Welcome to the main source of information on the Dataloy product suite.

In the vessel drawer on the top right side there is a small map displaying the vessels last known position. This position is retrieved from AIS-positions for vessels which are subscribing to this feature, for vessels which are not subscribing the latest position is retrieved from the latest position report entered in the system. In addition to this you can now view the route from Dataloy Distance Table from previous port to next port displayed in the same map. The route is the green line in the map.

The Load and Discharge rates section is an an overview of the load and discharge rates applicable for ports and terminals. It must not be mixed with the vessels' max load and discharge rates.

1. Open the Vessels module.

2. Open the vessel drawer

Vessel "Load & Discharge Rates" data can be accessed in the top tab menu. Details can be maintained directly from the table actions.

1. Open the Vessels module in the Master Data section.

2. Open the vessel drawer

Vessel "AIS Data and Weather Report" data can be accessed in the top tab menu.

For the tab to be enabled an AIS position has to be available.

You can enable or disable the subscription to AIS-positions for a vessel.

1. Open the Vessels module in the Master Data section.

2. Open the vessel drawer

1. Open the Trades module in the Core menu in the upper left corner

2. Click Create Trade in the top right corner.

3. Fill in the required fields Trade Description, Trade Code, and select the Route(s) that the Trade is part of. The Trade Code has to be a unique code that no other Trade has.

To maintain the trade click the trade in the list. The selected trade will be opened in a trade drawer where you can view all the voyages from a trade and the port calls and bunkers from these voyages, and edit the trade details.

Layout:

The Voyages module contains of a large list of different types of voyages; unallocated, estimate, allocated, nominated, etc. In this list, you can filter the voyages based on several key endpoints to effectively view the required information on your screen. There is a sort icon to the far right, with different options for sorting the list as well. You can read more here: .

Below you can click to read how to create different types of voyages:

Using Filters

You can use the quick filters to find the port cost you are looking for.

The following filters are available in Port Cost History List:

• Vessel name

• Deadweight (DWT)

• Reason for call

• Currency

• Commodity

• Counterpart

To copy any vessel, open the Vessel drawer and click the More button in the top right to bring up the menu.

Clicking Copy Vessel will open a Copy Vessel modal where you are prompted to enter a new name for the new copy.

When you click Create, the data from the original Vessel will be copied over to the new Vessel, with a few exceptions.

Voyages & Port Calls

Voyages and Port Calls will not be copied to the new Vessel.

Main Vessel Description

IMO Number will not be copied to the new Vessel.

The internal data of the copied vessel will be given default values for some fields like company, business unit, vessel code and vessel class.

The vessel code will be set to the unique key value for the Vessel, used by the API.

Pool and Pool Earning Points will not be copied to the new Vessel.

Depending on your access permissions the list of Vessels might not be visible.

Open the Vessels module in the Core Menu list on the top left corner.

There are several sorting and filtering options available for you to narrow down what you include in the list view, including a "My Vessels" filter that shows all the vessels of which the logged-in user is set as one of the following:

• Master User

• Responsible Accountant

• Operator

• Claims Operator

You can also of the Vessels list to add, reorder or hide columns. The columns Operator, Built, and Schedulable are hidden by default.

On top of the list, you may find three tabs: Operative, All, and Map.

Moreover, filters found on the same line as the tabs, apply to both tables. If you switch between tabs, the filters will remain the same, facilitating navigation. The All tab has two additional filters, Archived and Disabled. The Archived filter filters all vessels that have fleet exit date set before current date when enabled. And then there is a disabled filter that shows all vessels that have been disabled.

A click on the Operative tab will load a table, that contains only operable vessels. In other words, the vessels whose fleet exit date is either not set, or set in the future, and has at least one voyage that has either Nominated status or further, but not Closed.

On the other hand, the All tab shows all vessels in the system that are enabled.

Whenever the name of a vessel is changed, the previous name is saved to the vessel name history.

To view the history, click the More () button in the top right of the vessel drawer, and select Vessel Name History. This will bring up a small modal, listing all the names the vessel has been sailing under.

Ex-names and voyages

Changing the vessel name will also update voyages with status Nominated or Operational. In the event the vessel has changed names after the voyage was set to Operationally Closed (or any later statuses), a small notice with the ex-name will be displayed in the vessel section when viewing those voyages later.

Using ex-names for filtering and searching

It is possible to filter and search for a vessel by her ex-name in most of the modules of the system. Search results will return the vessel's current name, even if you searched using an ex-name.

To manage load and discharge rates on a vessel for selected ports and terminals, navigate to the Load and Discharge Rate section of the Vessel drawer. Use the table in the tab to edit, delete or add a new rate.

Actions

Create

In the table, click Add icon and fill in the fields

Edit

Click on a row to edit and use the modal to make changes.

Delete

Use the checkboxes to select the rows to delete. Click Delete iconand confirm.

There are different ways to allocate a voyage to a trade.

Voyage Drawer

In the voyage drawer you have to navigate to the Organisational Data tab, and then you will find the Trade dropdown as the second field on this page.

Every trade dropdown in the system will list up the options following this rule:

• Single item is Trade (First and second option in the image below)

• Two items are either

  • Trade - Pattern (Third option)

  • Route - Trade (Fourth and fifth options)

• Three Items are Route - Trade - Pattern (Last option)

Selecting a Trade here will display the warning below as the system will change the trade for all cargoes on the voyage to the Trade you selected.

In the lower right corner of both the Create Voyage Charter and -Create Template Voyage modals there is the option to selected which Trade the voyage will be part of. The field is highlighted in the image below.

In the bottom right section of the Create Time Charter Out modal the Trade dropdown is located.

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

Steps:

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

2. In the top right corner, click Create .

3. Select Create Voyage From Template.

4. 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.

