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The Fleet Plans module allows you to allocate voyages and cargoes in MASTER and different scenarios without making any changes to your master Fleet Plan.
At the top center of the screen, the selected scenario is displayed:
To create a new scenario follow the step-by-step guide: Create Scenario.
Below the scenario selector, there are three tabs to access different views of the scenario schedule:
In the FAS board, we now have a 'master' filter, that will filter voyages and cargoes in both the Open Position Board and the Cargo Management Board, more efficiently. We have the filtering possibilities for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Future (meaning today and beyond). The default is set at 'Next 3 Months'.
In the Open Position Board, the Allocated Voyages are filtered with respect to the Voyage End Date field. This is the same in the Cargo Management Board (with cargoes as well), but in the Commitments column the Unallocated Cargoes are filtered with respect to the Laycan From Date field.
To select a different scenario, click the expand buttonnext to the name to open a list of all scenarios, except Budgets. The MASTER scenario is pinned to the top of the selector for easy accessibility.
The board has two main areas; Unallocated Voyages on the left and Allocated Voyages on the right.
Each element in the board represents either a voyage with cargoes, or a vessel open position.
We call the yellow card the 'vessel open position card'. It displays the start of the schedule of each ship that is displayed in the board. You can click on the card to open the vessel open position drawer. For any scenario that is not the MASTER, you can edit the port and date of the vessel open position. This changes where your ship starts in the scenario and reschedules the consecutive voyages.
In the Commitments tab, in the left-most column of the board, we have a list of Unallocated Voyages with a new design:
The grey container in the card displays some of the fields of the Performance Cargo. For reference, please check the table below.
The Allocated Voyages Card also contains a detailed timeline:
On the left side of the Voyage Card, all the arrival times are listed. The date and time listed for the Ballast Port is the voyage start date. On the right side of the timeline, the port names are listed, including the Ballast Port. The total cargo gross weight on board after the port call is listed under the port name.
Number of Displayed Ports
It is possible to change how many ports are listed at a time by using the settings. The minimum amount of ports that can be displayed is 3, the Ballast Port, the first load port and the last discharge port of a voyage. The number in the blue circle indicates how many ports are hidden.
For each vessel we have a card with information about when it is next available. This can be found after the last voyage in a vessel's schedule.
In the Open Positions Board you can drag and drop voyages to allocate or unallocate them, move them between vessels and change their order on a vessel.
Click any voyage card to open the voyage drawer and access additional information and actions.
You have a large variety of filters available on the board. Filtering for Commitments (left-most column) and Allocated Voyages (rest of the columns) is separate. Filtering is persisted when navigating between the boards as well as when navigating to different menu items.
You can select the number of columns to show in the board either by moving the slider or by typing in a number.
You can select the number of ports to show in the port call timeline either by moving the slider or by typing in a number. The ballast, first loading and last discharging ports are always visible.
The column grouping decides which column a card should go into. The default setting is to group by vessel, but you can also select load area or discharge area. The area groupings depends on the selected area report under account preferences.
The row grouping setting decides how the cards are grouped vertically. By default there is no row grouping. You can also select to group by month or week.
The Cargo Management Board displays all Allocated Voyages and the cargos allocated to them. It also shows the Unallocated Cargos in Commitments column. For details on the Vessel Open Positions, Voyage Cards and Board settings, see .
The Cargo Management Board displays all cargos belonging to the selected scenario. In the left-most column, we display the Unallocated Cargos, which are cargoes that have not been allocated to a voyage yet. The other columns display Voyage Cards with the cargoes allocated to them.‌
The left-most column, Commitments, contains all the Unallocated Cargos. This column displays all cargos with status "Unallocated" that belongs to the currently selected scenario. Each Cargo contains the fields:
The right side of the Cargo Management Board contains all the Allocated Voyages and their cargoes. On the right side of a Voyage Card, the Cargo Cards allocated (or dragged) to the voyage are showing. Each cargo displays the charterer, gross weight and cargo status, while illustrating graphically the load ports and discharging ports. These cargos can be moved by dragging and dropping between the voyages of the same trade.
With a newer design of the cargos on the Voyage Card, you will be able to graphically see at what ports a cargo has its loading- and discharging ports. You can easily track all the Port Call rows of the cargo by looking at the vertical span of the specific cargo card (the blue area). It is also possible to scroll to the right to see all the cargoes allocated on the same Port Calls.
