Budgeting
You can save a budget as a template and find the template again when you create a new budget.
With a template, your next production of the same kind starts from a proven structure. You need a budget open in Budgeting and any licence except a Free licence. You can also save a budget linked to a cost control set as a template, even though you cannot edit it.
Copy the budget you want to turn into a template, and open the copy. This way, your production's budget stays as it is. For the ways to copy a budget, see [duplicate a budget for comparison](/kb/article/duplicate-a-budget-for-comparison).
Work in the copy, not in your production's own budget. When you click **Save** in **Save as Template**, KOSMA first saves every change in the open budget, so figures you deleted stay deleted.
In the copy, delete the quantities, the prices and every figure that belongs to this production alone. Keep what every project of this kind needs: the categories, the groups and the accounts. KOSMA puts the whole open budget into the template, with every account, figure, fringe, tax, variable and setting, and removes nothing on its own. Every budget you create from the template starts with what the template holds.
In the **Project** menu, choose **Save As Template** ▸ **To Custom Templates**. KOSMA opens **Save as Template**.
Type a name and click **Save**. KOSMA does not check whether another template already has the same name, so choose a name by which you recognise the template in the list. KOSMA saves the template on this computer and then uploads it to the server. If the upload fails, KOSMA shows:
The budget template was saved on this device but could not be uploaded. It will retry syncing.
If the server refuses the upload because of your licence, KOSMA shows this message instead:
The budget template was saved on this device, but your licence does not cover uploading it. Trying again will not change that: upgrade your licence — or ask your team admin, if your licence comes from a team.
To save the template as a file instead, choose **Save As Template** ▸ **To External File**. KOSMA writes a `.kost` file. You open it with **Load File** in **New Budget**.
Open **New Budget** as described in [create a budget from a template](/kb/article/create-a-budget-from-a-template), and choose **Custom Budgets** under **Category**. Your template is in the list. It does not appear in the **Budgets Manager** or in the budget dropdown. In this list, you can rename the template and change its **Info** and **Language**. You can delete the template with  **Delete custom template from list** in its row.
KOSMA deletes a template at once, without asking and for good, on this computer and on the server. You cannot undo this.
A budget you create from the template is not linked to it: later changes to the template do not change the budget, and changes to the budget do not change the template.
**If Save As Template is greyed out.** One of two things applies: you have a Free licence, or the open budget is shared with you read-only. An expired trial counts as a Free licence. With a Free licence, upgrade to a paid licence; see [upgrade your licence](/kb/article/upgrade-your-licence). For a budget shared with you read-only, ask its owner to share it with you for editing.
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