5. Click Create.

This small section gives you the most important details of the TC Out contract, as well as the option to change them. Click the icon to open the full TC contract drawer.

To recognize Long TC Voyages in the system, look for two key indicators: the Voyage Type labeled as (TC) and information in the schedule section. An example of a Long TC Voyage is shown in the screenshot below:

1. The blue rectangle represents Port Calls that occurred before the current Voyage.

2. "See All Port" is a link that, when clicked, opens a new browser tab displaying all Port Calls associated with the selected Voyage.

3. "Show More" is a link that allows you to add up to 5 additional Port Calls per click on the current Voyage's schedule. These added Port Calls will remain visible throughout the system unless the voyage is reopened.

In the risk section, located under the Profit & Loss section, you can change which TC market index the voyage should follow, what percentage of the index value it should use, and the market value of the vessel in the same currency as the voyage.

When in a voyage drawer the analysis tab is available in the tab section. In this tab you will be presented with a graph to give you a visual view of the development of key values in the selected voyage.

The graph that is displayed represents the total days for the columns, and the TCE for the line. These values can be changed in the dropdown fields on the top left. The timeline shown will be from the preliminary snapshot is taken to the current date. If the voyage is closed, the last value will be the last time the voyage was changed instead of todays date.

You can choose to use either the Actual Port Cost or Preliminary Port Cost of previous port calls to update the port cost of the selected port call.

To make use of a Preliminary Port Cost of a port call on the system, click the button to the right of the Preliminary column. To make use of an Actual Port Cost of a port call on the system , click the button to the right of the Actual column. Clicking this button will also update the currency of the port cost of the selected port call to the currency shown on the row.

Clicking any of the "Use" button will update the port call's port cost, which will be accumulated on the voyage's overall port costs.

In the Trade Details tab there are two sections. Details and Patterns.

Details

In the details section you can see and edit the Trade's description, code, and which Routes the Trade is in. All of these fields are required, and cannot be empty. The Code field also has to be unique code that is not used by any other Trade.

Patterns

The Patterns list contains all the Patterns for selected Trade. You can create a new pattern by clicking the in the top right corner of the list. Clicking this will open the Create Pattern modal, as seen below. Both fields in the modal are required for being able to create a Pattern. The Code field also needs a unique code, that has not been used by any other pattern in your system.

The deviation calculation function offers a comprehensive analysis of the difference between the current voyage and the same voyage as if it were direct — from the ballast port to the last port call.

This function is particularly useful when freight rates are low, voyages must adhere to strict schedules, or deviations are required for compliance. It helps determine whether an additional detour can generate enough extra revenue to offset the added distance, time, emissions, and fuel costs.

Figure 1 shows the Deviation Calculation window, comparing the current voyage results (in the Loaded column) with a hypothetical direct voyage (in the Direct column). The Variance column highlights the differences between the two. By clicking Open Direct Voyage, users can review the direct route’s details (Figure 2). In this example, the detour with cargo generates higher revenue, making it a more favourable option.

Prerequisites:

• The Deviation Calculation function is available only for Estimate Voyages.

From the "Downtimes" tab in the voyage drawer, you can view the downtimes for the voyage. Click on an item in the list to go to the the corresponding drawer and view more information about the specific item.

Clicking the -icon on the table will bring up a modal to create a downtime.

More details about creating a downtime: Create Downtime

If one or multiple Service Orders are present on a Port Cost the rightmost corner of the row will show an expandable arrow

By clicking the arrow , all the linked Service Orders will be shown.

An expandable arrow on the rightmost side of the Service Order row is also available, and clicking this will show the Service Order Lines for the selected order.

In the voyage drawer at the vessel section you will find a checkbox for setting "Last Voyage for Current CP". This checkbox is disabled when there is no TC In Contract registered.

The VMS provides powerful voyage tools for risk assessment and estimations on cargo capacity on port calls.

These tools are available from Voyages or Planning -> Fleet Plans

1. Click on a voyage in the voyages list or board to open it in the drawer.

2. At the top right, click on Functions .

A voyage can be converted to a TC Out voyage if the following conditions are met.

• The voyage is not Closed

• The voyage is not already a TC voyage

• The voyage does not have any cargo

• The voyage has both a delivery and redelivery port call

To convert the voyage, click on the three circles in the top right of the voyage drawer, in order to open the secondary actions menu, and click on the Convert to TC Out option.

This will bring up a conversion modal, with Owner and Duration fields pre-filled, based on the vessel and voyage. You can override the default duration by entering a new number. Unless the arrival and departure dates in the delivery and redelivery port calls are locked, the arrival date of the redelivery will be recalculated such that the voyage laden days will match the entered duration.

The Voyages & Port Calls tab has two sections. A list of all voyages for the selected trade, and then a choice between the port calls or bunkers for a selected voyage.

This is a list of voyages on the opened trade sorted by newest first. Clicking the icon will bring up a modal to customize which columns are visible. In the upper right corner of the list there is the option to hide/show allocated voyages for the selected trade, filter voyages based on which pattern they are part of, and show the times in GMT instead of local time. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side, as seen in the image below.

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

While in Port Call view, clicking on a voyage row will list all port calls of the selected voyage, as well as the port calls from the previous and next voyage on the same vessel as the selected voyage, if they exist. The port calls from the previous and next voyage on the same vessel will be in a slightly lighter colour, such that it is possible to tell them apart. Clicking directly on the reference number of the voyage will open up the

The Trades module contains a list over all Trades in your system. Here you can search for, filter and sort all your trades.

There are several options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the setup).

For sorting, look for the arrow to the right of the column headers or the blue icon above and to the right of the list. For filtering, you can use the quick filters provided above the Trades list. Which include filtering on the year, which trades and/or routes, and disabled trades.

