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  • Template Estimate cannot be fixed, and fixed/scheduled Estimates cannot be marked as Templates. Users who do not have permission to update the Template Estimate can only view or copy it. For more information on how to set this up, see Creating a Template Estimate.

  • Benchmark:

    • Benchmark Estimate can be viewed by a user without the Benchmark right.

    • When a Benchmark Estimate is copied, the Benchmark check box is cleared.

    • From a Benchmark Estimate, you can create a Cargo, Cargo COA, or Fuel-Neutral Cargo COA with this Benchmark Calculation as the Exposure Basis: On the toolbar, click Fix Contract and then click Fix CargoFix Cargo COA, or Fix Fuel Neutral Cargo COA. This will also associate the Benchmark Estimate as the initial Estimate of the contract as a reference to the calculation. If the Benchmark Estimate is a SPOT Estimate, a VC In COA is created upon clicking Fix Cargo COA.

    • It is possible to dynamically change a Benchmark Estimate Itinerary using the Trading Profile to match a contract and use it in the exposure calculation.

  • In Progress Voyage: Select to import the itinerary from an in-progress voyage.

    • In-progress Estimates include actualized other revenues and expenses, actualized voyage off-hire data, and actualized voyage bunker consumption.

    • PDA/FDA information is included in port expense calculations.

  • LS Only: Select to consume only low-sulfur fuel for the entire voyage. This will overwrite any Fuel Zone configuration.

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