Cash Flow
You can share a plan with a project member, and you know what kind of share each one is.
Click **Share…** at the bottom of the rail. KOSMA opens **Share Dataset**, where you choose what each project member receives.
**Share…** is available only to the project owner, and only above the Free plan. See [upgrade your licence](/kb/article/upgrade-your-licence).
**Share Dataset** lists every project member under **Project Members**, each with a dropdown under **Share**.
| Type | What the member receives | | --------------------- | ------------------------------------------------------ | | **Do Not Share** | nothing. Their access does not change | | **Snapshot Copy** | the plan as it is now. Later changes do not reach them | | **Autoupdating Copy** | the plan, updated whenever you change it | | **Editing Access** | the plan, with the ability to change it |
Use **Snapshot Copy** when the plan goes outside the production, for example to a bank, a fund or a financier. What they received then stays what they received.
Use **Autoupdating Copy** for a colleague who needs the current position at all times. Use **Editing Access** for someone who works on the plan with you.
Set the share type for each member, then click **Execute**.
Tick **Include Related Data** to share the budget the plan reads from too, not only the plan itself.
A cash flow plan holds few figures of its own. It reads most of its figures from a budget and a financing plan.
Without **Include Related Data**, a share includes only the figures already placed in the plan. With it ticked, the share also includes the budget and the financing plan behind those figures, in more detail than a printed summary shows.
For an external recipient, a printed PDF is often the better choice. See [print a cash flow plan](/kb/article/print-a-cash-flow-plan).
After you share a plan, the **Cash Flow Plans** manager lists it in its **Shared** column. Its tooltip shows **User**, **Share Type** and **Date**, or *Never shared*. There, the three share types are named **Snapshot share**, **Auto-updating share** and **Shared with edit access**.
The manager's **Server** column shows whether your share has reached the server. *Not on the server yet* or *Upload failed* means the recipient does not see your latest work yet. Check this column before you tell someone the plan is ready. See [manage and copy cash flow plans](/kb/article/manage-and-copy-cash-flow-plans).
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