The Trade quick filter consists of two filters. The top filter filters on specific trades and the bottom one filters trades based on the selected route(s), see the first tab below. The available options in the top filter will change based on the selected route(s). Such that the top filter will only show trades that are part of the selected route, see the second tab below.

1. Open the Vessels module in the Master Data section.

2. Open the Vessel drawer

Miscellaneous:

Here, you can set fields like and Business Unit, Bank Account Receivable, Master Account, Classification Society, specify the

1. Open the Vessels module in the Core menu in the top left corner.

2. Click Create Vessel in the top right corner.

3. Fill in all required fields listed below in the Create Vessel window.

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

2. On the top right corner, click the icon.

3. Select Create Time Charter Out.

To the left, a scrollable list of cargoes are presented as small, blue cards, showing you some select details about the cargo. This is meant to be a quick overview, to be able to differentiate between the different cargos. Clicking on a cargo will select it, and the Cargo-section to the right will update. The currently selected cargo is marked by a blue line on the left side of the card. Hovering over a cargo card will bring up the option to copy it, or open the cargo drawer. While a cargo drawer is open, you may click on any part of the card to open the cargo drawer for that cargo:

Clicking the button in the top right to create a new cargo on the voyage, either from an existing CoA template, or as a brand new cargo.

The cargo section allows you to directly change some of the fields of the selected cargo (performance cargo by default) from the Voyage drawer without having to open the Cargo drawer. If you are looking for more fields however, you will need to open the up Cargo drawer (clicking the icon will open the drawer):

The summary section displays all cost/revenue items, including fuel consumption and price, related to either cargo, voyage, or port call. This breakdown displays different figures for Voyage Charter and Time Charter estimates.

When the voyage drawer is open, selecting Open Full Screenexpands the panel and shows an additional section/panel summarizing the profit/loss for this voyage.​

By selecting the TCE checkbox in estimates, you can override either TCE or Result. The system will then automatically compute the estimated freight or TC rate needed to reach this desired outcome.

This list displays a more detailed view of all the port calls in the schedule:

With this icon , you can either expand or collapse all of the port call items in the list (the list is expanded by default). You can also open and close the collapsable items, independent of each other, to view the detailed information.

The first row, in yellow highlight, you can find the Port Call's Port Cost, Currency, Days L/D, Fix checkbox and Extra (days in port).

The next two rows, you can find the

When your system’s differs from the voyage currency, the EU ETS Cost is computed in two phases but applied in one formula:

1. Base cost in default currency Multiply the EUA price by the quantity (EU ETS emission).

2. Conversion to voyage currency Apply the exchange rate between the default currency and the voyage currency.

In the figure below, the header shows USD (the voyage currency), while the price field’s end adornment shows EUR (the default currency). The EU ETS Cost is calculated according to the formula:

To open the voyage drawer, go to the Voyages module.

The top of the voyage drawer "Overview" tab has four summary cards for TCE, total days, hire costs, and bunker costs.

Note, If the status of the Voyage is closed, it is not possible to make any updates or changes to that particular Voyage.

Click expandto open detailed charts for the numbers in the summary.

The "result" chart is a waterfall chart for costs and revenue on the voyage. Hover the mouse over the bars to see further details behind the calculation.

The "days" chart has a timeline chart for the port calls on the voyage and a table of the total days on the voyage.

The routing tab is inactive by default. This feature provides alternative routes that can be used for each leg, estimating the adjusted TCE based on new distance, fuel consumption, sea margin, and more.

A voyage going from Bergen to Hamburg through Newcastle is displayed in Figure 1. The routing tab illustrates an alternative route for each leg. As presented in the screenshot, there is a key difference between the routes:

• TCE Difference: the TCE difference indicator shows the difference between the alternative route TCE and the currently selected route TCE. So, for the leg, Bergen -> Newcastle, the current TCE is -525 USD. On the other hand, selecting the alternative route will result in +27 USD, which is -497 USD of TCE total (Figure 2).

Figure 1 shows the additional parameters related to consumption. Initially, these values are taken from the vessel, but they can be modified or retrieved again from the vessel or the Tc In contract for each voyage.

Values from this section will influence the voyage's consumption calculations but will not affect the vessel’s .

The dropdown field in the top right of the section allows you to track the currently selected consumption source.

• Vessel - all generator and boiler consumption fields* match the vessel’s generator and boiler consumption settings.

Starting in Release 8.7, ballast port that are 'At Sea' will have latitude and longitude coordinates. These coordinates will be used for as well as for the. If a previous port call is available, the ballast port will automatically use its coordinates. Otherwise, the coordinates will default to (0,0) until.

Figures 1 and 2 illustrate how this works for consecutive voyages when the previous voyage ends at sea.

When a voyage has an 'At Sea' ballast port, the Ballast Latitude and Ballast Longitude fields appear in the of the voyage drawer (see Figure 3). If there is an open position port call available, its coordinates will be used by default. If no previous port call is available, both values will default to zero.

Users can also manually enter the ballast port’s position in these fields. If the ballast port is later changed to a another port, the fields will be hidden, and the voyage will use the coordinates of the selected port.

In the Organisational data tab in the voyage drawer you can edit the following information:

• Company and Business Unit

• Trade

It is possible to create, edit, and delete Various Cost/Revenue entries for a voyage directly from the Various Cost/Revenue tab. Additionally, in the full-screen view of the voyage drawer, you can create Various Cost/Revenue entries for Cargo and Port Call using the vertical ellipsis menu (see Figure 1 for reference).

All Various Cost/Revenue entries are also displayed in the Various Grid (accessible in full-screen view), allowing you to easily view, edit, or delete entries as needed.

You can search and filter the Various Cost/Revenue list to quickly find relevant entries.

Filters allow you to control which Various Cost/Revenue entries are displayed:

• Voyage-Specific Filters – If the voyage includes Various Cost/Revenue linked to Cargoes or Off-hires, a filter will appear in the top-right corner of the list. Use this filter to select which types of Various Cost/Revenue should be displayed.

