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.

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 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 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 and SPOT for the Commitments section and vessel names for the Schedule section. The red vertical line indicates today's date.

Commitment Bars

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 hovering over a commitment bar, a tooltip will pop up with additional information about the voyage:

Schedule Bars

Scheduler bars can be found in the Schedule section and contain information about either allocated or nominated voyages, containing Reference No, Voyage Status, first Load Port and last discharge port. 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 hovering over a scheduler bar, a tooltip will pop up with additional information about the voyage:

Actions

The Action Bar

You can choose between the quick filters specified for 'Commitments' or the 'Schedule'. They will be filtered separately in each of their respective sections of the board:

The period selector allows you to choose the time period of your liking, to easily display the voyages of that timeframe:

The quick filters decides the filtering of the voyages, while the period selectors allows selecting the period that the board will display.

Drag & 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. A commitment voyages can be allocated by dropping it onto an empty vessel row, or behind another allocated voyage.

Highlights For The Voyage Bars

Hover State

Each of the voyage bars now have a new light grey border, and when you hover, it will be marked with a darker one to clearly indicate which one you are hovering over. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.

Active State

When selecting one of these bars, a blue and thicker border will display along with opening the Voyage drawer:

The blue border will stay active on the board until you do another action. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.

This border also displays and stays active when creating a new voyage and with the use of drag & drop of the bars.

Board Layout

The board has two main areas- unallocated voyages (Voyage Commitments) on the left, and allocated voyages on the right.

Each element in the board represents either a voyage (unallocated), a voyage with cargo(s) (allocated), a vessel, a vessel open position card or a last port call card.

Vessel Open Position Card

We call the yellow card on the vessel columns the vessel open position card. It displays the start of the schedule of each ship that is displayed on 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 Voyage Commitments column, the left-most column of the board, we have a list of Unallocated Voyages with a new design:

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.

Last Port Call 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.

Click any voyage card to open the voyage drawer and access additional information and actions.

Filtering

You have a large variety of filters available on the board. Filtering for Voyage 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.

Highlights For The Voyages

Voyage Commitments Column

Each of the unallocated voyage cards now have a new light grey border, and when you hover, it will be marked with a darker one to clearly indicate which one you are hovering over.

When selecting one of these cards, a blue border and thicker border will display along with opening the Voyage drawer:

Allocated Voyages

We have here as well now added a new light grey border, and when you hover over it, here too it will be marked with a darker one to clearly indicate:

When selecting one of the allocated voyages here too, the same type of blue border will display: along with opening the Voyage drawer as well:

Vessel Open Position Cards

Now when you hover over a Vessel Open Position card, it displays a darker grey tone on its border:

When you select the card, the border becomes the same blue active border as previously mentioned, along with opening the Vessel Open Position drawer:

This border will stay active until you do another action on the board.

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.

Open Cargo Drawer:

It is possible to access the cargo drawer by clicking on any allocated voyage in any of the boards/lists in FAS (or outside), and then opening the 'Cargo' tab. Also, in the Cargo Management Board, you can access the cargo drawer by clicking on a cargo commitments to the left, or directly on an allocated cargo on the right (on the allocated voyages).

Creating a Cargo:

Inside a chosen scenario, you will be able to create new cargoes in FAS based on allocated or unallocated voyages.

Create Unallocated cargoes:

In the Cargo Management Board, next to the Cargo Commitment title, there is a icon. Here, you can find all the different types of cargoes to create, and their modals. Follow the same steps as here to create a new cargo. The new cargo will be placed in this Cargo Commitments column based on the given Laydays. If not given, then they will be placed at the bottom of the list.

Create Allocated cargos:

On any allocated voyage in FAS (or outside), you can find the 'Cargo' tab at the top of the voyage drawer. Above the cargo list, there is a icon there. Also here, you can create the different types of cargoes, and display their modals. But- there is a new design here as well:

Please click on the picture to get better view of the details. The key details are the same as earlier described here, but as you can see- there is some difference in the Timeline component this time. On a voyage, we have port calls. These will be matched with the new cargo ports of the cargo you want to create. The CP/PC row marked with 'NEW' contains the new cargo ports that are added from the fields on the left-most section, meaning port calls 'Trondheim' and 'Stavanger' didn't exist before, but are now added. At the same time, we know that 'Bergen' and 'Oslo' port calls existed from before, so if you want to add a cargo port 'Oslo', it will now be directly linked to the port call (and the 'NEW' icon is not displayed). Read more about the drag and drop features and the new Create Cargo Port modal down below.

