https://help.plantools.com/en/articles/1858003-plantools-status 2020-09-17T20:34:03Z https://help.plantools.com/en/articles/1858004-browsers-supported 2020-10-01T15:08:44Z https://help.plantools.com/en/articles/1858005-customer-support 2020-09-17T20:33:55Z https://help.plantools.com/en/articles/1858006-welcome-to-plantools 2026-03-02T12:27:12Z https://help.plantools.com/en/articles/1858007-support-response-sla-s 2020-09-17T18:17:15Z https://help.plantools.com/en/articles/1858008-exporting-plans 2020-09-17T18:48:42Z https://help.plantools.com/en/articles/1858010-importing-plans 2020-09-17T18:48:21Z https://help.plantools.com/en/articles/1858011-activate-revenue-sharing-lists 2020-09-30T21:02:34Z https://help.plantools.com/en/articles/1858013-change-company-group-name 2020-09-30T21:02:28Z https://help.plantools.com/en/articles/1858014-understanding-plan-details 2026-03-03T07:29:09Z https://help.plantools.com/en/articles/1858015-add-a-company-logo 2020-09-30T21:02:30Z https://help.plantools.com/en/articles/1858016-creating-a-plan 2026-03-02T14:33:26Z https://help.plantools.com/en/articles/1858017-principal-plan-contact 2026-03-03T12:31:38Z https://help.plantools.com/en/articles/1858018-add-client-logo 2026-03-02T13:22:50Z https://help.plantools.com/en/articles/1858019-entering-benchmarking-data 2026-03-19T15:37:07Z https://help.plantools.com/en/articles/1858020-apply-revenue-sharing-list 2026-03-18T16:42:36Z https://help.plantools.com/en/articles/1858021-importing-funds-via-spreadsheet 2026-03-24T17:30:56Z https://help.plantools.com/en/articles/1858022-adding-funds 2026-03-19T15:15:20Z https://help.plantools.com/en/articles/1858023-video-importing-current-and-proposed-fund-lineups 2020-10-01T18:17:32Z https://help.plantools.com/en/articles/1858024-adding-balances 2026-03-19T15:17:33Z https://help.plantools.com/en/articles/1858025-manipulate-the-oer 2026-03-18T17:19:59Z https://help.plantools.com/en/articles/1858026-monitoring-standards-criteria 2020-05-28T16:51:09Z https://help.plantools.com/en/articles/1858027-customizing-reports 2026-03-19T13:50:50Z https://help.plantools.com/en/articles/1858028-duplicate-a-plan 2026-03-02T13:09:14Z https://help.plantools.com/en/articles/1858029-deleting-a-plan 2026-03-03T07:50:16Z https://help.plantools.com/en/articles/1858030-understanding-service-models 2020-10-01T16:32:16Z https://help.plantools.com/en/articles/1858031-index-mapping-lab 2021-03-16T12:51:07Z https://help.plantools.com/en/articles/1858032-service-model-creation 2026-04-14T16:04:52Z https://help.plantools.com/en/articles/1858033-flat-fee-schedule 2020-10-01T17:04:28Z https://help.plantools.com/en/articles/1858034-graded-fee-schedule 2020-10-01T17:04:31Z https://help.plantools.com/en/articles/1858035-point-in-scale-fee-schedule 2020-10-01T17:04:33Z https://help.plantools.com/en/articles/1858036-12b-1-commission 2020-10-01T17:04:35Z https://help.plantools.com/en/articles/1858037-add-a-service-model-to-a-plan 2026-03-03T11:21:12Z https://help.plantools.com/en/articles/1858038-create-a-service-model-master-list 2020-10-01T17:15:54Z https://help.plantools.com/en/articles/1858039-fund-list-creation 2020-10-01T14:51:35Z https://help.plantools.com/en/articles/1858040-importing-custom-funds 2026-05-29T17:13:15Z https://help.plantools.com/en/articles/1858041-download-previously-imported-file 2020-05-28T16:42:35Z https://help.plantools.com/en/articles/1858042-video-importing-updating-custom-funds 2020-10-01T15:02:37Z https://help.plantools.com/en/articles/1858043-fund-disclosures 2020-05-28T16:43:12Z https://help.plantools.com/en/articles/1858044-other-funds 