The Cargo Cards also has indication lines to help you interpret the Laydays and Arrival Windows for each cargo, graphically.‌
Laydays: indication line at the top of the cargo. Arrival Window: indication line at the bottom of the cargo.‌
Color indicator:‌
if early: blue
if late: red
if on time: normal / no colour
By hovering over a Cargo Card or on a Port Call row, a tooltip can be viewed. Fields in the tooltip that contain no data are hidden:
The following fields are available within the Cargo Card and Port Call tooltip:
In the Cargo Management Board, you can drag and drop cargos between voyages. When moving a cargo, you can either move it 100% or split it and just move a part of it. It also possible to drag and drop cargos to and from the Commitments column in order to unallocate or allocate it.
You have a large variety of filters available on this board, as well. Filtering for Commitments (left-most column) and the Allocated Voyages and cargoes (rest of the columns) is separate. Filtering is persisted when navigating between the boards as well as when navigating to different menu items.
The capacity plan gives you a monthly overview if your fleet is over- or underbooked with cargoes. For each months and each trade, we compare the available cargoes to the capacity in your fleet which is serving that trade.
You can navigate between the current month and future months at the top of the dashboard. You can also filter to restrict the view to a particular set of trades.
The are three summary cards at the top displaying information on all trades selected in the filter:
Free capacity: Total deadweight - total weight
Deadweight: Total deadweight of vessels loading in the selected month
Weight: Total weight of cargoes with laydays commencement in the selected month.
For free capacity and weight, we distinguish between total values and fixed values. The latter takes only cargoes into account which have status "Clean Fix".
An expandable panel is shown for each trade, with totals for that trade. There are two lists inside the panel, one for cargoes by charterer and one for vessels.
In each trade panel there is a list of total cargo weight and volume grouped by charterer. Only cargoes where laydays commencement lies in the selected month are counted.
All "fixed" charterer cargo totals are listed first, while "not fixed" entries come second and are indicated in grey.
In each trade panel there is a list of vessels. For each voyage in the master fleetplan, the vessel that voyage is allocated to is listed if the following two criteria are met:
The voyage is marked with this trade or its performance cargo belongs to the trade.
The voyage has arrival date in the first load port within the selected month.
This is a list of all scenarios, including budgets, in the system. The MASTER scenario is marked in capital letters and cannot be edited.
By clicking on a scenario, you open its drawer and can change its name, its vessels and its voyages.
To create a new scenario follow the step-by-step guide: .
| Reference | Fields |
|---|---|
| Reference | Fields |
|---|---|
| Reference | Fields |
|---|---|
At the top right of the board, click on Settingsto open the settings window.
| Reference | Fields |
|---|
| Cargo Card Tooltip Fields | Port Call Row Tooltip Fields |
|---|
By clicking at the Create in the top right corner, you will be able to create a cargo, or create a cargo from a budget or CoA template (see for more information). The modals require fields such as Load port, Discharge port, Charterer and Commodity.
Clicking on a cargo opens the and gives access to additional information and actions.
Voyage Reference
Voyage Status
Voyage Port Calls (alphabetic)
Voyage:
Vessel
Voyage Reference
Trade Code
Voyage Status
TCE and Currency
Performance Cargo:
Charterer
Quantity and Measurement Unit
Laydays Start to End Dates
Days out of Laycan (Early/Late Indicator)
Arrival Window Start to End Dates
Days out of Arrival Window (Early/Late Indicator)
Commodity
1
Vessel
2
Last port call's ETD
3
Port
1 | Charterer |
2 | Cargo Booking Status |
3 | Trade |
4 | Cargo Ports |
5 | Commodity |
6 | Layday- and Arrival Window dates |
7 | Quantity and Measurement Unit |
Charterer | Quantity Loaded |
Load and Discharge Ports | Quantity in Transit |
Laycan From and To dates and Missed By Label | Quantity Discharged |
Arrival Window From and To dates and Missed By Label |
Quantity and Measurement Unit |
Commodity |
Quantity Option Terms (%) |
Quantity Option |
Comment (Field Comment in the Cargo Drawer) |
Category | Status |
Not Fixed | Indication Firm Offer Working On Subject |
Fixed | Clean Fix |
Summary | Description | Values |
Free Capacity | Remaining deadweight tonnage summing all vessels and cargoes | Total: Deadweight - total weight Fixed: Deadweight - fixed weight |
Deadweight | Deadweight of vessels | Total: Sum of deadweight of vessels |
Weight | Weight of cargoes | Total: Sum of weight of cargoes of any status Fixed: Sum of weight of cargoes of fixed status |
Column | Description |
Charterer | Name of the charterer |
Weight (MT) | Total cargo weight in metric tons |
Volume (M³) | Total cargo volume in cubic meters |
Column | Description |
Vessel | Name of vessel |
DWT | Deadweight of the vessel |
Open Date | Arrival date in the first load port |
Open Port | First load port |
Previous Trade | Trade of the previous voyage on the vessel |
In Fleet Allocation and Scheduling (FAS) you can work on voyages in the planning phase and allocate them to vessels. Available voyages and vessels are:
Scheduled (Unallocated)
Scheduled (Allocated)
Nominated
Furthermore, the voyages need to be on-going or lie in the future.
