heating days are set at the voyage level.</td></tr><tr><td>Loading Consumption</td><td>For the <strong>auxiliary</strong> engine bunker category, estimates working consumption for each loading cargo port as <code>loading days × loading consumption</code>.</td><td>Calculated only for cargo ports where <strong>“Calculate Working Consumption”</strong> is enabled.<br>Available only when the voyage vessel type is <strong>“Tanker.”</strong></td></tr><tr><td>FO Port Idle (generator)</td><td>Voyage FO Port Idle = generator FO Port Idle + boiler FO Port Idle. For the <strong>main</strong> engine bunker category, estimates idle consumption between ARR–BRT, extra days, and UBRT–DEP as <code>duration × FO Port Idle</code>.</td><td>Also used to calculate BRT–UBRT interval consumption for <strong>not</strong> loading, discharging, or ship-to-ship port calls.</td></tr><tr><td>FO Port Working/Discharging (generator)</td><td>Voyage FO Port Working/Discharging = generator FO Port Working/Discharging + boiler FO Port Working/Discharging. For the <strong>main</strong> engine bunker category, calculates working consumption per cargo port (for tankers: discharging ports only) as <code>loading days × FO working/discharging</code>.</td><td>“Discharging” applies only to tanker discharging cargo ports. For other vessel types, “Working” applies to all cargo ports.<br><br>Used for the BRT–UBRT loading interval <strong>only</strong> when <strong>loading, discharging, or ship-to-ship</strong> port calls.</td></tr><tr><td>FO At Sea</td><td>Additional consumption added to the <strong>main</strong> engine at-sea voyage consumption.</td><td>Used together with the selected speed’s consumption.</td></tr><tr><td>FO Inerting</td><td>Adds <strong>main</strong> engine bunker category inerting consumption at BRT as <code>inerting days × FO Inerting</code>.</td><td>Not available on TC In.<br>Added <strong>only</strong> to the <strong>first loading port call</strong>.<br>Inerting days are set at the voyage level.</td></tr><tr><td>MGO Port Idle</td><td>For the <strong>auxiliary</strong> engine bunker category, calculates idle consumption between ARR–BRT, extra days, and UBRT–DEP as <code>duration × MGO Port Idle</code>.</td><td>Also used to calculate BRT–UBRT interval consumption for <strong>not loading, discharging, or ship-to-ship port</strong> calls.</td></tr><tr><td>MGO Port Working/Discharging</td><td>For the <strong>auxiliary</strong> engine bunker category, calculates working consumption per cargo port (for tankers: discharging ports only) as <code>loading days × MGO working/discharging</code>.</td><td><p>“Discharging” applies only to tanker discharging cargo ports. For other vessel types, “Working” applies to all cargo ports. <br></p><p>Used for the BRT–UBRT loading interval <strong>only</strong> when <strong>loading, discharging, or ship-to-ship</strong> port calls.</p></td></tr><tr><td>MGO at Sea</td><td>Additional <strong>auxiliary</strong> engine consumption at sea. Example: when burning FO + LS MGO at sea, FO is the primary consumption outside ECA, and LS MGO is added using this field and the at-sea distance.</td><td>Used together with the selected speed’s consumption.</td></tr><tr><td>MGO Inerting</td><td>Adds <strong>auxiliary</strong> engine bunker category inerting consumption at BRT as <code>inerting days × MGO Inerting</code>.</td><td>Not available on TC In.<br>Added <strong>only</strong> to the <strong>first loading port call</strong>.<br>Inerting days are set at the voyage level.</td></tr></tbody></table>

### Bunker Categories

<figure><img src="/files/QqZwNOj8L9TT6TBq01ru" alt=""><figcaption><p>Figure 5. Bunker Categories</p></figcaption></figure>

You can customize the default bunker categories used by the vessel and determine the order in which they are applied.

{% hint style="danger" icon="triangle-exclamation" %}
Important notice: Changes to vessel bunker categories will affect **all** **open** voyages for that vessel. If the selected vessel categories do not align with the consumption data on existing voyages, both consumption categories and emission calculations may change. Modify vessel bunker categories carefully and consider the voyages that may be affected by the update. Close any voyages that you do not want to be affected by this change.
{% endhint %}

For example, for an Open Loop vessel it may be allowed to use FO, FO LS, and LS MGO in North America. If the vessel has no specific configuration, Dataloy will prioritize FO as the default option. However, this can be changed by defining Vessel Bunker Categories and assigning LS MGO priority 1 and FO priority 2\*. In this case, Dataloy VMS will compare the bunker categories allowed in the area with the vessel’s configured categories and select the highest-priority match - in this scenario, LS MGO. If the vessel is configured without a bunker category allowed in a specific area, the first-priority bunker category defined for that area will be used.

The bunker category priorities can be adjusted using the “Re-sequence” function located in the top-right corner of the Bunker Categories section.

### Air Emissions

<figure><img src="/files/VVRuNwtZ5VQugJb4JBlX" alt=""><figcaption><p>Figure 6. Air Emissions</p></figcaption></figure>

Allows you to specify emission factors for bunker categories, including Carbon Dioxide, Nitrogen Oxide, Particulate Matter, Sulfur Oxide, and Carbon Monoxide. These factors will be used in emission calculations for all voyages of the vessel.


# Maintain OPEX on a Vessel

Each vessel has its own OPEX list under the **Operating Cost** tab. Lines here represent the running costs specific to this vessel and are stamped onto the voyage when the vessel is assigned.

***

### Opening the OPEX List

Navigate to the Vessel record and open the **Operating Cost** tab. The list of OPEX lines for this vessel is displayed.

***

### Adding an OPEX Line

**1. Click Create** in the Operating Expenditure list.

**2. Enter the required fields:**

| Field                     | Description                                   |
| ------------------------- | --------------------------------------------- |
| **Opex Cost Code**        | Reporting code for this cost category.        |
| **Opex Cost Description** | Name of the cost, e.g. "Crewing", "Lube Oil". |
| **Daily Rate**            | Cost per day in the OPEX currency.            |
| **Currency**              | Currency of the rate.                         |
| **From Date**             | Start of validity.                            |
| **To Date**               | End of validity.                              |
| **Stock Account**         | Accounting stock account reference.           |
| **Cost Account**          | Accounting cost account reference.            |
| **Comment**               | Optional free text.                           |

**3. Save.**

***

### Editing and Deleting Lines

All columns are editable in the list except Opex Cost Code. Select a line and click Delete to remove it. Removing a line from the vessel does not affect OPEX lines already stamped onto existing voyages.

***

### Stamping onto a Voyage

When a vessel is assigned to a voyage, the system stamps the vessel's OPEX lines onto the voyage. If the vessel has no OPEX lines, the system falls back to the Vessel Type's default OPEX lines.

> **Important:** Stamping is a one-time copy. Changes to the vessel's OPEX after the voyage has been created do not cascade to the voyage automatically. Voyage-level OPEX lines must be managed directly on the voyage.


# Load & Discharge Rates

The Load and Discharge rates section is an an overview of the load and discharge rates applicable for ports and terminals. It must not be mixed with the vessels' max load and discharge rates.

1. Open the **Vessels** module.
2. Open the vessel drawer

Vessel "Load & Discharge Rates" data can be accessed in the top tab menu.\
Details can be maintained directly from the table actions.

![Load & Discharge Rates Tab](/files/t1701FUgFYGhQaahSw1V)


# Manage Load And Discharge Rates

To manage load and discharge rates on a vessel for selected ports and terminals, navigate to the [Load and Discharge Rate](/voyage-management-system/step-by-step-guides/vessels/load-and-discharge-rates) section of the Vessel drawer. Use the table in the tab to edit, delete or add a new rate.&#x20;

![Load and Discharge Rates Table](/files/f4MVIeeFph46u5csX9O6)

### Actions

#### Create

In the table, click Add icon <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> and fill in the fields

#### Edit

Click on a row to edit and use the modal to make changes.

#### Delete&#x20;

Use the checkboxes to select the rows to delete. Click Delete icon<img src="/files/-MJWK7hDUGsty-xRwbxc" alt="" data-size="line">and confirm.

![Create and Edit Modal](/files/VYx0fHcDCDCtArmPfBPi)


# Internal Data

1. Open the **Vessels** module in the Master Data section.
2. Open the Vessel drawer

<figure><img src="/files/sIWtMQt1aGWqRKxRs0bq" alt=""><figcaption><p>Vessel Internal Data tab</p></figcaption></figure>

**Miscellaneous:**

Here, you can set fields like [Company](/voyage-management-system/step-by-step-guides/master-data/companies) and Business Unit, Bank Account Receivable, Master Account, Classification Society, specify the [Ice Class](/voyage-management-system/step-by-step-guides/master-data/ice-class) (if classification society is selected), and Pool, as well as the *Pool Earning Points*. In this table, you can create, edit, and delete a Pool Earning Point:

<img src="/files/Fb9z1FNiJEcuNU1wT9U5" alt="" data-size="original"><img src="/files/2XyKJv3WtfzzkPEn355Z" alt="" data-size="original">

&#x20;                              *Create/edit modal for Pool Earning Point.*


# View Vessel Route from Previous Port to Next Port

In the vessel drawer on the top right side there is a small map displaying the vessels last known position. This position is retrieved from AIS-positions for vessels which are subscribing to this feature, for vessels which are not subscribing the latest position is retrieved from the latest position report entered in the system. In addition to this you can now view the route from Dataloy Distance Table from previous port to next port displayed in the same map. The route is the green line in the map.


# Vessel Name History

Whenever the name of a vessel is changed, the previous name is saved to the vessel name history.

To view the history, click the *More* (<img src="/files/3egWRdjEv06jHpJQAdSq" alt="" data-size="line">) button in the top right of the vessel drawer, and select *Vessel Name History*. This will bring up a small modal, listing all the names the vessel has been sailing under.

<figure><img src="/files/nTUJn0CH5PAD1PiY7mxH" alt=""><figcaption><p>This vessel was sailing under the name Bergen Platypus until 04.12.2025</p></figcaption></figure>

#### Ex-names and voyages

Changing the vessel name will also update voyages with status *Nominated* or *Operational*. In the event the vessel has changed names after the voyage was set to *Operationally Closed* (or any later statuses), a small notice with the ex-name will be displayed in the vessel section when viewing those voyages later.

<figure><img src="/files/B0005EvJkJihGBKHNTl0" alt=""><figcaption><p>Bergen Corvus, ex-Bergen Platypus, as seen in the voyage drawer. </p></figcaption></figure>

#### Using ex-names for filtering and searching

It is possible to filter and search for a vessel by her ex-name in most of the modules of the system. Search results will return the vessel's current name, even if you searched using an ex-name.

<figure><img src="/files/jLC4sIM19RxLRln2NOXI" alt=""><figcaption><p>Searching for a vessel in a selector using an ex-name.</p></figcaption></figure>


# Trades


# Create New Trades

1. Open the **Trades** module in the Core menu in the upper left corner
2. Click **Create Trade** <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> in the top right corner.
3. Fill in the required fields Trade Description, Trade Code, and select the Route(s) that the Trade is part of. The Trade Code has to be a unique code that no other Trade has.
4. Click Create when every field is filled

<figure><img src="/files/Fw2UL0CSzXedRkNKLtro" alt=""><figcaption><p>Create Trade modal</p></figcaption></figure>


# Find Trades

The Trades module contains a list over all Trades in your system. Here you can search for, filter and sort all your trades.

<figure><img src="/files/fHyT7EnpO0P2GRvwTSOc" alt=""><figcaption></figcaption></figure>

### Sorting and filtering

There are several [sorting and filtering](/voyage-management-system/step-by-step-guides/sorting-and-filtering-lists) options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the [customised columns](/voyage-management-system/step-by-step-guides/customising-list-columns) setup).

For sorting, look for the *arrow* to the right of the column headers or the blue ![](/files/Tx4kpL0u36rpfwAfMYGo) icon above and to the right of the list. For filtering, you can use the *quick filters* provided above the Trades list. Which include filtering on the year, which trades and/or routes, and disabled trades.

#### Trade Quick Filter

The Trade quick filter consists of two filters. The top filter filters on specific trades and the bottom one filters trades based on the selected route(s), see the first tab below. The available options in the top filter will change based on the selected route(s). Such that the top filter will only show trades that are part of the selected route, see the second tab below.

{% tabs %}
{% tab title="Default Trade Filter" %}

<div align="center" data-full-width="false"><figure><img src="/files/n3d0jKUos4buYQ2cSLVN" alt=""><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="Route Selected" %}

<div align="center"><figure><img src="/files/rfgx0Cu8KRJiQDfXjSMB" alt=""><figcaption><p>The trade options are based on the selected route</p></figcaption></figure></div>
{% endtab %}
{% endtabs %}


# Maintain Trades

To maintain the trade click the trade in the list. The selected trade will be opened in a trade drawer where you can view all the voyages from a trade and the port calls and bunkers from these voyages, and edit the trade details.&#x20;

<figure><img src="/files/S3yV3ozmaUctZtWYngGP" alt=""><figcaption><p>Trade drawer</p></figcaption></figure>


# Voyages & Port Calls

The Voyages & Port Calls tab has two sections. A list of all voyages for the selected trade, and then a choice between the port calls or bunkers for a selected voyage.

## Voyages

<figure><img src="/files/E7YP8L3U9INJl1nErr9d" alt=""><figcaption><p>Voyages list</p></figcaption></figure>

This is a list of voyages on the opened trade sorted by newest first. Clicking the <img src="/files/0tY6gSy5ZM79FU5NHHWY" alt="" data-size="line"> icon will bring up a modal to customize which columns are visible. In the upper right corner of the list there is the option to hide/show allocated voyages for the selected trade, filter voyages based on which pattern they are part of, and show the times in GMT instead of local time. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side, as seen in the image below.

<figure><img src="/files/qFuitjzBQmDlStrHKhOx" alt=""><figcaption><p>The ongoing voyage (overlapping) is marked by the solid deep blue bar on the left, while the selected voyage (132) is highlighted in blue</p></figcaption></figure>

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

### Port Calls

While in Port Call view, clicking on a voyage row will list all port calls of the selected voyage, as well as the port calls from the previous and next voyage on the same vessel as the selected voyage, if they exist. The port calls from the previous and next voyage on the same vessel will be in a slightly lighter colour, such that it is possible to tell them apart. Clicking directly on the **reference number** of the voyage will open up the *Voyage drawer*.&#x20;

Clicking on port calls in the list opens the corresponding port call's drawer where you can make can changes:

The Port Calls list will display up to 30 items, and includes a separate scrolling functionality. By hovering over each of the "headers" (such as *Voyage*, *Port*, *Reason for Call*, etc.), you can also see an **sorting array** which will make you able to sort that specific column in either an ascending (ASC) or descending (DESC) order.&#x20;

<figure><img src="/files/NR8nvMd636PTXO37OYNQ" alt=""><figcaption><p>Port Calls of the previous, selected, and next voyage</p></figcaption></figure>

### Bunkers

The Bunkers view removes the list in favour of up to three collapsible sections for the voyages. Similarly to the Port Calls view,  clicking on a voyage row in the voyages list will select/open up the corresponding collapsible section, and fetch the data for the previous and next voyage on the same vessel:

<figure><img src="/files/h8FdqRHICz5gurMuu14u" alt=""><figcaption><p>Bunker consumption overview for the previous, selected, and next voyage</p></figcaption></figure>

The top band of the section displays 4 columns; the reference number of the voyage, Opening Balance, Consumption and Closing Balance. Each of the latter three will show amount and price for up to 4 different bunker types, depending on which bunkers are actually being used by the selected voyage's vessel.

<figure><img src="/files/dibM9n9NElZphNvv5MF9" alt=""><figcaption><p>On this voyage, only FO and LS MGO has been consumed, so the balances and consumption columns only displays information for FO and LS MGO.</p></figcaption></figure>

Expanding the collapsible section will give you a table overview of each port, with reason for call, distance, speed etc., as well as a detailed breakdown of the bunkers consumed. Only the bunkers actually used will be displayed here.

<figure><img src="/files/NUbDJbeJOr3vPpkeLY1X" alt=""><figcaption><p>On this voyage, only FO and LS MGO has been consumed, so the breakdown also only displays information for FO and LS MGO.</p></figcaption></figure>

**Filtering**

The bunker section can be filtered by bunker category to get a better overview for each category.

<figure><img src="/files/XHQ0nScDSFsQpKEuYrCP" alt=""><figcaption></figcaption></figure>

## Resequence Port Calls

Port calls can also be resequenced to a different position within the previous, current, or next voyage. To resequence a port call, click the resequence symbol ![](/files/zCEKi2EtIZhGXpG8Fe7L) in the top right corner of the port calls list. A popup modal will then show and the port call can be dragged and dropped in the desired position (see screenshot below). Note that only one port call can be moved at a time. Also, only port calls after the last *Arrived*, *Berthed* or *Departed* port call can be moved in the list:<br>

<figure><img src="/files/kb1KYDsndLFb0gUNwxrm" alt=""><figcaption><p>Resequence the port calls</p></figcaption></figure>


# Trade Details

In the Trade Details tab there are two sections. Details and Patterns.

<figure><img src="/files/Di6YCPB4wqPofsuxNaZ4" alt=""><figcaption></figcaption></figure>

### Details

In the details section you can see and edit the Trade's description, code, and which Routes the Trade is in. All of these fields are required, and cannot be empty. The Code field also has to be unique code that is not used by any other Trade.

### Patterns

The Patterns list contains all the Patterns for selected Trade. You can create a new pattern by clicking the <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> in the top right corner of the list. Clicking this will open the Create Pattern modal, as seen below. Both fields in the modal are required for being able to create a Pattern. The Code field also needs a unique code, that has not been used by any other pattern in your system.&#x20;

<figure><img src="/files/zZSGk4AzHzE2BBJLugu2" alt=""><figcaption></figcaption></figure>


# Allocating Voyages to a Trade

There are different ways to allocate a voyage to a trade.&#x20;

### Voyage Drawer

In the voyage drawer you have to navigate to the Organisational Data tab, and then you will find the Trade dropdown as the second field on this page.

<figure><img src="/files/HdkiMcBdCMHBDHasCHTP" alt=""><figcaption><p>Organisational Data tab on the Voyage Drawer</p></figcaption></figure>

Every trade dropdown in the system will list up the options following this rule:

* Single item is Trade (First and second option in the image below)
* Two items are either&#x20;
  * Trade - Pattern (Third option)
  * Route - Trade (Fourth and fifth options)
* Three Items are Route - Trade - Pattern (Last option)

<figure><img src="/files/i5LLi3yzNblOMo5Bfboy" alt=""><figcaption><p>Trade options</p></figcaption></figure>

Selecting a Trade here will display the warning below as the system will change the trade for all cargoes on the voyage to the Trade you selected.

<figure><img src="/files/b58AXKreayGlBpPmx2f8" alt=""><figcaption><p>Warning modal when selecting a Trade</p></figcaption></figure>

### Create Voyage Charter & Create Template Voyage

In the lower right corner of both the Create Voyage Charter and -Create Template Voyage modals there is the option to selected which Trade the voyage will be part of. The field is highlighted in the image below.

<figure><img src="/files/4EGbUMLfpOleAwFyKv7u" alt=""><figcaption><p>Create Voyage Charter modal with Trade dropdown highlighted</p></figcaption></figure>

### Create Time Charter Out

In the bottom right section of the Create Time Charter Out modal the Trade dropdown is located.

<figure><img src="/files/gRV2hMeNpycFmtqfFhZh" alt=""><figcaption></figcaption></figure>


# Voyages

## Voyage drawer

To open the voyage drawer, go to the **Voyages** module.

### Summary

The top of the voyage drawer "Overview" tab has four summary cards for TCE, total days, hire costs, and bunker costs.

Note, If the status of the Voyage is closed, it is not possible to make any updates or changes to that particular Voyage.

Click **expand**![](/files/BZ1ImDL5bYqJXiYURCZN)to open detailed charts for the numbers in the summary.

#### Result

The "result" chart is a waterfall chart for costs and revenue on the voyage. Hover the mouse over the bars to see further details behind the calculation.

#### Days

The "days" chart has a timeline chart for the port calls on the voyage and a table of the total days on the voyage.

The port calls timeline shows the days at sea and days in port. It also shows the names of the ports above the bars. Hover the mouse over each bar to see more information.

### Organisational Data

Here you may add organisational data to your voyage.&#x20;

Note, The Company and Business Unit fields depend on each other. If one of the details is set, you may see linked items that correlate to the former attribute when selecting the second field. Moreover, if you proceed with an element not linked to the former attribute, the first field will be cleared.

\* For example, there is ***Company A***, which has a link to ***Business Unit A***. When creating Voyage's organisational data, after selecting ***Company A*** and expanding the *Business Unit*, you will get a list of options. The list will contain all the *Business Units,* but ***Business Unit A*** will be marked as linked to the selected *Company*. Next, if linked ***Business Unit A*** is chosen, you will end up with ***Company A*** and ***Business unit A***. Otherwise, if the selected *Business Unit* is not linked to the preferred *Company*, the *Company* field will get cleared, and you may observe a list of *Companies* related to the selected *Business Unit*.&#x20;


# Create New Voyages

**Layout:**

The Voyages module contains of a large list of different types of voyages; unallocated, estimate, allocated, nominated, etc. In this list, you can **filter** the voyages based on several key endpoints to effectively view the required information on your screen. There is a **sort** icon to the far right, with different options for sorting the list as well. You can read more here: [Sorting and Filtering Lists](/voyage-management-system/step-by-step-guides/sorting-and-filtering-lists).&#x20;

Below you can click to read how to *create* different types of *voyages*:

{% content-ref url="/pages/2HvZlv8kixBMKtXlcdj3" %}
[Create Voyage Charterer](/voyage-management-system/step-by-step-guides/voyages/create-voyage/create-voyage-charterer)
{% endcontent-ref %}

{% content-ref url="/pages/frEmLJw0TEjskkR1Oqi2" %}
[Create Time Charter Out](/voyage-management-system/step-by-step-guides/voyages/create-voyage/create-time-charter-out)
{% endcontent-ref %}

{% content-ref url="/pages/Tat2PvvWdlIavXOuEVwy" %}
[Create Voyage From Template (CoA)](/voyage-management-system/step-by-step-guides/voyages/create-voyage/create-voyage-from-template-coa)
{% endcontent-ref %}

{% hint style="info" %}
By default, the new voyages have Voyage Progress set to "Estimate" and Voyage Status set to "T".
{% endhint %}


# Create Voyage Charterer

Creating a voyage charter is fast and easy. The minimum amount of details required is a vessel and a port for loading and discharging.

1. Open the **Voyages** module from the menu on the left.
2. On the top right corner, click the <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> icon.
3. Select **Create Voyage Charterer**.
4. Fill in the details manually, or choose between using a CoA Template Cargo or an existing unallocated cargo as basis for the voyage.
5. Click the **Create**-button.

<figure><img src="/files/9zEsvgib21ydvRR0mceD" alt=""><figcaption><p>Create Voyage Charter Modal</p></figcaption></figure>

After choosing a vessel, the previous Port on the Vessel will be set as Ballast Port. This can be overridden by entering another Port, if  no Ballast Port is set then the first Load Port will be used.

### Using a CoA Template Cargo

To create the voyage using a CoA template as a basis, click the **Use CoA Template Cargo** button in the top of the modal. This will bring up another window, allowing you to select a template from a list of CoA templates. More details can be found here: [Create Cargo From CoA Template](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes/create-cargoes-from-templates).&#x20;

Using a CoA template will give the voyage and cargo the same Company and Business Unit as the CoA.

### Using an unallocated cargo

It is possible to create a new voyage and allocate an unallocated cargo by using the **Use Unallocated Cargo** button in the top of the modal. Clicking it will bring up another window with a list of unallocated cargos. Filter and search as needed, and select a cargo from the list.

