Cash Flow
You can open, rename, sort, copy and delete cash flow plans in one list and know what a copy keeps.
The **Cash Flow Plans** dialog lists the cash flow plans of every budget in the project. To open it, click **Manage Cash Flow Plans** in the plan dropdown.
With a **Budget** or **Cost Control** licence, **Manage Cash Flow Plans** is greyed out, because these licences do not cover Cash Flow. See [what your licence includes](/kb/article/what-your-licence-includes).
The plan dropdown lists the plans of the open budget first and all other plans under **In Other Budgets**, the most recently changed first. In **Cash Flow Plans**, **Root Budgets** on the left lists every budget of the project. Click a budget to see its plans on the right.
To open a plan, click  **Open plan** in its row. To create a plan, click  **New Cash Flow**; see [create a cash flow plan](/kb/article/create-a-cash-flow-plan). To share a plan, see [share a cash flow plan](/kb/article/share-a-cash-flow-plan). The plans of a budget other than the open one are read-only here. You can open them, but you cannot sort, rename, copy or delete them.
| Column | Shows | | --------------- | --------------------------------------------------------------- | | **You can** | Your access to the plan: **edit** or **view** | | **Last change** | When the plan last changed, for example **2 minutes ago · you** |
If you own a plan or may edit it, you can change **Name** and **Comment** directly in its row. If another person is changing the name or comment of the same plan at that moment, KOSMA closes the cell, discards what you typed and shows:
{name} is editing this row.
In a shared budget, you also cannot change **Name** or **Comment** while you have no connection to the project.
To change the order of the list, drag a row by  **Drag to reorder**.
Click  **Copy Cash Flow** in the row of the plan. To copy the plan that is open, you can also choose **Copy Cash Flow** in the **Project** menu (Cmd+Shift+N on a Mac, Ctrl+Shift+N on Windows). KOSMA opens **Copy Cash Flow**. The copy is the same kind of plan as the original. KOSMA suggests the name of the original followed by snapshot and today's date, or by (copy) for a plan created with **Update**.
If you want, change the name and the comment. Then click **Save Snapshot**, or **Create Copy** for a plan created with **Update**. KOSMA creates the copy, and you stay on the plan you were working on. To work in the copy, open it in **Cash Flow Plans** or in the plan dropdown.
A copy reads the same budget or cost control set and the same financing plan as the original. A copy of a plan created with **Update** follows every later change in them, like the original. A copy of a plan created with **Snapshot** in **New Cash Flow** gets its own frozen copies of both sources, as the original froze them, and shows the same figures as the original. To compare figures from another budget or financing plan, create a separate plan, see [choose what the plan reads](/kb/article/choose-what-the-plan-reads).
A copy keeps the window, the period length, the display currency, the budget detail level and the company shown in the original. It also gets its own copy of every credit and transfer: if you change or delete one in the copy, the original stays unchanged.
Click  **Delete plan** in the row of the plan. KOSMA asks:
Are you sure you want to delete this cash flow plan?
Deleting the plan also deletes its credits, transfers and window settings. The budget, cost control set and financing plan it reads stay unchanged.
Click **Delete** to delete the plan, or **Cancel** to keep it.
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