The voyage map shows the voyage schedule, including alternative routing pointsthat can be added to the schedule between port calls. More routing points will be revealed as you zoom in on the map.

Click on a routing pointto show information about the point in a popup, including name, position, and GMT offset. When a routing point is clicked it will also be possible to add the routing point to the voyage route. When clicking 'Add to route', a pop-up will appear where you have to choose between which port calls the routing point shall be added.

Routing points that are on the voyage can be removed. When clicked, a button will become available 'Remove from voyage route'. When this is clicked, a confirmation box will appear. When confirmed, the routing point will be removed from the voyage.

The interactive Voyage Map features several restricted areas:

Swap Vessel is a functionality that allows you to change the vessel of the voyage, regardless the status of the voyage. There are two ways to change the vessel; through the Vessel field under Voyage Overview, or through the secondary action 'Swap Vessel'.

For voyages with status Estimate or Unallocated, you can only swap the vessel of the voyage through the Vessel field found under Voyage Overview section:

This works as a normal dropdown menu, that views all available vessels for you to click and swap to.

For voyages with status Allocated or above, you can only swap the vessel of the voyage through the secondary action called 'Swap Vessel':

The intake calculator provides an overview of the vessel's intake capacity and key reduction factors for the voyage, allowing you to adjust and compare different loading scenarios.

To open the intake calculator, click on the icon in the top right of the voyage drawer, and select "Voyage Intake Calculation". This will take you to the calculator page.

In the top of the voyage intake calculator, you will find two chips displaying the vessel and voyage reference. Clicking the vessel chip will open up the vessel drawer.

The Opening Balance section shows bunkers onboard the vessel at the start of the voyage. These fields can be edited if any of the following conditions are met.

Certain voyage routes require specific canal allowances to be used. These allowances can either be applied to the entire voyage or to individual legs.

Canal allowance settings for the entire voyage is shown in the top right corner of the map in voyage drawer. Changing these allowances affects all sea passages on the voyage. For example, consider the following voyage going from New York > Los Angeles > New York:

The voyage is currently allowed through the Panama Canal, and the route and schedule reflects this. If Panama Canal is deselected in the allowance settings, all instances of the canal are removed from the voyage:

However, note that changing allowance settings will not affect sea passages that are already completed (where the End of Sea Passage date is fixed).

Canal allowances can also be controlled for a single leg on the voyage, by going to the port call drawer:

The feature allows you to manage cost and revenue entries associated with a voyage, including those linked to and These entries can be accessed and modified from the Various Cost/Revenue tab in the voyage drawer.

You can also use the Various Grid in the full-screen view of the voyage drawer to get an overview over all connected variouses. Here, you can:

• View all Various Cost/Revenue entries related to the voyage.

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 and select the "Convert to Template..." action:

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

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.

The Voyage schedule (Figure 1) visualization may be found on the right-hand side of a voyage drawer.

This section is highly customizable: for example, you can change the voyage start date, lock it, update the port call sequence, and edit port calls by hovering over a port call box.

The Schedule Timeline is a fully interactive module. Each port represents a draggable block - if you reorder the blocks with not-fixed port calls (Figure 2), you will update the port call sequence on the opened voyage correspondingly:

Next, each Port Call block is clickable, and it brings up a Port Call drawer.

The small ovals inside of each Port Call block are called chips and include a piece of related information: Days at Sea + Extra Days at Sea, Actual Speed, and Distance between Ports. Every oval is clickable and allows editing corresponding sea passages (Figure 3).

Moreover, the Port Call blocks include a small hover actions toolbar that provides the following actions on the voyage schedule sequence: show Port Cost history overview, create new Port Call to the current schedule, edit the selected Port Call, or delete the Port Call.

When hovering the mouse over a port call in the schedule, a toolbar in the upper right will appear.

• and port costs for the selected port.

• To insert a port call before or after the port call you are editing, click the Create button and select Before or After. A window to create a new port call then pops up.

• To edit a port call, click the Edit button.

To edit a port call in the schedule, click the pencil icon in the action tooltip. A popup modal then shows with editable essential port call details (Figure 5).

Creating a voyage charter is fast and easy. The minimum amount of details required is a vessel and a port for loading and discharging.

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

2. On the top right corner, click the icon.

3. Select Create Voyage Charterer.

4. Fill in the details manually, or choose between using a CoA Template Cargo or an existing unallocated cargo as basis for the voyage.

5. Click the Create-button.

After choosing a vessel, the previous Port on the Vessel will be set as Ballast Port. This can be overridden by entering another Port, if no Ballast Port is set then the first Load Port will be used.

To create the voyage using a CoA template as a basis, click the Use CoA Template Cargo button in the top of the modal. This will bring up another window, allowing you to select a template from a list of CoA templates. More details can be found here: .

Using a CoA template will give the voyage and cargo the same Company and Business Unit as the CoA.

It is possible to create a new voyage and allocate an unallocated cargo by using the Use Unallocated Cargo button in the top of the modal. Clicking it will bring up another window with a list of unallocated cargos. Filter and search as needed, and select a cargo from the list.

After choosing a cargo, the create voyage modal will be automatically filled in with all the details from the cargo. Only the fields that are not coming from the cargo will remain editable.

When entering Quantity, Volume or Stowage Factor, the modal will automatically calculate the corresponding value. Updating Quantity or Stowage Factor will update Volume, and updating Volume will update the Stowage Factor. Selecting a Commodity will default the Stowage Factor to that of the commodity.

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. The cargoes on the voyage will be updated with the same trade.

Vessel

Displays the speed for ballast port calls when all port calls share the same value. If different speeds are set, the field is disabled and shows “Multiple”. Changing this value updates the speed for all ballast port calls.