After choosing a cargo, the create voyage modal will be automatically filled in with all the details from the cargo. Only the fields that are not coming from the cargo will remain editable.

<div><figure><img src="/files/XANmeJvXT0RAvELx6SHD" alt=""><figcaption><p>Choosing an unallocated cargo</p></figcaption></figure> <figure><img src="/files/VwEhpIP2M7senbC0R7T7" alt=""><figcaption><p>A cargo has been selected. Most fields have been filled in and made uneditable.</p></figcaption></figure></div>

### Cargo intake calculations

When entering Quantity, Volume or Stowage Factor, the modal will automatically calculate the corresponding value. Updating Quantity or Stowage Factor will update Volume, and updating Volume will update the Stowage Factor. Selecting a Commodity will default the Stowage Factor to that of the commodity.

{% hint style="info" %}
If the optional preference **SF\_INTAKE\_CALCULATION** is enabled on your company's system, the behaviour of the modal is changed slightly.

* Stowage factor will change from being System Volume Unit / System Weight Unit, to Cubic Feet / System Weight Unit
* Updating Volume will update Cargo Quantity
* If a vessel is selected, updating Stowage Factor will calculate the maximum amount of cargo the vessel can carry, restricted by vessel deadweight and cubic capacity.
  {% endhint %}

<figure><img src="/files/RtaGNNActyWqzPI09Ie6" alt="" width="375"><figcaption><p>Behaviour of the voyage modal when the optional preference SF_INTAKE_CALCULATION is enabled.<br>A vessel with 71,500 CBM cubic capacity and deadweight of 61,000 MT is selected, and stowage factor is being changed.</p></figcaption></figure>

#### Trade

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. The cargoes on the voyage will be updated with the same trade.


# Create Time Charter Out

### Steps:

1. Open the **Voyages** module from the menu on the left.
2. On the top right corner, click the <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> icon.
3. Select **Create Time Charter Out**.
4. In the modal, you can **fill in** the required fields and **add** any additional information about the new TC voyage.&#x20;
5. After you have filled in, you can click **Create**.

<figure><img src="/files/XHMyapVDnEss6nczmE9m" alt=""><figcaption><p>Create Time Charterer Out modal</p></figcaption></figure>

When choosing a Vessel, the Ballast Port, Owner and Currency fields will be automatically filled out with the vessels last port call, owner and default voyage currency.

The Currency field in the create modal is used for both Hire currency, as well as Bunkers and CVE currency.&#x20;

#### Trade

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. When changing to a different option, the cargoes on the voyage will be updated with the same trade.


# Create Voyage From Template (CoA)

To efficiently create a voyage, and link them with CoAs, you can create voyage based on a [CoA Template Voyages](broken://pages/-Mkat8-rN4b0nxYL63S6). The CoA Templates Voyage are the *template voyages* that are maintained in the **Budgets** module.

### **Steps:**

1. Open the **Voyages** module from the menu on the left.
2. In the top right corner, click **Create** <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line">.
3. Select **Create Voyage From Template**.
4. In the modal, you can apply various filters to narrow down the selection. Clicking a CoA template voyage selects it. The new voyage will inherit the values from the template displayed in the modal, as well as the Company and Business Unit of the template.&#x20;
5. Click **Create**.

<figure><img src="/files/RNcVUj7yVAFmAlN9kwqm" alt=""><figcaption><p>Modal for Creating a Voyage from a CoA Template</p></figcaption></figure>

{% hint style="info" %}
Read more about creating [Template Voyages](broken://pages/-Mkb-ySSqZNMPG0v8YCD) & [Convert Voyage to Template](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/converting-voyage-to-template)!&#x20;
{% endhint %}


# Create Voyage Without Cargo

There may be several reason for having a voyage without any cargo onboard the vessel. By using the Create Voyage Without Cargo option, you can for instance plan out repositioning of your vessels, or schedule dry docking.

### Steps:

1. Open the **Voyages** module from the menu on the left.
2. On the top right corner, click the <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> icon.
3. Select **Create Voyage Without Cargo**.
4. After you have filled in the required information, you can click **Create**.

<figure><img src="/files/kYu0BtGZnIORiI9frg7p" alt=""><figcaption><p>Create Voyage Without Cargo Modal</p></figcaption></figure>

| Field              | Required Fields  | Note                                                                                                                                                                                                            |
| ------------------ | ---------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Vessel             | Yes              |                                                                                                                                                                                                                 |
| Ballast Port       | No               | If none is selected the selected *Port* will be used.                                                                                                                                                           |
| Port               | Yes              |                                                                                                                                                                                                                 |
| Reason For Call    | Yes              | If *Dry Dock* is selected, an Offhire record will be created.                                                                                                                                                   |
| Port Cost          | No               | Only available if *Reason For Cal*l is set to *Bunkering* or *Extra Port.*                                                                                                                                      |
| Days Extra In Port | No               | Only available if *Reason For Cal*l is set to *Bunkering* or *Extra Port.*                                                                                                                                      |
| Offhire Start Date | Yes (If enabled) | <ul><li>Only available if <em>Reason For Call</em> is set to <em>Dry Dock.</em> </li><li><em>Voyage Start Date</em> will automatically be locked and set to the selected <em>Offhire Start date</em>.</li></ul> |
| Offhire End Date   | Yes (If enabled) | <ul><li>Only available if <em>Reason For Call</em> is set to <em>Dry Dock.</em> </li><li>Must be after <em>Offhire Start Date.</em></li></ul>                                                                   |


# Find Voyages

Depending on your access permissions the list of voyages might not be visible.

The "Voyages" module can be located from the left side menu.

### Available Columns

| Column                | Note                                                                               |
| --------------------- | ---------------------------------------------------------------------------------- |
| Counterpart           | Shows the Counterpart of the Performance Cargo, or Charterer of the TC             |
| Vessel                | -                                                                                  |
| Route                 | Shows first and last Port Call ports                                               |
| TCE                   | -                                                                                  |
| Type                  | -                                                                                  |
| Reference Number      | The Voyage's Reference No.                                                         |
| Trade                 | -                                                                                  |
| CP Date               | Shows the CP date of the Performance Cargo or TC                                   |
| Status                |                                                                                    |
| Commodity             | Shows the Commodity of the Performance Cargo                                       |
| Responsible Charterer | -                                                                                  |
| Comments              | -                                                                                  |
| Cargo Operator        | <p>Shows the Cargo Operator of the Performance Cargo.</p><p>Hidden by default.</p> |
| Freight Rate          | <p>Shows the Freight Rate of the Performance Cargo.</p><p>Hidden by default.</p>   |
| Cargo Quantity        | <p>Shows the Cargo Quantity of the Performance Cargo.</p><p>Hidden by default.</p> |
| Creator               | Hidden by default.                                                                 |
| Created Date          | Hidden by default.                                                                 |
| Planned BL Date       | <p>Shows the Planned BL date of the Performance Cargo.<br>Hidden by default.</p>   |
| Cargo Reference       | <p>Shows the Cargo Reference of the Performance Cargo.<br>Hidden by default.</p>   |
| Laycan From           | <p>Shows the Laycan From date of the Performance Cargo.<br>Hidden by default.</p>  |
| Laycan To             | <p>Shows the Laycan To date of the Performance Cargo.<br>Hidden by default.</p>    |

### Sorting and Filtering

There are several [sorting and filtering](/voyage-management-system/step-by-step-guides/sorting-and-filtering-lists) options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the [customised columns](/voyage-management-system/step-by-step-guides/customising-list-columns) setup).

For sorting, look for the *arrow* to the right of the column headers. For filtering, you can use the *quick filters* provided above the Voyage List, or look for the ![](/files/im0tnPsdMKdFaeaZt79T)-icon, also to the right of the column headers.

### Search Bar&#x20;

You should also be able to search the whole list, by using the Search Bar functionality provided at the top of the list:

<figure><img src="/files/jjANZcKNbZH4njWj4Y0a" alt=""><figcaption><p>Search Bar in Voyages List</p></figcaption></figure>

In this particular list, you are able to search for a voyage's *reference no.*, a *vessel*, a *counterpart* or *charterer,* a *port name,* a *cargo reference or trade*. The list will update accordingly.


# Maintain Voyages

The details of a voyage can be edited in the **Voyages** module.

When you have [located the voyage](/voyage-management-system/step-by-step-guides/voyages/find-voyages), click it and the details will show in a drawer or panel on the right hand side. Field values can be edited directly.

{% hint style="info" %}

#### Change of vessel and ballast port

Vessel and ballast port can only be changed when the voyage status is "estimate" or "unallocated".
{% endhint %}

{% hint style="info" %}
**Edit estimates permissions**

With the preference 'Share voyage' you can indicate if estimate voyages can be edited by anyone or only by the creator and administrators

* If 'Share voyage' is set to true, estimate voyages and template voyages is editable by all users
* If 'Share voyage' is set to false, estimate voyages and template voyages is editable only by the creator and administrators
  {% endhint %}

### KPI Tiles

Tiles show the key values like TCE,  Days Total, Distance Total, Bunker Consumption, EEOI, Days In Port, of the voyage.&#x20;

<figure><img src="/files/tiNCGlFYnUvKNAmHSzUs" alt=""><figcaption><p>Tiles visible on default view</p></figcaption></figure>

<figure><img src="/files/6SlHoDBBpgBD2wjwyJGE" alt=""><figcaption><p>Tiles visible on full screen view</p></figcaption></figure>

#### **TCE APS**

APS TCE (Arrival Pilot Station Time Charter Equivalent) is a measure of **operational voyage performance**, expressed as net daily earnings over the productive portion of a voyage — from arrival at the first load port through departure from the last discharge port. Unlike full-voyage TCE, APS TCE **excludes the preceding ballast leg**, isolating the commercial performance of the cargo-carrying operation itself.

**Formula**

> **APS TCE = (Total Revenue − Total Costs) ÷ Duration**

Where **Duration** is calculated from the vessel's arrival at the first load port to the end of the voyage (last discharge port), excluding any heading ballast legs.

**What's included**

* **Revenue:** All voyage revenue (freight, demurrage, despatch, etc.)
* **Costs:** All voyage-related costs (bunkers, port costs, canal dues, commissions, etc.)
* **Duration:** Laden period only — ballast repositioning legs are excluded

**Why it matters**

By stripping out the ballast leg, APS TCE gives operators a clean view of how efficiently the vessel performed on the cargo portion of the voyage. This makes it useful for comparing performance across voyages with different ballast distances, and for evaluating how well commercial terms translated into actual daily earnings.

#### TCE Excl. Downtime

Conditional information:&#x20;

* TCE Excluding Downtime (only shown when there is at least one offhire day)
* Downtime/Offhire days (only shown when there is at least one offhire day)

<figure><img src="/files/XdwMIBEuVB8EDjCpOFrT" alt=""><figcaption><p>First two tiles when voyage has offhire</p></figcaption></figure>

{% hint style="info" %}

### FAQ: Why is Excl. Downtime higher than TCE?

TCE is calculated as: *Contribution divided by Total Days of the Voyage*\
TCE Excl. Downtime is: *Contribution divided by (Total Days of the Voyage - Total Days Offhire)*

'TCE Excluding Offhire' will display the TC Equivalent using the remaining total days after excluding/subtracting the days offhire. As a result of dividing by a smaller number, it will always be a higher number than regular TCE.
{% endhint %}

### Sections

Sections are used to show the most important information about a sub-item of the voyage. Some sections have an **Open**<img src="/files/-MJW01-51ej4tIuTwVpr" alt="" data-size="line">button to open the section's item in a new drawer.

Voyages on a time charter will have a "TC contract" section, while all other voyages will have a "Performance Cargo" section instead.


# Voyage full-screen

Starting with release 8.2, the voyage drawer's default view has been updated. The previous default view has been removed, and the expanded view is now the new default (see *Figure 1*).

The expanded view has been replaced with a full-screen drawer, serving as a centralized hub for voyage drawer functions and introducing additional features. This view presents data in an editable grid format (see *Figure 2*) with customisable columns that enhance and extend the functionality of the previous default view.

For more details on the grid's functions and usage, go to the [data grid page](/voyage-management-system/step-by-step-guides/data-grids).

<figure><img src="/files/kMplPdv3FnkD6VZYEKBZ" alt=""><figcaption><p>Figure 1: New default view</p></figcaption></figure>

<figure><img src="/files/G7tKNugQfiLqsdwPY8GU" alt=""><figcaption><p>Figure 2: Full-screen drawer view</p></figcaption></figure>

## Creating, editing and deleting in the grid

Changes to the grid, such as editing fields, adding new rows, copying data, or deleting entries, are applied across the system in real time, ensuring data consistency. Updates made in the grid will automatically reflect in all related drawers and pages, and vice versa.

## Main differences

The full-screen drawer is designed to make it easier to make modifications to the voyage. This was done by replacing the different collapsible sections (*Figure 1*)  with corresponding grids (*Figure 2*).&#x20;

The [*Profit / Loss Section*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary) as well as the V*essel Section* remains the same with the exception of an additional collapsible section for *TC Out Contract*.

### Map

The map has also been moved to the left side of the drawer, and when expanded will appear in the center of the drawer (see *Figure 3).*

<figure><img src="/files/ilObWRLxJQWq4lNol81C" alt=""><figcaption><p>Figure 3: Full-screen expanded map</p></figcaption></figure>

### Alternative routing and system preferences

A key addition to the drawer is the ability to display an **Alternative Route** tab, controlled by a system preference. This setting can be enabled via the[ **System Settings**](/voyage-management-system/step-by-step-guides/setup/system-settings). When activated, the routing tab appears next to the map, providing easy access to alternative route options (see *Figure 4*).

<figure><img src="/files/oJoF3J5JdQG7zsrUnS00" alt=""><figcaption><p>Figure 4: Alternative routing enabled</p></figcaption></figure>

### [Profit & Loss Summary](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary): Analysis and Results Chart

The **Analysis** and **Results Chart** retain their functionality from previous versions. However, they are now displayed in the center of the drawer when selected within the **Profit & Loss Summary** section.

<figure><img src="/files/NnQmeaDPoW76ITLfAjvj" alt=""><figcaption><p>Figure 5: Results Charts displayed</p></figcaption></figure>

### View Customisation

The left- and rightmost sections can be collapsed by clicking the buttons inside column dividers, shown in *Figure 6*. Alternatively, the sections can be toggled using the keyboard shortcuts **ALT/OPT + ←** and **ALT/OPT + →**.

<figure><img src="/files/0zjYKFXaP05TAWMzKPVF" alt=""><figcaption><p>Figure 6. Toggle Section Buttons</p></figcaption></figure>

<figure><img src="/files/cYEPLJ6PyPfD5jNOjQ6O" alt=""><figcaption><p>Figure 7. Drawer after collapsing left column</p></figcaption></figure>


# Overview

The voyage drawer is also split up in different sections; [*Vessel*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/vessel)*,* [*Cargo List*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/cargo)*,* [*Cargo*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/cargo) (the Performance Cargo)*,* [*Schedule*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/schedule-1)*,*  [*Profit/Loss Summary*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary) *and* [*Speed & Consumption*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/update-speed-and-consumption)*.*

For a TC voyage, the drawer has the [*Time Charter Contract*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/tc) section instead of the *Cargo* section.&#x20;

### Drawer Actions

On the left hand-side, we have the vessel name chip, which is clickable and will forward you to the linked [*Vessel drawer*](/voyage-management-system/step-by-step-guides/vessels/vessel-master-data-overview). The number is the *reference number* of the voyage, and to the right we have the *status*. The statuses are within a dropdown menu which you can [change yourself](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/change-voyage-status):

<figure><img src="/files/ql8LqUjQxKR1K5j34uRx" alt="" width="375"><figcaption><p>Left-Side Drawer Actions</p></figcaption></figure>

If the voyage has a trade connected to it, a new chip will appear between the vessel chip and voyage number. This chip displays the trade code and will forward you to the linked *Trade drawer* when clicked.

<figure><img src="/files/layKcdkqfo6lFox6lYJ3" alt=""><figcaption><p>Left-Side Drawer Actions with Trade chip ASEA</p></figcaption></figure>

To the right hand-side, we have the [*delete*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/delete-voyages) button, *copy* button (to duplicate the selected voyage), the [*compare*](/voyage-management-system/step-by-step-guides/voyages/voyage-comparisons) voyages button, *print* voyage button, the voyage [*functions*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-analysis) button, the *expand* button, the *secondary actions* button and the *close* button. These are also called the *primary actions*:

<figure><img src="/files/NJ7Ctbeim1buNr6BnKHU" alt=""><figcaption><p>Right-Side Primary Actions</p></figcaption></figure>

### Secondary Actions

In this dropdown menu, you are able to do several actions:

**Swap Vessel:** you are able to *swap* the voyage onto another vessel. Read more [here](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/swap-vessel).

**Edit Voyage Reference:** you are able to change the voyage reference number on the given voyage. Read more: [Change Voyage Reference Number/Voyage Number and Voyage Starting Year](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/change-voyage-reference-number-voyage-number-and-voyage-starting-year).

**Convert To Template:** you are able to *convert* the voyage to a template. Here you have two different options to choose between (unless they are disabled).

**Print Statement of Account:** you are able to print out the SoA report of the given voyage.

**Open Preliminary Voyage:** Opens a new tab and brings you to the special preliminary voyage that is created when the voyage is nominated.

**Mark as Optional:** you are able to mark the voyage as optional, meaning you can set the statuses 'Not declared', 'Declared' or 'Forfeited' on the performance cargo of the voyage. Read more [here](broken://pages/-Mkb0LXYONcdob-vXRMA#mark-as-optional).

**Audit Log:** you are able to track every action inside, and regarding, this given voyage.

**Attachment:** you are able to upload/download the voyage attachments.&#x20;


# Vessel

This page reveals the essential information of the Vessel section in the Voyage Overview tab.

<figure><img src="/files/SU6CVJP8LapFvPon21Sx" alt="" width="341"><figcaption><p>(Figure 1) Vessel section in Voyage Overview</p></figcaption></figure>

## Vessel&#x20;

| Field                   | Description                                                                                                                             |
| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| Vessel                  | Changing this updates the voyage’s company and business unit, as well as those of all connected cargoes, to match the selected vessel.  |
| Ballast Port            | Changing this updates the voyage’s route. Editable when the voyage status is **"Estimate"** or when the voyage start date is unlocked.  |
| Percent Extra at Sea    | An additional percentage buffer applied to 'At Sea' calculations. Changes affect all Port Calls after the last arrival-fixed Port Call. |
| Total Days Extra At Sea | Additional time added to the voyage’s sea duration. Only editable when the voyage status is **"Estimate"**.                             |

## Speed & Consumption

### **Speed Ballast**

Displays the speed for ballast port calls when all port calls share the same value. If different speeds are set, the field is disabled and shows *“Multiple”*. Changing this value updates the speed for all ballast port calls.

### **Speed Laden**

Displays the speed for laden port calls when all port calls share the same value. If different speeds are set, the field is disabled and shows *“Multiple”*. Changing this value updates the speed for all laden port calls.

***

The dropdown initially includes speed options from the vessel and TC In contract configurations relevant to the selected passage. Speeds are grouped by source and labeled with a speed category chip (if applied).

You can also select *Add New Speed*, which applies to all Ballast or Laden port calls on the selected voyage. Newly added speeds can be edited directly, while speeds inherited from parent configurations must be edited at their source. This added speed also applies to the Main Engine Port Idle and Main Engine Port Working fields. For more information, see the [Speed and Consumption documentation](/voyage-management-system/step-by-step-guides/vessels/vessel-speed-and-consumption-data).

<figure><img src="/files/7ONlkiXxc9HAdgnB4PxS" alt="" width="175"><figcaption><p>(Figure 2): Speed drop down menu</p></figcaption></figure>

The selected speed’s source icon and speed category chip (if applicable) are displayed next to the field labels for easy reference.

The selected speed’s source icon and speed category chip (if applicable) are displayed next to the field labels for easy reference

{% hint style="info" %}
Speed categories are organisation-scoped custom tags used to categorise different speed and consumption profiles. They are used for classification and selection only and do not affect calculation logic.

Categories and their definitions are configured by your organisation’s administrator and can be managed in the **Master Data →** [**Speed Categories**](/voyage-management-system/step-by-step-guides/master-data/speed-categories) module.
{% endhint %}

#### **Speed source icons**

| Icon                             | Source             | Description                         |
| -------------------------------- | ------------------ | ----------------------------------- |
| ![](/files/JWMafP0xeFm0y378koDb) | **Vessel**         | Speed defined at the vessel level   |
| ![](/files/SNAFQgfNlsp0J28Tp5OV) | **TC In contract** | Speed defined in the TC In contract |
| ![](/files/aPxkKF8mKZoLf7pSg0zp) | **Voyage**         | Speed added directly to the voyage  |


# Cargo

This section is visible on Spot and CoA voyages.

## Cargo List

To the left, a scrollable list of *cargoes* are presented as small, blue cards, showing you some select details about the cargo. This is meant to be a quick overview, to be able to differentiate between the different cargos. Clicking on a cargo will select it, and the Cargo-section to the right will update. The currently selected cargo is marked by a blue line on the left side of the card. Hovering over a cargo card will bring up the option to copy it, or open the cargo drawer. While a cargo drawer is open, you may click on any part of the card to open the cargo drawer for that cargo:

<figure><img src="/files/JxJy3PMlRnq1MXVJM54r" alt=""><figcaption><p>Cargo List in Voyage Overview tab</p></figcaption></figure>

Clicking the ![](/files/9fq9GUnMk5YMiwkc76NP) button in the top right to create a new cargo on the voyage, either from an existing CoA template, or as a brand new cargo.

{% hint style="info" %}
If the voyage is of type TC, a shortened list of cargo cards will be used, titled "Last Cargoes". Only the last 3 cargoes created will be displayed. To see the full list of all cargoes on the voyage, use the [Cargo](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/cargo)
{% endhint %}

## Cargo Section

The cargo section allows you to directly change some of the fields of the selected cargo (performance cargo by default) from the Voyage drawer without having to open the Cargo drawer. If you are looking for more fields however, you will need to open the up Cargo drawer (clicking the ![](/files/-MJW01-51ej4tIuTwVpr) icon will open the drawer):

{% tabs %}
{% tab title="Stowage factor" %}

<figure><img src="/files/0G9QSQVnAdZ4XhRnDLvz" alt=""><figcaption><p>Cargo Section in Voyage Overview tab</p></figcaption></figure>
{% endtab %}

{% tab title="Density and Temperature" %}

<figure><img src="/files/hpXKyH3EzLsCxdbiYdz3" alt=""><figcaption><p>Cargo Section in Voyage Overview tab</p></figcaption></figure>
{% endtab %}
{% endtabs %}


# TC

This section is visible on TC voyages.

This small section gives you the most important details of the TC Out contract, as well as the option to change them. Click the ![](/files/-MJW01-51ej4tIuTwVpr) icon to open the full TC contract drawer.

<figure><img src="/files/s4ZWHdsIA0OpkaFtF6GB" alt=""><figcaption></figcaption></figure>


# Long Time Charter Schedule

Long TC Voyages, Schedule, and the functionality.

To recognize Long TC Voyages in the system, look for two key indicators: the Voyage Type labeled as (TC) and information in the [schedule section](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/schedule). An example of a Long TC Voyage is shown in the screenshot below:<br>

<figure><img src="/files/q4EzZDPi0uchRwsZ50eF" alt=""><figcaption><p>Long TC Voyage Schedule</p></figcaption></figure>

1. The blue rectangle represents Port Calls that occurred before the current Voyage.
2. "See All Port" is a link that, when clicked, opens a new browser tab displaying all Port Calls associated with the selected Voyage.
3. "Show More" is a link that allows you to add up to 5 additional Port Calls per click on the current Voyage's schedule. These added Port Calls will remain visible throughout the system unless the voyage is reopened.