"Schedulable" in the vessel master data
FleetExitDate empty or in the future
Vessels which don't have any voyage in their schedule are not displayed in the open positions board or schedule view. However, they are available to allocate and move to in the voyage drawer, and to create scenarios with them.
Master and Scenario
The master scenario shows the current plan for the fleet and commitments. It is directly linked to the rest of the VMS.
Other scenarios can be created to help the scheduler evaluate different options when scheduling. These scenarios are independent from other VMS modules.
Under the menu item Scenarios you can find all scenarios, edit them and create new ones.
Under the menu item Fleet Plans you can view the schedule for any scenario in three different views: the open positions board, the cargo management board and the scheduler board (gantt view).
The following actions can be performed with a voyage:
Actions that are only available for Master and not in Scenario are marked with (just Master).
allocate and unallocate a voyage (not in the schedule view)
edit voyage reference
nominate voyage and cancel its nomination (just Master)
allocate and unallocate voyage (just Master)
move voyage (just Master)
view audit log
access and upload voyage attachments
Nominating a voyage will make it appear in the Operations module of the VMS.
Change the (target) lay and can dates for the first load port.
If no performance cargo is selected, the cargo of largest quantity is used.
The scheduler board gives users an overview of the voyages that need to be scheduled. It shows unallocated, allocated and nominated voyages. The allocated and nominated voyages can be viewed on the bottom half of the board (Schedule), while the unallocated voyages can be viewed on the top half (Commitments).
The board is based on a gantt schema, with the column headers being dates and the row headers being COA, SPOT for the Commitments or vessel name for the Schedule. The red vertical line indicates today's date.
Commitment bars can found in the Commitments area and contain information about an unallocated voyage including Charterer, Laycan dates and Commodity. The ballast port and first loading port of a voyage can be found to the left of the bar, and the last discharging port to the right. The laycan period can also be viewed on top of each bar.
When holding the mouse over a commitment bar a tooltip will pop up with additional information about the voyage.
Scheduler bars can be found in the Schedule area and contain information about either allocated or nominated voyages including reference No, voyage status and first loading and discharging ports. If the laycan dates have been set, a laycan indicator can also be viewed on a schedule bar. A timeline of the ballast and port calls can be viewed on top of each bar.
When holding the mouse over a scheduler bar a tooltip will pop up with additional information about the voyage.
Additional information on the voyage and its cargos is displayed in the voyage drawer. This can accessed by clicking on a commitment or schedule card.
The action bar on top of the board allows for filtering of voyages as well as selecting the period which the board will show. Commitments and schedules can be filtered separately.
It is possible to drag and drop the bars to unallocate or allocate a voyage. A scheduled voyage can be unallocated by dropping it into the commitments area. Commitment voyages can be allocated by dropping it on an empty vessel row or after another allocated voyage.
Create Budget Dialog
Open the Scenario module in the Planning section.
Click Createin 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)
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.
After selecting a scenario a voyage can be created by clicking the icon in the column headers.
When the icon next to a vessel is used, the voyage will be created and allocated to that ship at the end of the schedule.
Voyage options:
Voyage Charter
Time Charter Out
Voyage From Template
Cargo options (Cargo Management commitments only):
Cargo
Cargo From CoA Template
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:
Budgeted Voyages Tab in Budgets Module
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.
Template Voyages Tab in Budgets Module
Template Voyages can be located from the tab in the Budgets module.
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 to find the template voyage you are looking for.
By using one of these sorting options
Budgeted voyages list and filters
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 to find the template voyage you are looking for.
By using one of these sorting options
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.
After selecting a template voyage, navigate to the .
By clicking at the Create in the top right corner, you will be able to create a voyage charter, or create a time charter out voyage. The modals require fields such as Vessel, Load/Delivery port and Discharge/Redelivery port.
Clicking on a voyage opens the and gives access to additional information and actions.
There are several options available for you to narrow down what you include in the list view.
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
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.
