Financing
You can move a financing row by dragging it, copy and paste rows with everything under them, and you know which details a copy loses.
You move a country, a group or a source by dragging it. Dropped on a row of the same kind, it takes that row's place; dropped on a group or country row, it moves into that group or country. You copy a row to reuse it with everything under it, in the same plan or in another plan. A copy keeps its amount, but not all of its details.
Drag a row by its handle in the **No.** column and drop it on another row.
- A country dropped on another country moves to that place among the countries. - A group dropped on another group moves to that place. Dropped on a group in another country, or on a country row, it moves into that country. - A source dropped on another source moves to that place. Dropped on a source in another group, or on a group row, it moves into that group.
Installment rows have no handle, so you cannot drag them.
When a source moves into another group, its amount counts in that group's total. If the group is in another country, the amount leaves the old country's total and counts in the new country's total.
Dragging keeps the row's number. The numbers then no longer follow the order of the rows until you renumber the plan. See [number and renumber a plan](/kb/article/number-and-renumber-a-plan).
Click a row, then ⌘-click (Ctrl+click) or Shift+click more rows. Press ⌘A (Ctrl+A) to widen the selection step by step, starting from the kind of row you selected:
| You selected | First ⌘A | Next ⌘A | | -------------- | ------------------------------- | ------------------------------------------ | | a source | every source in its group | every source in its country, then the plan | | an installment | every installment of its source | its group, its country, then the plan | | a group | every group in its country | every group in the plan | | a country | every country in the plan | no further step | | nothing | every country in the plan | no further step |
When you select different kinds of row, ⌘A starts from the highest of them, for example the group rather than the source. Subtotal rows are never selected. While you edit a cell, ⌘A selects the text in the cell instead.
Select one or more countries, groups, sources or installments. Press ⌘C (Ctrl+C), or right-click and choose **Copy Financing Rows**. KOSMA copies each row with everything under it: a country with its groups, sources and installments, a group with its sources and their installments, a source with its installments. A row inside a group you also selected is copied once, as part of that group.
To paste, select a row in the place where the copy belongs. Then press ⌘V (Ctrl+V), or right-click and choose **Paste Financing Rows**. KOSMA adds each copied row at the end of its new place, not below the row you selected:
| You copied | Select | KOSMA adds the copy | | -------------- | ------------------------------------------------------------ | -------------------------------- | | a country | any row of the plan, or none | at the end of the plan | | a group | a country, or a group, source or installment in that country | at the end of that country | | a source | a group, or a source or installment in that group | at the end of that group | | an installment | a source, or one of its installments | after that source's installments |
If you selected several rows, KOSMA uses the topmost selected row for every copied row. If that row sits higher than a copied row needs, or nothing is selected, KOSMA uses the last fitting row below it: a source pasted with a country selected goes into that country's last group, and with nothing selected into the plan's last group.
If a copied row has nowhere to go, for example a group pasted into a plan without countries, KOSMA leaves it out and says how many rows it could not paste. The copy gets a new number, as a row you add does. ⌘Z (Ctrl+Z) undoes the whole paste in one step, the new numbers included.
| Kept in a copy | Not kept in a copy | | ------------------------- | ------------------ | | name | number | | amount, including formula | company | | currency | effect | | status | tax | | notes, tags, attachments | cash flow rule |
A copied installment keeps its name, amount, currency, notes, tags and attachments. It loses its cash flow rule.
Until you give a pasted source or installment a cash flow rule, it counts nothing towards **Received**.
Select the pasted source. In **Source Details**, fill in **Companies**, **Effects**, **Taxes** and **Cashflow**. See [how source details work](/kb/article/how-source-details-work).
Open the other plan and paste there in the same way. You do not need to select a row first: KOSMA then adds the copy at the end of that plan, as described above. The copy loses the same details as within one plan. KOSMA matches each tag of the copy to the tag with the same name in that plan. Unless a cost control set locks the linked budget (see *If you cannot paste* below), KOSMA also creates any tag the plan does not have yet. An attachment is kept only if its file already exists in that plan.
To carry over a plan's full content with company, effect, tax and cash flow rule, copy the whole plan. See [copy a financing plan](/kb/article/copy-a-financing-plan).
You can paste only into a plan you can edit. For that, you need a **Production** licence or a running trial, and editing access if the plan was shared with you. In a plan you can only read, you can still copy rows and paste them into a plan you can edit. For the reasons a plan is locked, see [what your licence includes](/kb/article/what-your-licence-includes).
If the copy needs a currency or a tag that the linked budget does not have yet, and a cost control set locks that budget, KOSMA pastes nothing, not even part of the copy, and shows:
The pasted rows need currencies or tags the budget does not have yet: {refs}. The budget is locked by its Cost Control set, so nothing was pasted. To paste them, open the budget, choose Unlock for Correction, and paste again.
For **Unlock for Correction**, 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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