Budgeting
You can set up an effect for a funding condition and assign it to the accounts, subaccounts and markups that count toward it.
An effect shows which part of the budget counts toward a funding condition, such as spending in a funding region. You set up one effect for each funding condition, then assign it to every account, subaccount and markup that counts toward it. For what an effect is and where its total shows, see [what effects are](/kb/article/what-effects-are).
You need a budget open in Budgeting and a licence that covers Budgeting. As a guest, you also need the budget shared with you for editing. You can work offline too: KOSMA syncs the changes when you are online again.
In the account details, click  **Settings for account details**. KOSMA opens the **Settings** menu. Choose **Effects**. KOSMA opens the **Effects** settings with every effect of the budget.
Click  **Effect**. KOSMA adds a row named **New Effect 1**, with **Include Fringes %** and **Required Spend %** at 100, and places the cursor in **Name**. Enter the values of the funding condition.
| Field | What to enter | | --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Name** | A name for the funding condition. KOSMA shows it in the effect dropdowns and in the effect columns of the grid. Each effect of a budget needs its own name. | | **Include Fringes %** | The percentage at which wage fringes count toward the effect, as a whole number from 0 to 100. | | **Required Spend %** | The percentage of the funding for this condition that the production must spend, as a whole number from 1 to 1000. For example, if a regional fund requires you to spend 150% of its funding in the region, enter 150. |
If another effect of the budget already has that name, KOSMA shows:
Name must be unique
**Include Fringes %** affects only wage fringes, and **Required Spend %** appears only in the **Effects** widget under **Topsheet Info**. For what each one does, see [what effects are](/kb/article/what-effects-are).
Click **Ok**.
Select the account in the grid. In the account details, point at the header of the **Effects** panel.  **Add effect** appears there. Click it. If the panel is still empty, you can simply click the header instead.
KOSMA adds a row at 100% and opens its dropdown. The row starts with the first effect the account does not have yet. Choose the effect you need. If it does not exist yet, click **Edit** in the dropdown. KOSMA opens the **Effects** settings.
In the number field, enter the share of the account that counts toward the effect. Assigning an effect does not change any total of the budget. A share can be at most 100%. If you enter more, KOSMA shows:
Value cannot exceed 100%.
To enter an amount instead of a percentage, click  **Switch to amount** next to the field and type the amount. When you leave the field, KOSMA converts the amount into a percentage of the account total and shows the percentage again. If the account total changes later, the percentage stays the same and the amount changes with the total.
To remove the effect from the account, choose **--none--** in its dropdown.
On a **Collect In Budget Account** for wage fringes or supplements, the **Effects** panel is greyed out. Such an account collects the fringes or supplements of wage accounts, so it counts toward the effects of those wage accounts.
If an account counts toward several funding conditions at once, for example a regional and a national one, click  **Add effect** again and choose the next effect. The effect rows of an account together can add up to more than 100%. An account can have up to six effects. If you add a seventh, KOSMA shows:
Maximum of 6 effects per account reached.
If every effect of the budget is already on the account, **Add effect** opens the **Effects** settings.
Select the subaccount or the markup and assign the effect in its **Effects** panel, the same way as on an account. Accounts, subaccounts and markups each have their own effects. A markup counts toward an effect only if you assign the effect in the markup's own **Effects** panel.
An account with subaccounts has no effects of its own; only its subaccounts do. That is why, when you add the first subaccount to an account, KOSMA moves the account's effects to that subaccount.
When you select the account, the **Effects** panel shows the effects of all its subaccounts, and a change there applies to every subaccount. To give an effect to only some subaccounts, select those subaccounts and assign it there. If the subaccounts have different effects, the panel shows on the account:
Mixed contents · Click ↺ to reset
This means the subaccounts do not all have the same effects. To give all subaccounts the same effects, click  **Reset effects** and add the effects again. When you select several accounts at once, a change in the panel applies to all of them. Before **Reset effects** clears the effects of several accounts, KOSMA asks:
Reset {count} Accounts? This clears this panel across all {count} selected accounts.
Click **Reset** to confirm.
**Where you see the result.** To show a column for each effect in the grid, see [show company and effect columns](/kb/article/show-company-and-effect-columns). For each effect's total in **Topsheet Info**, see [what effects are](/kb/article/what-effects-are).
**If an effect is missing from the dropdown.** The effect has been hidden in the **Effects** settings. KOSMA does not offer a hidden effect in the dropdown. Accounts that already have it keep it, and it still counts for them. It is still missing from the **Effects** widget of **Topsheet Info**, though: the widget lists only effects that are shown and in use. To offer it again, open the **Effects** settings and click  **Show effect** in its row.
**If you cannot add or change effects.** If  **Add effect** does not appear and you cannot open the **Effects** settings, you cannot edit this budget. This is the case on a **Free** licence, as a guest without editing access, on a budget shared with you for reading only, on a budget linked to a cost control set, and when you are signed out. The **Effects** panel still shows the effects each account has. For what each licence lets you edit, see [what your licence includes](/kb/article/what-your-licence-includes).
In the **Effects** settings, **In Use** shows how often an effect is used: on accounts, subaccounts, markups and cost items, and in formulas. When you click  **Delete effect** in the row of an effect that is not in use, KOSMA asks:
Are you sure you want to remove effect "{name}"?
If the effect is in use, KOSMA lists everything that uses it and asks:
Are you sure you want to remove effect {name}? Deleting it will leave the formulas below pointing at a missing element. You can delete anyway and fix them later.
If you delete an effect that formulas still use, those formulas point at a missing element until you correct them.
For how KOSMA handles deleting things that are in use, see [why some things can't be deleted](/kb/article/why-some-things-cant-be-deleted).
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