Financing
You can move a financing plan onto another budget by copying it there, and you know what the warning before the copy counts and what it does not count.
When a new budget replaces the old one, the financing plan has to move onto the new budget. You cannot change the budget an existing plan is linked to. Instead, copy the plan and link the copy to the new budget. To make the copy, you need a **Production** licence or a running trial.
Open the plan you want to move. Click  **Copy Financing Plan** next to the plan dropdown, or choose **Project** > **Copy Financing Plan** (⌘⇧N on a Mac, Ctrl+Shift+N on Windows). KOSMA opens **Copy Financing Plan** for the open plan. In **Financing Plans**, click  **Copy plan** in a plan's row to open the same dialog for that plan.
Under **Link budget and settings values to:**, choose the budget or cost control set to link the copy to. The list has three sections in this order: **Active Budget**, **Other Budgets** and **Cost Control Sets Based on Active Budget**. The last section lists only the cost control sets of the active budget.
KOSMA preselects the budget that is open, even when the plan is linked to something else. If the plan is linked to a cost control set and you keep the preselection, the copy is linked to the budget, and KOSMA shows no warning for this.
Click **Create Copy**. If the new budget has everything the plan refers to, KOSMA makes the copy without asking. Otherwise, KOSMA opens **Some Details Cannot Come Across** before it saves anything:
The selected budget does not have everything this plan refers to. Continuing will clear:
Below this text, KOSMA shows one line with a number for each kind of detail the copy would lose. KOSMA leaves out a kind with nothing to lose. The lines always come in this order:
| Line in the warning | What the number counts | | ------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- | | {number} company assignments | Companies the plan uses that the new budget does not have. Each company counts once, however many sources use it | | {number} effect assignments | Effects the plan uses that the new budget does not have. Each effect counts once | | {number} tax assignments | Taxes the plan uses that the new budget does not have. Each tax counts once | | {number} milestone-based cash-flow rules | Cash flow rules whose milestone the new budget does not have | | {number} amount references to budget accounts the selected budget does not have | Account numbers in `ACCOUNT(...)` calls that the new budget does not have. Each account number counts once |
Click **Continue** to make the copy without the listed details. KOSMA saves the copy with the new budget. If you started from **Copy Financing Plan** next to the plan dropdown or in the **Project** menu, KOSMA opens the copy in the new budget and switches to it. If you started in **Financing Plans**, KOSMA makes the copy and **Financing Plans** stays open.
To keep every detail, click **Cancel**. KOSMA makes no copy and saves nothing. The warning gives the number of missing details, not their names. Then start again at step 1.
KOSMA finds companies, effects, taxes, milestones, phases and payment cycle presets in the new budget by their name. The name must match exactly, including capital letters and every word. "Firma A" in the old budget and "Firma A GmbH" in the new one are two different companies. KOSMA clears the assignment.
| Detail | How KOSMA finds it in the new budget | In the warning | | --------------------------- | ------------------------------------------------------------------------------------ | ------------------------- | | Currency | By its code. Without a match, KOSMA uses the new budget's default currency | No | | Company, effect, tax | By name. Without a match, KOSMA clears the assignment | Yes | | Milestone | By name. Without a match, the cash flow rule keeps its dates but loses the milestone | Yes | | Phase, payment cycle preset | By name. Without a match, the cash flow rule loses its phase or payment cycle preset | No | | Tag | By name, among the tags of the new budget. Without a match, KOSMA drops the tag | No | | Amount formula | Copied as text, unchanged | Only `ACCOUNT(...)` calls |
KOSMA also drops such a tag when you copy a plan onto the budget it is already linked to. An `ACCOUNT(...)` call that names an account the new budget does not have returns no value, and KOSMA shows no error for it. For how `ACCOUNT(...)` works, see [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount).
The copy does not change the old plan. It stays in the project, linked to the old budget, until you delete it. You can keep it as a record of the old version.
When you delete a plan, KOSMA also deletes everything built on it, such as its cash flow plans.
For how to delete a plan, see [manage financing plans](/kb/article/manage-financing-plans).
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