# 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 ![](/files/ZHpyS4BUM6Q46yPjscg2) and select the "Convert to Template..." action:

Secondary actions menu

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

Convert to Template modal (for SPOT)

#### 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. ### 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. **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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.dataloy.com/release-8.25/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/converting-voyage-to-template.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.