All pages
Powered by GitBook
1 of 8

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

Loading...

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)

Field

Description

Scenario Name

Unique Scenario Name

Budget Year

Defaults to current year

Create Budget Scenario Dialog

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.

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.

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 to find the template voyage you are looking for.

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
By using one of these sorting options
Sorting Options
filters

Field

Description

Vessel

Vessel the voyage will be using

Load Port

First loading port

Discharge Port

Last discharge port

Create Template Voyage Dialog

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

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

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.

Template Indicator Label in Grey

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:

Maintain Voyages

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 .

filters
Budgeted Voyages tab
Filters
Sorting Options