# Converting Voyage to Template

### How to Convert

In order to convert a voyage to a *template* voyage, you need to open a Voyage's drawer and click the secondary actions menu in the top-right  ![](https://content.gitbook.com/content/3UIWnAZbr912u8oC0K5A/blobs/DhDpttWoNnaEUJUgYDRP/image.png) and select the "Convert to Template..." action:

<figure><img src="https://content.gitbook.com/content/3UIWnAZbr912u8oC0K5A/blobs/S5hGLUsSZCVxouS6pixg/image.png" alt=""><figcaption><p>Secondary actions menu</p></figcaption></figure>

After selecting the action, you will get a modal which allows you to select the following actions:

<figure><img src="https://content.gitbook.com/content/3UIWnAZbr912u8oC0K5A/blobs/wiNw9F9ujkvm4cTXgCq9/image.png" alt="" width="446"><figcaption><p>Convert to Template modal (for SPOT)</p></figcaption></figure>

#### Options

**Create New CoA** - converts this voyage into a template, **and** creates a new CoA (Contract of Affreightment) that will be linked its performance cargo.

**Create Unallocated Voyage** - converts this voyage into a template, **and** creates a new non-template voyage of status 'Unallocated', that is linked to this template.

**Budget Scenario** - converts this voyage into a template, **and** sets the scenario to be the *Budget* scenario that is selected. The other options are disabled when choosing this option.&#x20;

### Requirements

**Cannot** be converted into a template:

* Template voyages
* Unallocated voyages
* Allocated voyages
* Nominated voyages
* Operational voyages
* Invoiced voyages
* Operationally Closed voyages
* Closed voyages

The voyage's type (SPOT, TC & CoA) does not matter in regards to whether you're allowed to convert or not. However, there are some conditions for each type:

**SPOT** - both options will be available.

**TC** (and has cargoes) - none of the options will be available, but you can still convert.&#x20;

**CoA** - both options will be available and the 'Create New CoA' option is selected by default. If *deselecting* this option, the template voyage **will continue to use the old CoA** instead of creating a new.