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Getting Started

In Fleet Allocation and Scheduling (FAS) you can work on voyages in the planning phase and allocate them to vessels. Available voyages and vessels are:

Voyages with status

  • Scheduled (Unallocated)

  • Scheduled (Allocated)

  • Nominated

Furthermore, the voyages need to be on-going or lie in the future.

Vessels with the following properties

  • "Schedulable" in the vessel master data

  • FleetExitDate empty or in the future

Vessels which don't have any voyage in their schedule are not displayed in the open positions board or schedule view. However, they are available to allocate and move to in the voyage drawer, and to create scenarios with them.

Master and Scenario

The master scenario shows the current plan for the fleet and commitments. It is directly linked to the rest of the VMS.

Other scenarios can be to help the scheduler evaluate different options when scheduling. These scenarios are independent from other VMS modules.

Under the menu item Scenarios you can find all scenarios, edit them and create new ones.

Fleet Plans

Under the menu item you can view the schedule for any scenario in three different views: the , the and the .

Capacity Plan (BETA)

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:

Free capacity: Total deadweight - total weight

  • Deadweight: Total deadweight of vessels loading in the selected month

  • 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

    Indication

    Firm Offer

    Working

    On Subject

    Fixed

    Clean Fix

    Summary

    Description

    Values

    Free Capacity

    Remaining deadweight tonnage summing all vessels and cargoes

    Total: Deadweight - total weight

    Fixed: Deadweight - fixed weight

    Deadweight

    Deadweight of vessels

    Total: Sum of deadweight of vessels

    Weight

    Weight of cargoes

    Total: Sum of weight of cargoes of any status

    Fixed: Sum of weight of cargoes of fixed status

    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

    created
    Fleet Plans
    open positions board
    cargo management board
    scheduler board (gantt view)

    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, you open its drawer and can change its name, its vessels and its voyages.

    To create a new scenario follow the step-by-step guide: Create Scenario.

    Find Template Voyages

    Template voyages list and filters

    Open the Budgets module in the Planning section.

    From the list of the template voyages using filters

    • By using the list of template voyages that opens from the Template Voyages tab in the Budgets module, you can use the quick filters to find the template voyage you are looking for.

    • By using one of these sorting options

    Budgets

    The Budgets module is located in the menu under Planning. Template and budgeted voyages are only accessible from this module.

    Only users with the roles Budget Viewer or Administrator have access to the Budgets module.

    Fleet Plans

    The Fleet Plans module allows you to allocate voyages and cargoes in MASTER and different scenarios without making any changes to your master fleet plan.

    Selecting A Scenario

    At the top center of the screen, the selected scenario is displayed.

    To select a different scenario, click the expand buttonnext to the name to open a list of all scenarios, except . The MASTER scenario is pinned to the top of the selector for easy accessibility.

    Budgeted Voyages

    Budgeted Voyages Tab in Budgets Module

    Budgeted Voyages can be located from the tab in the Budgets module.

    Budgeted Voyages can either have the status Estimate or Closed. All other statuses are disabled.

    Find Budgeted Voyages

    Template Voyages

    Template Voyages Tab in Budgets Module

    Template Voyages can be located from the tab in the Budgets module.

    Create Template VoyagesFind Template VoyagesMaintain Template Voyages

    Create Budget Scenario

    Find Budget Scenario

    Budget scenarios are listed in the dropdown in the top center of the Budgets page.

    Budget Scenarios Dropdown

    Tabs

    The Budgets page contains two tabs for viewing template voyages and budgeted voyages from the selected budget scenario.

    Budgets Tabs

    Create Budget Scenario
    Template Voyages
    Budgeted Voyages
    To create a new scenario follow the step-by-step guide:

    Selecting Your View

    Below the scenario selector there are three tabs to access different views of the scenario schedule:

    Fleet Plan Views

    Budgets
    Create Scenario
    Open Positions Board
    Scheduler Board (Gantt view)
    Cargo Management Board
    Sorting Options

    Scheduler Board (Gantt view)

    The scheduler board gives an overview of the allocation of voyages that need to be scheduled. It shows commitments in the leftmost column and all allocated voyages in the other columns. There are several settings to refine the view located in the top right.

    Displayed Time Period Filter and View Moving Selectors

    The area settings and the date format are chosen in Application settings in the top right corner.

