Financing
You can copy the open financing plan, choose what the copy links to, and tell what a copy leaves out.
Copy a plan before you rework it, so the version you started from stays as it is. You need a **Production** licence or a running trial. With a **Budget** or **Cost Control** licence, you can copy a plan only in the demo project. See [what your licence includes](/kb/article/what-your-licence-includes).
You can open **Copy Financing Plan** in two ways:
- For the open plan: click  **Copy Financing Plan** next to the plan dropdown, or choose **Project** > **Copy Financing Plan** (⌘⇧N on a Mac, Ctrl+Shift+N on Windows). - For any plan of the open budget: in **Financing Plans**, click  **Copy Financing Plan** in the plan's row.
Under **What do you want to do?**, choose what the copy is for. **Snapshot** is preselected: it keeps today's state of the plan and gets the status **Snapshot**. **New version** makes a copy to work on separately: it keeps the status of the plan you copied.
Replace the suggested name with one that says what this version is for, for example *Financing before ZDF withdrawal*. For a snapshot, KOSMA fills the comment field with who made it and when. The comment of the original plan does not carry over. For **New version**, KOSMA suggests the plan's name with (copy) added and leaves the comment empty.
Under **Link budget and settings values to:**, KOSMA preselects what the plan is linked to. Keep the preselection. The one exception: if the plan's budget is linked to a cost control set, link the copy to another budget or to a cost control set. For how to do this, see [relink a plan to another budget](/kb/article/relink-a-plan-to-another-budget).
You cannot copy a plan that is shared with you read-only. Ask its owner for editing rights.
For **Snapshot**, click **Save Snapshot**. KOSMA creates the copy with the status **Snapshot**. The plan you were working on stays open, and so does **Financing Plans** if you started there. To work in the copy, choose it in the plan dropdown.
For **New version**, click **Create Version**. KOSMA creates the copy and opens it. If you started in **Financing Plans**, KOSMA does not open the copy. As with a snapshot, the plan you were working on and **Financing Plans** stay open.
If you missed the exception in step 3, KOSMA closes the dialog without a copy and shows:
This budget is locked because it is linked to a Cost Control set. To make changes, create a copy.
Change the link as in step 3, then create the copy again.
A copy linked to the same budget carries over:
- countries, groups, sources and installments, with their numbers, names, amounts and formulas - subtotal rows - currencies, statuses and notes - companies, effects and taxes - cash flow rules - the tags of sources and installments - attachments
Deactivated rows stay deactivated. KOSMA works out **Received** in the copy from the same cash flow rules, so it shows the same as in the original. If you paste rows into another plan instead, KOSMA carries over less and gives the rows new numbers; see [copy and reorder financing rows](/kb/article/copy-and-reorder-financing-rows).
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