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

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 created 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 Fleet Plans you can view the schedule for any scenario in three different views: the open positions board, the cargo management board and the scheduler board (gantt view).

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.

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 Layout

The Cargo Management Board displays all cargos belonging to the selected scenario. In the left-most column, we display the unallocated cargos (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

The left-most column, Commitments, contains all the unallocated cargos. Each cargo contains the fields:

Cargoes on the Voyage Card‌

The right side of the Cargo Management Board contains all the allocated 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:

Laydays and Arrival Window Indicators

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:‌

• if early: blue

• if late: red

• if on time: normal / no color

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 tooltips:

Click here to learn more about the unique Cargo Actions or Voyage Actions.

Board Layout

The board has two main areas- unallocated voyages (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

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.

Voyage Card

Unallocated Voyage Card

In the Commitments column, the left-most column of the board, we have a list of Unallocated Voyages with a new design:

Allocated Voyage Card

Header

Port Call Timeline

The Allocated Voyages Card also contains a detailed timeline:

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.

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.

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 and access additional information and actions.

Filtering

You have a large variety of filters available on 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.

You can read more about the actions here: Voyage Actions.

Settings

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.

Open Cargo Drawer:

It is possible to access the cargo drawer by clicking on any allocated voyage in any of the boards/lists in FAS (or outside), and then opening the 'Cargo' tab. Also, in the Cargo Management Board, you can access the cargo drawer by clicking on a commitment to the left, or directly on an allocated cargo on the right (on the allocated voyages).

Creating a Cargo:

Inside a chosen scenario, you will be able to create new cargoes in FAS based on allocated or unallocated voyages.

Create Unallocated cargoes:

In the Cargo Management Board, next to the 'Commitment' title, there is a icon. Here, you can find all the different types of cargoes to create, and their modals. Follow the same steps as here to create a new cargo. The new cargo will be placed in the commitments column based on the given Laydays. If not given, then they will be placed at the bottom of the list.

Create Allocated cargos:

On any allocated voyage in FAS (or outside), you can find the 'Cargo' tab at the top of the voyage drawer. Above the cargo list, there is a icon there. Also here, you can create the different types of cargoes, and display their modals. But- there is a new design here as well:

Please click on the picture to get better view of the details. The key details are the same as earlier described here, 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.

Main Actions:

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:

Read about the new Create Cargo Port modal for unallocated cargoes here.

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 Commitments column (the unallocated voyages) and the different vessels displayed.

• 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 Commitments column (the unallocated cargoes) and the different allocated voyages displayed.

From the Cargo Drawer:

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 view the Audit Log

• To access or upload voyage Attachments

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

Selecting Your View

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

Filtering

In the FAS board, we now have a 'master' filter, that will filter voyages and cargoes in both the Open Position Board and the Cargo Management Board, more efficiently. We have the filtering possibilities for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Future (meaning today and beyond). The default is set at 'Next 3 Months'.

In the Open Position Board, the Allocated Voyages are filtered with respect to the Voyage End Date field. This is the same in the Cargo Management Board (with cargoes as well), but in the Commitments column the Unallocated Cargoes are filtered with respect to the Laycan From Date field.

The scheduler board gives users an overview of the voyages that need 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 based on 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 Bar

Commitment bars can found in the Commitments area and contain information about an unallocated voyage including Charterer, Laycan dates and Commodity. 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.

Tooltip

When hovering over a commitment bar, a tooltip will pop up with additional information about the voyage:

Schedule Bar

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 Laycan 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.

Tooltip

When hovering over a scheduler bar, a tooltip will pop up with additional information about the voyage:

Actions

Action Bar

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.

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

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

Create Budget Scenario

Find Budget Scenario

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

Tabs

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

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

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

Creating a Voyage:

Inside a chosen , you will be able to create new voyages based on the vessels available. Next to each of the vessel names, there is a 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: .

Main Actions:

Scenarios:

Actions that are only available for MASTER, and not in a specific scenario, are marked with "(only MASTER)" below.

Drag & Drop Features:

• In Open Positions Board: to allocate or unallocate a voyage, you can drag and drop the different voyage cards between the Commitments column (the unallocated voyages) and the different vessels displayed.

• 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.

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

Other actions:

In the Open Positions Board:

• You can filter Commitment voyages based on Voyage, Vessel, Trade and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• You can hide the Commitments columns with the toggle button.

• You can filter the allocated voyages based on Voyage, Vessel, Area and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• You can use the master date filter to filter through larger date periods.

In the Scheduler Board:

• You can filter Commitment voyages based on Charterer, Cargo, Trade and Area.

  • More containing Vessel name, Vessel Type and Trade.

• 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.

• You can use the master date filter to filter through larger date periods.

In the Cargo Management Board:

• You can filter Commitment cargoes based on Charterer, Cargo, Trade and Area.

• You can hide the Commitments columns with the toggle button.

• You can filter the allocated voyages based on Voyage, Vessel, Area and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• 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.

• You can sort the voyages based on Ballast Port, Charterer, Commodity, Reference Number, Trade, Vessel, Voyage Status and Created Date.

• You can use the master date filter to filter through larger date periods.

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

The Voyages tab can be found in the Fleet Plans module. It contains a list of all voyages that can be found within a . This includes voyages of status unallcoated, allocated, estimated, nominated, etc.

The following voyage information can viewed from the list:

Actions

Sorting and Filtering

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.

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

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

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

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

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".

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.

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.