In order to convert a voyage to a template voyage one must open a voyage's drawer and click the secondary action menu in the top-right and select the "Convert to Template...' action.

After selecting the action you will get a confirmation popup modal which allows you to select to 'Create New CoA' and 'Create Unallocated Voyage' when converting to template. When clicking the 'Confirm' button, you will be brought to the template voyage's drawer.

SPOT:

Both optional buttons will be available.

TC:

None of the optional buttons will be available.

CoA:

Both optional buttons will be available and the 'Create New CoA' button will be selected by default. If un-selecting this button, the template voyage will continue to use the old CoA instead of creating a new.

Change Voyage Status

From the voyage drawer it is possible to change the status of the voyage by using the status chip next to the reference no at the top of the drawer.

From Estimate to Allocate:

When changing status from estimate to Allocate, the following modal will show, where you have to select the vessel, and if you want, you can manually change the position. It will by default be put last.

From Estimate to Nominated:

When changing status from Estimate to Nominated, the following modal will show. If it is a TC voyage with missing laycan on the TC, you will have to fill in the layCan as well.

Configure Voyage as a “Last TC Voyage”

In the voyage drawer at the vessel section you will find a checkbox for setting "Last Voyage for Current CP". This checkbox is disabled when there is no TC In Contract registered.

Change Voyage Reference Number/Voyage Number and Voyage Starting Year

From the voyage drawer actions it is possible to change the Voyage Reference Number or Voyage Number, depending on the voyage status.

When voyage status is Estimate, Unallocated or Allocated, it is possible to change the Voyage Reference Number.

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number.

Clicking Edit Voyage Reference... or Edit Voyage Number... in the options meny opens a dialog box where the current values can be modified. In addition, the dialog box contains a field for changing the Voyage Start Year.

Voyage Comparison

A functionality to compare voyages' values to each other to get the best overview.

The comparison button can be found as a primary action in the Voyage drawer:

This will open a new page where you will be able to see a overview of the voyages to compare, copy the voyages you want to compare and/or open the Voyage drawer of the voyages:

For the initial release version of this tool, you'll be able to see and modify details on your vessel, cargo and voyage. Some fields may be greyed out, for the same reasons you might not be able to modify them in the voyage or cargo drawer normally.

In the top left you will find two buttons; Highlight Differences and Show Only Differences, which will enable or disable the respective features. By default, Highlight Differences is turned on.

The top header shows the voyage reference number, and a button to copy and remove the voyage from the comparison. Clicking on the voyage reference will open the voyage drawer. From here, you can make all the changes you are used to, and the comparison will update accordingly.

To the right of the rightmost voyage, you'll find a big grey button that when clicked, opens a dropdown menu. Here you can add an existing voyage to the comparison, or create a brand new one.

The comparison sections

The Vessel section of the comparison allows you to choose and edit many values that can change your result. Want to see how another vessel would perform on a given voyage? How much difference will different speed orders or bunker prices make? Make a change, and see how it affects your result and TCE.

The Cargo section displays information about one cargo at a time. In the event your voyage has multiple cargos, click on the Reference dropdown to see and select another cargo.

The Cargo Ports row shows you the first load and discharge port for the cargo. If you have a longer schedule, hover over the row to see the entire schedule as a tooltip.

Changing any of the fields here behaves as if they were changed from the Cargo drawer. For instance, setting a high freight rate will automatically update the rule to Lumpsum, and the calculations are being carried out as such.

In the Voyage section, you are only able to set the start date of the voyage. Like the Cargo Ports row in the Cargo section, the Schedule row only shows two ports. Hovering your mouse over the row will bring up a tooltip showing the entire voyage schedule.

Voyage Comparison

A functionality to compare voyages' values to each other to get the best overview.

The comparison button can be found as a primary action in the Voyage drawer:

This will open a new page where you will be able to see a overview of the voyages to compare, copy the voyages you want to compare and/or open the Voyage drawer of the voyages:

In the top left you will find two buttons; Highlight Differences and Show Only Differences, which will enable or disable the respective features. By default, Highlight Differences is turned on.

To the right of the rightmost voyage, you'll find a big grey button that when clicked, opens a dropdown menu. Here you can add an existing voyage to the comparison, or create a brand new one.

The comparison sections

The Cargo section displays information about one cargo at a time. In the event your voyage has multiple cargos, click on the Reference dropdown to see and select another cargo.

The Cargo Ports row shows you the first load and discharge port for the cargo. If you have a longer schedule, hover over the row to see the entire schedule as a tooltip.

Converting Voyage to Template

A voyage can be converted to voyage template if certain requirements are met, these are listed below:

Can be converted to template:

Estimate Voyages
Unallocated Voyages

Cannot be converted to template:

Template Voyages
Allocated Voyages
Nominated Voyages
Operational Voyages
Operationally Closed Voyages
Closed Voyages
Invoiced Voyages

The voyage's type (TC, SPOT, COA) does not matter in regards to whether you're allowed to convert or not.

How to Convert to Template

In order to convert a voyage to a template voyage one must open a voyage's drawer and click the secondary action menu in the top-right and select the "Convert to Template...' action.