    Voyage Card

    On the voyage card a lot of information is shown. The lefthand side of the graphic depicts the open position, the end of the previous voyage. The righthand side of the graphic depicts information on the voyage itself.

    The length of the coloured bar indicates the ballast proportion of the voyage. The bar is blue, if the lay date in the first port is reached and red, if arrival is late.

    Voyage Reference

    Deprecated, always shows 0%

    Removed

    Voyage Type: It can be SPOT, COA, TC or BALLAST.

    Additional information on the voyage and its cargos is displayed in the . This can accessed by clicking on the voyage card.

    Find Budgeted Voyages

    Budgeted voyages list and filters

    Open the Budgets module in the Planning section.

    From the list of the budgeted voyages using filters

    • By using the list of budget voyages that opens from the Budgeted Voyages tab in the Budgets module, you can use the quick to find the template voyage you are looking for.

    • By using one of these sorting options

    From the list of budget voyages in a template voyage panel

    • After selecting a template voyage, navigate to the .

    Start and end date of voyage. Saturdays are displayed in blue and Sundays in orange.

    First load port > Last discharge port

    Laycan Deviation of performance cargo in first load port:

    • If early: blue, - # days between (target) lay date and arrival date in first load port

    • If on time: black, OK

    • If late: red, + # days between (target) can date and arrival date in first load port

    (Target) lay and can date of the performance cargo. Saturdays are displayed in blue and Sundays in orange.

    Laycan graphic:

    • Dark grey area: size of the laycan window

    • Arrow: Arrival time in first load port

    • Arrow color:

      • if early: blue

      • if on time: black

      • if late: red

      -> indicated arrival with respect to laycan

    voyage drawer
    filters
    Budgeted Voyages tab
    Filters
    Sorting Options

    Create Template Voyages

    Create Template Voyage Dialog

    1. Open the Budgets module in the Planning section.

    2. Select a budget from the dropdown.

    3. Click Createin the top right corner.

    4. Fill in all required fields listed in the Create Template Voyage window.

    5. Click Create.

    Required Fields

    Creates a template voyage with default status Estimate.

    After the creation of the new template voyage the template voyage drawer will open and the template voyages list will refresh.

    Cargo Management Board

    The Cargo Management Board displays all allocated voyages and the cargos allocated to them. It also shows the unallocated cargos in Commitments column. For details on the vessel open positions, voyage cards and board settings see Open Positions Board.

    Board structure‌

    The Cargo Management Board displays all cargos belonging to the selected scenario. In the left-most column, we display the unallocated cargos, that is all cargoes that have not been allocated to a voyage. The other columns display voyage cards with the cargoes allocated to them.‌

    Unallocated Cargos‌

    The leftmost column, Commitments, contains all the unallocated cargos. This column displays all cargos with status "Unallocated" that belong to the currently selected scenario. Each card contains the following information: charterer, cargo booking status, trade, first load and last discharge port, as well as the laycan- and arrival window dates. The unallocated cargos can be filtered by charterer, commodity, trade, load area and discharge area (see for comparison).

    Cargoes on the Voyage Card‌

    On the right side of a voyage card, the cargo cards allocated to the voyage are showing. Each cargo has the load port, discharge port, charterer, gross weight and status displayed. These cargos can be moved by dragging and dropping between the voyages of the same trade.

    With the newest design of the cargos on the voyage card, you will be able to graphically see at which 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 card (the blue area). It is also possible to scroll to the right to see all the cargoes allocated on the same port calls.

    Laytime and Arrival Window Indicators

    The cargo cards also has indication lines to help you interpret the lay days and arrival windows for each cargo graphically.‌

    Lay days: indication line at the top of the cargo. Arrival window: indication line at the bottom of the cargo.‌

    Color indicator:‌

    • if early: blue

    • if late: red

    • if on time: normal / no colour

    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. The following fields are available within the cargo card and port call tooltip:

    Actions

    In the Cargo Management Board, you can drag and drop cargos between voyages. When moving a cargo, you can either move it 100% or split it and just move a part of it. It also possible to drag and drop cargos to and from the Commitments column in order to unallocate/allocate it.

    By clicking at the Create in the top right corner, you will be able to create a cargo, or create a cargo from a budget or CoA template (see for more information). The modals require fields such as Load port, Discharge port, Charterer and Commodity.