Displays the speed for laden port calls when all port calls share the same value. If different speeds are set, the field is disabled and shows “Multiple”. Changing this value updates the speed for all laden port calls.

The dropdown initially includes speed options from the vessel and TC In contract configurations relevant to the selected passage. Speeds are grouped by source and labeled with a speed category chip (if applied).

You can also select Add New Speed, which applies to all Ballast or Laden port calls on the selected voyage. Newly added speeds can be edited directly, while speeds inherited from parent configurations must be edited at their source. This added speed also applies to the Main Engine Port Idle and Main Engine Port Working fields. For more information, see the .

The selected speed’s source icon and speed category chip (if applicable) are displayed next to the field labels for easy reference.

The selected speed’s source icon and speed category chip (if applicable) are displayed next to the field labels for easy reference

The Bunker module is split into three parts: 1. Bunker Indices; 2. Bunker Stock Summary; 3. Bunker Stock Details.

Yet, the Print EUA Statement button is always visible. This function generated a descriptive report of EU ETS consumed per port, specifying the percentage used in calculations, and associated consumption per leg.

1. Bunker Indices: this section helps to have a better overview of bunker indices even when the fuel types FO and LS MGO are not consumed by a vessel. By default, the section is collapsed, providing information regarding the bunker indices. Once expanded, the indices can be altered. Refer to Figure 1 for example:

1. The Bunker Stock Summary contains cards associated with the respective consumed fuel type. The core idea is to provide a brief overview of consumed bunkers and derived costs (Ref. Figure 2).

1. Bunker Details serves the same idea as Bunker Stocks Summary but provides more detailed and specific information. The table items can be filtered to show only the Consumption or Bunkering rows (ⓘ interact with the filter options in the top right of each table card).

3.1 Opening Balance

Each list starts with the opening balance of the stock. The opening balances displays the balance of the bunker stocks at the beginning of the voyage and are generated based on the previous fixed voyage. When creating voyage estimates the opening balances are generated based on the last fixed voyage on the vessel.

Opening balances can be updated on voyages with status Estimate or Unallocated to be able to do quick calculations. Once a voyage is fixed, the opening balance will be recalculated based on the previous fixed voyage and will no longer be editable.

Opening balances are also editable on voyages where the voyage start date is fixed.

To edit an opening balance on voyages where this is enabled,

• click on the opening balance row and a modal with the editable values will appear

• edit the values

• click Confirm to save your changes

It is possible to add additional opening balances for each bunker category on voyages that have the status Estimate or Unallocated and for voyages where the start date of the voyage is fixed.

To add an opening balance:

• in bunker stocks list click on the Add Opening Balance button located above the bunker stock list for a given bunker category

• enter the values

• click Confirm to save the opening balance

The new opening balance will be added after the last existing opening balance in the list.

Starting with release 8.2, the voyage drawer's default view has been updated. The previous default view has been removed, and the expanded view is now the new default (see Figure 1).

The expanded view has been replaced with a full-screen drawer, serving as a centralized hub for voyage drawer functions and introducing additional features. This view presents data in an editable grid format (see Figure 2) with customisable columns that enhance and extend the functionality of the previous default view.

For more details on the grid's functions and usage, go to the data grid page.

Creating, editing and deleting in the grid

Changes to the grid, such as editing fields, adding new rows, copying data, or deleting entries, are applied across the system in real time, ensuring data consistency. Updates made in the grid will automatically reflect in all related drawers and pages, and vice versa.

Main differences

The full-screen drawer is designed to make it easier to make modifications to the voyage. This was done by replacing the different collapsible sections (Figure 1) with corresponding grids (Figure 2).

The as well as the Vessel Section remains the same with the exception of an additional collapsible section for TC Out Contract.

The map has also been moved to the left side of the drawer, and when expanded will appear in the center of the drawer (see Figure 3).

A key addition to the drawer is the ability to display an Alternative Route tab, controlled by a system preference. This setting can be enabled via the. When activated, the routing tab appears next to the map, providing easy access to alternative route options (see Figure 4).

The Analysis and Results Chart retain their functionality from previous versions. However, they are now displayed in the center of the drawer when selected within the Profit & Loss Summary section.

The left- and rightmost sections can be collapsed by clicking the buttons inside column dividers, shown in Figure 6. Alternatively, the sections can be toggled using the keyboard shortcuts ALT/OPT + ← and ALT/OPT + →.

With the Sensitivity Analysis tool you can run calculations on a chosen parameter to evaluate risk.

1. Click on a voyage in the list or board to open it in the drawer.

2. At the top right, click on Functions.

3. Select Voyage Sensitivity Analysis.

Select a voyage parameter which is then adjusted by the numerical variance for each calculation.

The chart shows all the calculated values for the voyage. There are 15 data points, with the current voyage displayed in the middle, with negative variance on the left side, and positive variance on the right side.

The value of the selected Voyage is specified with a blue vertical line. The figures you find in a small box above each point reflect the X-axis values for each point.

Hover the mouse over the chart to inspect the values of each calculation data point.

Moreover, you may find a table on the right from the Sensitivity Analysis chart. The table consists of the calculated values, placed in ascending order. The table may ease navigation among calculations.

Press the menu iconto download the chart as an image (SVG or PNG), or a text file (CSV) that can be imported into spreadsheet software.

Emission settlements for a voyage are viewable from the "Emission Settlement" tab in the voyage drawer. This tab, which is only visible after a voyage has been nominated, features one collapsible section per emission settlement type, or in other words, per emission regulation. In each section, the user is invited to add actual quantity and price data to keep their emission regulation costs per voyage accurate.

For a nominated or higher voyage, the Profit & Loss Summary section in the Voyage's Overview tab will use the Actual values from this tab, otherwise the Estimated ones. These are also displayed under Analysis overview of the voyage.

