IMOS On-Prem - Estimate Worksheet

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.

1. 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.
   • 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.
     
2. 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.
       
   • 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.
3. Select the Intended check box of the best Estimate; it appears on the Vessel Schedule and the Cargo Schedule.
4. Schedule the voyage.

Collaboration Features

Worksheets are designed to be opened and modified by multiple users at the same time. In addition to the collaboration features from the toolbar and Worksheets List, worksheet collaboration features share the following changes with all users in real-time.

• Estimates:
  • New Estimates: When a new Estimate is saved to the worksheet, all users see it immediately.
  • Changed Estimates: When changes to an existing worksheet Estimate are saved, all users see the changes immediately.
  • Deleted Estimates: When an Estimate is deleted from a worksheet, it is immediately removed for all users.

• Worksheet Status: When the worksheet Status color or Description is modified, the changes are immediately visible to all users. Worksheets that are open or have their color Status set appear in the Cargo Matching Worksheets List, and you can click one there to open it.

• Estimate Comments: Comments added to each Estimate are immediately visible to all users.

• Worksheet Comments: Comments added to the worksheet Activity Log are immediately visible to all users.