# Schedule

The "Schedule" section in the Voyage drawer comprises three sub-sections: Schedule, Edit Schedule, and Routing. This part focuses on the 'Schedule' tab.

The *Voyage schedule (Figure 1)* visualization may be found on the right-hand side of a voyage drawer.&#x20;

This section is highly customizable: for example, you can change the voyage start date, lock it, update the port call sequence, and edit port calls by hovering over a port call box.

<figure><img src="/files/wNfmXxim57kLkbMqVNPk" alt=""><figcaption><p>Figure 1. Voyage Schedule</p></figcaption></figure>

The *Schedule Timeline* is a fully interactive module. Each port represents a draggable block - if you reorder the blocks with not-fixed port calls *(Figure 2)*, you will update the port call sequence on the opened voyage correspondingly:

<figure><img src="/files/7ZYZ7FRDts28ym2UR0Zr" alt=""><figcaption><p>Figure 2. Schedule Drag'n'Drop</p></figcaption></figure>

Next, each *Port Call* block is clickable, and it brings up a [Port Call](/voyage-management-system/step-by-step-guides/port-calls) drawer.

The small ovals inside of each *Port Call* block are called chips and include a piece of related information: *Days at Sea + Extra Days at Sea*, *Actual Speed*, and *Distance between Ports*. Every oval is clickable and allows editing corresponding sea passages *(Figure 3)*.

<figure><img src="/files/rpPe0TkokWZehUZlmGh0" alt=""><figcaption><p>Figure 3. Edit Sea Passage</p></figcaption></figure>

Moreover, the Port Call blocks include a small hover actions toolbar that provides the following actions on the voyage schedule sequence: show Port Cost history overview, create new Port Call to the current schedule, edit the selected Port Call, or delete the Port Call.

#### Hover Toolbar

When hovering the mouse over a port call in the schedule, a toolbar in the upper right will appear.

* [View](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/schedule/find-a-port-call) and [maintain](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/schedule/maintain-port-calls) port costs for the selected port.
* To *insert* a port call before or after the port call you are editing, click the **Create** <img src="/files/-M23YHZZ2QMC5s1NFheI" alt="" data-size="original"> button and select **Before** or **After.** A window to create a new port call then pops up.
* To *edit* a port call, click the **Edit** <img src="/files/-MKZNQlOdWyBxPRGIfjj" alt="" data-size="original"> button.
* To *delete* a port call, click the **Delete** <img src="/files/-MJWK7hDUGsty-xRwbxc" alt="" data-size="original">button.
* To *change* the order of port calls, simply *hover over* a port call to move it into place.

<figure><img src="/files/Ji6xkfLgrfxWlCkZ9oNS" alt=""><figcaption><p>Figure 4. Schedule Port Call action tooltip</p></figcaption></figure>

### Edit Port Call

To edit a port call in the schedule, click the pencil icon in the action tooltip. A popup modal then shows with editable essential port call details *(Figure 5)*.

<figure><img src="/files/9YDo4kuxWQLFFEsvwW0y" alt=""><figcaption><p>Figure 5. Edit Port Call action</p></figcaption></figure>

{% hint style="info" %}
Note that the port can only be changed if the Arrival-, Berthed-, and Departure Date are unfixed. If any of these dates are fixed, the port selector will only show available terminals on the currently selected port.
{% endhint %}


# Find Port Costs

## **Using Filters**

You can use the [quick filters](/voyage-management-system/step-by-step-guides/sorting-and-filtering-lists) to find the port cost you are looking for.&#x20;

The following filters are available in Port Cost History List:

* Vessel name
* Deadweight (DWT)
* Reason for call
* Currency
* Commodity
* Counterpart


# Maintain Port Costs

You can choose to use either the Actual Port Cost or Preliminary Port Cost of previous port calls to update the port cost of the selected port call.&#x20;

<figure><img src="/files/D4LgfBhknct8tVAi751h" alt=""><figcaption></figcaption></figure>

To make use of a Preliminary Port Cost of a port call on the system, click the <img src="/files/iXmoalbeTyIz6U00kxQR" alt="" data-size="line"> button to the right of the Preliminary column. To make use of an Actual Port Cost of  a port call on the system , click the <img src="/files/iXmoalbeTyIz6U00kxQR" alt="" data-size="line"> button to the right of the Actual column. Clicking this button will also update the currency of the port cost of the selected port call to the currency shown on the row.

Clicking any of the "Use" button will update the port call's port cost, which will be accumulated on the voyage's overall port costs.


# View Service Orders of Port Costs

If one or multiple Service Orders are present on a Port Cost the rightmost corner of the row will show an expandable arrow <img src="/files/7JZk0q5S031IC4SJQwLH" alt="" data-size="line">

<figure><img src="/files/JlVVmHKVgMXDmonzoRiE" alt=""><figcaption></figcaption></figure>

By clicking the arrow <img src="/files/AwLYoPC3YUvVND9A4Egr" alt="" data-size="line">, all the linked Service Orders will be shown.

<figure><img src="/files/PyrD6IqYwfnylOF2WEhv" alt=""><figcaption></figcaption></figure>

An expandable arrow on the rightmost side of the Service Order row is also available, and clicking this will show the Service Order Lines for the selected order.&#x20;

<figure><img src="/files/Nk50VQIWZyqGFPGzVM40" alt=""><figcaption></figcaption></figure>


# Schedule - Edit Schedule

The "Schedule" section in the Voyage drawer comprises three sub-sections: Schedule, Edit Schedule, and Routing. This part focuses on the 'Edit Schedule' tab.

## Managing Port Calls

### Edit Schedule

This list displays a more detailed view of all the port calls in the schedule:

<figure><img src="/files/W6Bb33m3yYF4EFIRIj9D" alt=""><figcaption><p>The Port Call Edit Schedule</p></figcaption></figure>

With this icon <picture><source srcset="/files/4w9lAmxtQO08KJe6cFX4" media="(prefers-color-scheme: dark)"><img src="/files/g1vQ9yPwSxGDLINc0dxM" alt="" data-size="line"></picture>, you can either *expand* or *collapse* all of the port call items in the list (the list is expanded by default). You can also *open* and *close* the collapsable items, independent of each other, to view the detailed information.

#### Detailed Information

The first row, in yellow highlight, you can find the **Port Call's** *Port Cost*, *Currency*, *Days L/D, Fix* checkbox and *Extra* (days in port).

The next two rows, you can find the **Cargo Port's** *Quantity, L/D Rate, Rule, Laytime Term, HC Rate, (HC) Currency, (HC) Measurement* and *HC Lumpsum* checkbox.

All of these fields are *editable*. The cargo highlighted in **blue** in the Cargo List section will also have its port calls highlighted correspondingly in the Edit Schedule section, meaning, you are viewing the *selected cargo's* information.

**Additional Hover Information:**

All of the collapsible headers are displaying the *Port Call Name, Reason for Call* and *Total Handling Cost (HC)*. Next to the last mentioned, there is an <img src="/files/kgjTlGP0OZEFRGiWbPcv" alt="" data-size="line"> icon, which you can hover on to display additional information inside a tooltip:&#x20;

<figure><img src="/files/k1S0OHWUfshlOrhxjWkC" alt=""><figcaption><p>Tooltip for Additional Total Handling Cost Information</p></figcaption></figure>

This tooltip displays, per **Port Call**, the *Counterpart*, *Quantity*, *HC Rate* and *Handling Cost* for each of it's **Cargo Ports**. Again, with the *selected cargo* from the Cargo List section highlighted in **blue**.&#x20;


# Schedule - Routing

The "Schedule" section in the Voyage drawer comprises three sub-sections: Schedule, Edit Schedule, and Routing. This part focuses on the 'Routing' tab.

The routing tab is inactive by default. This feature provides alternative routes that can be used for each leg, estimating the adjusted TCE based on new distance, fuel consumption, sea margin, and more.&#x20;

{% hint style="info" %}
The alternative routes may be created manually or must be coming from a third party, such as weather-based routes, etc.

For further details, please contact our sales team.
{% endhint %}

A voyage going from Bergen to Hamburg through Newcastle is displayed in *Figure 1*. The routing tab illustrates an alternative route for each leg. As presented in the screenshot, there is a key difference between the routes:

<figure><img src="/files/LMcgyJAVRXGCQmV1KaV4" alt=""><figcaption><p>Figure 1. Schedule - Routing with alternative routes</p></figcaption></figure>

* *TCE Difference*: the TCE difference indicator shows the difference between the alternative route TCE and the currently selected route TCE. So, for the leg, Bergen -> Newcastle, the current TCE is -525 USD. On the other hand, selecting the alternative route will result in +27 USD, which is -497 USD of TCE total *(Figure 2)*.

<figure><img src="/files/G4JkG8nYBlBMVuvK0SQy" alt=""><figcaption><p>Figure 2. Alternative route TCE Difference</p></figcaption></figure>

### Detailed Comparison:

It is also possible to compare the routes in more detail! For instance, take a look at the screenshot below:

<div align="center"><figure><img src="/files/IPG1smnUHbmn5UWaxgfX" alt=""><figcaption><p>Figure 3. Routing - Detailed route comparison</p></figcaption></figure></div>

Clicking the top-right arrow in each container expands the detailed information.

The *apply* button proceeds with the changes and saves the selected route for the current voyage.


# Profit/Loss Summary

The summary section displays all cost/revenue items, including fuel consumption and price, related to either cargo, voyage, or port call. This breakdown displays different figures for Voyage Charter and Time Charter estimates.

{% hint style="info" %}
As you start to invoice various items on the voyage, the exchange rates used for calculating profit loss values will be an average of the rate used in each invoice, should those currencies differ from the voyage currency. As such, the numbers on display in the Profit/Loss summary may change slightly throughout the voyage, but should be exact once the final invoice has been issued.
{% endhint %}

When the voyage drawer is open, selecting **Open Full Screen**<img src="/files/IkyuMH9IVp0e7WsVO64w" alt="" data-size="line">expands the panel and shows an additional section/panel summarizing the profit/loss for this voyage.​

<figure><img src="/files/jo9JFi6ColG4MS9sgozs" alt=""><figcaption></figcaption></figure>

By selecting the TCE checkbox in estimates, you can override either TCE or Result. The system will then automatically compute the estimated freight or TC rate needed to reach this desired outcome.

<figure><img src="/files/vlUWLnpsb5tLubHXOi0E" alt=""><figcaption><p>Initial Estimate: A freight rate of 130 USD results in a TCE of 537,817 USD and a result of 953,742.</p></figcaption></figure>

<figure><img src="/files/oaxWymZeyedaYK2dPnJH" alt=""><figcaption><p>To achieve a TCE of 560,000 USD, the freight rate needs to be 135.1062 USD.</p></figcaption></figure>

<figure><img src="/files/jXcFiXoR8ZOCpChgr5yu" alt=""><figcaption><p>To achieve a result of 1,080,000 USD, the freight rate needs to be set at 146.3887.</p></figcaption></figure>

To show the [analysis section](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary/analysis), click **Analysis**<img src="/files/iAIdRw7eqJe9ocTNpkE8" alt="" data-size="line">at the top of the panel. To show an overview bar chart, click **Result Chart**<img src="/files/Tqi09e9pej6tAKHKHPZW" alt="" data-size="line">at the top of the panel.<br>


# Analysis

When in a voyage drawer the analysis tab is available in the tab section. In this tab you will be presented with a graph to give you a visual view of the development of key values in the selected voyage.

The graph that is displayed represents the total days for the columns, and the TCE for the line. These values can be changed in the dropdown fields on the top left. The timeline shown will be from the preliminary snapshot is taken to the current date. If the voyage is closed, the last value will be the last time the voyage was changed instead of todays date.

![](/files/SwwQRAnZlVkPP9Gy7iSs)


# EU ETS Cost

## How EU ETS Cost Is Calculated

When your system’s [default currency](/voyage-management-system/step-by-step-guides/setup/system-settings/general#breakdown-of-the-available-settings) ***differs*** from the voyage currency, the EU ETS Cost is *c*omputed in two phases but applied in one formula:

1. **Base cost in default currency**\
   Multiply the EUA price by the quantity (EU ETS emission).
2. **Conversion to voyage currency**\
   Apply the exchange rate between the default currency and the voyage currency.

In the figure below, the header shows USD (the voyage currency), while the price field’s end adornment shows EUR (the default currency). The EU ETS Cost is calculated according to the formula:

$$
\begin{array}{r@{;}l@{\quad}r}
\text{EU ETS Cost}
& =;\text{Price};\times;\text{Quantity};\times;\text{Exchange Rate}
& (1) \\\
& =;100,\mathrm{EUR}\times13.567\times1.2\
& (2) \\

& =;1628.00,\mathrm{USD}\
& (3)
\end{array}
$$

<figure><img src="/files/ToPNkfjVwBVnv4HzjZJ1" alt=""><figcaption><p>Figure 1: Profit &#x26; Loss Example</p></figcaption></figure>

The result, **1 628.00 USD,** is what appears under EU ETS Cost for that voyage.&#x20;

**NOTE:** In our example, the EUR to USD exchange rate on the date of calculation was **1.2**.


# Risk

This section provides the option to customize risk related values

In the risk section, located under the Profit & Loss section, you can change which TC market index the voyage should follow, what percentage of the index value it should use, and the market value of the vessel in the same currency as the voyage.

<figure><img src="/files/oK24p5xAuYsTBZZYvJSZ" alt=""><figcaption><p>The risk section</p></figcaption></figure>


# Consumption Details

This section suggests the option to customize additional voyage consumption values and explains the related calculations.

Figure 1 shows the additional parameters related to consumption. Initially, these values are taken from the vessel, but they can be modified or retrieved again from the vessel or the Tc In contract for each voyage.

<figure><img src="/files/OYwJ9L7yxaOGRsfHkssS" alt=""><figcaption><p>Figure 1. Consumption Details</p></figcaption></figure>

Values from this section will influence the voyage's consumption calculations but will not affect the vessel’s [speed and consumption](/voyage-management-system/step-by-step-guides/vessels/vessel-speed-and-consumption-data#boilers-per-day-and-generators-per-day).

#### Generator and Boiler consumption source

The dropdown field in the top right of the section allows you to track the currently selected consumption source.

* Vessel - all generator and boiler consumption fields\* match the vessel’s generator and boiler consumption settings.
* Tc In - all generator and boiler consumption fields\* match the TC In generator and boiler consumption settings.
* Overridden - indicates that the voyage has uniquely defined generator and boiler consumption values.&#x20;

<figure><img src="/files/ffa32bA8JZbAoac7hd0P" alt=""><figcaption><p>Figure 2. Consumption source selector.</p></figcaption></figure>

It is possible to update all generator and boiler consumption fields at once by selecting either the Vessel or TC In configuration.

List of fields to be updated:

* FO Port Idle
* FO Port Working
* MGO Port Idle
* MGO Port Working
* MGO At Sea
* FO At Sea
* FO Heating
* FO Inerting
* FO Cleaning
* MGO Inerting

{% hint style="info" icon="exclamation" %}
Please review the detailed documentation of the Generator and Boiler consumption fields [here](/voyage-management-system/step-by-step-guides/vessels/vessel-speed-and-consumption-data#boilers-per-day-and-generators-per-day-overview) to understand how each field in this section affects the voyage consumption calculation.
{% endhint %}


# Canal Allowances

Certain voyage routes require specific canal allowances to be used. These allowances can either be applied to the entire voyage or to individual legs.

## Voyage Allowances

Canal allowance settings for the entire voyage is shown in the top right corner of the map in *voyage drawer*. Changing these allowances affects all sea passages on the voyage. For example, consider the following voyage going from New York > Los Angeles > New York:

<figure><img src="/files/VFaOwKNuGDEdRmttpn0H" alt=""><figcaption><p>Canal Allowances Voyage Drawer</p></figcaption></figure>

The voyage is currently allowed through the Panama Canal, and the route and schedule reflects this. If Panama Canal is deselected in the allowance settings, all instances of the canal are removed from the voyage:&#x20;

<figure><img src="/files/NvT68Hb0xFUwBJn9ujK2" alt=""><figcaption><p>Remove canal allowance</p></figcaption></figure>

However, note that changing allowance settings will not affect sea passages that are already completed (where the E*nd of Sea Passage date* is fixed).

## Port Call Allowances

Canal allowances can also be controlled for a single leg on the voyage, by going to the *port call drawer:*

<figure><img src="/files/zzfHSAGvucmYbbDvJO11" alt=""><figcaption><p>Canal Allowances Port Call Drawer (bottom right)</p></figcaption></figure>

Changing these allowances only affects the sea passage leading to this port call. For example, if Panama Canal is deselected on Los Angeles port call, it is only removed from the leg going from New York to Los Angeles. Meanwhile, the canal is still used on the way back to New York:

<figure><img src="/files/VTGHR3jxHRjM6T1ypSjX" alt=""><figcaption></figcaption></figure>

## Default Allowances

When creating a new voyage the system applies a set of default canal allowances. These can be controlled by Administrators on the *system settings page*:

<figure><img src="/files/YP8SypVtaTuwogC3MW6K" alt=""><figcaption><p>System Default Canal Allowances</p></figcaption></figure>

Initially, the system default allowances apply to all users when creating new voyages. However, each user can override the system defaults through their *user preferences page*:

<figure><img src="/files/gB525WsQQmE8kYiBEdvs" alt=""><figcaption><p>Override System Defaults</p></figcaption></figure>


# Voyage Map

The voyage map shows the voyage schedule, including alternative routing points![](/files/27LOBj6BO8DJ8LgN5iqc)that can be added to the schedule between port calls. More routing points will be revealed as you zoom in on the map.

### Viewing routing points

Click on a routing point<img src="/files/27LOBj6BO8DJ8LgN5iqc" alt="" data-size="line">to show information about the point in a popup, including name, position, and GMT offset. When a routing point is clicked it will also be possible to add the routing point to the voyage route. When clicking 'Add to route', a pop-up will appear where you have to choose between which port calls the routing point shall be added.

### Remove existing routing points from the Voyage route

Routing points that are on the voyage can be removed. When clicked, a button will become available 'Remove from voyage route'. When this is clicked, a confirmation box will appear. When confirmed, the routing point will be removed from the voyage.

### Restricted areas

The interactive Voyage Map features several restricted areas:

1. <mark style="color:blue;">Emission Control Areas</mark>
2. <mark style="color:red;">Open Loop Restricted Areas</mark>

Restricted Areas are visible on the map and depicted by <mark style="color:blue;">Blue</mark> or <mark style="color:red;">Red</mark> dashed lines (See Figure 1).

<figure><img src="/files/PasXl8mlOcJLwKJrrVq4" alt=""><figcaption><p>Figure 1 - Restricted Areas on Voyage Map. </p></figcaption></figure>

The leftmost dropdown filter allows changing the settings to include the particular group of *Restricted Areas* in the map or not.

### Additional filter: "Active Areas"

The voyage map now includes a **"Active Areas"** filter, allowing users to display Restricted Areas that are currently active based on their defined [Start and End Dates.](/voyage-management-system/step-by-step-guides/master-data/restricted-areas/additional-fields-start-and-end-dates) The filter is enabled by default and is ***voyage specific***.

{% tabs %}
{% tab title="Show All Areas" %}

<figure><img src="/files/JvjnLnwgV0Ovb6zfOuyF" alt=""><figcaption><p>Figure 2 - 'Active Areas' filter not applied</p></figcaption></figure>
{% endtab %}

{% tab title="Show Active Areas" %}

<figure><img src="/files/nqqxesa5M6jm60YB5skW" alt=""><figcaption><p>Figure 3 - 'Active Areas' filter applied</p></figcaption></figure>
{% endtab %}
{% endtabs %}


# Ballast Port: Latitude & Longitude for 'At Sea'

This section explains the Ballast Latitude and Ballast Longitude fields and how they function.

Starting in Release 8.7, ballast port that are *'At Sea'* will have latitude and longitude coordinates. These coordinates will be used for [routing ](/dataloy-distance-table-ddt/routing-and-routing-options)as well as for the[ voyage map](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/voyage-map). If a previous port call is available, the ballast port will automatically use its coordinates. Otherwise, the coordinates will default to (0,0) until[ updated manually](#editing-the-ballast-latitude-and-longitude).

<div><figure><img src="/files/AORtVg7q3isYDl5p9TiH" alt=""><figcaption><p>Figure 1: Voyage ending At Sea</p></figcaption></figure> <figure><img src="/files/DShtTA5735iphuAI6HIt" alt=""><figcaption><p>Figure 2: The consecutive voyage with ballast port At Sea</p></figcaption></figure></div>

Figures 1 and 2 illustrate how this works for consecutive voyages when the previous voyage ends at sea.

## **How It Works**

When a voyage has an *'At Sea'* ballast port, the **Ballast Latitude** and **Ballast Longitude** fields appear in the [vessel section ](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/vessel)of the voyage drawer (see Figure 3). If there is an open position port call available, its coordinates will be used by default. If no previous port call is available, both values will default to zero.

Users can also manually enter the ballast port’s position in these fields. If the ballast port is later changed to a another port, the fields will be hidden, and the voyage will use the coordinates of the selected port.

<figure><img src="/files/rvTL4cXmEhYUkD4vFgfT" alt=""><figcaption><p>Figure 3: At Sea Ballast Port selected </p></figcaption></figure>

## **Editing the Ballast Latitude & Longitude**

After creating a voyage, the ballast latitude and longitude can be modified by opening the voyage drawer and navigating to the[ vessel section](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/vessel) (see Figure 3). These fields will only be available when the ballast port is set to *'At Sea'*.

> **Note:** Editing is only enabled if the [**voyage start date is fixed**.](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/schedule-1#locking-voyage-start-date-and-waiting-days)

## **Changing the Ballast Port**

If the ballast port is changed from *'At Sea'* to a another port, the latitude and longitude fields will disappear, and the voyage will automatically update to reflect the new port’s coordinates.


# Cargo

This tab shows a list of the cargoes and fixtures on the voyage.

## Cargoes

The Cargoes list shows a list of all cargoes on the voyage. The list can be filtered on Port (the list displays the first Load- and Discharge Cargo Port, but the filter works any Load- and Discharge ports on the Cargo), Charterer and Commodity by using the quick-filters in the top right.

On the row at the bottom of the list, you can see the Total Amount of cargo quantity on this Voyage:

<figure><img src="/files/FFRK6IGCF02QMZwlghv4" alt=""><figcaption><p>Cargoes List</p></figcaption></figure>

Clicking the ![](/files/6ZB8VA4TG2TBgiUunHbz)-icon will bring up a dropdown menu for choosing between creating a brand new Cargo, or a new Cargo from a CoA template.

By clicking the ![](/files/W3ZiUxLft0r7O6MXUTfe) icon you can edit the columns shown in the list, rearrange the columns and even enable showing of some columns that are unchecked by default.

Clicking the ![](/files/2ez4FtsGM0hcnMEOj2rN) icon will export the table to a spreadsheet-format, which can be opened in e.g. Excel or Numbers.

## Fixtures

Adding *fixtures* can be done in the Cargo tab of the Voyage Drawer by selecting the Fixtures button and clicking the create icon above the list.

The tab allows you to create, edit and delete any fixtures on the voyage.

### Field Choices When Creating

* Counterpart (\*)
  * Which cargoes to connect to the fixture (based on which Counterpart is chosen)
  * Disabled after connected to a fixture
  * Will override the connected cargoes' Counterpart
* Fixture Reference (\*)
  * Is a running number (from v7.13)
  * Only editable, cannot set it
* CP Date
  * Disabled after connected to a fixture
  * Will override the connected cargoes' CP Date
* CP Form
* Lumpsum
* Fixture Currency
  * Defaulted at the Voyage Currency
  * Disabled after connected to a fixture
  * Will override the connected cargoes' CP Date

(\*) - required fields

### Modal & List Features

Click on each tab below to read more about the different features:

{% tabs %}
{% tab title="Fixtures List" %}

<figure><img src="/files/PaUbvqcjup3nb0hiAqR2" alt=""><figcaption><p>Fixtures List</p></figcaption></figure>

You can see the Total Amount of all number fields, such as Cargo Quantity, Freight Rate and Freight Amount Currency, at the bottom of each table.

