Financing
You know what a plan takes from its linked budget, where you see the link, and that you can move a plan to another budget only by copying it.
Every financing plan is linked to one budget, or to one cost control set built on a budget. The plan takes its currencies, milestones, companies, effects, taxes and accounts from it. In the rail next to the grid, KOSMA compares the plan with the total of what it is linked to.
| From the budget | The plan uses it for | | ----------------------------------------------------- | ----------------------------------------------------------- | | Currencies and their exchange rates | the currencies in which you can enter a source's **Amount** | | Milestones and the first shooting day | the dates a cash flow rule can use | | Companies, effects and taxes | the choices in a source's detail panels | | Accounts, variables, company and tag sums, and the budget totals NPC and GT | what a formula in **Amount** can refer to |
When you change one of these in the budget, for example an exchange rate, a plan linked to the budget shows the new value. Only the plan's tags and subtotals belong to the plan itself. To use budget accounts in a formula, see [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount); to enter an amount in another currency, see [budget a source in another currency](/kb/article/budget-a-source-in-another-currency).
A plan linked to a cost control set takes the currencies and exchange rates, companies, effects, taxes and variables from the set's own lists. What you add to these lists in the plan goes into the set, and a later change to the budget's lists does not change the plan. See [how a cost control set relates to a budget](/kb/article/how-a-cost-control-set-relates-to-a-budget).
You choose the link once, when you create the plan (see [create a financing plan](/kb/article/create-a-financing-plan)). The choice decides what KOSMA compares the plan with in the rail, for as long as the plan exists. A plan linked to a budget is compared with **Budget**, the budget's grand total including markups. A plan linked to a cost control set is compared with **Forecast**, the forecast total of that set. Choose a budget to measure the financing against what you planned to spend, and a cost control set to measure it against what you now expect to spend.
**Difference** is **Financing** minus **Budget** or **Forecast**. KOSMA marks a negative **Difference**: the plan is not yet fully financed. For every figure in the rail, see [read the grand totals](/kb/article/read-the-financing-grand-totals).
To link a plan to another budget, copy it and choose the new budget under **Link budget and settings values to:** in **Copy Financing Plan**. See [relink a plan to another budget](/kb/article/relink-a-plan-to-another-budget).
The rail next to the grid shows the link of the open plan under **Linked Budget**. For a plan linked to a cost control set, the header reads **Linked Cost Control**.
The plan dropdown groups the plans under **In Budget {name}** and **In Other Budgets**. **Manage Financing Plans** in the same dropdown opens **Financing Plans**. There you select a budget under **Root Budgets** to see its plans. The grid has no column for a plan's link. See [manage financing plans](/kb/article/manage-financing-plans).
KOSMA stores a plan in the file of its linked budget. When you save the plan, KOSMA saves the budget too. If you link a new plan to a budget in another file, KOSMA creates the plan in that file.
If **Difference** is negative although the plan is fully funded, check the **Amount** column first. KOSMA counts an empty **Amount** as 0 in every total. If every source has an amount, check under **Linked Budget** whether the plan is linked to the right budget. If not, copy it to the right budget, as in [relink a plan to another budget](/kb/article/relink-a-plan-to-another-budget).
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