Cost Control
You know why a budget with a cost control set is locked, how you correct or copy it, and what the set takes from the budget.
A cost control set is always made from one budget. In the set, you track the costs of the production against that budget.
As long as a set made from a budget exists, KOSMA locks that budget: you cannot add, change or delete anything in it. The controls for this are greyed out. Point at one to see the reason:
This budget is locked because it is linked to a Cost Control set. To make changes, create a copy.
A locked budget shows a padlock  in the dataset rail and in the **Status** column of the **Budgets Manager**; see [manage budgets in a project](/kb/article/manage-budgets-in-a-project). In the Demo Project, the budget Demo Feature is locked because the demo's set is made from it.
If you try to edit a cell of the budget, KOSMA shows the same message with the button **Unlock for Correction**. If you click it, or click the padlock  in the dataset rail, KOSMA opens **Locked Budget**:
This budget is locked because it is linked to the Cost Control set {name} Create a copy to work on a separate budget, or unlock this one for correction, its figures then flow straight into the Cost Control set's Budget column, and the forecast you already entered stays as it is. The unlock lasts until you close this budget, switch to another budget or module, or lock it again from the padlock in the dataset rail.
If several sets are linked, the message names each on its own line.
- **Unlock for Correction** lets you correct figures in the budget. In the set, this changes the **Budget** column; **Forecast** stays as it is. - **Copy** opens **Copy Budget**. Use it when the budget needs a new structure. Choose **New version** and tick **Budgeting only** to get a budget without sets that you can edit. Any other copy takes the sets along, so it is locked too.
While the unlock lasts, the dataset rail marks the budget with an open padlock . To lock the budget again, click this padlock. The unlock applies only to this budget, in the window where you unlocked it. For other windows and for your team, the budget stays locked.
The unlock removes only the lock of the set. If someone locked the budget by hand with **Lock**, it stays read-only. It also stays read-only with the Free licence, after a trial has ended, and for a guest who may not edit the budget. KOSMA then shows the reason and does not open **Locked Budget**. See [save, discard and why a budget is read-only](/kb/article/save-discard-and-read-only).
When you create a set, KOSMA copies these from the budget once:
- the categories, groups, accounts and subaccounts, with their quantity, unit, price and factor - the markups - the companies, effects and tags of the accounts - the fringes, supplements and extra costs - the timeline - the cash flow and DFFF rules - the attachments and the currencies
What you change in the accounts and figures of the set never changes the budget. To change an account's quantity, unit or price in the set, use the **Recalculation** tab. The change affects **Forecast**, and **Budget** stays as it is. See [recalculate an account](/kb/article/recalculate-an-account).
The set also gets its own copy of the budget's lists: tags, companies, effects, units, taxes, variables, currencies, and the definitions of fringes, supplements and extra costs. Messages call these lists the set's catalog. What you change in them in a set stays in that set. If you later change a tax rate in the budget after **Unlock for Correction**, existing sets keep the old rate. Only the set's **Budget** column always shows the budget's current figures; see [read the six money columns](/kb/article/read-the-six-money-columns).
Older sets still use the lists of their budget. A one-time update gives such a set its own copy of the lists. The set's figures do not change. A cash flow plan based on the set, and a financing plan linked to it, then use the set's exchange rates. KOSMA tells you this once, only on the computer where the update ran:
Cash flow “{name}” now uses the exchange rates of Cost Control set “{set}”, so amounts in {codes} may differ from before.
Financing plan “{name}” now uses the exchange rates of Cost Control set “{set}”, so amounts in {codes} may differ from before.
Until the update has run, you cannot add a tag, currency or other entry to the set's lists. KOSMA greys out these buttons in the set and in the plans based on it. **Unlock for Correction** does not change this. When you point at one of these buttons, KOSMA shows why:
- If the update has not run yet:
This Cost Control set can't get new tags, currencies or other catalog entries yet. A one-time update that gives it its own catalog hasn't finished; it runs when the project is open, up to date and online.
- If someone else is editing the budget (the update runs only while you are the budget's editor):
This Cost Control set can't get new tags, currencies or other catalog entries yet. It still needs a one-time update that gives it its own catalog, and that update can run only while you are the budget's editor. Reopen the project when no one else is editing it.
- If the update failed (the set stays usable as it was):
This Cost Control set can't get new tags, currencies or other catalog entries. The one-time update that gives it its own catalog failed a safety check and was undone, so nothing was changed. A report was sent automatically (KOSMA-E-1020). Existing entries can still be used.
If you copy such a set with **Copy Cost Control**, or an accounting import makes a backup copy of it, that copy also uses the budget's lists until its own update has run.
A budget can have several sets, and each of them locks it. A new set starts with the figures of the budget and has no forecast changes yet. **Copy Cost Control** copies an existing set with its cost items, its forecast changes, its rules and its own lists. Sets never share cost items: a cost item you book in one set does not appear in another. For the steps, see [create a cost control set](/kb/article/create-a-cost-control-set) and [copy a cost control set](/kb/article/copy-a-cost-control-set). To find every set of a project, see [manage cost control sets](/kb/article/manage-cost-control-sets).
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