Creating a plan

From a certain pool, you can create one or more plans to differentiate grant types (options, phantoms, EMI, etc), define grant presets per plan, among others.

To learn more about the difference between Pools and Plans, we recommend reading our Pools vs Plans help article.


To create a plan:

  1. Go to the Equity Plans > Plans page
  2. Click on the Add plan button on the top right corner and a new window will appear
  3. Fill out the relevant fields, such as the "Plan name", the "Date" of creation of the plan,
    from which Pool it draws grants, and the "Grant type" (learn more about Grant types)
  4. Optionally, click on Grant presets to define the Plan's preset parameters (learn more about Grant presets
  5. Click Save