Pool and Plan Export
From the Plan Management screen, Administrators can download a full summary of the Pools and Plans created on the platform to view these in excel.
This provides a quick and easy way to review, validate and reconcile both Pool and Plan figures.
The excel export has two tabs;
Pool Summary: View the plans associated with this pool, the quantity of shares reserved and the quantity available to reserve.
Plan Summary: View the quantity of shares reserved for each plan, along with the quantities granted, forfeited, expired, repurchased, exercised and quantity available to be granted