See the expanded/collapsed features below.
{% endtab %}

{% tab title="Create Fixture Modal" %}

<figure><img src="/files/BVI6PhRCu8XZspEF7rfj" alt=""><figcaption><p>Create Fixture Modal</p></figcaption></figure>

\
By clicking at the Create icon, you will be able to create a fixture containing cargoes of the same *Counterpart*.&#x20;

The Cargoes list at the bottom is empty by default until you have chosen a Counterpart.

Selecting a Counterpart will show all cargoes connected to the Counterpart, allowing you to select the ones you want within the fixture.

The selector is also limited to the existing Counterparts on the voyage cargoes.&#x20;

You are not able to create until you have selected a Counterpart and at least *one* cargo from the list at the bottom.

Note that these features act a bit different than on the Edit Fixture Modal!
{% endtab %}

{% tab title="Edit Fixture Modal" %}

<figure><img src="/files/7ihg2GFEy2ZXDsrWhIog" alt=""><figcaption><p>Edit Fixture Modal</p></figcaption></figure>

\
Clicking the Edit icon will open up the Edit Fixture modal, where you can change fields and select more or de-select cargoes.&#x20;

The cargoes list at the bottom has pre-selected cargoes of the Counterpart you want to edit, by default. All cargoes connected to the Counterpart selected will show up in the list, along with the pre-selected ones. This gives you the opportunity to either add more cargoes to, or remove from, the selected fixture. &#x20;

Another feature is that you can override the Counterpart. Then this change will reflect on all the selected cargoes. The Counterpart selector is *not* limited this time around.

You will also be able to edit the Fixture Reference in this modal, which is a running number by default.&#x20;
{% endtab %}
{% endtabs %}

### Fields on the Fixtures

*One* fixture is equivalent to the blue area that wraps around the cargoes within it, and containing fields in the section header. Here is a list of them:

* Counterpart
* Fixture Reference
* Fixture Date
* Fixture Form
* Total Quantity
  * sum of the cargoes' weight on a fixture
* Total Freight Voyage Currency
  * sum of the cargoes' freight, plus the fixture lumpsum, on a fixture
  * the currency is for now always shown in Voyage Currency

### Extra Features

The fixtures list has a separate button to collapse/expand the cargo list of all the fixtures with one click as shown below:

{% tabs %}
{% tab title="Expanded" %}

<figure><img src="/files/YHh7FzxNKbzqnB1w41VJ" alt=""><figcaption><p>Expanded View</p></figcaption></figure>
{% endtab %}

{% tab title="Collapsed" %}

<figure><img src="/files/HJmmb5bMx75dutSvUdGo" alt=""><figcaption><p>Collapsed View</p></figcaption></figure>
{% endtab %}
{% endtabs %}

You can also collapse/expand each fixture by clicking on the blue header, or the arrow at the right-most.&#x20;


# Bunkers

This page gives an entail into the tab 'Bunkers' inside the Voyage module.

The Bunker module is split into three parts: 1. Bunker Indices; 2. Bunker Stock Summary; 3. Bunker Stock Details.

Yet, the Print EUA Statement button is always visible. This function generated a descriptive report of [EU ETS](/voyage-management-system/step-by-step-guides/master-data/eu-ets-compliance) consumed per port, specifying the percentage used in calculations, and associated consumption per leg.

1. Bunker Indices: this section helps to have a better overview of bunker indices even when the fuel types FO and LS MGO are not consumed by a vessel. By default, the section is collapsed, providing information regarding the bunker indices. Once expanded, the indices can be altered. Refer to Figure 1 for example:

<figure><img src="/files/k0LZOxLY30CIifIDyE8p" alt=""><figcaption><p>(Fig. 1) Bunker Indices.</p></figcaption></figure>

2. The Bunker Stock Summary contains cards associated with the respective consumed fuel type. The core idea is to provide a brief overview of consumed bunkers and derived costs (Ref. Figure 2).

<figure><img src="/files/27uljIXNDMPuh4J0EJBV" alt=""><figcaption><p>(Fig. 2) Appearance of the Bunkers module (Summary).</p></figcaption></figure>

3. Bunker Details serves the same idea as Bunker Stocks Summary but provides more detailed and specific information. The table items can be filtered to show only the Consumption or Bunkering rows (ⓘ interact with the filter options in the top right of each table card).

<figure><img src="/files/ZpG51D3v5dtBQnFsEYot" alt=""><figcaption><p>(Fig. 3) Appearance of Bunkers module (Details)</p></figcaption></figure>

3.1 Opening Balance

Each list starts with the opening balance of the stock. The opening balances displays the balance of the bunker stocks at the beginning of the voyage and are generated based on the previous fixed voyage. When creating voyage estimates the opening balances are generated based on the last fixed voyage on the vessel.

Opening balances can be updated on voyages with status Estimate or Unallocated to be able to do quick calculations. Once a voyage is fixed, the opening balance will be recalculated based on the previous fixed voyage and will no longer be editable.

Opening balances are also editable on voyages where the voyage start date is fixed.

#### Edit opening balance

To edit an opening balance on voyages where this is enabled,

* click on the opening balance row and a modal with the editable values will appear
* edit the values
* click Confirm to save your changes

#### Add opening balance

It is possible to add additional opening balances for each bunker category on voyages that have the status Estimate or Unallocated and for voyages where the start date of the voyage is fixed.

To add an opening balance:

* in bunker stocks list click on the Add Opening Balance button located above the bunker stock list for a given bunker category
* enter the values
* click Confirm to save the opening balance

{% hint style="info" %}
Note that the button is only enabled if it is possible to add additional opening balances to the voyage.
{% endhint %}

The new opening balance will be added after the last existing opening balance in the list.

<details>

<summary>TC In Contract Synchronization: Bunker Details and Initial Balances</summary>

In a TC In contract's first voyage, opening balances align with the delivery bunkers.<br>

For nominated voyages or higher, modifying the opening balances affects the contract, and vice versa.<br>

If a nominated voyage does not exist, adjustments to estimated voyages will not affect the contract. However, any contract modifications will update the opening balances of the estimated voyages once they are recalculated.

<figure><img src="/files/L9qtl0rrN3V0YdtcQp5l" alt=""><figcaption><p>Figure 1: Bunker delivery details on TC In Contract</p></figcaption></figure>

<figure><img src="/files/Wn5kNPTjrS3NgTY0zFC5" alt=""><figcaption><p>Figure 2: Bunker breakdown on voyage when opening balance is synchronized with TC In contract details</p></figcaption></figure>

</details>


# Operating Costs - OPEX

## Operational Expenditure (OPEX) Overview

Shipping companies operating owned vessels incur ongoing costs that have nothing to do with freight income or hire rates — crew wages, lubricating oil, insurance, vessel retrofitting, and similar day-to-day running expenses. These are known as **Operational Expenditure (OPEX)**.

OPEX sits below the TC Result line in VMS. It does not affect the Time Charter Equivalent (TCE) or TC Result, but it does reduce the final Voyage Result. This makes it essential for Operations Controllers and Finance users who need to report vessel profitability accurately.

**Voyage Result formula:**

```
VOYAGE RESULT = TC Result
              − TC Hire Net
              − Ballast Bonus Net
              − OPEX
              + Backhaul Saving
              − CVE TC In
```

***

### How OPEX Is Structured in VMS

OPEX is defined at two master data levels and then stamped onto the voyage:

**Vessel Type** is the starting point. Default OPEX rates are defined here and represent the baseline cost structure for all vessels of that type — crewing, lube oil, insurance, and so on.

**Vessel** has its own OPEX list (under the Operating Expenditure tab) which operates independently once populated. When a vessel is assigned to a voyage, the system stamps the vessel's OPEX lines onto the voyage.

**Voyage** holds the stamped OPEX lines and uses them to calculate the total OPEX for that voyage. Lines on the voyage can be added, edited, or deleted independently without affecting the vessel or vessel type records.

> **Note:** Changes made to OPEX rates on the Vessel Type or Vessel after stamping do not cascade automatically to existing voyages. Each level is independently editable once copied.

***

### OPEX Line Fields

Each OPEX line carries the following information:

| Field                     | Description                                                                                                                                        |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Opex Cost Code**        | Reporting code. Available on Vessel Type and Vessel records only.                                                                                  |
| **Opex Cost Description** | Label for the cost category, e.g. "Crewing" or "Lube Oil".                                                                                         |
| **Daily Rate**            | The cost rate in the OPEX currency, applied per voyage day.                                                                                        |
| **Currency**              | The currency in which the rate is expressed. If this differs from the voyage currency, conversion uses the exchange rate at the voyage start date. |
| **From Date / To Date**   | The validity period for this rate.                                                                                                                 |
| **Stock Account**         | The accounting stock account reference used when posting transactions.                                                                             |
| **Cost Account**          | The accounting cost account reference used for document lines.                                                                                     |
| **Comment**               | Free text remark.                                                                                                                                  |

***

### OPEX Calculation

Total OPEX for a voyage is calculated as:

**Total OPEX = Σ (Daily Rate × Voyage Days)** across all active OPEX lines on the voyage.

The calculated total is stored in the voyage and feeds directly into the Voyage Result.

OPEX recalculates automatically whenever any of the following change:

* The vessel assignment on the voyage
* Total voyage days
* Offhire days (where the offhire record includes an OPEX deduction flag)
* Any OPEX line on the voyage is added, edited, or deleted

***

### Offhire and OPEX

When a vessel goes offhire, OPEX continues to accrue. If the offhire record has the deduction flag set — **Deduct from Operational Cost** — the OPEX for that offhire period is deducted from the appropriate account based on voyage type:

| Voyage Type              | Deduction Target |
| ------------------------ | ---------------- |
| VC Voyage (owned vessel) | OPEX cost        |

All active OPEX lines on the voyage apply to offhire periods. If the OPEX currency differs from the voyage currency, conversion is applied before deduction.


# OPEX on a Voyage

When a vessel is assigned to a voyage, the system stamps the vessel's OPEX lines onto the voyage. These voyage-level OPEX lines are used to calculate the total OPEX, which feeds directly into the Voya

### Viewing OPEX Lines on a Voyage

Open the voyage drawer and navigate to the **Operating Cost** tab. The list shows all OPEX lines currently active on this voyage, with all columns visible.

***

### Managing OPEX Lines

OPEX lines on a voyage can be created, edited, and deleted independently. Changes here affect only this voyage and do not propagate back to the vessel or vessel type records.

**Adding a line:**

1. Click Create in the Operating Cost tab.
2. Enter the fields (same fields as vessel-level OPEX lines; see Maintain OPEX on a Vessel).
3. Save. The line is added and the voyage OPEX total recalculates immediately.

**Editing a line:**

All columns are editable except Opex Cost Code. Changes trigger an immediate recalculation.

**Deleting a line:**

Select the line and click Delete. The voyage OPEX total recalculates immediately.

***

### OPEX Calculation

Total OPEX is calculated as **Σ (Daily Rate × Voyage Days)** across all active lines.

If an OPEX line's currency differs from the voyage currency, the rate is converted using the exchange rate at the voyage start date before being included in the total.

The calculated total is shown in the voyage P\&L as **Total OPEX (in voyage currency)** and is deducted in the Voyage Result.

***

### Automatic Recalculation

The OPEX total recalculates automatically whenever any of the following change:

* The vessel assignment on the voyage
* Total voyage days
* Offhire days (where the offhire record has a deduction flag set)
* Any OPEX line on the voyage is added, edited, or deleted

***

### Offhire Impact

When a vessel is on offhire and the offhire record carries a deduction flag (**Deduct from Operational Cost**, **Deduct from Hire Payable**, or **Deduct from Hire Receivable**), the OPEX accrued during that offhire period is deducted from the appropriate target:

| Voyage Type              | Deduction Target |
| ------------------------ | ---------------- |
| VC Voyage (owned vessel) | OPEX cost        |

All active OPEX lines on the voyage are considered applicable to the offhire period.

> **Note:** If the OPEX currency differs from the voyage currency, conversion is applied before the deduction is made.


# Various Cost/Revenue

The [**Various Cost/Revenue**](/voyage-management-system/step-by-step-guides/master-data/various-costs-and-revenues) feature allows you to manage cost and revenue entries associated with a voyage, including those linked to [**Cargoes** ](/voyage-management-system/step-by-step-guides/cargoes/maintain-cargoes/cargo-drawer/various-cost-revenue)and [**Offhires**.](/voyage-management-system/step-by-step-guides/operations/offhire/maintain-offhire/various-cost-revenue) These entries can be accessed and modified from the **Various Cost/Revenue tab** in the voyage drawer.

<figure><img src="/files/EDpboWZxWxeL1y0GRcNk" alt=""><figcaption><p>Figure 1. Various Cost/Revenue</p></figcaption></figure>

You can also use the **Various Grid** in the **full-screen view** of the voyage drawer to get an overview over all connected variouses. Here, you can:

* **View** all Various Cost/Revenue entries related to the voyage.
* **Create** new entries directly within the grid including various for **Port Call** and **Cargo**.
* **Modify** existing entries by adjusting details as needed.
* **Delete** entries that are no longer relevant.

<figure><img src="/files/itnfk2KPs5FDr44fpuKR" alt=""><figcaption><p>Figure 2: Voyage Full-Screen view</p></figcaption></figure>


# Create, Edit & Delete Various Cost/Revenue

It is possible to create, edit, and delete ***Various Cost/Revenue*** entries for a voyage directly from the Various Cost/Revenue tab. Additionally, in the ***full-screen view*** of the voyage drawer, you can create Various Cost/Revenue entries for **Cargo** and **Port Call** using the **vertical ellipsis menu** (see Figure 1 for reference).

<figure><img src="/files/mQidFKZFnkGmh3gb52wH" alt=""><figcaption><p>Figure 1: Voyage Full-Screen Create Port Call Various Cost/Revenue </p></figcaption></figure>

All **Various Cost/Revenue** entries are also displayed in the **Various Grid** (accessible in full-screen view), allowing you to easily view, edit, or delete entries as needed.

## Create New Various Cost/Revenue

<figure><img src="/files/Yn2ph6hPpTk8JOcCRtzi" alt=""><figcaption><p>Figure 2: Various Cost Create Button</p></figcaption></figure>

1. **Click the Create Button** – Locate and click the **Create** button in the top-right corner of the header *(Figure 2)*.
2. **Enter Required Information** – A **Create** modal will appear, prompting you to fill in the necessary fields.
3. **Create the Various**– Once all required details are entered, click **Create** to finalize and add the new Various.
   1. New various items will have status 'Estimated' by default.

<figure><img src="/files/WFRGnlrlhO2gegj42KfM" alt="" width="305"><figcaption><p>Figure 2. Create Various Cost/Revenue</p></figcaption></figure>

## Edit Various Cost/Revenue

1. **Select the Various**– Click anywhere on the row of the Various you wish to edit in the list.
2. **Modify Details** – An **Edit** modal will appear (figure 4), allowing you to update the entry’s properties.
3. **Save Changes** – Click **Save** to apply the modifications.

<figure><img src="/files/0IDqFW0EE4O3xpeHc43h" alt="" width="305"><figcaption><p>Figure 3. Edit Various Cost/Revenue</p></figcaption></figure>

## Delete Various Cost/Revenue

<figure><img src="/files/IR4Mm6ZvBmgk4FBMrrlL" alt=""><figcaption><p>Figure 5: Delete Various Cost/Revenue </p></figcaption></figure>

1. **Select Entries for Deletion** – Use the checkboxes in the leftmost column to select the relevant entries.
2. **Click the Delete Option** – Once selected, a **Delete** button will appear in the top-right corner of the header.
3. **Confirm Deletion** – Click **Delete**, then confirm in the popup that appears to complete the removal.

⚠️ **Note:** Deleted entries cannot be restored. Be sure to review your selection before confirming deletion.


# Search and Filter Variouses

You can **search and filter** the **Various Cost/Revenue** list to quickly find relevant entries.&#x20;

## Filter Various Cost/Revenue

Filters allow you to control which **Various Cost/Revenue** entries are displayed:

* **Voyage-Specific Filters** – If the voyage includes **Various Cost/Revenue** linked to **Cargoes** or **Off-hires**, a filter will appear in the top-right corner of the list. Use this filter to select which types of Various Cost/Revenue should be displayed.
* **Currency Filter** – You can also filter entries by currency using the **Currency filter**, located in the top-right corner of the list. This allows you to view only entries in a specific currency.

You can apply multiple filters at the same time to narrow down your results.

<figure><img src="/files/AdrgUSSev8uXIF1fx43e" alt=""><figcaption><p>Figure 1. Various Cost/Revenue Tab Filters and Search Bar</p></figcaption></figure>

## Search for Various Cost/Revenue

To search for a specific **Various Cost/Revenue** entry:

1. **Use the Search Bar** – Located in the top-left corner of the list (figure 1).
2. **Enter a Keyword** – You can search by **description** or **various text**.
3. **View Results** – The list will update automatically to show only entries that match your search.

Filtering and searching can be used together to quickly locate specific entries within the list.


# Organisational Data

Information about the "Organisational data" tab

In the Organisational data tab in the voyage drawer you can edit the following information:

* Company and Business Unit
* Trade
* Responsible Charterer
* Responsible Operator
* Responsible Accountant
* Claims Operator
* Pool

<figure><img src="/files/OxezZSsEs2ZXn4pFXv62" alt=""><figcaption><p>Figure 1. Organisational data tab</p></figcaption></figure>

To edit any field in the tab, click into the field and start typing. Then select the desired option. Field will automatically save when you click outside or use tab key to exit the field.

#### Company and Business Unit

Company and Business Unit field is mandatory if the voyage status is NOT Estimate or Unallocated.\
When editing company and/or business unit, you will get a warning that alerts the user that the connected cargoes will also have their companies and business units changed *(Figure 1)*.&#x20;

<figure><img src="/files/b94qB56NOVnxuvTqgNmY" alt=""><figcaption><p>Figure 1. Warning when attempting to change company and business unit</p></figcaption></figure>

When clicking the OK button, the company and/or business unit will be changed for the voyage and all the connected cargoes.

#### Trade

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. When changing to a different option, the cargoes on the voyage will be updated with the same trade.


# Emission Settlement

**Emission settlements** for a voyage are viewable from the "Emission Settlement" tab in the voyage drawer. This tab, which is only visible after a voyage has been **nominated**, features one collapsible section per **emission settlement type**, or in other words, per **emission regulation**. In each section, the user is invited to add actual quantity and price data to keep their **emission regulation costs** per voyage accurate.

For a nominated or higher voyage, the Profit & Loss Summary section in the Voyage's Overview tab will use the **Actual** values from this tab, otherwise the **Estimated** ones. These are also displayed under Analysis overview of the voyage.&#x20;

Read below for the current emission regulations currently displayed in VMS. Both of these sections are collapsible.&#x20;

## ETS EUA section

<figure><img src="/files/lOGkOBHF1ZkUgf9J5DqY" alt=""><figcaption><p>Left-most section of Emission Settlement tab</p></figcaption></figure>

All the "Estimated" fields are using previous calculations for EU ETS. The "Actual" fields are calculated in similar ways, but only from Nominated or higher status. Actual Quantity is synched with the Estimated Quantity, until you *lock* it (it also automatically happen if you input a different value into the field). Actual Cost is calculated as `(Actual Price in correct currency * Actual Quantity)`.

Read "Synched Features" paragraph below for more information.&#x20;

## Fuel EU section

<figure><img src="/files/p5DwDR2N4vAt5Ozn1jN5" alt=""><figcaption><p>Right-most section of Emission Settlement tab</p></figcaption></figure>

Follows the same calculations as mentioned in the above paragraph. Additionally, you can here input the Actual Cost field however you like. This won't impact the Actual Price or Quantity, but it will impact the Actual Pooling Deduction field. This field is calculated as `(Actual Price in correct currency * Actual Price) - Actual Cost`. You can compare this value to the Estimated Pooling Deduction.

## Synched features

* Clicking the *lock* icon in the Actual Quantity field de-synchronises the value from the Estimated Quantity value
  * *Unlocking* it will reset this field to the previous stored value
* Checking the "Verified" checkbox locks the Actual Quantity, and disables the field for editing
* **NOTE** that both emission regulations are using **EUR** (Euro) as currency for calculating the Price, while the Cost is always in the **voyage currency**, so the appropriate Exchange Rate for EUR is used in this calculation&#x20;

Applies for both the emission regulations.&#x20;

## Related documentations

If you are curious to learn more about topics such as Fuel EU, Emission Pools, etc., here are some related links:

* [Voyage - Maintain Voyages - Overview - Profit/Loss Summary](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary)
* [Master Data - EU ETS Compliance - Fuel EU - Deductions](/voyage-management-system/step-by-step-guides/master-data/eu-ets-compliance/fuel-eu#deductions)
* [Master Data - Emission Pools](/voyage-management-system/step-by-step-guides/master-data/emission-pool)


# Invoices

In the "Invoices" tab in the voyage drawer, you can efficiently see and manage the Pending Receivable/Payable document lines, as well as the Invoices connected to the voyage. The tab is only visible to voyages that do not have status "Estimate".

In the top right, you will find two buttons for printing the Owner and Charterer Statement. Below them, in the middle of the drawer, you will find a two or three-way toggle-button that allows you to switch between the receivable, payable and hire payable invoices (only if the vessel is on a TC In). Switching between these options will change both which pending document lines are displayed and the assembled invoices.

<figure><img src="/files/XKzn6QQepeuxEyRccyCq" alt=""><figcaption><p>Changing between these will change which pending items are displayed, as well as assembled documents.</p></figcaption></figure>

### Pending section

This section show you a list of all document lines that have not yet been *assembled*. Clicking on any of them allows you to edit some of the fields. Selecting one or more document lines will allow you to assemble them into a Document:

<figure><img src="/files/IK2kJONd9MRm5gkxa1oT" alt=""><figcaption><p>A document line has been selected, and the Assemble button appears</p></figcaption></figure>

From this view, you can also open up the linked Business Partner and/or the linked TC Out Contract (if a TC Out voyage).

If a TC In Contract attached, you can open it from the Hire Payable view.&#x20;

### Invoices section

The invoice-section shows a list of all assembled invoices, or their line items. When in the toggle-button is set to Receivable or Payable, only the invoices connected to the voyage are shown. However, when set to Hire Payable, all invoices associated with the TC In contract are displayed, and an additional column for Voyage Reference is added that indicates the voyage(s) billed within each invoice.

Clicking on an invoice will open a [Document drawer](/voyage-management-system/step-by-step-guides/finance/invoices/invoice-drawer), showing more details and allowing you to print them.

In the top right corner of the section, you will find a "View Line Items" button. Clicking it will change between displaying the assembled documents and their data, and displaying each individual document line. This may be useful if you are looking for a specific item, but don't know in which document it was assembled. The line items list has filters specific to this mode. Clicking one of the document lines will open the Document it belongs to in a new drawer.

Use the filters to quickly narrow down your selection. Depending on whether you are in Receivable, Payable or Pending Payable mode, as well as Document or Line Items view, the available filters change.

