Cash Flow
You can give a project member a cash flow plan to view or to edit, and take the access away again.
A cash flow plan is shared together with its budget: whoever has access to the budget file has access to the plan. Click  **Share…** in the rail. KOSMA opens the Share dialog, and its title names the budget, for example **Share Feature Film 2026**. What sharing gives each person is in [how sharing works](/kb/article/how-sharing-works).
The first time a person who received the plan opens it on a computer, KOSMA shows **You're working with others**:
This data is shared and live.\ Changes from each person with access appear as they type\ There is nothing to save — it is continuous\ You can work on datasets shared with you in edit mode only while you are online; without a connection they open read-only
They click **Got it**, and KOSMA does not show it again on that computer.
**Share…** is available to the person who created the plan, on a paid licence or during a trial. Only the person who created the budget and the project owner can change access in the Share dialog. For anyone else, KOSMA shows each access as text that cannot be changed. In the Demo Project, the rail has no **Share…**.
On a Free licence, **Share…** is a status line that you cannot click. When you point at it, KOSMA shows the reason:
Sharing is not available on the Free plan. Upgrade your licence — or ask your team admin, if your licence comes from a team.
If your licence does not cover Cash Flow, for example a **Budget** or **Cost Control** licence, the reason reads:
Sharing is not available from a module your licence does not cover. Upgrade your licence — or ask your team admin, if your licence comes from a team.
To change your licence, see [upgrade your licence](/kb/article/upgrade-your-licence).
If someone shared the plan with you, the rail shows **Shared with you** in place of **Share…**. When you point at it, KOSMA shows who shared it and when:
Shared with you by {name} on {date}
The Share dialog lists the project members, one per row. If you own the project or created the budget, your own row is not listed. If you created the budget as a guest, KOSMA lists the project owner like any other member. Until you give the owner access, they do not see the budget. With **Can view**, they can only read it. If you are any other guest, your own row comes first. Each row shows the member's name and email address, whether they have the budget open, the modules they see and a dropdown with their access. If the project has no guests yet, KOSMA shows:
No members available
As the project owner, click  **Guest** to add a guest. KOSMA closes the Share dialog and opens the project settings. For the next steps, see [add a guest to a project](/kb/article/add-a-guest-to-a-project).
In the member's list, choose what they receive:
| Access | What the member receives | | ------------ | ----------------------------------------------------------------- | | **Can view** | The plan to read. They also see your later changes | | **Can edit** | The plan, which they can change if their licence covers Cash Flow |
A member without access shows **No access**. To take access away, choose **Remove** and confirm with **Remove Access**. Your choices take effect only when you click **Ok**. Only one person edits a shared budget at a time. Who edits when is in [how sharing works](/kb/article/how-sharing-works).
You cannot give access to a member whose account is not active.
After you share, the button in the rail reads **Shared · {number}**, with the number of members you shared with.
Each row shows whether the member has the budget open: **here now**, the time since their last visit, such as 20 min. ago, or **never opened it**. If KOSMA cannot tell, the cell stays empty.
Each row also shows the modules the member sees: **All Modules**, **Budgeting Only**, or **Budgeting** followed by the other modules they see, for example Budgeting, Financing. You change the modules in the project settings, not in this dialog.
If a member has no access yet, their modules appear grey and in italics: that is what they will see once you give them access. If a member has not accepted the project invitation yet, the row says so (**Invite pending**) and you cannot give them access. Point at their access dropdown to see why.
A member whose account is deactivated or deleted disappears from the list. If the account is activated again, the member comes back with the same access as before.
You cannot share a cash flow plan on its own. Access always covers the whole budget file: the budget, its financing plans, its cost control sets and its cash flow plans.
A member with **Can view** cannot print or export the plan. If a bank or a fund needs a PDF, print the plan yourself. See [print a cash flow plan](/kb/article/print-a-cash-flow-plan).
In the **Cash Flow Plans** dialog, **You can** names your access to each plan: **edit** or **view**. Your access to a budget applies to its cash flow plans. See [manage and copy cash flow plans](/kb/article/manage-and-copy-cash-flow-plans).
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