> 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-8.31/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/converting-voyage-to-template.md). # Converting Voyage to Template A voyage can be converted into Template Voyage, along with some other features ### 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/zjy4yJFZRJooU1EGrLs5/blobs/jQv8sYJ3ZGWCybVBQlSH/image.png) 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 This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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 following URL with the `ask` and `goal` query parameters: ``` GET https://docs.dataloy.com/release-8.31/voyage-management-system/step-by-step-guides/voyages/maintain-voyages/voyage-secondary-actions/converting-voyage-to-template.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case. 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.