Main Actions:

Drag & Drop Features in the Timeline:

On the allocated cargoes mentioned above, you will have drag and drop options on both sides of time timeline. On the left side, you will be able to drag a cargo port to match with a corresponding port call, but they both have to have the same reason for call. On the right side, you will be able to drag the whole CP/PC row to change the order in these ports on the voyage. The same features are implemented in the new Create Cargo Port modal:

Read about the new Create Cargo Port modal for unallocated cargoes here.

Drag & Drop Features On the Boards:

• In Open Positions Board: to allocate or unallocate a voyage, you can drag and drop the different voyage cards between the Voyage Commitments column (the unallocated voyages) and the different vessels displayed.

• In Scheduler Board: to allocate or unallocate a voyage, you can drag and drop the different voyage bars between the COA and SPOT rows (the unallocated voyages) and the different rows of vessels displayed.

• In Cargo Management board: to allocate or unallocate a cargo, you can drag and drop the different cargo cards between Cargo Commitments column (the unallocated cargoes) and the different allocated voyages displayed.

From the Cargo Drawer:

In the secondary actions menu (3 dots), it's possible:

• To unallocate a cargo (unless it's already unallocated)

• To allocate a cargo

• To delete a cargo

• To relet a cargo

• To tranship a cargo

• To preship a cargo

• To transfer a cargo

• To edit Cargo Reference

• To connect to CoA

• To view the Audit Log

• To access or upload voyage Attachments

Other Cargo Actions:

In the Cargo Management Board:

• You can filter unallocated cargoes based on Charterer, Cargo, Trade and Area.

• You can filter the allocated voyages based on Voyage, Vessel, Area and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• You can use the master date filter to filter through larger date periods.

• You can use the settings button to adjust your view of the voyages.

In the Cargoes List:

• You can filter the cargoes based on Cargo Reference, Counterpart, Commodity, Vessel, Voyage Reference and Cargo Status. This are placed above the list.

• You can use the "master" Date filter to filter through larger date periods.

Creating a Voyage:

Inside a chosen scenario, you will be able to create new voyages based on the vessels available. Next to each of the vessel names, there is a icon. In each of these, you can create a new voyage based on that vessel.

You can read more here to learn about the different types of voyages to create: Create New Voyages.

Main Actions:

Scenarios:

Actions that are only available for MASTER, and not in a specific scenario, are marked with "(only MASTER)" below.

Drag & Drop Features:

• In Open Positions Board: to allocate or unallocate a voyage, you can drag and drop the different voyage cards between the Voyage Commitments column (the unallocated voyages) and the different vessels displayed.

• In Scheduler Board: to allocate or unallocate a voyage, you can drag and drop the different voyage bars between the COA and SPOT row (the unallocated voyages) and the different rows of vessels displayed. s

• In Cargo Management board: to allocate or unallocate a voyage, you can drag and drop the different voyage cards between the different vessels displayed.

From the Voyage Drawer:

In the secondary actions menu (3 dots), it's possible:

• To edit a Voyage Reference

• To nominate a voyage, or cancel its nomination (only MASTER)

• To allocate or unallocate a voyage (only MASTER)

• To move a voyage (only MASTER)

• To view the Audit Log

• To access or upload voyage Attachments

Other Voyage Actions:

In the Open Positions Board:

• You can filter unallocated voyages based on Voyage, Vessel, Trade and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• You can filter the allocated voyages based on Voyage, Vessel, Area and More.

  • More containing Commodity, Charterer, Trade, Commodity Class and Cargo Type.

• You can use the master date filter to filter through larger date periods.

• You can use the settings button to adjust your view of the voyages.

