Create Voyage From Template

To efficiently create a voyage, and link them with CoAs, you can create voyage based on a CoA Template Voyages. The CoA Templates Voyage are the template voyages that are maintained in the Budgets module.


  1. Open the Voyages module from the menu on the left.

  2. Select Create Voyage From Template.

  3. In the modal, you can apply various filters to narrow down the selection. Clicking a CoA template voyage selects it. The new voyage will inherit the values from the template displayed in the modal, as well as the Company and Business Unit of the template.

  4. Click Create.