{% tabs %}
{% tab title="View Document Items" %}

<figure><img src="/files/lVMDcSTGS5pfIbycCgud" alt=""><figcaption><p><em>The invoicing list of the voyage/TC In, displaying the documents.</em></p></figcaption></figure>
{% endtab %}

{% tab title="View Line Items" %}

<figure><img src="/files/YfWN6zHzekmABkrvr8Gf" alt=""><figcaption><p><em>The invoicing list of the voyage, displaying the document lines for the invoices.</em></p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### Filters Overview

<table><thead><tr><th>Document view</th><th>Document Lines view</th><th data-hidden></th></tr></thead><tbody><tr><td>Business Partner</td><td>Account</td><td></td></tr><tr><td>Currency</td><td>Currency</td><td></td></tr><tr><td>Voyage Reference (Hire Payable Only)</td><td>Cargo/Voyage Reference</td><td></td></tr><tr><td>Invoice Status</td><td>Port</td><td></td></tr><tr><td></td><td>Business Partner</td><td></td></tr></tbody></table>

{% hint style="info" %}
Read more here: [Invoices](/voyage-management-system/step-by-step-guides/finance/invoices)
{% endhint %}


# Downtimes

From the "Downtimes" tab in the voyage drawer, you can view the downtimes for the voyage. Click on an item in the list to go to the the corresponding drawer and view more information about the specific item.

Clicking the ![](https://content.gitbook.com/content/YqCdr25fnTVO4VfEnp4k/blobs/VLZaOymXC2FA8ppp5mVy/image.png)-icon on the table will bring up a modal to create a downtime.

More details about *creating* a downtime: [Create Downtime](/voyage-management-system/step-by-step-guides/operations/offhire/create-offhire)


# Voyage Functions

The VMS provides powerful voyage tools for risk assessment and estimations on cargo capacity on port calls.

These tools are available from **Voyages** or **Planning -> Fleet Plans**

1. Click on a voyage in the voyages list or board to open it in the drawer.
2. At the top right, click on **Functions** <img src="/files/-M5vqiL2yKZRwx8OFMa-" alt="" data-size="line">.

{% content-ref url="/pages/-M5g5upo4iWB0rmbRAAE" %}
[Sensitivity Analysis](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-analysis/sensitivity-analysis)
{% endcontent-ref %}

{% content-ref url="/pages/-M5g5ztoY0s3k4NpQbu9" %}
[Voyage Intake Calculation](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-analysis/intake-calculation)
{% endcontent-ref %}

{% content-ref url="/pages/lq3ZHKoXtv4ytADyXRQc" %}
[Deviation Calculation](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-analysis/deviation-calculation)
{% endcontent-ref %}

##


# Deviation Calculation

This page provides a detailed explanation of a Voyage Function - Deviation calculation.

The deviation calculation function offers a comprehensive analysis of the difference between the current voyage and the same voyage as if it were direct — from the ballast port to the last port call.

This function is particularly useful when freight rates are low, voyages must adhere to strict schedules, or deviations are required for compliance. It helps determine whether an additional detour can generate enough extra revenue to offset the added distance, time, emissions, and fuel costs.

<figure><img src="/files/Iu8z36CkQUqjt21sJtl9" alt=""><figcaption><p>Figure 1. Deviation Calculation modal.</p></figcaption></figure>

Figure 1 shows the Deviation Calculation window, comparing the current voyage results (in the Loaded column) with a hypothetical direct voyage (in the Direct column). The Variance column highlights the differences between the two. By clicking Open Direct Voyage, users can review the direct route’s details (Figure 2). In this example, the detour with cargo generates higher revenue, making it a more favourable option.

#### Prerequisites:

* The Deviation Calculation function is available only for **Estimate Voyages**.

<figure><img src="/files/93CaGUt6i9mVr0NzacPf" alt=""><figcaption><p>Figure 2. Direct Voyage from the Deviation modal.</p></figcaption></figure>


# Sensitivity Analysis

With the **Sensitivity Analysis** tool you can run calculations on a chosen parameter to evaluate risk.

1. Click on a voyage in the list or board to open it in the drawer.
2. At the top right, click on **Functions**<img src="/files/-M5vqiL2yKZRwx8OFMa-" alt="" data-size="line">.
3. Select **Voyage Sensitivity Analysis.**

## Input parameters

Select a voyage parameter which is then adjusted by the numerical variance for each calculation.

| Parameter                                | Calculated value |
| ---------------------------------------- | ---------------- |
| Freight Rate                             | TCE              |
| Bunker Price / MT (DO, LS DO, FO, LS FO) | TCE              |
| TCE                                      | Freight Rate     |

## Chart

### Reading the chart

The chart shows all the calculated values for the voyage. There are 15 data points, with the current voyage displayed in the middle, with negative variance on the left side, and positive variance on the right side.

The value of the selected Voyage is specified with a blue vertical line. The figures you find in a small box above each point reflect the X-axis values for each point.

Hover the mouse over the chart to inspect the values of each calculation data point.&#x20;

Moreover, you may find a table on the right from the Sensitivity Analysis chart. The table consists of the calculated values, placed in ascending order. The table may ease navigation among calculations.

### Downloading the chart

Press the menu icon<img src="/files/-M5g3FpNcZfQgdcx2JtH" alt="" data-size="original">to download the chart as an image (SVG or PNG), or a text file (CSV) that can be imported into spreadsheet software.


# Voyage Intake Calculation

The intake calculator provides an overview of the vessel's intake capacity and key reduction factors for the voyage, allowing you to adjust and compare different loading scenarios.

To open the intake calculator, click on the ![](/files/-M5vqiL2yKZRwx8OFMa-) icon in the top right of the voyage drawer, and select "Voyage Intake Calculation". This will take you to the calculator page.

In the top of the voyage intake calculator, you will find two chips displaying the vessel and voyage reference. Clicking the vessel chip will open up the vessel drawer.

<figure><img src="/files/kLJWbpEWDuxc2tNaR6VK" alt=""><figcaption></figcaption></figure>

## Opening Balance section

The Opening Balance section shows bunkers onboard the vessel at the start of the voyage. These fields can be edited if any of the following conditions are met.

* The voyage has status **Estimate** or **Unallocated**
* The voyage has a **fixed start date**
* The voyage is the **first voyage** on the vessel

## Port Calls and intake graph

The Port Calls grid displays information about the voyage port calls, and allows you to specify the Port Draft and Zone of the individual port calls. Changing either of these values may have an impact on the intake calculation.

<figure><img src="/files/YTqPMdSPRoodlEOeGRQG" alt=""><figcaption><p>It is possible to set values for Port Draft and Zone in the Port Calls grid</p></figcaption></figure>

Below the grid, you will find a graph for the intake calculation, with a bar for each of the port calls in the voyage schedule. Each port call will have a small Intake-label, displaying the maximum intake. The x-axis is scaled to the maximum deadweight of the vessel, given the port zones in the schedule.

Additional information can be displayed by hovering over a segment in the bar chart.

<figure><img src="/files/ej5J4f4rvFMOgldeZZWY" alt=""><figcaption><p>Hovering over each segment will give you additional information</p></figcaption></figure>

{% hint style="info" %}
The Bunker Reduction and Quantity numbers are defined using the reason for call of the port calls

* Loading port calls, the **departure** weight is used
* Discharge port calls, the **arrival** weight is used
  {% endhint %}

## Loadline and Cubic Information

In the bottom of the Intake Calculator, you will find a section outlining the loadline and cubic information of the vessel. This section is for reference only.

<figure><img src="/files/lmwoNk03tmnzb9o0aLyu" alt=""><figcaption></figcaption></figure>


# Voyage Secondary Actions


# Converting Voyage to Template

A voyage can be converted into Template Voyage, along with some other features

### How to Convert

In order to convert a voyage to a *template* voyage, you need to open a Voyage's drawer and click the secondary actions menu in the top-right  ![](/files/ZHpyS4BUM6Q46yPjscg2) and select the "Convert to Template..." action:

<figure><img src="/files/sjREyyYEFz1s2Auv43hQ" alt=""><figcaption><p>Secondary actions menu</p></figcaption></figure>

After selecting the action, you will get a modal which allows you to select the following actions:

<figure><img src="/files/wroXfjNHXRyIGxYf0m3a" alt="" width="446"><figcaption><p>Convert to Template modal (for SPOT)</p></figcaption></figure>

#### Options

**Create New CoA** - converts this voyage into a template, **and** creates a new CoA (Contract of Affreightment) that will be linked its performance cargo.

**Create Unallocated Voyage** - converts this voyage into a template, **and** creates a new non-template voyage of status 'Unallocated', that is linked to this template.

**Budget Scenario** - converts this voyage into a template, **and** sets the scenario to be the *Budget* scenario that is selected. The other options are disabled when choosing this option.&#x20;

### Requirements

**Cannot** be converted into a template:

* Template voyages
* Unallocated voyages
* Allocated voyages
* Nominated voyages
* Operational voyages
* Invoiced voyages
* Operationally Closed voyages
* Closed voyages

The voyage's type (SPOT, TC & CoA) does not matter in regards to whether you're allowed to convert or not. However, there are some conditions for each type:

**SPOT** - both options will be available.

**TC** (and has cargoes) - none of the options will be available, but you can still convert.&#x20;

**CoA** - both options will be available and the 'Create New CoA' option is selected by default. If *deselecting* this option, the template voyage **will continue to use the old CoA** instead of creating a new.


# Converting Voyage to TC Out

A voyage can be converted to a TC Out voyage if the following conditions are met.

* The voyage is not Closed
* The voyage is not already a TC voyage
* The voyage does not have any cargo
* The voyage has both a delivery and redelivery port call

### Converting a voyage

To convert the voyage, click on the three circles in the top right of the voyage drawer, in order to open the secondary actions menu, and click on the **Convert to TC Out** option.

<p align="center"><img src="/files/U7qhJhLwidpylTh4tYBr" alt=""></p>

This will bring up a conversion modal, with Owner and Duration fields pre-filled, based on the vessel and voyage. You can override the default duration by entering a new number. Unless the arrival and departure dates in the delivery and redelivery port calls are locked, the arrival date of the redelivery will be recalculated such that the voyage laden days will match the entered duration.

<figure><img src="/files/WEzu2xXlVvt2MWNYhFIE" alt=""><figcaption></figcaption></figure>


# Change Voyage Status

From the Voyage drawer it is possible to change the status of the voyage by using the status chip next to the reference no at the top of the drawer.

## "Forward" Status Transitions:

### **From Estimate to Allocated**

When changing status from estimate to Allocate, **no** modal will show. The same also happens from Estimate to Unallocated. You can check out the different requirements and validations below.&#x20;

### **From Estimate or Allocated to Nominated**

When changing status from Estimate to Nominated, the following modal will show:

<figure><img src="/files/NfzTwXj9jjAYwRQNM4lU" alt=""><figcaption><p>Nominate Voyage Modal</p></figcaption></figure>

If it's a TC voyage with missing Laycan on the TC, **you will have to** fill in the Laycan as well. Otherwise, you will get information at the bottom of the modal saying which cargoes does not have Laycans added, but you will be able to nominate.&#x20;

As you can see, Company and Business Unit field is required. By default, what is selected on the voyage will display here, but you are free to change it. You can also add Responsible Charterer, Responsible Operator and Responsible Accountant, but these are not required.&#x20;

The same also happens when changing from Allocated to Nominated.&#x20;

{% hint style="info" %}
The nominating process will also change the *booking status* of all of the cargoes on the voyage to 'Clean Fix'.
{% endhint %}

You can check out the different requirements and validations below.&#x20;

### Other

There are also other "forward" status transitions, like:

* Nominated -> Operational
* Operational -> Operationally Closed
* Operationally Closed -> Invoiced
* Operationally Closed -> Closed
* Invoiced -> Closed

{% hint style="info" %}
Some customers sometimes prefers other names of the mentioned statuses.

E.g. "Operationally Closed" can be called "Sailed" or "Demurrage Checked".
{% endhint %}

## "Backward" Status Transitions:

### From Nominated to Allocated

When changing to these statuses, **no** modal will show.

### From Allocated to Unallocated

When changing status from Allocated to Unallocated, the following modal will show:

<figure><img src="/files/ZwihmFtRNeYEHh9U5Tje" alt=""><figcaption><p>Unallocate Voyage Modal</p></figcaption></figure>

You will be given the option to select a new Vessel and/or Ballast Port to change to, but not required for unallocating.&#x20;

The same also happens when changing from Nominated to Estimate.&#x20;

### From Unallocated to Estimate

When changing to these statuses, **no** modal will show.

### Other

There are also other "backward" status transitions, like:

* Operational -> Nominated
* Operationally Closed -> Operational
* Invoiced -> Operationally Closed
* Closed -> Invoiced

## Different Requirements and Validations:

### **Missing Fields**

**Required Values Must Be Set:**

* For each cargo: charterer
* For each cargo: commodity

-> This can be seen for most "forward" status transitions.

### **Update the Vessel Code**

Vessel code must be changed from its default assigned value. Open Vessel "Internal Data" to set a new code.

-> This can be seen for most "forward" status transitions.

### Change of Ballast Port

**Warning**

The ballast port on this voyage does not match the open position of this vessel. Do you want to \<status> the voyage with the start date locked?

-> This can be seen for most "forward" status transitions.

{% hint style="warning" %}
Through the API, there are some forward- and backward transitions that are not possible to set directly, e.g. NOM -> SCU, it has to be NOM -> SCH, then NOM -> SCU.
{% endhint %}

## Status Transition Snapshots

In the Voyage drawer, in the left-most P\&L Summary section, you have this **Analysis** button:

<figure><img src="/files/lnpCIfKHvWaXv8FjmaS9" alt=""><figcaption><p>Analysis button to open up Analysis View</p></figcaption></figure>

This is only enabled *after* Estimate status. In this [Analysis *view*](/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/overview/profit-loss-summary/analysis), you can display the voyage snapshots created, above the tables:&#x20;

<figure><img src="/files/WjDHXxt6k9Lio45KHHcl" alt=""><figcaption><p>Top of the Analysis View section, voyage snapshots marked</p></figcaption></figure>

From version 8.15, all [forward transitions](#forward-status-transitions) between 'Estimate' to 'Nominated' statuses gets a new voyage snapshot created. It will be in the format as shown in the above marked text, e.g. for transition Estimate -> Unallocated, it shows the text "Estimate/Unallocated" along with the created date and time (which is when you did the transition).&#x20;

By default, you will be displayed the latest snapshot created as selected, but when opening the dropdown menu, the snapshots are listed in an ascending order, which you are free to choose from. Selecting a snapshot will automatically display the corresponding values in the below analysis tables:&#x20;

<figure><img src="/files/m8jvVKpioCDs9JjWfOR5" alt=""><figcaption><p>Voyage Snapshot dropdown menu</p></figcaption></figure>

In the above example, you can e.g. see two instances starting with "Estimate", meaning there has been a [backward transition](#backward-status-transitions) before that last instance, **but we don't create snapshots for those**.

You can also have multiple instances of the same transition, which then usually occurs at different dates and/or times.&#x20;

### Preliminary

We still create 'Preliminary' snapshots *from* when a voyage is set to 'Nominated' status, which remains if the status becomes higher (e.g. 'Operational'). This will both be displayed as default selected snapshot and is in the dropdown menu. Whenever the status changes away from Nominated (or higher) status, the Preliminary instance will disappear from the dropdown (while the other snapshots created will stay), as this is strictly only for Nominated and above statuses.

#### Daily Snapshots

The Daily Snapshots are still in order as is and is created every day, as usual. In [System Settings](/voyage-management-system/step-by-step-guides/setup/system-settings), you can still specify the daily "Voyage Snapshot Creation Time" in GMT. This still applies for statuses that **are not** 'Estimate', 'Unallocated', 'Allocated' or 'Closed'.&#x20;

### Open Snapshot Drawer

You can open a *Voyage Snapshot* drawer by clicking the ![](/files/cl5UgOBnQGuQHYY93Ohm) icon in front of the snapshot text. The statuses are "Closed" and "Snapshot" if a transition snapshot, or "Closed" and "Preliminary" if Nominated (or higher) snapshot. &#x20;

Alternatively, in a Nominated (or higher) voyage, you can in the Overview tab click on ![](/files/m4QrvgepEkyVmgzi1Ml0) in top-right drawer, to select "Open Preliminary Voyage' secondary action.&#x20;

### Create a Snapshot

You can manually create a snapshot by clicking the below button:

<figure><img src="/files/KZeCTUXUB7cNT50SxlHS" alt=""><figcaption><p>Create a Snapshot Voyage</p></figcaption></figure>

You **cannot** create a snapshot when the voyage has status 'Estimate', 'Unallocated', 'Allocated' or 'Closed'.&#x20;

{% hint style="info" %}
Read more about Status Transitions [here](/voyage-management-system/step-by-step-guides/status-transitions).
{% endhint %}


# Swap Vessel

Swap Vessel is a functionality that allows you to change the vessel of the voyage, regardless the status of the voyage. There are two ways to change the vessel; through the Vessel field under Voyage Overview, or through the secondary action 'Swap Vessel'.

## Swap Vessel for Estimate or Unallocated voyages

For voyages with status **Estimate** or **Unallocated**, you can only swap the vessel of the voyage through the Vessel field found under Voyage Overview section:

<figure><img src="/files/9kwOAgllZh4RuapKa4Pn" alt=""><figcaption><p>Vessel Field on the Voyage Overview Section</p></figcaption></figure>

This works as a normal dropdown menu, that views all available vessels for you to click and swap to.&#x20;

## Swap Vessel for Allocated or above voyages

For voyages with status **Allocated or above,** you can only swap the vessel of the voyage through the secondary action called 'Swap Vessel':

<figure><img src="/files/UfEf373csnNYskQTCUsa" alt=""><figcaption><p>Swap Vessel secondary action</p></figcaption></figure>

Followed by clicking the action, this modal will pop up:

<figure><img src="/files/Ck0Psed6jdKwVoqBbDGV" alt=""><figcaption><p>Swap Vessel Modal</p></figcaption></figure>

In this modal, a vessel must be selected to be able to swap. By default, the vessel you are currently on is selected. Meaning, you are always able to actually click on the Swap button (for now). After the swap, you are able to see the new vessel either as the above mentioned Vessel field under Voyage Overview, or at the top of the Voyage drawer, left-most (clickable) chip:

<figure><img src="/files/ylo38N2FWMBWuBoGxV4r" alt=""><figcaption><p>Vessel chip at the top, left-most</p></figcaption></figure>


# Configure Voyage as a “Last TC Voyage”

In the voyage drawer at the vessel section you will find a checkbox for setting "Last Voyage for Current CP". This checkbox is disabled when there is no TC In Contract registered.

<figure><img src="/files/63NJduMqo8xmp5viw4Qs" alt="" width="357"><figcaption></figcaption></figure>


# Change Voyage Reference Number/Voyage Number and Voyage Starting Year

From the voyage drawer actions it is possible to change the V*oyage Reference Number* or V*oyage Number*, depending on the voyage status.

When voyage status is Estimate, Unallocated or Allocated, it is possible to change the Voyage Reference Number. It is also possible to change the Trade Voyage Number if the voyage is connected to a trade, however this number will be automatically set when the voyage is nominated, erasing any previously set value.&#x20;

<figure><img src="/files/LLJOwqiBgfFRkK15hpG3" alt=""><figcaption><p>Estimate voyage</p></figcaption></figure>

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number. If the voyage is connected to a trade it is also possible to change the Trade Voyage Number and view the Voyage Reference Number. The Voyage Reference Number can be changed if the Voyage Variant Number for the system is set to 9, else it will only be for information. Setting the voyage status to Estimate or Allocated from Nominated will remove the Trade Voyage Number.

<figure><img src="/files/PolbrPElSNlKNBHdcIqq" alt=""><figcaption><p>Nominated voyage</p></figcaption></figure>

Clicking *Edit Voyage Reference...* or *Edit Voyage Number...* in the options meny opens a dialog box where the current values can be modified. In addition, the dialog box contains a field for changing the Voyage Start Year.

{% tabs %}
{% tab title="Estimate Voyage" %}

<figure><img src="/files/1ha0gDtc3I9TbzqDEpp0" alt=""><figcaption><p>Estimate voyage</p></figcaption></figure>
{% endtab %}

{% tab title="Estimate Voyage with Trade" %}

<figure><img src="/files/nOZbogwPR97Jzx7lAobs" alt=""><figcaption><p>Editable Trade Voyage field appears</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Nominated Voyage" %}

<figure><img src="/files/8QadbvWLraOfmP9QWSXc" alt=""><figcaption><p>Nominated voyage</p></figcaption></figure>
{% endtab %}

{% tab title="Nominated with Trade" %}

<figure><img src="/files/iyrsOHgQEp76zHmHGKuV" alt=""><figcaption><p>Disabled Voyage Reference Number Field </p></figcaption></figure>
{% endtab %}

{% tab title="Nominated with Trade & Variant 9" %}

<figure><img src="/files/NAeDJVcl7WzO6o327GNF" alt=""><figcaption><p>Enabled Voyage Reference Number Field</p></figcaption></figure>
{% endtab %}
{% endtabs %}


# Delete Voyages

Only voyages of status "Estimate" and "Unallocated" can be deleted. Otherwise you must change the status before you can delete.

1. Find a voyage (i.e through the **Voyages** page).
2. Click to open the voyage you want to delete.
3. At the upper right corner of the panel, click **Delete**<img src="/files/-MJWK7hDUGsty-xRwbxc" alt="" data-size="line">.
4. Click **Confirm** to delete the voyage.

Voyages can be connected to Cargoes and/or Offhires, as well as scheduled voyages if the voyage is a template.

When attempting to delete a **template voyage** that has scheduled voyages either at the Nominated or later stages, an error message will show instead.

The delete-voyage modal will look differently depending on whether it has connected entities:&#x20;

* **No connections:**

<figure><img src="/files/KQ2UWtMEzEaRE39EVaWv" alt=""><figcaption><p>Plain delete modal with no alerts due there not being any connected offhires or cargoes.</p></figcaption></figure>

* **Only Offhire connection:**

<figure><img src="/files/Ko1JH99lOrNEJG8rDsZx" alt=""><figcaption><p>Alert showing that an offhire is connected and will be deleted.</p></figcaption></figure>

* **Only Cargo connection:**

<figure><img src="/files/LnQZ2jK5rn5Iwa1ZSJEp" alt=""><figcaption><p>Alert showing that an cargo is connected and will be deleted.</p></figcaption></figure>

* **Offhires and Cargoes:**

<figure><img src="/files/9akn48h88UmpgUXEBoKf" alt=""><figcaption><p>Alert showing that an offhire and a cargo is connected and will be deleted.</p></figcaption></figure>


# TC Voyages

A **TC Voyage** will not have a **Cargo** Section on the **Overview** Tab like normal **Voyages**, but instead have a **Time Charter Contract** Section displaying the **Time Charter Contract**. In this section you can edit the most important fields on a **Time Charter** directly through the **Voyage Drawer** or click the ![](/files/r2ceXw7FHuVCmsxKANiO)-icon to **Open** the **Time Charter Contract Drawer.**<br>

The **Delivery Port** and **Redelivery Port** fields display the port from the associated Port Call. When you enter a new port, the Port Call and TC Contract will be updated accordingly. Click the ![](/files/r2ceXw7FHuVCmsxKANiO)-icon to Open **Port Call Drawer.**

<figure><img src="/files/KopcicWKCUBv7jj7XpTq" alt="" width="351"><figcaption><p>Time Charter Contract Section on Voyage Overview</p></figcaption></figure>

Both **Duration** and **Rate** fields will be disabled if there exists more than one Duration on the Tc contract, or a Duration has multiple Rates.

The **Calculate Profit/Loss** checkbox is only available while the Voyage still has status **Estimate**, and will toggle calculation of profit/loss based on bunkers.

### Related pages:

* [Create TC Voyage](/voyage-management-system/step-by-step-guides/voyages/create-voyage/create-time-charter-out)
* [Time Charter Contracts](/voyage-management-system/step-by-step-guides/chartering/time-charter-contracts) and its subpages


# Voyage Comparisons

A functionality to compare voyages' values to each other to get the best overview.

