1. Open the Scenario module in the Planning section.

2. Click Create in 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 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.

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:

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

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 filters 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 Budgeted Voyages tab.

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.

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

At the top of the list with budgeted voyages, if you have the required permission (Voyage Contributor Role), a "Bulk Update" button is available:

Clicking the button will change the list to be selectable, where the desired voyages can be selected for bulk updating. After selecting, press the update button below the filters to open a modal with available fields to bulk update:

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.

• By using one of these sorting options