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.

Template 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.

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.

Scheduled Voyages List

The "Schedule Voyages with fixed endpoints" option lets you define the number of voyages and an interval in which they will be evenly scheduled in.

When choosing "Schedule Voyages with fixed intervals", you instead define a start date, the number of voyages required, and then the number of days or months in between each voyage.

If using the "Import from Excel" option, the voyages are created in a slightly different manner. After uploading an .xlsx or .csv file, you choose which column to use for the planned B/L date and cargo reference. The laycan fields are optional, but if one is selected, both must be. The system will then create a number of voyages equal to the number of rows in the file, and set the planned B/L date and cargo reference on the performance cargo of the voyage. If laycan fields have been selected, those will also be set. Note however, that unlike the two other options for creating multiple voyages, the voyage start date is not set.

Edit Option Status from scheduled voyages list

You can edit the option status of one or more scheduled voyages by clicking the checkboxes to the left, then clicking on the edit pencil-icon on the blue header that appears. Only voyages marked as Optional can have an option status different than "Not declared".

Edit Option Status from voyage drawer

When opening one of the scheduled voyages from the list that has been marked as Optional, an additional option status chip is visible. Clicking it will allow you to set the option status from the voyage drawer.

If the voyage has not been marked as Optional, you can set it in the secondary actions menu by clicking "Mark as Optional". To remove the Optional mark, open the menu again and click on the option.

Restrictions on Option statuses

• 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:

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

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 filters 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:

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

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.