Create Template Voyages

From Budgets List

1. Open the Budgets module in the Planning section

2. Select a budget from the dropdown

3. Click Create in the top right corner

4. Fill in all required fields listed in the Create Template Voyage window

5. Click Create

Visit: .

From Contract of Affreightment (CoA) 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

Visit: Template Voyages.

From Voyage Drawer

1. Open Voyage module

2. Stay on Voyages tab

3. Open one of the voyages to open up the Voyage drawer

4. Open secondary actions

   1. NOTE: only available for Estimate voyages!

5. Select "Convert to template..." option and select your options

6. Click Confirm

Visit: Converting Voyage to Template.

From Voyages List

1. Open the Voyages module

2. Click on Template Voyage 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

Create Template Voyage Modal

Required fields

Field	Description
Vessel	Vessel the voyage will be using
Load Port	First loading port
Discharge Port	Last discharge port

Creates a template voyage with default status Estimate.

Create Template Voyage Modal

After the creation of the new template voyage the template Voyage drawer will open and the template voyages list will refresh.