## Finding comparisons

A list of all voyage comparisons can be found under the Comparisons-tab in the Voyages module. The list allows you to search and filter.

<figure><img src="/files/oTUmeWLKHXpj2JS3ihMO" alt=""><figcaption></figcaption></figure>

### Finding comparisons for a specific voyage

The *Find comparison* button ![](/files/iVM120w00Od3wfoo7png) can be found as a primary action in the Voyage drawer:

<figure><img src="/files/NQRHyRI9dLEiUXq81oyB" alt=""><figcaption><p>Comparison functionality in the Voyage drawer</p></figcaption></figure>

This will open up the comparisons list, with the voyage pre-selected as a filter. Any comparison that includes the voyage, will be shown.

## Creating a new comparison

Click the ![](/files/9fq9GUnMk5YMiwkc76NP) icon in the top right to create a new comparison. This will bring up a window, allowing you to set a name, add a comment and choose a voyage as the base of the comparison.


# Maintain Voyage Comparisons

## Voyage comparison overview

<figure><img src="/files/wjfCmtGDiIldmAnBo4FK" alt="" width="563"><figcaption></figcaption></figure>

The comparison page presents a table of the voyages, with values being segmented into groups. The name of the comparison is displayed at the very top, alongside a button to edit the name.

In the top left of the comparison window, you will find two buttons; Highlight Differences and Show Only Differences. By default, Highlight Differences is turned on.

### Table header

The table column header shows the voyage reference number, the vessel and a chip telling you what kind of voyage it is.

Clicking the copy icon ![](/files/yks76jRdnP0jc7XTAQQd) will create a copy of the voyage, and add it to the comparison. Clicking on the remove icon ![](/files/39coAlrWA32ul4gAzk1W) will remove the voyage from the comparison. To open up the voyage drawer of any of the voyages in the comparison, click on the blue voyage reference.

Add new voyages to the comparison by using the big grey button in the right-most column. This will open a dropdown, allowing you to add an existing voyage in the system, or create a brand new one.

<figure><img src="/files/8uGtqGWOEKdaCozY3nlE" alt=""><figcaption><p>Table header for a comparison with three different voyages, and a button to add new voyages to the comparison.</p></figcaption></figure>

### Categories

To the left, rows are grouped into the following categories: Profit/Loss, Voyage, Revenue, Voyage Cost, Bunker Cost, Hire Payable/Freight Cost and Comment.

The Bunker Cost group will display the two primary bunkers&#x20;

### Comparison comment

At the bottom of the comparison screen, there is a comment section for the comparison as a whole.&#x20;

### Tooltips

Certain values in the comparison rows are composed of several different numbers. Depending on the type of the voyage, this may be different. Hovering over a row will display a tooltip showing each individual number.

<figure><img src="/files/MywCssbWk20lWzRpbgOd" alt=""><figcaption><p>For Spot voyages, "Other Voyage Costs" is defined as the sum of Despatch, Handling Cost, ILOHC and Various Cost.</p></figcaption></figure>

### Split fields and contextual rows

Several rows contain split fields, each displaying different data points. An example of this is the Address and Broker commission row. In this case, the left-most cell will contain the first value (Address commission), and the right-most will contain the last (Broker commission).

<figure><img src="/files/VVCGmMIUDEMaVWpcymVe" alt=""><figcaption><p>A split field displaying a 1.25% address commission (left), and a 1.25% broker commission (right).</p></figcaption></figure>

Contextual rows displays values that changed based on the context. In these cases, the cell includes a small label to the left, informing you of the source. An example of this is the Main Revenue row. For spot and relet voyages, the main revenue will be the freight. For a TC voyage, the main revenue will be hire.

<figure><img src="/files/YFDA9Df0JARBt9Eo1n4c" alt=""><figcaption><p>A contextual row, displaying a different number in the cell for each column. In the left-most column, a spot voyage showing freight. In the right-most column, a TC voyage showing hire.</p></figcaption></figure>

## Editing the voyages

You can make changes to the voyage directly from the comparison tool, by clicking into a cell and editing the value. This will cause a re-calculation of the voyage, and the changes will immediately be reflected. Cells which are not possible to edit are greyed out.

Alternatively, you can open the full voyage drawer by clicking the voyage reference and making your changes there.


# Voyage Reference Numbering

Variant Catalogue & Configuration Guide

1\. Purpose

The Voyage Reference Number is a human-readable identifier that operators use to label, search, and communicate about voyages. Because different operating companies have established their own reference conventions, Dataloy VMS supports a set of configurable numbering variants. Each variant is selected per company (or deployment) and determines how the reference string is constructed from the available voyage data.

***

### 2. Building Blocks

All variants are assembled from a small set of source fields. Understanding these fields is prerequisite to interpreting any variant formula.

| Field             | Source & Notes                                                                                                                                      |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| `VesselCode`      | Short alphanumeric code identifying the vessel in VMS master data.                                                                                  |
| `CompanyCode`     | Code identifying the operating company. May be numeric or alphanumeric depending on the variant.                                                    |
| `VoyageNo`        | Integer sequence number assigned to the voyage. Some variants reset this counter at the start of each calendar year; others increment continuously. |
| `VoyageStartYear` | The calendar year in which the voyage begins. Variants use either two digits (`YY`) or four digits (`YYYY`) of this value.                          |
| `ReferenceNo`     | Manually entered free-text reference. Used as a primary value in pass-through variants and as a fallback in several others.                         |
| `CpDate`          | Charter Party date. Used in Variant 16 to determine which era-specific formula applies and to extract the two-digit year component.                 |
| `ContractNo`      | COA (Contract of Affreightment) contract number. Used only in Variant 16 post-2016 logic.                                                           |
| `IsTc`            | Boolean flag indicating whether the voyage operates under a time-charter arrangement. Used only in Variant 2 to determine the TC/VC suffix.         |

**Padding notation:** Throughout this document, `VoyageNo(3)` means the voyage number zero-padded to a minimum width of 3 characters (e.g. voyage 7 becomes `007`). The width is given in parentheses.

***

### 3. Variant Summary

| Variant | Name                                         |
| ------- | -------------------------------------------- |
| 2       | Type-Year-Number with TC/VC Suffix           |
| 4       | Vessel-Dot-Year-Number                       |
| 5       | Vessel-Number (No Year)                      |
| 6       | Year-Vessel-Number                           |
| 8       | Numeric Company-Vessel-Year-Number           |
| 9       | Manual Reference (Pass-through)              |
| 11      | Vessel-Year-Number (3-digit)                 |
| 12      | Vessel-Year-Number (2-digit)                 |
| 13      | Manual Reference with Vessel-Number Fallback |
| 14      | Company-Vessel-Year-Number                   |
| 15      | Vessel-Number (Adaptive Width)               |
| 16      | COA Contract-Based (Date-Era Dependent)      |
| 17      | Vessel-Full Year-Number                      |
| 21      | Vessel-Year-Number (2-digit, Trimmed)        |
| 22      | Vessel-Year-Number (Continuous, No Reset)    |

***

### 4. Variant Reference

#### Variant 2 — Type-Year-Number with TC/VC Suffix

**Format:** `V + VesselCode + YY + VoyageNo(3) + [TC|VC]`\
**Example:** `VVESSEL25001TC`

Prefixes the reference with the letter `V`, appends a two-digit year and a zero-padded three-digit voyage number, and closes with a contract-type suffix: `TC` for time-charter voyages or `VC` for voyage-charter voyages.

| Field         | Description                                          |
| ------------- | ---------------------------------------------------- |
| `V`           | Literal prefix                                       |
| `VesselCode`  | Vessel master-data code                              |
| `YY`          | Last 2 digits of voyage start year                   |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits               |
| `TC` / `VC`   | Contract type suffix (Time Charter / Voyage Charter) |

***

#### Variant 4 — Vessel-Dot-Year-Number

**Format:** `VesselCode + '.' + YY + VoyageNo(3)`\
**Example:** `VESSEL.25001`

Combines the vessel code and voyage number with a period separator. The year component always uses two digits. The voyage number is zero-padded to three digits.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `VesselCode`  | Vessel master-data code                |
| `.`           | Literal separator                      |
| `YY`          | Last 2 digits of voyage start year     |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits |

***

#### Variant 5 — Vessel-Number (No Year)

**Format:** `VesselCode + VoyageNo(3)`\
**Example:** `VESSEL001`

The simplest format: vessel code immediately followed by a zero-padded three-digit voyage number, with no year component. Voyage numbering does not necessarily reset annually.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `VesselCode`  | Vessel master-data code                |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits |

***

#### Variant 6 — Year-Vessel-Number

**Format:** `YY + VesselCode + VoyageNo(3)`\
**Example:** `25VESSEL001`

Year-first variant: the two-digit year precedes the vessel code, followed by a zero-padded three-digit voyage number. No separator characters are used.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `YY`          | Last 2 digits of voyage start year     |
| `VesselCode`  | Vessel master-data code                |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits |

***

#### Variant 8 — Numeric Company-Vessel-Year-Number

**Format:** `CompanyCode(3) + VesselCode(4) + YY + VoyageNo(2)`\
**Example:** `00100012501`

All components are treated as integers and zero-padded to fixed widths. Falls back to the stored reference number if any component cannot be parsed as a number.

| Field            | Description                                              |
| ---------------- | -------------------------------------------------------- |
| `CompanyCode(3)` | Company code, parsed as integer, zero-padded to 3 digits |
| `VesselCode(4)`  | Vessel code, parsed as integer, zero-padded to 4 digits  |
| `YY`             | Last 2 digits of voyage start year                       |
| `VoyageNo(2)`    | Voyage number, zero-padded to 2 digits                   |

> ⚠ **Note:** Falls back to the manually entered reference number if vessel code or company code cannot be converted to an integer.

***

#### Variant 9 — Manual Reference (Pass-through)

**Format:** `ReferenceNo (verbatim)`\
**Example:** *(as entered)*

Returns the manually entered reference number exactly as stored, without any computed components. Used when the operator is responsible for maintaining reference uniqueness.

| Field         | Description                                           |
| ------------- | ----------------------------------------------------- |
| `ReferenceNo` | Manually entered reference number — returned verbatim |

***

#### Variant 11 — Vessel-Year-Number (3-digit)

**Format:** `VesselCode + YY + VoyageNo(3)`\
**Example:** `VESSEL25001`

Vessel code followed by a two-digit year and a zero-padded three-digit voyage number. Similar to Variant 22 but without the explicit continuous (non-resetting) voyage number sequence requirement.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `VesselCode`  | Vessel master-data code                |
| `YY`          | Last 2 digits of voyage start year     |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits |

***

#### Variant 12 — Vessel-Year-Number (2-digit)

**Format:** `VesselCode + YY + VoyageNo(2)`\
**Example:** `VESSEL2501`

Identical in structure to Variant 11 but the voyage number is zero-padded to only two digits, suitable for operations where voyage counts per vessel per year are expected to remain below 100.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `VesselCode`  | Vessel master-data code                |
| `YY`          | Last 2 digits of voyage start year     |
| `VoyageNo(2)` | Voyage number, zero-padded to 2 digits |

***

#### Variant 13 — Manual Reference with Vessel-Number Fallback

**Format:** `ReferenceNo → VesselCode + VoyageNo(3)`\
**Example:** `VESSEL001`

Prefers the manually entered reference number. Falls back to concatenating the vessel code with a zero-padded three-digit voyage number only when no manual reference exists.

| Field         | Description                                      |
| ------------- | ------------------------------------------------ |
| `ReferenceNo` | Manually entered reference (preferred, if set)   |
| `VesselCode`  | Fallback: vessel master-data code                |
| `VoyageNo(3)` | Fallback: voyage number, zero-padded to 3 digits |

> ⚠ **Note:** Fallback is used only when `ReferenceNo` is null.

***

#### Variant 14 — Company-Vessel-Year-Number

**Format:** `CompanyCode + VesselCode + YY + VoyageNo(2)`\
**Example:** `COMPVESSEL2501`

Extends Variant 12 by prepending the company code, making the reference globally unique across multiple operating companies sharing the same vessel codes.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `CompanyCode` | Company master-data code               |
| `VesselCode`  | Vessel master-data code                |
| `YY`          | Last 2 digits of voyage start year     |
| `VoyageNo(2)` | Voyage number, zero-padded to 2 digits |

***

#### Variant 15 — Vessel-Number (Adaptive Width)

**Format:** `VesselCode + VoyageNo(3 or 4)`\
**Example:** `VESSEL0023` / `VESSEL1000`

Similar to Variant 5 but dynamically adjusts the voyage number padding width: 4-digit padding is used if the voyage number itself is 4 digits long, otherwise 3-digit padding is applied.

| Field            | Description                                                        |
| ---------------- | ------------------------------------------------------------------ |
| `VesselCode`     | Vessel master-data code                                            |
| `VoyageNo(3\|4)` | Voyage number; padded to 4 digits if ≥ 1000, otherwise to 3 digits |

> ⚠ **Note:** For unallocated budget estimates (where voyage number is null), the stored reference number is returned instead.

***

#### Variant 16 — COA Contract-Based (Date-Era Dependent)

**Format:** *(Era-dependent — see below)*\
**Example:** `25000001` / `250000123456000001`

A complex variant with era-specific logic based on CP date. The CP date is sourced from TC-in data if available; otherwise from the first cargo with a non-null CP date.

| Era / Condition                     | Formula                                                    |
| ----------------------------------- | ---------------------------------------------------------- |
| Pre-2016                            | `VesselCode + VoyageNo(3)`                                 |
| Post-2016, no contract or reference | `YY + VoyageNo(5)`                                         |
| Post-2016, contract number only     | `YY + VoyageNo(5) + ContractNo + VoyageNo(5)`              |
| Post-2016, reference + contract     | `ReferenceNo[0..5] + '-' + ContractNo + '-' + VoyageNo(5)` |

> ⚠ **Note:** The year used in post-2016 references is the two-digit year of the **CP date**, not the voyage start year.

***

#### Variant 17 — Vessel-Full Year-Number

**Format:** `VesselCode + YYYY + VoyageNo(3)`\
**Example:** `VESSEL2025001`

Uses the full four-digit year rather than the two-digit abbreviation, providing unambiguous century identification.

| Field         | Description                            |
| ------------- | -------------------------------------- |
| `VesselCode`  | Vessel master-data code                |
| `YYYY`        | Full 4-digit voyage start year         |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits |

> ⚠ **Note:** Returns the stored reference number if vessel code is null.

***

#### Variant 21 — Vessel-Year-Number (2-digit, Trimmed)

**Format:** `VesselCode + YY + VoyageNo(2)`\
**Example:** `VESSEL2501`

Vessel code with two-digit year and a two-digit voyage number. Trailing whitespace from the voyage number segment is trimmed. Structurally identical to Variant 12.

| Field         | Description                                     |
| ------------- | ----------------------------------------------- |
| `VesselCode`  | Vessel master-data code                         |
| `YY`          | Last 2 digits of voyage start year              |
| `VoyageNo(2)` | Voyage number, zero-padded to 2 digits, trimmed |

***

#### Variant 22 — Vessel-Year-Number (Continuous, No Reset)

**Format:** `VesselCode + YY + VoyageNo(3)`\
**Example:** `VESSEL25001`

Structurally identical to Variant 11, but voyage numbers are **not reset at year boundaries** — they continue incrementing across years. This is the key operational distinction and must be configured correctly in the voyage numbering sequence setup.

| Field         | Description                                                                 |
| ------------- | --------------------------------------------------------------------------- |
| `VesselCode`  | Vessel master-data code                                                     |
| `YY`          | Last 2 digits of voyage start year                                          |
| `VoyageNo(3)` | Voyage number, zero-padded to 3 digits — **continuous, not reset annually** |

> ⚠ **Note:** Voyage number sequence must be configured as continuous (no annual reset) for this variant to produce correct results.

***


# Planning

{% content-ref url="/pages/-MG9Wv-0u6PCCMoBlars" %}
[Capacity Plan](/voyage-management-system/step-by-step-guides/planning/capacity-plan)
{% endcontent-ref %}

{% content-ref url="/pages/-MTeu8Dc0\_0g3A3lJ41E" %}
[Fleet Plans](/voyage-management-system/step-by-step-guides/planning/fleet-plans)
{% endcontent-ref %}

{% content-ref url="/pages/-MTexVMED0kRTWl4ALTs" %}
[Scenarios](/voyage-management-system/step-by-step-guides/planning/scenarios)
{% endcontent-ref %}

{% content-ref url="/pages/-MkakxwlMRaSLbSzOkOa" %}
[Budgets](/voyage-management-system/step-by-step-guides/planning/budgets)
{% endcontent-ref %}


# Capacity Plan

The capacity plan gives you a monthly overview if your fleet is over- or underbooked with cargoes. For each months and each trade, we compare the available cargoes to the capacity in your fleet which is serving that trade.

### Overview

You can navigate between the current month and future months at the top of the dashboard. You can also filter to restrict the view to a particular set of trades.

The are three summary cards at the top displaying information on all trades selected in the filter:

* &#x20;Free capacity: Total deadweight - total weight
* &#x20;Deadweight: Total deadweight of vessels loading in the selected month
* &#x20;Weight: Total weight of cargoes with laydays commencement in the selected month.

For free capacity and weight, we distinguish between total values and fixed values. The latter takes only cargoes into account which have status "Clean Fix".

| Category  | Status                                                            |
| --------- | ----------------------------------------------------------------- |
| Not Fixed | <p>Indication</p><p>Firm Offer</p><p>Working</p><p>On Subject</p> |
| Fixed     | Clean Fix                                                         |

| Summary           | Description                                                            | Values                                                                                                     |
| ----------------- | ---------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Free Capacity** | <p>Remaining deadweight tonnage<br>summing all vessels and cargoes</p> | <p>Total: Deadweight - total weight</p><p>Fixed: Deadweight - fixed weight</p>                             |
| **Deadweight**    | Deadweight of vessels                                                  | Total: Sum of deadweight of vessels                                                                        |
| **Weight**        | Weight of cargoes                                                      | <p>Total: Sum of weight of cargoes of any status</p><p>Fixed: Sum of weight of cargoes of fixed status</p> |

### Trade panels

An expandable panel is shown for each trade, with totals for that trade. There are two lists inside the panel, one for **cargoes by charterer** and one for **vessels**.

#### Cargoes by charterer

In each trade panel there is a list of total cargo weight and volume grouped by charterer. Only cargoes where **laydays commencement** lies in the selected month are counted.

All "fixed" charterer cargo totals are listed first, while "not fixed" entries come second and are indicated in grey.

| Column      | Description                        |
| ----------- | ---------------------------------- |
| Charterer   | Name of the charterer              |
| Weight (MT) | Total cargo weight in metric tons  |
| Volume (M³) | Total cargo volume in cubic meters |

### Vessels

In each trade panel there is a list of vessels. For each voyage in the master fleetplan, the vessel that voyage is allocated to is listed if the following two criteria are met:

1. The voyage is marked with this trade or its **performance cargo** belongs to the trade.
2. The voyage has **arrival date in the first load port** within the selected month.

| Column         | Description                                |
| -------------- | ------------------------------------------ |
| Vessel         | Name of vessel                             |
| DWT            | Deadweight of the vessel                   |
| Open Date      | Arrival date in the first load port        |
| Open Port      | First load port                            |
| Previous Trade | Trade of the previous voyage on the vessel |


# Fleet Plans

The Fleet Plans module allows you to allocate voyages and cargoes in MASTER and different scenarios, without actually making any changes to your MASTER Fleet Plan.​

### Selecting a Scenario <a href="#selecting-a-scenario" id="selecting-a-scenario"></a>

At the top center of the screen, you can select a scenario of type 'Master' or 'Scenarios':

<figure><img src="/files/Z7q09eLybdB2b9APKdL3" alt=""><figcaption><p>Select a scenario</p></figcaption></figure>

To select a different scenario than MASTER, scroll down in the above list to find all scenarios, except [Budgets scenarios](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/budgets). The MASTER scenario is pinned to the top of the selector for easy accessibility.

To create a new scenario follow the step-by-step guide: [Create Scenario](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/scenarios/create-scenario).​

### Select a Comparing Scenario <a href="#select-a-comparing-scenario" id="select-a-comparing-scenario"></a>

From version 8.17, you will be able to select a *comparing* scenario as the second scenario, to compare with the first selected scenario:

<figure><img src="/files/KNzulLraMxwoMtiW9y5J" alt=""><figcaption><p>Select a comparing scenario</p></figcaption></figure>

This selector has the same conditions as the first selector (mentioned in above paragraph).

This feature is only available in the [Scheduler view](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/fleet-plans/gantt-board); click on this link to learn more about comparing two scenarios!​

### Selecting Your View <a href="#selecting-your-view" id="selecting-your-view"></a>

Below the scenario selector, you will find different tabs to change between different views of the scenario and schedule:

<figure><img src="/files/R4yXp9iOKgmGrc9HJ754" alt=""><figcaption><p>FAS tabs</p></figcaption></figure>


# Fleet Plans Actions

### Fleet Plans Date Filtering

In FAS the date filter will filter voyages and cargoes in all of the boards more efficiently. There are filtering shortcuts for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Next Two Years (meaning the past 2 weeks plus selected). The default is set at 'Next 3 Months'. It is also possible to manually select the date range.

<img src="/files/kEbK4VIBEqKtFSP1Wuqz" alt="Date filter in FAS" width="375">

All voyages and allocated cargoes are filtered with respect to the voyage's *end date* date. The unallocated cargoes in their respective Cargo Commitments column, are filtered with respect to the cargo's *laycan from- and to-* date&#x73;*.*

For a scenario != MASTER, the date filter is also *clearable.* Meaning, you can clear the filtering of the selected date range, resulting in the list showing for *all* results instead, regardless of cargo's laycan dates and the voyage's end date.&#x20;

### Toggle & Hide Functionalities

On the **Open Positions** and **Cargo Management** boards, specifically, you will be able to use the *toggle* functionality:&#x20;

<figure><img src="/files/LY8pIkF8eBZxRIwlpFq4" alt=""><figcaption><p>Toggle Functionality</p></figcaption></figure>

By turning the toggle off, you will be able to hide the Voyage Commitments, or Cargo Commitments, making the allocated sections for voyages and cargoes the full view.&#x20;

Meanwhile, in the **Scheduler** board, you have two *hide* functionalities:

<figure><img src="/files/hj3vpe5TcyupVlvJze5e" alt=""><figcaption><p>Hide Functionalities</p></figcaption></figure>

By clicking on, for instance, the "Hide Commitments" toggle, you will hide the whole **Commitments** section, making the **Schedule** section the full view. And opposite action for "Hide Schedule" (you are also able to hide both sections, then you will get an "empty" full view).

### Other Actions

Specifically for cargoes, see [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board/cargo-management-board-actions#other-cargo-actions).

Specifically for voyages, see [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions#other-voyage-actions).


# Open Positions Board

### Board Layout

The board has two main areas- *unallocated voyages* (Voyage Commitments) on the left, and *allocated voyages* on the right.

Each element in the board represents either a voyage (unallocated), a voyage with cargo(s) (allocated), a vessel, a vessel open position card or a last port call card.