Read below for the current emission regulations currently displayed in VMS. Both of these sections are collapsible.

ETS EUA section

All the "Estimated" fields are using previous calculations for EU ETS. The "Actual" fields are calculated in similar ways, but only from Nominated or higher status. Actual Quantity is synched with the Estimated Quantity, until you lock it (it also automatically happen if you input a different value into the field). Actual Cost is calculated as (Actual Price in correct currency * Actual Quantity).

Read "Synched Features" paragraph below for more information.

Follows the same calculations as mentioned in the above paragraph. Additionally, you can here input the Actual Cost field however you like. This won't impact the Actual Price or Quantity, but it will impact the Actual Pooling Deduction field. This field is calculated as (Actual Price in correct currency * Actual Price) - Actual Cost. You can compare this value to the Estimated Pooling Deduction.

• Clicking the lock icon in the Actual Quantity field de-synchronises the value from the Estimated Quantity value

  • Unlocking it will reset this field to the previous stored value

• Checking the "Verified" checkbox locks the Actual Quantity, and disables the field for editing

Applies for both the emission regulations.

If you are curious to learn more about topics such as Fuel EU, Emission Pools, etc., here are some related links:

Vessel Details

The "Vessel Details" section shows some key data points about the vessel such as DWT, Cubic Capacity, Draft and more. Click Expandto show more details and contact information for the vessel.

This is a list of voyages on the opened vessel sorted by newest first. Clicking the icon will bring up a modal to customize which columns are visible. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side.

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

The voyage drawer is also split up in different sections; , , (the Performance Cargo), , and .

For a TC voyage, the drawer has the section instead of the Cargo section.

On the left hand-side, we have the vessel name chip, which is clickable and will forward you to the linked . The number is the reference number of the voyage, and to the right we have the status. The statuses are within a dropdown menu which you can :

The details of a voyage can be edited in the Voyages module.

When you have , click it and the details will show in a drawer or panel on the right hand side. Field values can be edited directly.

Tiles show the key values like TCE, Days Total, Distance Total, Bunker Consumption, EEOI, Days In Port, of the voyage.

APS TCE (Arrival Pilot Station Time Charter Equivalent) is a measure of operational voyage performance, expressed as net daily earnings over the productive portion of a voyage — from arrival at the first load port through departure from the last discharge port. Unlike full-voyage TCE, APS TCE excludes the preceding ballast leg, isolating the commercial performance of the cargo-carrying operation itself.

There may be several reason for having a voyage without any cargo onboard the vessel. By using the Create Voyage Without Cargo option, you can for instance plan out repositioning of your vessels, or schedule dry docking.

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

2. On the top right corner, click the icon.

Template Voyages

All of the mentioned fields are optional to add into.

Depending on your access permissions the list of voyages might not be visible.

The "Voyages" module can be located from the left side menu.

The Cargoes list shows a list of all cargoes on the voyage. The list can be filtered on Port (the list displays the first Load- and Discharge Cargo Port, but the filter works any Load- and Discharge ports on the Cargo), Charterer and Commodity by using the quick-filters in the top right.

On the row at the bottom of the list, you can see the Total Amount of cargo quantity on this Voyage:

Clicking the -icon will bring up a dropdown menu for choosing between creating a brand new Cargo, or a new Cargo from a CoA template.

By clicking the icon you can edit the columns shown in the list, rearrange the columns and even enable showing of some columns that are unchecked by default.

Clicking the icon will export the table to a spreadsheet-format, which can be opened in e.g. Excel or Numbers.

In the "Invoices" tab in the voyage drawer, you can efficiently see and manage the Pending Receivable/Payable document lines, as well as the Invoices connected to the voyage. The tab is only visible to voyages that do not have status "Estimate".

In the top right, you will find two buttons for printing the Owner and Charterer Statement. Below them, in the middle of the drawer, you will find a two or three-way toggle-button that allows you to switch between the receivable, payable and hire payable invoices (only if the vessel is on a TC In). Switching between these options will change both which pending document lines are displayed and the assembled invoices.

This section show you a list of all document lines that have not yet been assembled. Clicking on any of them allows you to edit some of the fields. Selecting one or more document lines will allow you to assemble them into a Document:

From this view, you can also open up the linked Business Partner and/or the linked TC Out Contract (if a TC Out voyage).

From the voyage drawer actions it is possible to change the Voyage Reference Number or Voyage Number, depending on the voyage status.

When voyage status is Estimate, Unallocated or Allocated, it is possible to change the Voyage Reference Number. It is also possible to change the Trade Voyage Number if the voyage is connected to a trade, however this number will be automatically set when the voyage is nominated, erasing any previously set value.

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number. If the voyage is connected to a trade it is also possible to change the Trade Voyage Number and view the Voyage Reference Number. The Voyage Reference Number can be changed if the Voyage Variant Number for the system is set to 9, else it will only be for information. Setting the voyage status to Estimate or Allocated from Nominated will remove the Trade Voyage Number.

Clicking

Only voyages of status "Estimate" and "Unallocated" can be deleted. Otherwise you must change the status before you can delete.

1. Find a voyage (i.e through the Voyages page).

2. Click to open the voyage you want to delete.

A list of all voyage comparisons can be found under the Comparisons-tab in the Voyages module. The list allows you to search and filter.

The Find comparison button can be found as a primary action in the Voyage drawer:

This will open up the comparisons list, with the voyage pre-selected as a filter. Any comparison that includes the voyage, will be shown.

Click the icon in the top right to create a new comparison. This will bring up a window, allowing you to set a name, add a comment and choose a voyage as the base of the comparison.

The most common way to create a new scenario is to copy an existing one. The copy action opens a three-step modal to select which vessels, template voyages, and Budget Voyage Starts to carry across. The copy gets a new name; all other data is independent of the source. Changes to the copy do not affect the original.

