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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

Create Template Voyages

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

Required Fields

  • 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.

  • Click Create

  • Field

    Description

    Vessel

    Vessel the voyage will be using

    Load Port

    First loading port

    Discharge Port

    Last discharge port

    Create Template Voyage Modal

    Maintain Template Voyages

    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.

    Voyages that are created from the selected template voyage are listed in this Scheduled Voyages tab. To create a new scheduled voyage click Add in the top right corner of the list. The 'Add Voyage' option creates a copy of the selected template voyage using the same field values, while the 'Add Multiple Voyages' gives you option to either schedule with fixed endpoints or schedule with fixed intervals:

    Create Multiple Voyages Modal

    Fields

    The columns consists of:

    Fields
    Description

    Vessel

    Vessel of the current voyage

    Reference Number

    Number of reference of the current voyage

    Voyage Start Date

    Start of the voyage

    Laycan From

    Laycan start date

    Laycan To

    Laycan to date

    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:

    Edit Option Status when multi-selecting

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

    Edit Option Status Modal

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

    Option Status Chip on the Voyage Drawer Header

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

    Statuses to choose from

    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.

    The option status is also available in the tooltip of the Commitment voyages in the Scheduler Board in FAS.

    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:

    Mark as Optional in Secondary Actions

    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:

    Template Indicator Label in Grey
    Maintain Voyages

    Find Template Voyages

    From Budgets List

    1. Open the Budgets module in the Planning section

    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 filters to find the template voyage you are looking for.

    Filter Options

    Sorting

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

    Sorting Options

    Voyage Status

    Status of the current voyage

    Optional

    Whether the performance cargo is optional, 'Not declared' by default when optional is not checked

    Option Status

    The status of optional of the performance cargo, 'Not Declared' by default when optional is checked

    Comments

    Comments on the current voyage