In the Scheduler Board:

• You can filter unallocated voyages based on Charterer, Cargo, Trade and Area.

  • More containing Vessel name, Vessel Type, Trade and Business Unit.

• You can filter Schedule voyages based on Vessel, Voyage and Area.

• You can select a specific period to display the vessels.

• You can use the arrows to move horizontally to view the voyage details.

• You can use the master date filter to filter through larger date periods.

In the Voyages List:

• You can filter the voyages based on My Voyages, Vessel, Reference Number, Voyage Status, Ballast, Load Port, Discharge Port and Trade.

• You can sort the voyages based on Ballast Port, Charterer, Commodity, Reference Number, Trade, Vessel, Voyage Status and Created Date.

• You can use the master date filter to filter through larger date periods.

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, a drawer will open where you can create a copy or change the scenario name (in the Secondary Actions dropdown), as well as view information about its voyages, cargos, and vessels.

To create a new scenario follow the step-by-step guide: .

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:

Selecting Your View

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

Date Filtering

In the FAS board, we now have "master" Date filter, that will filter voyages and cargoes in all of the boards, more efficiently. We have the filtering possibilities for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Future (meaning the past 2 weeks and beyond). The default is set at 'Next 3 Months'.

All voyages and allocated cargoes are filtered with respect to the voyage's end date date. The unallocated cargoes in their respective Cargo Commitments column, are filtered with respect to the cargo's laycan from- and to- dates.

For a scenario != MASTER, the Date filter is also clearable. Meaning, you can clear the filtering of the selected date range, resulting in the list showing for all results instead, regardless of cargo's laycan dates and the voyage's end date.

Toggle & Hide Functionalities

On the Open Positions and Cargo Management boards, specifically, you will be able to use the toggle functionality:

By turning the toggle off, you will be able to hide the Voyage Commitments, or Cargo Commitments, making the allocated sections for voyages and cargoes the full view.

Meanwhile, in the Scheduler board, you have two hide functionalities:

By clicking on, for instance, the "Hide Commitments" toggle, you will hide the whole Commitments section, making the Schedule section the full view. And opposite action for "Hide Schedule" (you are also able to hide both sections, then you will get an "empty" full view).

Other Actions

Go to Pages

The Cargo Management Board displays all allocated voyages and the cargos allocated to them. It also shows the unallocated cargos in Cargo Commitments column. For details on the Vessel Open Positions, voyage cards and board settings, see .

Board Layout

The Cargo Management Board displays all cargos belonging to the selected scenario. In the left-most column, we display the unallocated cargos (Cargo Commitments column), which are cargos that have not yet been allocated to a voyage. The other columns display voyage cards with the cargoes allocated to them.‌

Unallocated Cargos‌

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 cargos. On the right side of a voyage card, the cargo cards allocated (or dragged) to the voyage are displayed. Each cargo displays the Charterer, Gross Weight and Cargo Status, while illustrating graphically the Load Ports and Discharge 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 color

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 tooltips:

Highlights For The Cargoes

Cargo Commitments Column

Each of the unallocated cargo cards now have a new light grey border, and when you hover, it will be marked with a darker one to clearly indicate which one you are hovering over.

When selecting one of these cards, a blue border and thicker border will display along with opening the Cargo drawer:

Allocated Cargoes

Along with displaying the cargo tooltips, we now get a darker shadow on the cargo when hovering over it:

When selecting one of the allocated cargoes, a blue border will display here as well, along with opening the Cargo drawer:

The Cargoes tab can be found in the module. It contains a list of all unallocated cargoes and cargoes allocated voyages who's vessels are scheduled. Each cargo can be found within a , including the MASTER scenario.

With the below mentioned features combined, in FAS Cargoes, a Scheduler can now create an Annual Load Plan in the MASTER scenario, and then copy it into a new scenario, to save the plan. This plan can then be tailored within this specific scenario, consistent of various columns and rows of cargoes, that are filtered and/or sorted, within a chosen time period.

Cargo Actions

Cargo Drawer

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

Filters & Sorting

Cargo List's filters, sorting and header sorting can be read here: .