This is the recommended approach for creating variants (for example, copying a base case and adjusting freight rates to produce a high case).The Budgets module is located in the menu under Planning.

A budget consist of:

• Senario (e.g. "2026 Budget")

This is a list of all scenarios, including budgets, in the system. The MASTER scenario is marked in capital letters and cannot be edited.

By clicking on a scenario, a drawer will open where you can create a copy or change the scenario name (in the Secondary Actions dropdown), as well as view information about its voyages, cargos, and vessels.

To create a new scenario follow the step-by-step guide: .

From the Voyage drawer it is possible to change the status of the voyage by using the status chip next to the reference no at the top of the drawer.

When changing status from estimate to Allocate, no modal will show. The same also happens from Estimate to Unallocated. You can check out the different requirements and validations below.

When changing status from Estimate to Nominated, the following modal will show:

If it's a TC voyage with missing Laycan on the TC, you will have to fill in the Laycan as well. Otherwise, you will get information at the bottom of the modal saying which cargoes does not have Laycans added, but you will be able to nominate.

In FAS the date filter will filter voyages and cargoes in all of the boards more efficiently. There are filtering shortcuts for Next Week, Next 2 Weeks, Next Month, Next 3 Months, Next Year and Next Two Years (meaning the past 2 weeks plus selected). The default is set at 'Next 3 Months'. It is also possible to manually select the date range.

All voyages and allocated cargoes are filtered with respect to the voyage's end date date. The unallocated cargoes in their respective Cargo Commitments column, are filtered with respect to the cargo's laycan from- and to- dates.

For a scenario != MASTER, the date filter is also clearable. Meaning, you can clear the filtering of the selected date range, resulting in the list showing for all results instead, regardless of cargo's laycan dates and the voyage's end date.

A TC Voyage will not have a Cargo Section on the Overview Tab like normal Voyages, but instead have a Time Charter Contract Section displaying the Time Charter Contract. In this section you can edit the most important fields on a Time Charter directly through the Voyage Drawer or click the -icon to Open the Time Charter Contract Drawer.

The Delivery Port and Redelivery Port fields display the port from the associated Port Call. When you enter a new port, the Port Call and TC Contract will be updated accordingly. Click the -icon to Open Port Call Drawer.

Both Duration and Rate fields will be disabled if there exists more than one Duration on the Tc contract, or a Duration has multiple Rates.

The Cargoes tab can be found in the module. It contains a list of all unallocated cargoes and cargoes allocated voyages who's vessels are scheduled. Each cargo can be found within a , including the MASTER scenario.

With the below mentioned features combined, in FAS Cargoes, a Scheduler can now create an Annual Load Plan in the MASTER scenario, and then copy it into a new scenario, to save the plan. This plan can then be tailored within this specific scenario, consistent of various columns and rows of cargoes, that are filtered and/or sorted, within a chosen time period.

Clicking on a cargo opens the and gives access to additional information and actions.

The Port View board gives the user an overview of the scheduled port calls in a particular port or terminal. This makes it easy to identify any overlapping or close port calls which may cause operational issues.

To get started, select a port or terminal from the selector:

While in this board view, the timeline can also be set to display a single week at a time, in order to get a very fine-grained view:

Otherwise, you have the quick filters; Vessel, Voyage and Reason for Call.

On each port call bar, you will find the following information:

The Voyages tab can be found in the Fleet Plans module. It contains a list of all voyages that can be found within a . This includes voyages of statuses: unallcoated, allocated, estimated and nominated.

The following voyage information can viewed from the list:

Clicking on a voyage opens the and gives access to additional information and actions.

You can read more about the actions here: .

A new budget scenario is created from the Scenario module under Planning. Select Create Budget Scenario from the Create dropdown and enter a name and budget year. The new scenario starts empty; template voyages and occurrences are added afterwards.

The Fleet Plans module allows you to allocate voyages and cargoes in MASTER and different scenarios, without actually making any changes to your MASTER Fleet Plan.​

At the top center of the screen, you can select a scenario of type 'Master' or 'Scenarios':

To select a different scenario than MASTER, scroll down in the above list to find all scenarios, except . The MASTER scenario is pinned to the top of the selector for easy accessibility.

To create a new scenario follow the step-by-step guide: .​

From version 8.17, you will be able to select a comparing

Navigate to the 'Scenarios' menu group to the left under the "Planning" module to find the list of scenarios. Here we have a list of all existing scenario, except for the MASTER scenario (which you cannot edit). The list contains these columns:

Here, you can easily navigate through the scenario named, number of vessels and voyages in the scenario and the type of scenario, and click on the desired scenario to open the drawer.

This list of scenarios includes both the types budget and non-budget scenarios. To effectively list the desired type of scenarios, you can filter the list based on the type you want to see, with the quick filter 'Type' found above the list:

There are four possibilities to create a scenario:

• create from scratch

• create from MASTER fleetplan

To change an existing scenario, navigate to the 'Scenarios' menu group to the left, and open the Scenario drawer by clicking on the list row of choosing. Learn more about finding a scenario!

Actions

You have the following actions in the drawer:‌

• View in Open Positions Board

• Delete

• Copy

• Edit Scenario Name

• View Audit Log

• To access and upload attachments

Here you have an overview of Average TCE, Average Days and Days Total of the whole scenario. The overview sections also contains information about whether the scenario is a budget, the number of voyages, template voyages and cargoes of the selected scenario:

Vessels in the selected scenario can be managed from the list in the Vessels tab. Clicking on a vessel will lead to the vessels' drawer.

1. Open the Scenario module in the Planning section.

2. Select a scenario and navigate to the Vessels tab.

3. Click Add in the top right corner of the vessels list.

Voyage comparison overview

The comparison page presents a table of the voyages, with values being segmented into groups. The name of the comparison is displayed at the very top, alongside a button to edit the name.

