Selecting Your View

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

Date Filtering

In FAS the date filter will filter voyages and cargoes in all of the boards more efficiently. There are filtering shortcuts for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Next Two Years (meaning the past 2 weeks plus selected). The default is set at 'Next 3 Months'. It is also possible to manually select the date range.

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

Specifically for cargoes, see here.

Specifically for voyages, see here.

Go to Pages

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.

Required fields

Read about copying budget scenarios here.

On a budget voyage, only these status transitions are allowed:

• Estimate -> Closed

• Closed -> Estimate

Sorting and Filtering

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

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

"Grid" Format:

• Cargoes

• Port Calls

• Cargo Ports

• Various Cost/Revenue

To read more about the "grid" set-up and functionalities, please read: Data Grids.

1. Open the Budgets module in the Planning section

2. Find under the Template Voyages tab

From Template Voyage Drawer

After selecting a template voyage, navigate to the Budgeted Voyages tab.

Other Actions

Quick Filters

You can use the quick filters to find the budgeted voyage you are looking for:

Sorting

You can also sort in ascending and/or in descending order based on these fields:

• Vessel

• Template Reference

• Voyage Reference

• Voyage Start Date

• Speed Ballast

• FO Ballast

• FO Laden

• FO Port Idle

• FO Port Working

• DO Port Idle

• DO Port Working

• DO at Sea

• FO Price

• DO Price

• FO LS Price

• DO LS Price

• Voyage Status

On a template voyage, only these status transitions are allowed:

• Estimate -> Closed

• Closed -> Estimate

Scheduled Voyages List

Template voyages have an additional "Scheduled Voyages" tab, which are also the same as "Budgeted Voyages". Voyages that are created from the selected template voyage are listed in this Scheduled Voyages tab. To create a new scheduled voyage click Add in the top right corner of the list. This will bring up a modal allowing you to choose between creating a single scheduled voyage, or multiple based on user input or import.

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:

A list of vessels of the original scenario that you want to copy from will show.

Features:

• You can filter by:

  • My Vessels

  • Vessel

  • Vessel Type

• You are need to select at least one vessel to continue

Step 2 - Select Template Voyages

A list of template voyages of the original budget scenario that you want to copy from will show.

Features:

• You can filter by:

  • Voyage

    • Reference Number

    • Voyage Status

  • Vessel

    • Name

    • Type

  • Area

    • Loading

    • Discharging

  • More

    • Commodity

    • Charterer

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

Step 3 - Select Budgeted Voyages

A list of budgeted voyages of the original scenario that you want to copy from will show.

If you have selected template voyages, budgeted voyages for those templates and budgeted voyages with no template will show.

Features:

• You can filter by:

  • Voyage

    • Reference Number

    • Voyage Status

  • Vessel

    • Name

    • Type

  • Area

    • Loading

    • Discharging

  • More

    • Commodity

    • Charterer

    • Trade

Common Features

Customise Columns:

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

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.

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

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.

Changes done in the drawer will be reflected in the rows.

Additionally, you can also delete the selected Bunker Adjustment:

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:

The Additional ports icon indicates how many more ports are "hidden" on the voyage. You can use the settings tool to adjust them accordingly.

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:

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 to filter through larger date periods.

• You can use the 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 sort the cargoes based on Created Date, Cargo Reference, Counterpart, Commodity and Cargo Status, by click on this icon: .

• You can also header sort on the cargoes based on all the headers of the list, by click on the arrows: .

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

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

At the top right of the board, click on Settingsto open the settings window.

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.