Project Administration
You know why a project moved from KOSMA 2 can show a different grand total, and what you rebuild yourself.
A project moved from KOSMA 2 keeps its accounts, its values and its structure. Three calculations work differently in this version, so the grand total can differ from the one you remember. Check these three before you treat a moved budget as final.
In KOSMA 2 you could choose what each fringe was calculated on, including the total of another fringe. This version has no such field. A fringe is calculated on the account total. One option changes that base. **Automatically add wage fringes to supplements** in **Fringes & Supplements** adds the account's supplement total to the base. The base is set once for the account and covers every fringe on it.
An account whose fringes were chained in KOSMA 2 therefore shows a lower total here. To reproduce the old figure, carry the extra percentage in the account's factor, in the **X** column of the budget grid. A holiday allowance (Ferienzulage) is the common case. See [apply fringes and supplements](/kb/article/apply-fringes-and-supplements).
When an account has subaccounts, you choose which of them the fringes cover, under **Apply to subaccounts** on the **Fringes** tab. The **Supplements** tab keeps a separate selection of its own. Each selection applies to every row you tick on that tab. KOSMA 2 recorded the selection for each fringe group and each supplement group. An account whose groups covered different subaccounts arrives here with all of them covering the same set.
Check accounts that have subaccounts and more than one group. Those are the accounts where the total can move.
Rules built on milestones or dates arrive complete. Each keeps its dates, its percentages and its payment delays, and works without any edit from you.
KOSMA 2 could also build a rule from a process defined elsewhere in the project. This version has no processes, so each of those rules arrives as a rule on dates. It has one entry per payment date of the process. Each entry pays the share of the total that KOSMA 2 paid on that date. Only the name of the process is lost. If such a rule does not add up to 100 %, KOSMA 2 did not pay the whole total either. Complete it in the **Set Cash Flow Rule** dialog. See [set a cash flow rule on an account](/kb/article/set-a-cashflow-rule-on-an-account).
A project moved before this correction shows its process rules at 0 %. Ask support to move that project again.
A recurring payment is a payment cycle here. You set the window and the preset inside the rule itself, in the **Set Cash Flow Rule** dialog.
The cash flow plan lists what has no rule yet. See [find accounts without a cash flow rule](/kb/article/find-accounts-without-a-cash-flow-rule).
To move the projects themselves, see [move your projects from KOSMA 2](/kb/article/move-your-projects-from-kosma-2).
Markdown