2026-03-24T17:43:40Z https://help.plantools.com/en/articles/1858045-understanding-scenarios 2020-10-01T15:34:43Z https://help.plantools.com/en/articles/1858046-create-a-model-portfolio 2020-10-01T14:42:38Z https://help.plantools.com/en/articles/1858047-creating-a-scenario 2020-10-01T15:34:58Z https://help.plantools.com/en/articles/1858048-add-change-scenario-on-a-plan 2026-03-18T19:50:16Z https://help.plantools.com/en/articles/1858049-customize-the-color-scheme 2026-03-23T14:03:11Z https://help.plantools.com/en/articles/1858050-customize-content-on-the-ips 2020-10-01T15:39:49Z https://help.plantools.com/en/articles/1858051-control-monitoring-standards 2024-04-11T16:04:46Z https://help.plantools.com/en/articles/1858052-add-disclosures-to-report-pages 2020-09-30T20:14:24Z https://help.plantools.com/en/articles/1858053-types-of-users 2020-08-25T14:54:34Z https://help.plantools.com/en/articles/1858054-additional-user-fees 2020-05-28T16:38:47Z https://help.plantools.com/en/articles/1858055-creating-a-user 2020-05-28T16:23:21Z https://help.plantools.com/en/articles/1858056-crc-user-assignment-to-plan 2020-05-28T16:23:38Z https://help.plantools.com/en/articles/1858057-passwords 2020-05-28T16:23:00Z https://help.plantools.com/en/articles/1858058-deleting-a-user 2020-05-28T16:22:39Z https://help.plantools.com/en/articles/1858059-about-the-crc 2020-05-28T16:22:24Z https://help.plantools.com/en/articles/1858060-identify-your-unique-crc-url 2020-10-01T15:31:26Z https://help.plantools.com/en/articles/1858061-change-company-name-on-cover-pages 2020-05-28T16:21:28Z https://help.plantools.com/en/articles/1858062-enable-a-plan-for-crc-access 2026-03-18T18:24:18Z https://help.plantools.com/en/articles/1858063-crc-publish-reports 2020-10-01T15:19:30Z https://help.plantools.com/en/articles/1858064-delete-folders 2020-05-28T16:20:25Z https://help.plantools.com/en/articles/1858065-setting-up-the-document-lockbox 2020-05-28T16:20:41Z https://help.plantools.com/en/articles/1858066-viewing-the-activity-log 2020-09-30T20:05:08Z https://help.plantools.com/en/articles/1858067-commentary-report-page 2026-03-19T13:18:38Z https://help.plantools.com/en/articles/1858068-fund-screening 2021-02-19T16:52:47Z https://help.plantools.com/en/articles/1858069-fund-decisions 2026-04-14T15:18:05Z https://help.plantools.com/en/articles/1858070-adding-a-proposed-fund-lineup 2026-03-26T17:18:06Z https://help.plantools.com/en/articles/1858072-revenue-sharing-faq-s 2020-05-28T16:44:22Z https://help.plantools.com/en/articles/1858073-benchmarking-faq-s 2020-10-01T15:08:41Z https://help.plantools.com/en/articles/1862418-peer-group-lab 2023-06-15T18:18:03Z https://help.plantools.com/en/articles/2140581-generating-reports 2026-03-24T16:35:29Z https://help.plantools.com/en/articles/2420508-global-report-order 2020-10-01T15:40:51Z https://help.plantools.com/en/articles/2643258-monthly-performance-report-mpr-pick-a-time-frame 2020-05-28T16:13:02Z https://help.plantools.com/en/articles/2952299-merge-models-into-qmr 2026-03-19T15:07:57Z https://help.plantools.com/en/articles/3515956-create-and-customize-a-report-page 2020-10-01T15:40:50Z https://help.plantools.com/en/articles/3566703-auto-generated-emails 2020-05-28T16:12:05Z https://help.plantools.com/en/articles/3666775-why-doesn-t-the-oer-match-the-vendor-report 2020-10-01T18:22:28Z https://help.plantools.com/en/articles/3688761-benchmarking-403b-plans 2026-03-03T10:56:31Z https://help.plantools.com/en/articles/3696682-how-to-remove-watermarks 2020-10-01T15:08:37Z https://help.plantools.com/en/articles/3702815-how-to-create-an-other-fund 