    Clicking on a cargo opens the and gives access to additional information and actions.

    Open Positions Board

    Board Layout

    The board has two main areas; unallocated voyages on the left and allocated voyages on the right.

    Each element in the board represents either a voyage with cargoes, or a vessel open position.

    Vessel Open Position Card

    We call the yellow card the vessel open position card. It displays the start of the schedule of each ship that is displayed in 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.

    Voyage Card

    Header

    Vessel

    Voyage Reference

    Trade

    Voyage Status

    TCE

    Performance Cargo Charterer

    Port Call Timeline and Cargos

    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.

    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.

    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 and access additional information and actions.

    Filtering

    You have a large variety of filters available in the board. Filtering for 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.

    Settings

    At the top right of the board, click on Settingsto 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.

    Create Budget Scenario

    Create Budget Dialog

    1. Open the Scenario module in the Planning section.

    2. Click Createin the top right corner.

    3. Select Create Budget Scenario from the dropdown menu.

    4. Fill in all required fields listed below in the Create Budget Scenario window.

    5. Clicking Create will create a new, empty scenario.

    Required fields

    On clicking Create, a budget scenario will have the naming format Budget Year Scenario Name (e.g. 2021 Incoming Bookings)

    Voyage Actions

    The following actions can be performed with a voyage:

    Actions that are only available for Master and not in Scenario are marked with (just Master).

    Drag + Drop:

    • allocate and unallocate a voyage (not in the schedule view)

    In the Voyage Drawer:

    • edit voyage reference

    • nominate voyage and cancel its nomination (just Master)

    • allocate and unallocate voyage (just Master)

    • move voyage (just Master)

    Nominating a voyage will make it appear in the Operations module of the VMS.

    In the Cargo Drawer of the Performance Cargo:

    • Change the (target) lay and can dates for the first load port.

    If no performance cargo is selected, the cargo of largest quantity is used.

    view audit log

  • access and upload voyage attachments

  • Quantity Option Terms

    Quantity Option

    Comment (Field Comment in the Cargo Drawer)

    Cargo Card Tooltip Fields

    Port Call Row Tooltip Fields

    Charterer

    Quantity Loaded

    Load and Discharge Ports

    Quantity in Transit

    Laycan From and To + Missed By

    Quantity Discharged

    Arrival Window From and To + Missed By

    Quantity

    Filters of Open Position Board
    Create Cargos
    cargo drawer
    Unallocated Cargos in Commitments
    Cargo Management Card
    Indicator Lines
    Tooltip for a Cargo Card
    Tooltip for a Port Call Row

    Commodity

    Performance Cargo Quantity

    Performance Cargo Laydays Start to End

    Performance Cargo Days Out Of Laycan (Early/Late)

    Performance Cargo Arrival Window Start to End

    Performance Cargo Days Out Of Arrival Window (Early/Late)

    Performance Cargo Commodity

    voyage drawer
    Open Position Card
    Port Call Timeline

    Field

    Description

    Vessel

    Vessel the voyage will be using

    Load Port

    First loading port

    Discharge Port

    Last discharge port

    Create Template Voyage Dialog

    Field

    Description

    Scenario Name

    Unique Scenario Name

    Budget Year

    Defaults to current year

    Create Budget Scenario Dialog

    Maintain Template Voyages

    Template Voyage Panel

    When you have located a template voyage, click on it and the details will show in a panel (so called "drawer") on the right hand side. The panel will also open after creating a new template voyage.

    Template Indicator

    Template Voyages have the template label next to the status selector to indicate that it is a template voyage.

    Status

    In the header of a selected template voyage panel, the current status can be viewed. Clicking on it will activate a dropdown menu and a new status can be selected. A template voyage can either have the status Estimate or Closed. All other statuses are disabled for template voyages.

    Budgeted Voyages Tab

    Tabs in the template voyages panel include the same tabs as other voyages, as well as the budgeted voyages tab.

    Budgeted voyages created from the selected template voyage are listed in the Budgeted Voyages tab. To create a new budgeted voyage click Addin the top right corner of the list. This creates a copy of the selected template voyage using the same field values.

    Follow the link below for further information on the voyages panel:

    Template Indicator Label in Grey
    Maintain Voyages