Cost Control
You can save a snapshot of a cost control set to keep a period's position before you book into the next one, or a new version to work on separately.
Copy a set to keep a period's closing position before you book into the next one or import accounting data. You need a Cost Control or Production licence, or a running trial. With any other licence, KOSMA greys out the copy controls; see [what your licence includes](/kb/article/what-your-licence-includes). Before an import, the import itself can make this copy if you tick **Back up this set first**; see [import accounting data](/kb/article/import-accounting-data).
Click  **Copy Cost Control** next to the set dropdown, or choose **Project** > **Copy Cost Control** (⌘⇧N on a Mac, Ctrl+Shift+N on Windows). The copy is made from the open set. To copy another set of the open budget, choose **Manage Cost Control Sets** in the set dropdown and, in the row of that set, click  **Copy Cost Control**. To copy a set on another budget, open that set first (set dropdown, **In Other Budgets**) and copy it.
Under **What do you want to do?**, choose what the copy is for. **Snapshot** is preselected: it keeps today's state of the set and gets the status **Snapshot**. **New version** makes a copy to work on separately: it keeps the status of the set you copied.
Enter a name that identifies the period, for example Cost Control as at 31 March, or keep the suggested name with today's date. For **New version**, KOSMA suggests the set's name followed by (copy) and leaves the comment empty.
Click **Save Snapshot**. KOSMA creates a new set on the same budget, with the same accounts, cost items and forecasts as the set you copied, and gives it the status **Snapshot**. The set you copied stays open. In **Cost Control Sets**, the copy appears after the other sets.
For **New version**, click **Create Version**. KOSMA creates the new set the same way and opens it. If you started in **Cost Control Sets**, that dialog stays open instead.
If the copy fails KOSMA's integrity check, KOSMA discards it and shows:
The new Cost Control set failed its integrity check and was discarded. Nothing changed; a report was sent to support.
**The two sets stay independent.** Booking into one set does not change the other. Both sets show the same **Budget** column, because KOSMA reads it from the budget both sets are made from. The copy takes over the set's lists, such as tags, companies, taxes and currencies, as they are in the set. What you add or change in these lists afterwards stays in the one set. See [how a cost control set relates to a budget](/kb/article/how-a-cost-control-set-relates-to-a-budget).
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