2026-03-24T17:58:49Z https://help.plantools.com/en/articles/3702836-how-do-i-propose-a-qdia-when-there-isn-t-one-currently 2026-03-25T18:11:15Z https://help.plantools.com/en/articles/4037227-video-creating-a-plan 2020-10-01T16:41:06Z https://help.plantools.com/en/articles/4037865-video-introduction-to-the-dashboard 2020-09-17T18:41:29Z https://help.plantools.com/en/articles/4037906-video-fund-management 2020-09-30T20:57:59Z https://help.plantools.com/en/articles/4037929-video-fund-screening 2020-09-30T20:55:01Z https://help.plantools.com/en/articles/4038171-video-service-model 2020-10-01T16:07:02Z https://help.plantools.com/en/articles/4054045-when-can-i-generate-reports 2020-09-17T18:20:28Z https://help.plantools.com/en/articles/4087078-video-customize-the-ips-content 2020-10-01T15:39:55Z https://help.plantools.com/en/articles/4087867-video-create-custom-report-pages 2020-10-01T15:40:55Z https://help.plantools.com/en/articles/4108083-video-plantools-introduction 2020-09-16T20:00:42Z https://help.plantools.com/en/articles/4108689-video-plantools-full-overview 2020-10-01T14:37:53Z https://help.plantools.com/en/articles/4109262-video-expense-comparisons 2020-10-01T18:20:35Z https://help.plantools.com/en/articles/4192030-mass-generation-for-all-or-batched-plans 2025-05-07T14:41:25Z https://help.plantools.com/en/articles/4256990-deployment-process 2020-09-17T18:45:30Z https://help.plantools.com/en/articles/4300457-monitoring-standards-and-criteria-definitions 2020-09-11T15:55:42Z https://help.plantools.com/en/articles/4316366-index-definitions 2020-09-17T18:45:36Z https://help.plantools.com/en/articles/4357198-how-to-add-models-to-plan 2026-03-25T17:34:54Z https://help.plantools.com/en/articles/4360644-custom-funds-index-lab 2021-01-19T15:48:46Z https://help.plantools.com/en/articles/4423187-fund-replacement 2020-10-01T15:02:10Z https://help.plantools.com/en/articles/4450575-investments-organized-by-sub-asset-category 2021-03-16T12:51:30Z https://help.plantools.com/en/articles/4455213-video-how-to-quickly-create-a-other-fund 2023-08-09T16:52:39Z https://help.plantools.com/en/articles/4455263-video-ranking-methodology-plantools-vs-morningstar 2020-10-01T15:42:25Z https://help.plantools.com/en/articles/4495445-video-identifying-scoring-replacement-funds 2020-10-01T18:24:40Z https://help.plantools.com/en/articles/4495660-recommendation-lab 2021-01-19T14:15:17Z https://help.plantools.com/en/articles/4498492-download-reports 2020-10-19T18:33:23Z https://help.plantools.com/en/articles/4800180-understanding-the-ranking-lab 2021-03-16T12:51:37Z https://help.plantools.com/en/articles/4806861-apply-ranking-list-in-plan-details 2026-03-26T16:03:38Z https://help.plantools.com/en/articles/4808480-create-a-ranking-list 2021-01-19T16:41:21Z https://help.plantools.com/en/articles/5001531-understanding-category-average 2021-03-05T20:03:06Z https://help.plantools.com/en/articles/5045638-sub-asset-lab-your-peer-group-reboot 2021-03-16T12:49:44Z https://help.plantools.com/en/articles/5304089-current-vs-proposed-report 2026-03-27T19:42:21Z https://help.plantools.com/en/articles/5968191-scorecard-admin-controls-score-freezing 2022-02-17T14:05:45Z https://help.plantools.com/en/articles/6433943-understanding-morningstar-ids 2022-08-04T20:07:30Z https://help.plantools.com/en/articles/6439881-enable-labs-for-a-group 2022-08-03T01:10:13Z https://help.plantools.com/en/articles/6439886-fund-name-colors-and-icons 2022-08-03T15:41:35Z https://help.plantools.com/en/articles/6534335-naming-lockbox-files-and-folders 2022-09-06T12:20:51Z