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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.
Budget scenarios are listed in the dropdown in the top center of the Budgets page.
The Budgets page contains two tabs for viewing template voyages and budgeted voyages from the selected budget scenario.
Create Budget Dialog
Open the Scenario module in the Planning section.
Click Create in the top right corner.
Select Create Budget Scenario from the dropdown menu.
Fill in all required fields listed below in the Create Budget Scenario window.
Clicking Create will create a new, empty scenario.
On clicking Create, a budget scenario will have the naming format Budget Year Scenario Name (e.g. 2021 Incoming Bookings)
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
Template Voyages Tab in Budgets Module
Template Voyages can be located from the tab in the Budgets module.
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 Voyages have the template label next to the status selector to indicate that it is a template voyage.
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.
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:
Create Template Voyage Dialog
Open the Budgets module in the Planning section.
Select a budget from the dropdown.
Click Createin the top right corner.
Fill in all required fields listed in the Create Template Voyage window.
Click Create.
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.
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.
Field
Description
Scenario Name
Unique Scenario Name
Budget Year
Defaults to current year
Field
Description
Vessel
Vessel the voyage will be using
Load Port
First loading port
Discharge Port
Last discharge port
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.
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.
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
After selecting a template voyage, navigate to the Budgeted Voyages tab.