#### Vessel Open Position Card

<figure><img src="/files/LubeqF2CSw4sVh0fLNzf" alt="" width="375"><figcaption><p>Vessel Open Position Card</p></figcaption></figure>

We call the yellow card on the vessel columns the *vessel open position card*. It displays the start of the schedule of each ship that is displayed on the board. You can click on the card to open the vessel open position *drawer*. For any scenario that is *not* the MASTER, you can edit the port and date of the vessel open position. This changes where your ship starts in the scenario and reschedules the consecutive voyages.&#x20;

#### Voyage Card

**Unallocated Voyage Card**

In the **Voyage Commitments** column, the left-most column of the board, we have a list of Unallocated Voyages with a new design:

<img src="/files/xKvguX6LmjPGFji26ArT" alt="Fields on the Unallocated Card, with the Performance Cargo" width="375">

<table><thead><tr><th data-type="number">Reference</th><th>Fields</th><th data-hidden></th></tr></thead><tbody><tr><td>1</td><td>Voyage Reference</td><td></td></tr><tr><td>2</td><td>Voyage Status</td><td></td></tr><tr><td>3</td><td>Charterer</td><td></td></tr><tr><td>4</td><td>Port calls</td><td></td></tr><tr><td>5</td><td>Commodity</td><td></td></tr><tr><td>6</td><td>Laydays Start to End Dates</td><td></td></tr><tr><td>7</td><td>Quantity and Measurement Unit</td><td></td></tr></tbody></table>

#### Allocated Voyage Card

**Header**

<img src="/files/-Ma89qVpnO9yDkA4JVDG" alt="Fields on the Allocated Voyage Card header, with the Performance Cargo " width="375">

<table><thead><tr><th width="150" data-type="number">Reference</th><th>Fields</th><th data-hidden></th></tr></thead><tbody><tr><td>null</td><td><strong>Voyage:</strong></td><td></td></tr><tr><td>1</td><td>Vessel</td><td></td></tr><tr><td>2</td><td>Voyage Reference</td><td></td></tr><tr><td>3</td><td>Trade Code</td><td></td></tr><tr><td>4</td><td>Voyage Status</td><td></td></tr><tr><td>5</td><td>TCE and Currency</td><td></td></tr><tr><td>null</td><td><strong>Performance Cargo:</strong></td><td></td></tr><tr><td>6</td><td>Charterer</td><td></td></tr><tr><td>7</td><td>Quantity and Measurement Unit</td><td></td></tr><tr><td>8</td><td>Laydays Start to End Dates</td><td></td></tr><tr><td>9</td><td>Days out of Laycan (Early/Late Indicator)</td><td></td></tr><tr><td>10</td><td>Arrival Window Start to End Dates</td><td></td></tr><tr><td>11</td><td>Days out of Arrival Window (Early/Late Indicator)</td><td></td></tr><tr><td>12</td><td>Commodity</td><td></td></tr></tbody></table>

**Port Call Timeline**

The Allocated Voyages Card also contains a detailed timeline:&#x20;

<figure><img src="/files/orwvG50y7A00YJpOIWQf" alt=""><figcaption><p>Port Call Timeline</p></figcaption></figure>

On the left side of the Voyage Card, all the arrival times are listed. The date and time listed for the Ballast Port is the voyage start date. On the right side of the timeline, the port names are listed, including the Ballast Port. The total cargo gross weight on board after the port call is listed under the port name.&#x20;

> **Number of Displayed Ports**
>
> It is possible to change how many ports are listed at a time by using the settings. The minimum amount of ports that can be displayed is 3, the Ballast Port, the first load port and the last discharge port of a voyage. The number in the blue circle indicates how many ports are hidden.&#x20;

### Last Port Call Card

For each vessel we have a card with information about when it is next available. This can be found after the last voyage in a vessel's schedule.

<img src="/files/m8aZHH1NcRoWeZkURp7Q" alt="Last Port Call Card" width="375">

<table><thead><tr><th width="150">Reference</th><th width="280.4">Fields</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td>1</td><td>Vessel </td><td></td><td></td></tr><tr><td>2</td><td>Last port call's ETD</td><td></td><td></td></tr><tr><td>3</td><td>Port </td><td></td><td></td></tr></tbody></table>

{% hint style="info" %}
Click to read more about [Open Positions Board Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board/open-positions-board-actions).
{% endhint %}


# Open Positions Board Actions

### Actions

In the Open Positions Board you can drag and drop voyages to allocate or unallocate them, move them between vessels and change their order on a vessel.

Click any voyage card to open the [voyage drawer](/voyage-management-system/step-by-step-guides/voyages) and access additional information and actions.

#### Filtering

You have a large variety of filters available on the board. Filtering for Voyage Commitments (left-most column) and Allocated Voyages (rest of the columns) is separate. Filtering is persisted when navigating between the boards as well as when navigating to different menu items.

{% hint style="info" %}
You can read more about the actions here: [Voyage Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions).
{% endhint %}

### Highlights For The Voyages

#### Voyage Commitments Column

<figure><img src="/files/CMMmsKu0xtQZYFpcIxIj" alt=""><figcaption><p>Hovering over an unallocated voyage</p></figcaption></figure>

Each of the *unallocated voyage cards* now have a new light grey border, and when you **hover**, it will be marked with a darker one to clearly indicate which one you are hovering over.&#x20;

When **selecting** one of these cards, a blue border and thicker border will display along with opening the *Voyage drawe*r:&#x20;

<figure><img src="/files/VjW1LRf2cSTAuB73L7JR" alt=""><figcaption><p>Selecting an unallocated voyage</p></figcaption></figure>

#### Allocated Voyages

We have here as well now added a new light grey border, and when you **hover** over it, here too it will be marked with a darker one to clearly indicate:

<figure><img src="/files/WXkqJ2EJIKnjcoHVT42V" alt="" width="375"><figcaption><p>Hovering Over An Allocated Voyage</p></figcaption></figure>

When **selecting** one of the allocated voyages here too, the same type of blue border will display: along with opening the *Voyage drawer* as well:&#x20;

<figure><img src="/files/y3kDEmz6K8QZlRRxe582" alt="" width="375"><figcaption><p>Selecting An Allocated Voyage</p></figcaption></figure>

{% hint style="info" %}
**The Active State**

For both the unallocated and allocated voyages, the blue active border will stay active on the board until you do another action.&#x20;

This border also displays and stays active when creating a *new* voyage, and with the use of *drag & drop* of the allocated cargoes and/or the unallocated voyages.
{% endhint %}

#### Vessel Open Position Cards

Now when you **hover** over a Vessel Open Position card, it displays a darker grey tone on its border:

<figure><img src="/files/n4ZfDP37JLUVPVX1SYqZ" alt="" width="375"><figcaption><p>Vessel Open Position Card in Hover State</p></figcaption></figure>

When you **select** the card, the border becomes the same blue active border as previously mentioned, along with opening the *Vessel Open Position drawer*:

<figure><img src="/files/YGVw73T3oCmVFg2xRduQ" alt="" width="375"><figcaption><p>Vessel Open Position Card in Active State</p></figcaption></figure>

This border will stay active until you do another action on the board.

{% hint style="info" %}
These highlights are also visible on the [Scheduler Board ](/voyage-management-system/step-by-step-guides/planning/fleet-plans/gantt-board#highlights-for-the-voyage-bars)and the [Cargo Management Board](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board#highlights-for-the-cargoes) as well.&#x20;
{% endhint %}

### Settings

At the top right of the board, click on **Settings**<img src="/files/-MAC5fXnWeoZ2LGOhBze" alt="" data-size="original">to open the settings window.

#### Number of Columns

You can select the number of columns to show in the board either by moving the slider or by typing in a number.

#### Number of Displayed Ports

You can select the number of ports to show in the port call timeline either by moving the slider or by typing in a number. The ballast, first loading and last discharging ports are always visible.

#### Column Grouping

The column grouping decides which column a card should go into. The default setting is to group by vessel, but you can also select load area or discharge area. The area groupings depends on the selected area report under account preferences.

#### Row Grouping

The row grouping setting decides how the cards are grouped vertically. By default there is no row grouping. You can also select to group by month or week.

{% hint style="info" %}
Other general actions, you can see: [Fleet Plans](/voyage-management-system/step-by-step-guides/planning/fleet-plans)
{% endhint %}


# Scheduler & Comparing Scheduler Board

{% hint style="info" %}
Remember to read [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans) regarding selecting a scenario and a *comparing* scenario!
{% endhint %}

After selecting a scenario (and a comparing scenario), the scheduler board gives users an overview of the voyages that needs to be scheduled. It shows unallocated, allocated and nominated voyages. The allocated and nominated voyages can be viewed on the bottom half of the board, **Schedule**, while the unallocated voyages can be viewed on the top half, **Commitments**.

The board is interpreted similar to a Gantt schema, with the column headers being dates and the row headers being COA and SPOT for the Commitments section and vessel names for the Schedule section. The red vertical line indicates today's date.

### Commitment Bars

<figure><img src="/files/lF48W07Qm7pRDVzuA09h" alt="" width="375"><figcaption><p>Commitment Bar</p></figcaption></figure>

Commitment bars can found in the Commitments area and contain information about an *unallocated* voyage including Charterer, Laycan dates and Commodit&#x79;**.** The ballast port and first loading port of a voyage can be found to the left of the bar, and the last discharging port to the right. The *laycan* period can also be viewed on top of each bar (see picture in Scheduler Bars below).

#### **Tooltip**

When hovering over a *commitment bar,* a tooltip will pop up with additional information about the voyage. See tooltip picture under 'Scheduler Bars' section.

### Scheduler Bars <a href="#scheduler-bars" id="scheduler-bars"></a>

Scheduler bars can be found in the *Schedule* section and contain information about either allocated or nominated voyages, containing Reference No, Voyage Status, first Load Port and last **discharge port**. If the L*aycan* dates have been set, a Laycan *indicator* can also be viewed on a schedule bar. A timeline of the ballast and port calls can be viewed on top of each bar:

<figure><img src="/files/Oysk31x4SmrDpnXa5a57" alt="" width="375"><figcaption><p>Schedule Bar</p></figcaption></figure>

#### **Tooltip**

When hovering over a *scheduler bar,* a tooltip will pop up with additional information about the voyage:

<figure><img src="/files/zdXjyQPL3dNCcSuh2SBp" alt=""><figcaption><p>Schedule Bar Tooltip</p></figcaption></figure>

**New update(s) to the tooltip:**

* Voyage Status chip has been added to top-right tooltip
* Extra dividers around Laycan dates
* TCE has been added in-between Commodity Class and Quantity

{% hint style="info" %}
​More additional information on the voyage and its cargos are displayed in the voyage drawer. This can accessed by clicking on a commitment- or schedule bar.​
{% endhint %}

### Comparing Scheduler Bars <a href="#comparing-scheduler-bars" id="comparing-scheduler-bars"></a>

After selecting a [*comparing* scenario](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/fleet-plans#select-a-comparing-scenario), you will be displayed doubled vessel rows in which the two scenarios selected contains some scheduled voyages each; the **dark blue** scheduled voyages belongs to the **first** selected scenario, while the **dark** **grey** scheduled voyages to the **second** selected scenario (i.e. the comparing scenario):

<figure><img src="/files/eMRxCGSUS7O4B7wCqJ8c" alt=""><figcaption><p>Comparing of 'MASTER' scenario versus '2025 scenario' scenario</p></figcaption></figure>

Otherwise, it will show one row per vessel. Moreover, you can select which vessels and/or areas to filter on. You can at any point go back to the original Scheduler view by removing the comparing scenario (clicking 'X' in the second selector), in which case, the Commitments section will reappear:

<figure><img src="/files/zhSAOYPoLjm79y8Q7Ixe" alt="" width="281"><figcaption><p>Remove the comparing scenario</p></figcaption></figure>

By hovering over each of the scheduled voyages, you will get a similar tooltip as mentioned above under "Scheduler Bars'.​

{% hint style="info" %}
Click to read more about [Scheduler Board Actions](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/fleet-plans/gantt-board/scheduler-board-actions).
{% endhint %}

{% hint style="info" %}
Click to learn more about the unique [*Cargo Actions*](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/fleet-plans/cargo-management-board/cargo-management-board-actions) or [*Voyage Actions*](https://app.gitbook.com/o/-LhoT2vqihl0pYiCeolt/s/Zao7rN3mdCfNKVRfQpS0/fleet-allocation-and-scheduling/getting-started/planning/fleet-plans/voyage-actions)*.*
{% endhint %}


# Scheduler Board Actions

### Actions

#### The Action Bar

You can choose between the *quick filters* specified for 'Commitments' or the 'Schedule'. They will be filtered separately in each of their respective sections of the board:

<figure><img src="/files/TE6097fYrz6vWJt3Wmrf" alt=""><figcaption><p>Quick Filters in the Action Bar</p></figcaption></figure>

**While on Comparing Scenario mode**

When selecting a *comparing* scenario, the Commitments filters along with the Voyage filter under Schedule will be disabled.

Read more about Comparing Scenarios [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans/gantt-board)!

The *period selector* allows you to choose the time period of your liking, to easily display the voyages of that timeframe:

<figure><img src="/files/wVjlbd3fPpThlRsKZVtc" alt="" width="375"><figcaption><p>Date Period Selector in the Action Bar</p></figcaption></figure>

The quick filters decides the [*filtering*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions) of the voyages, while the period selectors allows [*selecting the period*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions) that the board will display.&#x20;

#### Drag & Drop

It is possible to drag and drop the bars to unallocate or allocate a voyage. A *scheduled* voyage can be *unallocated* by dropping it into the *commitments* area. A *commitment* voyages can be *allocated* by dropping it onto an empty vessel row, or behind another allocated voyage.

{% hint style="info" %}
You can read more about the actions here: [Voyage Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions).
{% endhint %}

### Highlights For The Voyage Bars

#### Hover State

<figure><img src="/files/JKBy3kRCQ6Cwr2oJEJkP" alt=""><figcaption><p>New Border to the left and Hover State Border to the right, for Commitment Bars</p></figcaption></figure>

Each of the *voyage bars* now have a new light grey border, and when you **hover**, it will be marked with a darker one to clearly indicate which one you are hovering over. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.&#x20;

#### Active State

When **selecting** one of these bars, a blue and thicker border will display along with opening the *Voyage drawer*:&#x20;

<figure><img src="/files/pklftzE2AggaIstHCZyw" alt=""><figcaption><p>Active State Border for the Commitment Bars </p></figcaption></figure>

The blue border will stay active on the board until you do another action. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.&#x20;

This border also displays and stays active when creating a *new* voyage and with the use of *drag & drop* of the bars.

{% hint style="info" %}
Other general actions, you can see: [Fleet Plans](/voyage-management-system/step-by-step-guides/planning/fleet-plans).
{% endhint %}


# Port View Board

The Port View board gives the user an overview of the scheduled port calls in a particular port or terminal. This makes it easy to identify any overlapping or close port calls which may cause operational issues.

To get started, select a port or terminal from the selector:

<figure><img src="/files/6bq9mqODPBg750cJECxl" alt=""><figcaption><p>BERGEN selected as port call</p></figcaption></figure>

While in this board view, the timeline can also be set to display a single week at a time, in order to get a very fine-grained view:

<figure><img src="/files/1oTqvw9HO5GP6jaWV02k" alt="" width="375"><figcaption><p>Date Period Selector in the Action Bar, highlighting every hour</p></figcaption></figure>

Otherwise, you have the quick filters; Vessel, Voyage and Reason for Call.

### Port Call Bars

<figure><img src="/files/wcqBStEj8C4RUfsGsnk9" alt=""><figcaption><p>Port Call Bar</p></figcaption></figure>

On each port call bar, you will find the following information:

* Voyage reference (top left, shown in bold)
* Cargo quantity and load/discharge rate
* Arrival & departure times

#### Tooltip

Hovering over the bar will bring up a tooltip containing some additional information:

<figure><img src="/files/cLGh7xa1hexbr0quJsLM" alt=""><figcaption><p>Port Call Bar Tooltip</p></figcaption></figure>

### Actions

You will still have the following actions:

* the *period selector* action as displayed [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans/gantt-board/scheduler-board-actions#the-action-bar) (but the modified version, as mentioned above)
* the *FAS date filter* as described [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans/fleet-plans-actions#fas-date-filtering)&#x20;

{% hint style="info" %}
Note that **drag & drop** is not enabled in this view.&#x20;
{% endhint %}


# Cargo Management Board

The Cargo Management Board displays all allocated voyages and the cargos allocated to them. It also shows the unallocated cargos in **Cargo Commitments** column. For details on the Vessel Open Positions, voyage cards and board settings, see [Open Positions Board](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board).

### Board Layout

The Cargo Management Board displays all cargos belonging to the selected scenario. In the left-most column, we display the *unallocated cargos* (Cargo Commitments column), which are cargos that have not yet been allocated to a voyage. The other columns display *voyage cards* with the cargoes allocated to them.‌

#### Unallocated Cargos‌

<figure><img src="/files/SUW0u7SYWqV2F7U7m6q1" alt="" width="375"><figcaption><p>Unallocated Cargo Card</p></figcaption></figure>

Each cargo contains the fields:

<table><thead><tr><th data-type="number">Reference</th><th>Fields</th></tr></thead><tbody><tr><td>1</td><td>Charterer</td></tr><tr><td>2</td><td>Cargo Reference</td></tr><tr><td>3</td><td>Cargo Booking Status</td></tr><tr><td>4</td><td>Trade</td></tr><tr><td>5</td><td>Cargo Ports (both L and D)</td></tr><tr><td>6</td><td>Commodity</td></tr><tr><td>7</td><td>Laydays Start to End Dates</td></tr><tr><td>8</td><td>Quantity and Measurement Unit</td></tr></tbody></table>

#### Cargoes on the Voyage Card‌

The right side of the Cargo Management Board contains all the a*llocated voyages* and their cargos. On the right side of a voyage card, the cargo cards allocated (or dragged) to the voyage are displayed. Each cargo displays the Charterer, Gross Weight and Cargo Status, while illustrating graphically the Load Ports and Discharge Ports. These cargos can be moved by *dragging and dropping* between the voyages of the same Trade:

<figure><img src="/files/RDs9Nzo4sPZlYYauAId5" alt=""><figcaption><p>Allocated Voyage and its Allocated Cargoes</p></figcaption></figure>

The *Additional ports* icon indicates how many more ports are "hidden" on the voyage. You can use the [settings](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board#settings) tool to adjust them accordingly.&#x20;

{% hint style="info" %}
With this newer design of the cargos on the voyage card, you will be able to graphically see at what ports a cargo has its Load- and Discharge ports. You can easily track all the Port Call rows of the cargo by looking at the vertical *span* of the specific cargo (the blue area). It is also possible to scroll to the right to see all the cargoes allocated on the same Port Calls. If the ports are "hidden", they will display as shown above.&#x20;
{% endhint %}

#### Laydays and Arrival Window Indicators

<img src="/files/-Ma7y-KZhccSINKWTG2i" alt="Indicator Lines" width="188">

The Cargo Cards also has indication lines to help you interpret the Laydays and Arrival Windows for each cargo, graphically.‌

**Laydays:** indication line at the top of the cargo.\
**Arrival Window:** indication line at the bottom of the cargo.‌

**Color indicator:**&#x200C;

* if **early**: blue
* if **late**: red
* if **on time**: normal / no color&#x20;

#### Tooltips

By hovering over a cargo card or on a *port call row*, a tooltip can be viewed. Fields in the tooltip that contain no data are hidden:

<img src="/files/-Mb1I0oZl9EuN57eZXQt" alt="Tooltip for a Cargo Card" width="375">

<img src="/files/-Mb1IK68mcyskS3M35H8" alt="Tooltip for a Port Call Row" width="188">

Note: for TC voyages, the 'First Load Port' and 'Last Dis. Port' is replaced with 'Delivery Port' and 'Redelivery Port'.&#x20;

The following fields are available within the cargo card- and port call tooltips:

| Cargo Card Tooltip Fields                            | Port Call Row Tooltip Fields |
| ---------------------------------------------------- | ---------------------------- |
| Charterer                                            | Quantity Loaded              |
| Load and Discharge Ports                             | Quantity in Transit          |
| Laycan From and To dates and Missed By Label         | Quantity Discharged          |
| Arrival Window From and To dates and Missed By Label |                              |
| Quantity and Measurement Unit                        |                              |
| Commodity                                            |                              |
| Quantity Option Terms (%)                            |                              |
| Quantity Option                                      |                              |
| Comment (Field Comment in the Cargo Drawer)          |                              |

{% hint style="info" %}
Click to read more about [Cargo Management Board Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board/cargo-management-board-actions).
{% endhint %}

{% hint style="info" %}
Click to learn more about the unique [*Cargo Actions*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board/cargo-management-board-actions) or [*Voyage Actions*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions)*.*
{% endhint %}


# Cargo Management Board Actions

### Open Cargo Drawer

It is possible to access the [*cargo drawer* ](/voyage-management-system/step-by-step-guides/cargoes/maintain-cargoes/cargo-drawer)by clicking on any *allocated* voyage in any of the boards/lists in FAS (or [outside](/voyage-management-system/step-by-step-guides/cargoes)), and then opening the 'Cargo' tab. Also, in the [Cargo Management Board](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board), you can access the cargo drawer by clicking on a cargo *commitments* to the left, or directly on an *allocated* cargo on the right (on the *allocated* voyages).&#x20;

### Creating a Cargo

Inside a chosen [*scenario*](/voyage-management-system/step-by-step-guides/planning/scenarios), you will be able to create *new* *cargoes* in [**FAS**](/voyage-management-system/step-by-step-guides/planning/fleet-plans) based on *allocated* or *unallocated* voyages.

#### Create Unallocated cargoes

In the [Cargo Management Board](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board), next to the **Cargo Commitment** title, there is a ![](/files/0NXfmlKI9qN4sDreN6PS) icon. Here, you can find all the different *types* of cargoes to *create*, and their modals. Follow the same steps as [here](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes) to create a new cargo. The new cargo will be placed in this Cargo Commitments column based on the given *Laydays*. If not given, then they will be placed at the bottom of the list.&#x20;

#### Create Allocated cargos

On any *allocated* voyage in FAS (or [outside](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes)), you can find the 'Cargo' tab at the top of the *voyage drawer*. Above the *cargo list*, there is a ![](/files/0NXfmlKI9qN4sDreN6PS) icon there. Also here, you can [create the different types ](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes)of cargoes, and display their modals. **But- there is a new design here as well:**

<figure><img src="/files/iqfaEAmaHzrhrRiBD8PD" alt=""><figcaption><p>The New Create Cargo Modal on Allocated Voyages</p></figcaption></figure>

Please click on the picture to get better view of the details. The key details are the same as earlier described [here](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes/create-new-cargoes), but as you can see- there is some difference in the Timeline component this time. On a voyage, we have *port calls*. These will be matched with the new *cargo ports* of the cargo you want to create. The CP/PC row marked with 'NEW' contains the new cargo ports that are added from the fields on the left-most section, meaning port calls 'Trondheim' and 'Stavanger' didn't exist before, but are now added. At the same time, we know that 'Bergen' and 'Oslo' port calls existed from before, so if you want to add a cargo port 'Oslo', it will now be directly linked to the port call (and the 'NEW' icon is not displayed). Read more about the *drag and drop features* and the new *Create Cargo Port modal* down below.&#x20;

### Main Actions

#### Highlights For The Cargoes

**Cargo Commitments Column**

<figure><img src="/files/COYO2zM2H6wZgo4XReUT" alt=""><figcaption><p>Hovering over an unallocated cargo</p></figcaption></figure>

Each of the *unallocated cargo cards* now have a new light grey border, and when you **hover**, it will be marked with a darker one to clearly indicate which one you are hovering over.&#x20;

When **selecting** one of these cards, a blue border and thicker border will display along with opening the *Cargo drawe*r:&#x20;

<figure><img src="/files/l4ztgvgEPOEA9MUGzu2E" alt=""><figcaption><p>Selecting an unallocated cargo</p></figcaption></figure>

**Allocated Cargoes**

Along with displaying the cargo tooltips, we now get a darker shadow on the cargo when **hovering** over it:

<figure><img src="/files/FBijaV08VYsrG3WVuLAf" alt=""><figcaption><p>Hovering Over An Allocated Cargo</p></figcaption></figure>

When **selecting** one of the allocated cargoes, a blue border will display here as well, along with opening the *Cargo drawer*:&#x20;

<figure><img src="/files/DVt6gS1c7t6qP9yzgc0x" alt=""><figcaption><p>Selecting An Allocated Cargo</p></figcaption></figure>

{% hint style="info" %}
**The Active State**

For both the unallocated and allocated cargoes, the blue active border will stay active on the board until you do another action.&#x20;

This border also displays and stays active when creating a *new* cargo, and with the use of *drag & drop* of the cargoes.
{% endhint %}

{% hint style="info" %}
These cargo highlights are also now combined with the new [voyage highlights](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board#highlights-for-the-voyages) on this board as well.
{% endhint %}

#### Drag & Drop Features in the Timeline

On the *allocated* cargoes mentioned above, you will have *drag and drop* options on both sides of time timeline. On the **left side**, you will be able to drag a cargo port to match with a corresponding port call, but they both have to have the same *reason for call*. On the **right side**, you will be able to drag the whole CP/PC row to change the order in these ports on the voyage. The same features are implemented in the new ***Create Cargo Port modal***:&#x20;

<figure><img src="/files/tbJWhfbTgKt63u1Nmite" alt=""><figcaption><p>New Create Cargo Port Modal of Allocated Cargoes</p></figcaption></figure>

Read about the new Create Cargo Port modal for *unallocated* cargoes [here](/voyage-management-system/step-by-step-guides/cargoes/create-cargoes/create-new-cargoes#new-create-cargo-port-modal).

