Tutorial: Using Cargo Matching

Selecting Settings

When you leave Cargo Matching and return, these settings remain.

In the Program list , select the program that has your filters.
In the Date Range filter , select the Load Laycan window for the first unscheduled cargoes.

Status Bar

: Change the timescale to Quarter Day, Day, Week, or Month.
: Change the bar height to 1, 2, 3, 4, or 5 lines.

Section Sizes

To optimize your workspace, do any of the following:

To change the sizes of the sections, drag the horizontal and vertical borders between them.
To collapse the Worksheets list, click >> in its label. To expand it again, click the collapsed, vertical Worksheets bar.
To collapse the Filters lists, click . To expand it again, click .

Setting Up Vessel and Cargo Lists

User View Changes

You can modify the contents and format of the Vessel Position List and Cargo List in the following ways and save the changes in a User View. In Cargo Matching, the Default view is the initial view that is already set up; changes must be saved under a different name.

Filters

Enter or select filter values.

Columns

To choose columns to display, right-click a column heading and click Choose Columns. Selected columns have a check mark; click to select or clear columns in the list.
To filter a column, right-click its heading and click Filter by Values.
To sort columns, do one of the following:
- Click the column heading to rotate through the options.
- Right-click and select Sort Ascending, Sort Descending, or Clear Sorting.
- To do additional sorts of multiple columns, hold down the Shift key and click the column headings.
To rearrange column sequence, click a column heading and drag the column to where you want it.
To change column width, place your pointer at the right end of the column heading. When the pointer becomes a double-headed arrow, drag it to move the split line.

Groups

To sort a group, click the arrow next to its name and click None, Asc, or Desc.
To collapse all groups, click ^ in the label for the first column. To expand it again, click v.
To collapse a group, click ^ in the row with its name. To expand it again, click v.

Freeze Columns

When Cargo Matching is undocked, you can freeze columns so they do not scroll. Drag the line after the first (empty) column past those you want to freeze.

Search

To search in the Vessel or Cargo List, click in the grid, then press Ctrl + F.

Setting Up Vessel and Cargo Schedules

For more information on schedules, see Schedules or the Schedules tutorial.

For information on customizing the text that appears on the Vessel Schedule bars, see Styling Gantt Bar Templates.

Tips for Configuring

Your optimal setup for Cargo Matching depends on how you prefer to match cargoes.

Sections

Adjust the size of the sections to match your work style.
- If you primarily drag and drop cargoes, maximize the Gantts on the right side.
- If you primarily find the best vessels for cargoes, maximize the Cargo List and Gantt.
- If you primarily find the best cargoes for vessels, maximize the Vessel Position List.

Columns

Move the columns you use most frequently to where you can see them easily. You might find these columns helpful for making decisions:
- Vessel List:
  - Vessel Name
  - Vessel Type
  - Open Voyage Number
  - Open Port and Open Date: These columns describe the vessel's open position after the last Completed or Commenced voyage.
  - Planned Open Port and Planned Open Date: These columns describe the vessel's open position after the last Scheduled or Estimated voyage.
  - Last 5 Cargoes: This column lists the last 5 cargoes that the vessel has carried, in order of most to least recent loading, to make sure the cargoes are compatible.
- Cargo List:
  - Cargo ID
  - Cargo
  - Charterer
  - Load Port
  - Start Load Laycan: To line up cargoes by those that need attention first, sort by this column.
  - Status: You can filter out Withdrawn and Completed statuses, because you do not need to work with them. You might also want to filter out Fixed and Commenced.

Date Range

Set the Date Range filter to restrict data to a specific date range.
- In many situations, setting the filter to approximately 2 months back and 4-6 months forward will include most open positions.
- New and old TC vessels appear in the schedule based on their Delivery and Redelivery dates. If there is any overlap with the Date Range filter, the vessel will appear in the Position List.

Browser not supported