Budgeting
You can save a selection of fringes or supplements as a preset and apply it to other accounts in one step, in the dialog or from the account details.
A preset saves a selection of fringes or supplements, so you can apply it to other accounts instead of ticking every entry again. Use it for cases that repeat from account to account, such as salaried crew or day players. You need a budget you can edit.
Apply the fringes and supplements the case needs to one account, with their factors, as described in [apply fringes and supplements](/kb/article/apply-fringes-and-supplements).
In the **Fringes & Supplements: {account}** dialog, open **Select preset...** and choose **Save as Preset**. KOSMA creates the preset and opens **Presets**, with the name **New Preset** ready to edit. If that name is taken, KOSMA adds a number: New Preset 1, New Preset 2 and so on. Type a name and click **Ok**. To discard the new preset, click **Cancel** instead. KOSMA keeps the preset only if you then also click **Ok** in the **Fringes & Supplements: {account}** dialog. If you click **Cancel** there, KOSMA discards the preset too.
The preset stores the entries you ticked and the names of the subaccounts you ticked them for. A supplement preset also stores the **Factor** of each supplement.
You can keep up to ten presets on each tab. When a tab has ten presets, **Save as Preset** is greyed out, and KOSMA shows this message under it:
Limit of 10 reached — delete a preset to free a slot.
Fringes, supplements and extra costs each keep their own list of presets. Each dropdown saves only the selection of its own tab. For a case such as salaried crew, save one preset on the fringes tab and one on the supplements tab. Extra-cost presets work the same way; see [apply extra costs](/kb/article/apply-extra-costs).
Open the dialog on another account, open **Select preset...** and choose the preset. The preset replaces the whole selection on its tab, fringes or supplements. KOSMA removes the entries the preset does not contain, adds the missing ones and ticks only the preset's subaccounts. For supplements, KOSMA also sets each **Factor** to the saved value.
To clear the tab, choose **-- No Preset --**. KOSMA removes all entries and subaccount ticks on that tab, whether or not the selection matches a preset.
KOSMA matches subaccounts by their names and ignores upper and lower case. If the preset names a subaccount that this account does not have, KOSMA skips it and shows **Information**:
The subaccounts in the presets do not match the subaccounts in the active account and were ignored
Extra-cost presets contain no subaccounts. For them, this message never appears.
KOSMA copies the preset onto the account. If you change the preset later, the accounts you applied it to stay as they are. If you change an account, the preset stays as it is. If you change the rate of a fringe or supplement in Settings, every account that uses it gets the new rate, with or without a preset.
In the account details, under **Fringes & Supplements**, click  **Apply Preset**. KOSMA lists the presets, with a checkbox for each. When the budget has presets of both kinds, KOSMA sorts them under **Fringe Presets** and **Supplement Presets**. Tick a preset to apply it. It replaces the selection on its tab, as in step 3. Untick it to clear that tab.
When the entries of an account match a preset exactly, the account details no longer list them one by one. They show one row instead, with , the preset's name and the sum of its entries.
Once the tab has a preset, **Select preset...** also lists **Edit Presets**. Open **Select preset...** and choose **Edit Presets**. KOSMA opens **Presets**. Change a name in the **Name** column. Names must be unique and can be up to 50 characters long; the field accepts no more. If you enter a name that another preset already has, KOSMA keeps the old name and shows:
Name must be unique
Drag a row up or down to change the order.
To delete a preset, click  **Delete preset** in its row. KOSMA asks for confirmation and names the preset:
Delete preset "Salaried crew"?
Click **Delete**.
When you are done in **Presets**, click **Ok**.
**If the account details offer no presets.** A preset fits an account when the account has every subaccount the preset names. A preset without subaccounts fits every account. KOSMA shows  **Apply Preset** only when at least one preset fits the account and you can edit the budget. You cannot edit it on a Free licence, in a budget shared with you without editing access, in a budget linked to a cost control set, or when you are signed out. In these cases, the dialog, **Save as Preset** and **Edit Presets** are not available either. A preset that already matches still shows as one row. See [what your licence includes](/kb/article/what-your-licence-includes).
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