#### Drag & Drop Features On the Boards

* In **Open Positions Board**: to *allocate* or *unallocate* a voyage, you can *drag and drop* the different *voyage* cards between the *Voyage* *Commitments* column (the unallocated voyages) and the different *vessels* displayed.&#x20;
* In **Scheduler Board**: to *allocate* or *unallocate* a voyage, you can *drag and drop* the different voyage bars between the *COA* and *SPOT* rows (the unallocated voyages) and the different rows of *vessels* displayed.
* In **Cargo Management board**: to *allocate* or *unallocate* a cargo, you can *drag and drop* the different *cargo* cards between *Cargo* *Commitments* column (the unallocated cargoes) and the different *allocated voyages* displayed.&#x20;

#### From the Cargo Drawer

![](/files/teIsN2JprWBBxEyDTlEn)

In the *secondary actions* menu (3 dots), it's possible:

* To unallocate a cargo (unless it's already unallocated)
* To allocate a cargo
* To delete a cargo
* To relet a cargo
* To tranship a cargo
* To preship a cargo
* To transfer a cargo
* To edit Cargo Reference
* To connect to CoA
* To view the Audit Log
* To access or upload voyage Attachments

{% hint style="info" %}
The actions applies to both MASTER scenario and other scenarios.
{% endhint %}

### Other Cargo Actions

#### In the Cargo Management Board

* You can **filter** *unallocated* cargoes based on Charterer, Cargo, Trade and Area.&#x20;
* You can **filter** the *allocated* voyages based on Voyage, Vessel, Area and More.
  * More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.&#x20;
* You can **use** the master [FAS *date filter* ](/voyage-management-system/step-by-step-guides/planning/fleet-plans/fleet-plans-actions#fas-date-filtering)to filter through larger date periods.
* You can **use** the [*settings*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board/open-positions-board-actions#settings) button to adjust your view of the voyages.&#x20;

#### In the Cargoes List

* You can **filter** the cargoes based on Cargo Reference, Counterpart, Commodity, Vessel, Voyage Reference and Cargo Status. This are placed above the list.
* You can **sort** the cargoes based on Created Date, Cargo Reference, Counterpart, Commodity and Cargo Status, by click on this icon: <img src="/files/82RvBw5EZjVtHtyLLtlM" alt="" data-size="line">.
* You can also **header sort** on the cargoes based on all the headers of the list, by click on the arrows: <img src="/files/rAEvXpGDb48XQahHmJ7t" alt="" data-size="line">.
* You can **use** the master [FAS *date filter*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/fleet-plans-actions#fas-date-filtering) to filter through larger date periods.

{% hint style="info" %}
Other general actions, you can see: [Fleet Plans](/voyage-management-system/step-by-step-guides/planning/fleet-plans).
{% endhint %}


# FAS Voyages List

The **Voyages** tab can be found in the *Fleet Plans* module. It contains a list of all voyages that can be found within a [*scenario*](/voyage-management-system/step-by-step-guides/planning/scenarios). This includes voyages of statuses: unallcoated, allocated, estimated and nominated.&#x20;

The following voyage information can viewed from the list:

![Voyages Table Headers](/files/JjK0vW29mi1wDW1yfYiH)

### Actions

Clicking on a voyage opens the [voyage drawer](/voyage-management-system/step-by-step-guides/voyages) and gives access to additional information and actions.

You can read more about the actions here: [Voyage Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions).

#### Sorting and Filtering

There are several [sorting and filtering](/voyage-management-system/step-by-step-guides/planning/fleet-plans/voyage-actions#in-the-voyages-list) options available for you to narrow down what you include in the list view.&#x20;


# FAS Cargoes List

The **Cargoes** tab can be found in the [*Fleet Plans* ](/voyage-management-system/step-by-step-guides/planning/fleet-plans)module. It contains a list of all unallocated cargoes and cargoes allocated voyages who's vessels are scheduled. Each cargo can be found within a [*scenario*](/voyage-management-system/step-by-step-guides/planning/scenarios), including the MASTER scenario.&#x20;

With the below mentioned features combined, in FAS Cargoes, a Scheduler can now create an Annual Load Plan in the MASTER scenario, and then copy it into a new scenario, to save the plan. This plan can then be tailored within this specific scenario, consistent of various columns and rows of cargoes, that are filtered and/or sorted, within a chosen time period.&#x20;

### Actions

#### Cargo Drawer

Clicking on a cargo opens the [cargo drawer](/voyage-management-system/step-by-step-guides/cargoes) and gives access to additional information and actions.

### Filters & Sorting

Cargo List's **filters, sorting** and **header sorting** can be read here: [Cargo Management Board Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board/cargo-management-board-actions#in-the-cargoes-list).

### Customisable Columns&#x20;

In this Cargoes List, specifically in FAS, you have the option to *select* and *customise* your columns of choosing. Keep in mind that the standard ones cannot be removed, but can be be "hidden". This option gives you the possibility to, amongst many, add in additional columns of your desire and re-order the columns, as you go.

<figure><img src="/files/8UVPqbwMcfExH8sfv5GQ" alt=""><figcaption><p>Icon for Customise Columns</p></figcaption></figure>

It is highlighted in blue if it's activated.

You can read the full description about this action here: [Customising List Columns](/voyage-management-system/step-by-step-guides/customising-list-columns).&#x20;

### Export to Excel

Also in this lit, specifically, you can *export* the viewed list into an Excel sheet. By clicking on the export icon, you will be given a modal with various options, before exporting. You can read more about it here: [Export to Excel Sheet](/voyage-management-system/step-by-step-guides/export-to-excel-sheet).

<figure><img src="/files/tkiD2DrJNZSH6MrVGBqw" alt=""><figcaption><p>Icon for Export to Excel</p></figcaption></figure>

You can read all about the Cargo actions here: [Cargo Management Board Actions](/voyage-management-system/step-by-step-guides/planning/fleet-plans/cargo-management-board/cargo-management-board-actions).


# Voyage Actions

### Creating a Voyage:

Inside a chosen [*scenario*](/voyage-management-system/step-by-step-guides/planning/scenarios), you will be able to create *new* *voyages* based on the vessels available. Next to each of the vessel names, there is a ![](/files/0NXfmlKI9qN4sDreN6PS) icon. In each of these, you can create a new voyage based on that vessel.

You can read more here to learn about the different *types* of voyages to create: [Create New Voyages](/voyage-management-system/step-by-step-guides/voyages/create-voyage).

### Main Actions:

#### Scenarios:

Actions that are *only* available for MASTER, and not in a specific scenario, are marked with "(only MASTER)" below.&#x20;

#### Drag & Drop Features:

* In **Open Positions Board**: to *allocate* or *unallocate* a voyage, you can drag and drop the different voyage cards between the *Voyage* *Commitments* column (the unallocated voyages) and the different *vessels* displayed.&#x20;
* In **Scheduler Board**: to *allocate* or *unallocate* a voyage, you can drag and drop the different voyage bars between the *COA* and *SPOT* row (the unallocated voyages) and the different rows of *vessels* displayed. s
* In **Cargo Management board**: to *allocate* or *unallocate* a voyage, you can drag and drop the different voyage cards between the different *vessels* displayed. &#x20;

#### From the Voyage Drawer:

In the *secondary actions* menu (3 dots), it's possible:

* To edit a Voyage Reference
* To nominate a voyage, or cancel its nomination (only MASTER)
* To allocate or unallocate a voyage (only MASTER)
* To move a voyage (only MASTER)
* To view the Audit Log
* To access or upload voyage Attachments

{% hint style="info" %}
Nominating a voyage will make it appear in the Operations module of the VMS.
{% endhint %}

### Other Voyage Actions:

#### In the Open Positions Board:

* You can **filter** *unallocated* voyages based on Voyage, Vessel, Trade and More.&#x20;
  * More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.&#x20;
* You can **filter** the *allocated* voyages based on Voyage, Vessel, Area and More.
  * More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.&#x20;
* You can **use** the master [*date filter* ](/voyage-management-system/step-by-step-guides/planning/fleet-plans#filtering)to filter through larger date periods.
* You can **use** the [*settings*](/voyage-management-system/step-by-step-guides/planning/fleet-plans/open-positions-board#settings) button to adjust your view of the voyages.&#x20;

#### In the Scheduler Board:

* You can **filter** *unallocated* voyages based on Charterer, Cargo, Trade and Area.
  * More containing Vessel name, Vessel Type, Trade and Business Unit.
* You can **filter** *Schedule* voyages based on Vessel, Voyage and Area.
* You can **select** a specific period to display the vessels.
* You can **use** the arrows to move *horizontally* to view the voyage details.&#x20;
* You can **use** the master *date filter* to filter through larger date periods.

#### In the Voyages List:

* You can **filter** the voyages based on My Voyages, Vessel, Reference Number, Voyage Status, Ballast, Load Port, Discharge Port and Trade.&#x20;
* You can **sort** the voyages based on Ballast Port, Charterer, Commodity, Reference Number, Trade, Vessel, Voyage Status and Created Date.&#x20;
* You can **use** the master [*date filter*](/voyage-management-system/step-by-step-guides/planning/fleet-plans#filtering) to filter through larger date periods.

{% hint style="info" %}
Other general actions, you can see: [Fleet Plans](/voyage-management-system/step-by-step-guides/planning/fleet-plans).
{% endhint %}


# Scenarios

This is a list of all scenarios, including budgets, in the system. The MASTER scenario is marked in capital letters and cannot be edited.

### Actions

By clicking on a scenario, a drawer will open where you can create a *copy* or *change* the scenario name (in the Secondary Actions dropdown), as well as view information about its voyages, cargos, and vessels.&#x20;

To create a new scenario follow the step-by-step guide: [Create Scenario](/voyage-management-system/step-by-step-guides/planning/scenarios/create-scenario).

{% hint style="info" %}
Read about the new Comparing Scenarios functionality [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans#select-a-comparing-scenario)!
{% endhint %}


# Find Scenario

### Scenarios List

Navigate to the 'Scenarios' menu group to the left under the "Planning" module to find the list of scenarios. Here we have a list of all existing scenario, except for the MASTER scenario (which you cannot edit). The list contains these columns:

<figure><img src="/files/lAZgH4hN65o2ANqOaXGj" alt=""><figcaption><p>Scenarios List Table Headers</p></figcaption></figure>

Here, you can easily navigate through the scenario named, number of vessels and voyages in the scenario and the type of scenario, and click on the desired scenario to open the drawer.&#x20;

### Scenario Types

This list of scenarios includes both the types *budget* and *non-budget* scenarios. To effectively list the desired type of scenarios, you can **filter** the list based on the type you want to see, with the quick filter 'Type' found above the list:

<figure><img src="/files/hrzc5rgGfChDkPOGso6H" alt="" width="375"><figcaption><p>Scenario Type filter, with the 'Budget' type selected in this case</p></figcaption></figure>

In the *Type* column, you will immediately be able to detect whether a scenario is of type budget or a non-budget (' - '):

<figure><img src="/files/9sHJiEyy0ZlN4d0tsvbA" alt="" width="188"><figcaption><p>Scenario Type Column</p></figcaption></figure>

{% hint style="info" %}
Read about the new Comparing Scenarios functionality [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans#select-a-comparing-scenario)!
{% endhint %}


# Create Scenario

There are four possibilities to create a scenario:

* create from scratch
* create from MASTER fleetplan
* copy existing scenario
* create a budget scenario

In the scenario list you have a <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> icon on the top left to create a new scenario. You can *create* a scenario from scratch, from the MASTER fleetplan or create a budget scenario. You can also copy an existing scenario.

<img src="/files/-MkatffiAFifNVlJz1Xc" alt="Create Scenario Dropdown" width="375">

### Create from Scratch

When creating a scenario from scratch you enter a scenario name and click create.

<img src="/files/ryKiL3aMyg6wTawHpDOV" alt="Create Scenario Modal" width="375">

### Create from Master Fleetplan

When using the MASTER fleetplan to create a scenario, all voyages in the master fleetplan and their allocation are copied. Thus, unallocated voyages will be unallocated in the scenario and allocated voyages will be allocated to the same vessel. The first position of each vessel in the scenario schedule is defined by the start of the first voyage on the vessel.

The new scenario is called Master Fleetplan Scenario with a date and time stamp of the creation.

### Copy an Existing Scenario

To copy a scenario open its drawer in the scenario list. Select the action copy in the drawer to create a copy of the scenario.

### Create a Budget scenario

{% content-ref url="/pages/-MkatJmNH12BXO-n8Z8J" %}
[Create Budget Scenario](/voyage-management-system/step-by-step-guides/planning/budgets/create-budget-scenario)
{% endcontent-ref %}


# Maintain Scenarios

To change an existing scenario, navigate to the 'Scenarios' menu group to the left, and open the *Scenario drawer* by clicking on the list row of choosing. Learn more about [finding](/voyage-management-system/step-by-step-guides/planning/scenarios/find-scenario) a scenario!

### Actions

You have the following actions in the drawer:‌

* View in Open Positions Board
* Delete
* Copy
* Edit Scenario Name
* View Audit Log
* To access and upload attachments

{% hint style="info" %}
You cannot use Delete or Edit Scenario Name for the MASTER scenario, since this is the on-going plan connected to all other VMS functionalities.
{% endhint %}

{% hint style="info" %}
Deleting a scenario removes it from the database. There is no recycle bin or a way to retrieve a deleted scenario.
{% endhint %}

### Main Details tab

Here you have an overview of Average TCE, Average Days and Days Total of the whole scenario. The overview sections also contains information about whether the scenario is a budget, the number of voyages, template voyages and cargoes of the selected scenario:

<figure><img src="/files/EA7bdDvsU1ERX8ZPqDzf" alt=""><figcaption><p>Main Details Section of Scenario Drawer</p></figcaption></figure>

### Vessels tab

Vessels in the selected scenario can be managed from the list in the *Vessels tab*. Clicking on a vessel will lead to the vessels' drawer.

#### Add / Remove Vessel

1. Open the **Scenario** module in the *Planning* section.
2. Select a scenario and navigate to the **Vessels** tab.
3. Click **Add** <img src="/files/-M23aB95JDSUt7kYOdWo" alt="" data-size="line"> in the top right corner of the vessels list.
4. Select/Deselect vessels in the Select Vessels dialog.
5. Click **Confirm**.

{% hint style="info" %}
Read about the new Comparing Scenarios functionality [here](/voyage-management-system/step-by-step-guides/planning/fleet-plans#select-a-comparing-scenario)!
{% endhint %}


# Copy Scenarios

{% hint style="info" %}
For copying budget scenario, click [here](broken://pages/eyg1LCVaAGbUHRRE3BYa).
{% endhint %}

Inside a scenario drawer, you have a primary action for *copying* a scenario:

<figure><img src="/files/lRxctpN4I3o7AeOmdSsr" alt=""><figcaption><p>Copy Scenario Action Icon</p></figcaption></figure>

Then, a 3-stepper modal will show up and give you access to define what vessels, voyages and cargoes of that specific scenario you want to copy over to the "new" scenario. Firstly, you will be given the option to choose a name for the copied scenario:

<figure><img src="/files/RBMhQVSbkOT9FJ12ebKg" alt="" width="375"><figcaption><p>Scenario Name Modal</p></figcaption></figure>

By default, the "Copy of *original scenario name*" will be added at the input, until you decide for another name. Each of the scenario names should be *unique* to avoid duplicates in the system (there is a validation check for this when typing). Moreover, you can step through the modal to specify further:

### Step 1 - Select Vessels

<figure><img src="/files/rrniy9T70peNlfgIvtWF" alt=""><figcaption><p>Step 1 of the Copy Scenario Modal</p></figcaption></figure>

A list of pre-selected **vessels** of the original scenario that you want to copy from will show. You will have the option to un-check unwanted vessels for the "new" scenario as well. The list contains of vessels, which includes their *allocated voyages* and *cargoes,* from the selected scenario, and is sectioned by the vessel itself and its vessel type.&#x20;

#### **Features:**

* You can **filter** by:
  * My Vessels
  * Vessel
  * Vessel Type
* When copying the MASTER scenario, only the **future** allocated voyages with their cargoes for the specified vessels are copied
* The checked vessels are persisted throughout the modal
* You are able to click the "Next" button even if you have selected **zero** vessels
*

### Step 2 - Select Voyage Commitments

<figure><img src="/files/bJ6bJI5yHfuBwVjW1p0W" alt=""><figcaption><p>Step 2 of the Copy Scenario Modal</p></figcaption></figure>

A list of pre-selected **voyage commitments** of the original scenario that you want to copy from will show. You will have the option to un-check unwanted voyages for the "new" scenario here too. The list contains of all the *unallocated voyages,* which includes their *cargoes* (both non-template), from the selected scenario. It's sectioned by reference number, voyage status, trade, start- and end dates, ballast-, load- and discharge ports.&#x20;

#### **Features:**

* You can **filter** by:
  * Voyage
    * Reference Number
    * Voyage Status
  * Vessel
    * Name
    * Type
  * Area
    * Loading
    * Discharging
  * More
    * Commodity
    * Charterer
    * Trade
    * Commodity Class
    * Cargo Type
* The checked voyages are persisted throughout the modal
* You are able to click both the "Back" and "Next" buttons even if you have selected **zero** voyages
*

### Step 3 - Select Cargo Commitments

<figure><img src="/files/wwA9tBZmHmQuxwucPoUS" alt=""><figcaption><p>Step 3 of the Copy Scenario Modal</p></figcaption></figure>

A list of pre-selected **cargo commitments** of the original scenario that you want to copy from will show. You will have the option to un-check unwanted cargoes for the "new" scenario here as well. The list contains of all the *unallocated cargoes* (non-template) from the selected scenario, and is sectioned by cargo reference, cargo status, cargo type, load- and discharge ports, charterer, cargo quantity, commodity and trade.

#### **Features:**

* You can **filter** by:
  * Charterer
  * Cargo
    * Commodity
    * Commodity Class
    * Cargo Type
  * Trade
  * Area
    * Loading
    * Discharging
* The checked cargoes are persisted throughout the modal
* You are able to click both the "Back" at any time
* You are able to click the "Copy" button if you have selected **at least** one item, whether it's a vessel, voyage or a cargo&#x20;

### Common Features

#### Customise Columns:

<figure><img src="/files/YLPuiuLedZxLdwAa1CD7" alt=""><figcaption><p>Customise Columns Action Icon</p></figcaption></figure>

All of the table lists in the Copy Scenario modal also have the[ *customise columns*](/voyage-management-system/step-by-step-guides/customising-list-columns) feature, that have now been added to most of the lists in VMS.&#x20;


# Budgets

Budgets

The **Budgets** module supports annual voyage planning. Rather than working with fixed voyages, budget planners build a view of the fleet's expected activity for a given year: which trades the vessels will run, how often, at what freight and cost levels, and what the resulting P\&L looks like in aggregate. This planned view is kept separate from the operational voyage record and can be revised or branched into multiple versions without touching live data.

The module is found under *Planning* in the main menu.

> **Note:** Access requires the **Budget Viewer** or **Administrator** role.

***

### What the Budgets Module Contains

A budget is built from a small number of building blocks:

| Building block       | Purpose                                                                                                                                                                                                     |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Budget Scenario**  | A named version of the budget typically for a given year. All other data lives inside a scenario. Multiple scenarios can exist for the same year.                                                           |
| **Template Voyages** | The recurring voyage/trade definitions that make up the budget. Each template voyage represents one type of voyage the vessel is expected to run, with its route, cargo, and cost and revenue assumptions.  |
| **Budgeted Voyages** | Lightweight records that place planned occurrences of a template voyage onto the budget timeline. A Budgeted Voyage holds a start date and laycan; all trade details are inherited from the template.       |
| **Supporting data**  | Bunker prices, exchange rates, various costs and revenues, and cargo ports that feed into the budget P\&L calculations. These are listed for easy Bulk Editing in the dedicated tabs of the Budgets module. |

Template voyages and their occurrences are only accessible from the Budgets module. They are not visible in the main voyage lists used by operations.

***

### Versioning with Budget Scenarios

A budget scenario is the container for one version of the plan. Having multiple scenarios makes it straightforward to maintain several sets of assumptions in parallel and switch between them for comparison.

Common uses for multiple scenarios include:

* Comparing a conservative and an optimistic freight rate outlook for the same year.
* Keeping an original approved budget alongside a revised mid-year forecast.
* Creating a working draft for next year while the current year's budget remains intact.

Each scenario has a **Scenario Name** and a **Budget Year**, and the combination must be unique. The display name in VMS follows the format "Budget Year Scenario Name", for example "2027 Base Case".

The active scenario is selected from the scenario selector at the top of the Budgets module. Switching scenarios refreshes all tabs to show that version's data.

{% hint style="info" %}
Only users with the roles **Budget Viewer** or **Administrator** have access to the *Budgets* module.
{% endhint %}


# Create Budget Scenario

#### Creating a New Scenario

A new budget scenario is created from the **Scenario** module under *Planning*. Select *Create Budget Scenario* from the Create dropdown and enter a name and budget year. The new scenario starts empty; template voyages and occurrences are added afterwards.

[The most common way to create a new scenario is to copy an existing one.](broken://pages/eyg1LCVaAGbUHRRE3BYa)

| **Field**     | Description              |
| ------------- | ------------------------ |
| Scenario Name | Unique Scenario Name     |
| Budget Year   | Defaults to current year |

{% hint style="info" %}
On clicking **Create**, a budget scenario will have the naming format "Budget Year Scenario Name", e.g. "2021 Incoming Bookings".&#x20;
{% endhint %}

<figure><img src="/files/PVEtGp3dmzvf1spJ1q2a" alt=""><figcaption><p>Create Budget Scenario Dialog</p></figcaption></figure>

Read about copying budget scenarios [here](broken://pages/eyg1LCVaAGbUHRRE3BYa).&#x20;


# Copying an Existing Scenario

The most common way to create a new scenario is to copy an existing one. The copy action opens a three-step modal to select which vessels, template voyages, and Budget Voyage Starts to carry across. The copy gets a new name; all other data is independent of the source. Changes to the copy do not affect the original.

This is the recommended approach for creating variants (for example, copying a base case and adjusting freight rates to produce a high case).The **Budgets** module is located in the menu under *Planning*.&#x20;

A budget consist of:

* Senario (e.g. "2026 Budget")
  * Template Voyages (full voyages)&#x20;
    * Budgeted Voyages ("planning placeholder" containing voyage start and laycan dates.&#x20;

*All levels are copied.*&#x20;


# Maintain Template and Budget Voyages

Template Voyages&#x20;




---

[Next Page](/llms-full.txt/1)

