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

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

When you have located a template voyage, click on it and the details will show in a drawer on the right hand side. The drawer 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 drawer, 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.

Scheduled Voyages Tab

Tabs in the template voyages drawer include the same tabs as other voyages, as well as the 'Scheduled Voyages' tab.

Fields

The columns consists of:

Edit Option Status

You can multi-select the scheduled voyages and then click on the edit pencil-icon on the blue header that appears to edit the selected voyages:

In the Edit modal, you are able to make the selected voyages both optional and select the option status of wanting:

When opening one of the scheduled voyages from the list, you will see this status chip on the header of the Voyage drawer:

This matches the option status from the Scheduled Voyages list, and is now editable from the Voyage drawer:

The dropdown makes it possible to change to one of the other options, which will then update the option status of the linked performance cargo.

Mark as Optional

From the Voyage drawer you can in the secondary actions mark a voyage as an 'optional' voyage, which will then make the status chip from above appear in the header:

You will still be able to change the status, and also click 'Remove Optional mark' in the secondary actions as well.

Restrictions

• Option Status field is mandatory on a cargo

• Status chip dropdown is only visible when the optional field is checked on the performance cargo (or the voyage is marked as optional)

• Mark as Optional/Remove Optional mark is not available and/or is disabled for Template voyages and for voyages with statuses: 'Nominated', 'Operational', 'Operationally Closed', 'Invoiced' and 'Closed'

• Not possible to mark a voyage as optional if there are no cargoes present

• Not possible to change the voyage status of an optional voyage with option status that is not 'Declared' to a status beyond 'Allocated' (i.e. 'Nominated', 'Operational', etc...)

Follow the link below for further information on the Voyage drawer:

From Budgets List

1. Open the Budgets module in the Planning section

2. Select a budget from the dropdown

3. Click Create in the top right corner

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

5. Click Create

From Voyages List

1. Open the Voyages module

2. Choose Template Voyage quick filter

3. Click Create in the top right corner

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

5. Click Create

Required Fields

• Click Create

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

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 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.

Budgeted 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.

From Budgets List

1. Open the Budgets module in the Planning section

2. Find under the Template Voyages tab

From Voyages List

1. Open the Voyages module

2. Choose Template Voyage quick filter

3. Find in the Voyages list

Quick Filters

You can use the quick to find the template voyage you are looking for.

Sorting

You can also sort in ascending and/or in descending order based on these fields: