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, 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, the plan shows the new value without you reopening it. Only the plan's tags and subtotals belong to the plan itself. You can use the subtotals as variables in a formula in **Amount**. For how to use budget accounts in a formula, see [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount). For how to enter an amount in another currency, see [budget a source in another currency](/kb/article/budget-a-source-in-another-currency).
You choose the link once, when you create the plan: in **New Financing Plan**, in the field **Link budget and settings values to:**. The field offers **Active Budget**, **Other Budgets** and **Cost Control Sets Based on Active Budget**. For the steps, 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. Choose 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).
You can create a plan only when the project has a budget. Otherwise KOSMA shows **Budget Missing**:
A financing plan, cost control set or cash flow plan can only be created if a budget exists.
You cannot change the link of an existing plan. To link a plan to another budget, copy it. In **Copy Financing Plan**, the field **Link budget and settings values to:** offers the same three sections. KOSMA links the copy to what you choose there. For the steps, see [relink a plan to another budget](/kb/article/relink-a-plan-to-another-budget). That article also says what the copy loses when the new budget lacks something the plan refers to.
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**. In the same dropdown, **Manage Financing Plans** opens the dialog **Financing Plans**. Its list **Root Budgets** shows the budgets of the project, and the grid beside it shows the plans of the budget you select there. The grid has no column for a plan's link. For what you can do there, see [manage financing plans](/kb/article/manage-financing-plans).
KOSMA stores a plan in the file of its linked budget. A plan has no file of its own. 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 it is linked to the wrong one, copy it to the right budget. See [relink a plan to another budget](/kb/article/relink-a-plan-to-another-budget).
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