> For the complete documentation index, see [llms.txt](https://docs.dataloy.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dataloy.com/release-7.13/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-functionalities/converting-voyage-to-template.md).

# 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  ![](https://content.gitbook.com/content/W3oa0rI5VDyYPnwDBtD7/blobs/7Nq9l0dtutzZwj5z32J4/image.png) and select the "Convert to Template...' action.

<figure><img src="https://content.gitbook.com/content/W3oa0rI5VDyYPnwDBtD7/blobs/ZDLmUQOyHfPd2OTXht2c/image.png" alt=""><figcaption><p>Secondary Action menu</p></figcaption></figure>

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.&#x20;

<figure><img src="https://content.gitbook.com/content/W3oa0rI5VDyYPnwDBtD7/blobs/bD7PUUjsuBizCOEkHn1J/image.png" alt=""><figcaption><p>Convert to Template popup modal (SPOT example)</p></figcaption></figure>

#### 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.


---

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