https://help.plantools.com/en/articles/6534367-rename-a-file-or-folder 2022-09-06T12:20:25Z https://help.plantools.com/en/articles/6534403-how-to-share-a-lockbox-file-or-folder 2022-09-06T12:35:08Z https://help.plantools.com/en/articles/6590089-negative-revenue-sharing 2022-09-26T15:59:13Z https://help.plantools.com/en/articles/6789017-uploading-a-pdf-in-a-plan 2022-12-01T15:24:35Z https://help.plantools.com/en/articles/6789065-uploading-a-pdf-globally 2022-12-01T15:24:06Z https://help.plantools.com/en/articles/6976398-understanding-the-balance-date 2026-03-03T08:06:41Z https://help.plantools.com/en/articles/7054055-reset-scoring 2023-03-06T20:09:33Z https://help.plantools.com/en/articles/7198547-set-advisor-role-at-the-plan 2023-03-28T14:26:18Z https://help.plantools.com/en/articles/8215461-fund-action 2024-08-19T17:27:45Z https://help.plantools.com/en/articles/8715508-benchmarking-peer-group-ranges 2024-01-04T14:27:53Z https://help.plantools.com/en/articles/9185083-scorecard-lab 2025-07-16T18:00:51Z https://help.plantools.com/en/articles/9757027-usage-reports-funds-by-plan 2024-08-19T16:24:47Z https://help.plantools.com/en/articles/9977191-moving-plans-between-groups 2024-10-09T20:07:28Z https://help.plantools.com/en/articles/10274086-how-pt-calculates-higher-is-better-ranking 2024-12-17T16:38:40Z https://help.plantools.com/en/articles/10296253-how-pt-calculates-lower-is-better-ranking 2024-12-17T16:44:36Z https://help.plantools.com/en/articles/10296276-creating-a-group-within-a-company 2024-12-17T17:09:59Z https://help.plantools.com/en/articles/10344317-mpr-changing-color-scheme 2026-03-23T14:07:22Z https://help.plantools.com/en/articles/11362607-recordkeeper-data-feeds-overview 2026-02-05T19:40:04Z https://help.plantools.com/en/articles/11382715-uploading-plan-data-to-us 2025-09-24T19:10:00Z https://help.plantools.com/en/articles/11382798-existing-new-and-inactive-plan-mapping 2025-05-14T21:21:47Z https://help.plantools.com/en/articles/11498561-what-is-cgog 2025-06-02T17:19:00Z https://help.plantools.com/en/articles/11498595-accessing-cgog 2025-06-02T17:27:01Z https://help.plantools.com/en/articles/11498638-using-cgog 2025-06-02T17:46:52Z https://help.plantools.com/en/articles/11498695-cgog-x-y-chart-overview 2025-06-02T17:53:39Z https://help.plantools.com/en/articles/11787288-changing-the-qmr-cover-page 2025-07-16T19:44:20Z https://help.plantools.com/en/articles/13655091-recordkeeper-feed-updated-datapoints 2026-02-09T16:42:03Z https://help.plantools.com/en/articles/14079507-other-report-pages-changing-color-scheme 2026-03-23T14:07:49Z https://help.plantools.com/en/articles/14115137-add-change-scorecard-on-a-plan 2026-03-18T19:48:26Z https://help.plantools.com/en/articles/14324818-scorecard-adjusted-scoring 2026-03-30T17:01:41Z https://help.plantools.com/en/collections/1096576-welcome 2019-12-12T16:39:08Z https://help.plantools.com/en/collections/1096598-plans 2020-09-17T18:16:15Z https://help.plantools.com/en/collections/1096614-labs 2020-10-06T14:20:25Z https://help.plantools.com/en/collections/1096584-plan-data-updates 2025-05-14T21:20:38Z https://help.plantools.com/en/collections/2553758-reports 2020-10-01T15:28:15Z https://help.plantools.com/en/collections/1096636-users 2020-10-01T15:24:29Z https://help.plantools.com/en/collections/1096591-admin 2019-12-12T16:39:41Z https://help.plantools.com/en/collections/1096622-funds 2020-09-29T20:24:31Z https://help.plantools.com/en/collections/1096644-client-resource-center-crc 2025-06-02T17:06:28Z https://help.plantools.com/en/collections/1096666-faq-s 2020-10-01T15:23:36Z