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On Cargo Matching Estimate Worksheets, you can add Estimates, evaluate options, and select an Intended Estimate. You can save worksheets to show the rationale behind your decisions.
- To create or open a worksheet for Estimates, do one of the following:
- Drag a cargo to the Vessel Schedule and drop it on the vessel row. A worksheet is created for the vessel position and cargo, with one Estimate, selected as Intended.
- On the Vessel Position List, right-click to create or open a Position Worksheet from a vessel. A worksheet is created with one Estimate for the vessel and port at the next open date. If a worksheet has already been created, it opens.
- On the Vessel Schedule, right-click to create or open a:
- Position Worksheet from:
- An unscheduled vessel, or the position to the right of a vessel. A worksheet is created with one Estimate for the vessel and port at the next open date. If a worksheet has already been created, it opens.
- A vessel with an Estimate. The worksheet opens with the existing Estimates for the vessel and port at the next open date.
- Next Position Worksheet from any vessel. A worksheet is created with one Estimate for the vessel and port at the next open date. If a worksheet has already been created, it opens.
- Position Worksheet from:
- On the Cargo List or the Cargo Schedule, right-click to create or open a Cargo Worksheet from the row for a cargo. A worksheet is created with one Estimate for the cargo. If a worksheet has already been created, it opens.
- Do any of the following to determine the best option:
- Add more Estimates: Click at the top of the Estimate and click a command to open an Estimate or create a new one.
- Edit one or more Estimates in Column View.
- To simultaneously change a field value in multiple Estimates, make the change in one field and type Ctrl + Enter.
- To simultaneously change a field value in multiple Estimates, make the change in one field and type Ctrl + Enter.
- Edit an Estimate, or see more information, in Details view: Click .
- See or edit Vessel information: Click next to the Vessel field.
- See or edit Cargo information: Click next to the Cargo field and edit or import cargoes.
- Use collaboration features:
- Set or view the color-coded Status and Description at the top of the worksheet.
- See who has the worksheet open.
- Add or view Comments for each Estimate.
- Add or view Comments for the worksheet in the Activity Log.
- Select the Intended check box of the best Estimate; it appears on the Vessel Schedule and the Cargo Schedule.
- Schedule the voyage.
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