In the top left of the comparison window, you will find two buttons; Highlight Differences and Show Only Differences. By default, Highlight Differences is turned on.

Table header

The table column header shows the voyage reference number, the vessel and a chip telling you what kind of voyage it is.

Clicking the copy icon will create a copy of the voyage, and add it to the comparison. Clicking on the remove icon will remove the voyage from the comparison. To open up the voyage drawer of any of the voyages in the comparison, click on the blue voyage reference.

Add new voyages to the comparison by using the big grey button in the right-most column. This will open a dropdown, allowing you to add an existing voyage in the system, or create a brand new one.

To the left, rows are grouped into the following categories: Profit/Loss, Voyage, Revenue, Voyage Cost, Bunker Cost, Hire Payable/Freight Cost and Comment.

The Bunker Cost group will display the two primary bunkers

At the bottom of the comparison screen, there is a comment section for the comparison as a whole.

Certain values in the comparison rows are composed of several different numbers. Depending on the type of the voyage, this may be different. Hovering over a row will display a tooltip showing each individual number.

Several rows contain split fields, each displaying different data points. An example of this is the Address and Broker commission row. In this case, the left-most cell will contain the first value (Address commission), and the right-most will contain the last (Broker commission).

Contextual rows displays values that changed based on the context. In these cases, the cell includes a small label to the left, informing you of the source. An example of this is the Main Revenue row. For spot and relet voyages, the main revenue will be the freight. For a TC voyage, the main revenue will be hire.

You can make changes to the voyage directly from the comparison tool, by clicking into a cell and editing the value. This will cause a re-calculation of the voyage, and the changes will immediately be reflected. Cells which are not possible to edit are greyed out.

Alternatively, you can open the full voyage drawer by clicking the voyage reference and making your changes there.

Actions

The Action Bar

You can choose between the quick filters specified for 'Commitments' or the 'Schedule'. They will be filtered separately in each of their respective sections of the board:

While on Comparing Scenario mode

When selecting a comparing scenario, the Commitments filters along with the Voyage filter under Schedule will be disabled.

Read more about Comparing Scenarios here!

The period selector allows you to choose the time period of your liking, to easily display the voyages of that timeframe:

The quick filters decides the of the voyages, while the period selectors allows that the board will display.

It is possible to drag and drop the bars to unallocate or allocate a voyage. A scheduled voyage can be unallocated by dropping it into the commitments area. A commitment voyages can be allocated by dropping it onto an empty vessel row, or behind another allocated voyage.

Each of the voyage bars now have a new light grey border, and when you hover, it will be marked with a darker one to clearly indicate which one you are hovering over. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.

When selecting one of these bars, a blue and thicker border will display along with opening the Voyage drawer:

The blue border will stay active on the board until you do another action. The picture above illustrates the Commitment Bars, but the same applies to the Schedule Bars as well.

This border also displays and stays active when creating a new voyage and with the use of drag & drop of the bars.

Budgets

The Budgets module supports annual voyage planning. Rather than working with fixed voyages, budget planners build a view of the fleet's expected activity for a given year: which trades the vessels will run, how often, at what freight and cost levels, and what the resulting P&L looks like in aggregate. This planned view is kept separate from the operational voyage record and can be revised or branched into multiple versions without touching live data.

The module is found under Planning in the main menu.

Note: Access requires the Budget Viewer or Administrator role.

What the Budgets Module Contains

A budget is built from a small number of building blocks:

Template voyages and their occurrences are only accessible from the Budgets module. They are not visible in the main voyage lists used by operations.

A budget scenario is the container for one version of the plan. Having multiple scenarios makes it straightforward to maintain several sets of assumptions in parallel and switch between them for comparison.

Common uses for multiple scenarios include:

• Comparing a conservative and an optimistic freight rate outlook for the same year.

• Keeping an original approved budget alongside a revised mid-year forecast.

• Creating a working draft for next year while the current year's budget remains intact.

Each scenario has a Scenario Name and a Budget Year, and the combination must be unique. The display name in VMS follows the format "Budget Year Scenario Name", for example "2027 Base Case".

The active scenario is selected from the scenario selector at the top of the Budgets module. Switching scenarios refreshes all tabs to show that version's data.

1. Open the Vessels module in the core menu in the top left corner.

2. Find your selected vessel.

Access Speed and Consumption data from the top tab menu. This page provides tools for precise vessel consumption configuration:

After selecting a scenario (and a comparing scenario), the scheduler board gives users an overview of the voyages that needs to be scheduled. It shows unallocated, allocated and nominated voyages. The allocated and nominated voyages can be viewed on the bottom half of the board, Schedule, while the unallocated voyages can be viewed on the top half, Commitments.

The board is interpreted similar to a Gantt schema, with the column headers being dates and the row headers being COA and SPOT for the Commitments section and vessel names for the Schedule section. The red vertical line indicates today's date.

Commitment bars can found in the Commitments area and contain information about an unallocated voyage including Charterer, Laycan dates and Commodity. The ballast port and first loading port of a voyage can be found to the left of the bar, and the last discharging port to the right. The laycan period can also be viewed on top of each bar (see picture in Scheduler Bars below).

In the Open Positions Board you can drag and drop voyages to allocate or unallocate them, move them between vessels and change their order on a vessel.

Click any voyage card to open the and access additional information and actions.

You have a large variety of filters available on the board. Filtering for Voyage Commitments (left-most column) and Allocated Voyages (rest of the columns) is separate. Filtering is persisted when navigating between the boards as well as when navigating to different menu items.

Each of the unallocated voyage cards now have a new light grey border, and when you hover, it will be marked with a darker one to clearly indicate which one you are hovering over.

When selecting