Customisable Columns

In this Cargoes List, specifically in FAS, you have the option to select and customise your columns of choosing. Keep in mind that the standard ones cannot be removed, but can be be "hidden". This option gives you the possibility to, amongst many, add in additional columns of your desire and re-order the columns, as you go.

It is highlighted in blue if it's activated.

Export to Excel

There are four possibilities to create a scenario:

• create from scratch

• create from MASTER fleetplan

• copy existing scenario

• create a budget scenario

In the scenario list you have a icon on the top left to create a new scenario. You can create a scenario from scratch, from the MASTER fleetplan or create a budget scenario. You can also copy an existing scenario.

Create from Scratch

When creating a scenario from scratch you enter a scenario name and click create.

Create from Master Fleetplan

When using the MASTER fleetplan to create a scenario, all voyages in the master fleetplan and their allocation are copied. Thus, unallocated voyages will be unallocated in the scenario and allocated voyages will be allocated to the same vessel. The first position of each vessel in the scenario schedule is defined by the start of the first voyage on the vessel.

The new scenario is called Master Fleetplan Scenario with a date and time stamp of the creation.

Copy existing scenario

To copy a scenario open its drawer in the scenario list. Select the action copy in the drawer to create a copy of the scenario.

Create budget scenario

The Voyages tab can be found in the Fleet Plans module. It contains a list of all voyages that can be found within a . This includes voyages of statuses: unallcoated, allocated, estimated and nominated.

The following voyage information can viewed from the list:

Actions

Sorting and Filtering

Scenarios List

Navigate to the 'Scenarios' menu group to the left under the "Planning" module to find the list of scenarios. Here we have a list of all existing scenario, except for the MASTER scenario (which you cannot edit). The list contains these columns:

Here, you can easily navigate through the scenario named, number of vessels and voyages in the scenario and the type of scenario, and click on the desired scenario to open the drawer.

Scenario Types

This list of scenarios includes both the types budget and non-budget scenarios. To effectively list the desired type of scenarios, you can filter the list based on the type you want to see, with the quick filter 'Type' found above the list:

In the Type column, you will immediately be able to detect whether a scenario is of type budget or a non-budget (' - '):

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.

To change an existing scenario, navigate to the 'Scenarios' menu group to the left, and open the Scenario drawer by clicking on the list row of choosing. Learn more about finding a scenario!

Actions

You have the following actions in the drawer:‌

• View in Open Positions Board

• Delete

• Copy

• Edit Scenario Name

• View Audit Log

• To access and upload attachments

Main Details tab

Here you have an overview of Average TCE, Average Days and Days Total of the whole scenario. The overview sections also contains information about whether the scenario is a budget, the number of voyages, template voyages and cargoes of the selected scenario:

Vessels tab

Vessels in the selected scenario can be managed from the list in the Vessels tab. Clicking on a vessel will lead to the vessels' drawer.

Add / Remove Vessel

1. Open the Scenario module in the Planning section.

2. Select a scenario and navigate to the Vessels tab.

4. Select/Deselect vessels in the Select Vessels dialog.

5. Click Confirm.

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

Schedule Voyages with fixed endpoints

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.

Schedule Voyages with fixed intervals

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.

Schedule Voyages based on production rate

Lets you plan ahead voyages based on a storage capacity and hourly production rate by the cargo owner, such that the vessel will arrive in time to pick up the cargo before the storage overflows. Assumes the stores are empty at the start date. Laycan will start when the amount of cargo in the owner's storage has reached the specified Cargo Capacity.

Import from Excel

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.

Comment, edit Laycan and set Option Status

Clicking on one of the scheduled voyages will bring up the edit modal for that voyage. Here you can set laycan, option status, and make comments on the voyage.

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.

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

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:

From Budgets List

1. Open the Budgets module in the Planning section

2. Find under the Template Voyages tab

From Contract of Affreightment drawer

1. Click the Template Voyages tab

2. Find in the list of voyages

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:

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

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 Contract of Affreightment drawer

1. Open the Contracts of Affreightment module in the Chartering section

2. Click on a CoA to open the drawer, and navigate to the Template Voyages tab

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

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.

