Option Plans

  • Updated

Learn how to create Option Plans!

Option Plans allow you to track Options for different types of Plans, such as an Employee Stock Purchase Plan, Phantom Stock, or Stock Appreciation Rights.

Option Plans work alongside the Vesting Schedule to track the types of options and how they mature.  You can also review the Vesting Schedules article for more details.

  1. From an entity record, navigate to Securities > Options

  2. Choose the Option Plan tab

  3. Click New to enter the name of the Option Plan and other details

  4. Review the information and then click Save when you’re finished

Click on Granting, Exercising and Canceling Options for more details.


The video below will show the process of setting up an Option Plan in Athennian.