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 Bar

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.

Tooltip

When holding the mouse over a commitment bar a tooltip will pop up with additional information about the voyage.

Schedule Bar

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.

Tooltip

When holding the mouse over a scheduler bar a tooltip will pop up with additional information about the voyage.

Actions

Action Bar

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.

Drag and Drop

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.

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.

Overview

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".

Trade panels

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.

Cargoes by charterer

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.

Vessels

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:

1. The voyage is marked with this trade or its performance cargo belongs to the trade.

2. The voyage has arrival date in the first load port within the selected month.

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 Open Positions Board.

Board Layout

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.‌

Unallocated Cargos‌

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:

Cargoes on the Voyage Card‌

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.

Laydays and Arrival Window Indicators

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

Tooltips

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:

Actions

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.

Clicking on a cargo opens the cargo drawer and gives access to additional information and actions.

Filtering

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 Fleet Plans module allows you to allocate voyages and cargoes in MASTER and different scenarios without making any changes to your master Fleet Plan.

Selecting A Scenario

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.

Selecting Your View

Below the scenario selector, there are three tabs to access different views of the scenario schedule:

Filtering

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.

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

Board Layout

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.

Vessel Open Position Card

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.

Voyage Card

Unallocated Voyage Card

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.

Allocated Voyage Card

Header

Port Call Timeline

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.

Open Position Card

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.

Actions

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.

Filtering

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.

Settings

Number of Columns

You can select the number of columns to show in the board either by moving the slider or by typing in a number.

Number of Displayed Ports

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.

Column Grouping

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.

Row Grouping

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 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.

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

This is a list of all scenarios, including budgets, in the system. The MASTER scenario is marked in capital letters and cannot be edited.

Actions

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: Create Scenario.

1. Open the Scenario module in the Planning section.

2. Click Createin 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

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

1. Open the Budgets module in the Planning section.

2. Select a budget from the dropdown.

3. Click Createin the top right corner.

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

5. Click Create.

Required Fields

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

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

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 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 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.

Budgeted Voyages Tab

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:

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 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

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:

Voyages with status

• Scheduled (Unallocated)

• Scheduled (Allocated)

• Nominated

Furthermore, the voyages need to be on-going or lie in the future.

Vessels with the following properties

• "Schedulable" in the vessel master data

• FleetExitDate empty or in the future

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.

Fleet Plans

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 Voyages tab can be found in the Fleet Plans module. It contains a list of all voyages that can be found in a scenario.

The following voyage information can viewed from the list:

Actions

Clicking on a voyage opens the voyage drawer and gives access to additional information and actions.

Sorting and Filtering

There are several sorting and filtering options available for you to narrow down what you include in the list view.

The following actions can be performed with a voyage:

Drag + Drop:

• allocate and unallocate a voyage (not in the schedule view)

In the Voyage Drawer:

• 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

In the Cargo Drawer of the Performance Cargo:

• Change the (target) lay and can dates for the first load port.