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

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

Inside a scenario drawer, you have a primary action for copying a scenario:

Then, a 3-stepper modal will show up and give you access to define what vessels, voyages and cargoes of that specific scenario you want to copy over to the "new" scenario. Firstly, you will be given the option to choose a name for the copied scenario:

By default, the "Copy of original scenario name" will be added at the input, until you decide for another name. Each of the scenario names should be unique to avoid duplicates in the system (there is a validation check for this when typing). Moreover, you can step through the modal to specify further:

Step 1 - Select Vessels

A list of pre-selected vessels of the original scenario that you want to copy from will show. You will have the option to un-check unwanted vessels for the "new" scenario as well. The list contains of vessels, which includes their allocated voyages and cargoes, from the selected scenario, and is sectioned by the vessel itself and its vessel type.

Features:

• You can filter by:

  • My Vessels

  • Vessel

  • Vessel Type

• When copying the MASTER scenario, only the future allocated voyages with their cargoes for the specified vessels are copied

• The checked vessels are persisted throughout the modal

• You are able to click the "Next" button even if you have selected zero vessels

Step 2 - Select Voyage Commitments

A list of pre-selected voyage commitments of the original scenario that you want to copy from will show. You will have the option to un-check unwanted voyages for the "new" scenario here too. The list contains of all the unallocated voyages, which includes their cargoes (both non-template), from the selected scenario. It's sectioned by reference number, voyage status, trade, start- and end dates, ballast-, load- and discharge ports.

Features:

• You can filter by:

  • Voyage

    • Reference Number

    • Voyage Status

  • Vessel

    • Name

    • Type

  • Area

    • Loading

    • Discharging

  • More

    • Commodity

    • Charterer

    • Trade

    • Commodity Class

    • Cargo Type

• The checked voyages are persisted throughout the modal

• You are able to click both the "Back" and "Next" buttons even if you have selected zero voyages

Step 3 - Select Cargo Commitments

A list of pre-selected cargo commitments of the original scenario that you want to copy from will show. You will have the option to un-check unwanted cargoes for the "new" scenario here as well. The list contains of all the unallocated cargoes (non-template) from the selected scenario, and is sectioned by cargo reference, cargo status, cargo type, load- and discharge ports, charterer, cargo quantity, commodity and trade.

Features:

• You can filter by:

  • Charterer

  • Cargo

    • Commodity

    • Commodity Class

    • Cargo Type

  • Trade

  • Area

    • Loading

    • Discharging

• The checked cargoes are persisted throughout the modal

• You are able to click both the "Back" at any time

• You are able to click the "Copy" button if you have selected at least one item, whether it's a vessel, voyage or a cargo

Budget Scenario

You also have the option to copy a budget scenario, by following the same instructions as for the non-budget scenarios. With this option, you will have the possibility to specify which vessels from the selected scenario you want to copy onto the "new" budget scenario:

A list of pre-selected vessels of the original budget scenario that you want to copy from will show. You will have the option to un-check unwanted vessels for the "new" budget scenario here too. The list contains of all the vessels, which includes their template voyages (with their linked voyages) and budgeted voyages, from the selected scenario. It's sectioned by the vessel itself and the vessel type.

Features:

• You can filter by:

  • My Vessels

  • Vessel

  • Vessel Type

• The template voyages includes

  • A link to the original voyage it was created from

  • Template cargoes

• The budgeted voyages, which are non-template voyage, includes

  • Non-template cargoes

• Both template- and budgeted voyages are budgets

• The checked vessels are persisted throughout the modal

• You are able to click the "Copy" button if you have selected at least one vessel item

Common Features

Skeletons:

On each of the steps, we have what are called "skeletons", which are shadow-like figures that will appear on the screen while we load data for each of the steps. This is to indicate that we are in fact loading data, and not having some type of internal error causing a freeze of the system.

Customise Columns:

All of the table lists in the Copy Scenario modal also have the customise columns feature, that have now been added to most of the lists in VMS.

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 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