Create New Sustainability Plan with KPIs
Explanation
The Create Sustainability Plan activity is used to generate a new sustainability plan for a selected entity and
period. The plan can be created for either a company or an entity structure. The date period can be selected using
the accounting period of the selected company or the master company of the selected entity structure. If an
accounting period is not chosen, a custom date period can be set up. Additionally, KPIs can be added under the
categories of Environment, Social, Governance, and General. Individual KPIs can be added manually or a KPI Package
can be added with a pre-defined set of KPIs.
Prerequisites
- KPIs: KPIs must be created as a Main KPI in the KPI Catalog and activated
- Relevant Single Measurement and Multi Measurements Main KPIs including Linked KPIs should have revisions and
valid for current date when those are Quantitative KPIs and KPIs.
- Plan for a Company: The company must be defined, and the user must be associated with the company.
- Plan for an Entity Structure: The entity structure must be defined and in status “Active”.
- Plan for an Accounting Period: The accounting period must be defined.
System Effects
- As a result of this activity:
- A sustainability plan is created with the selected KPIs, and linked KPIs are automatically added.
- If an entity structure is included, and the option to apply the entity structure to individual KPIs is
selected, the entity structure will be added to those KPIs. The applicability of entities for each KPI can be
specified using the Dimensions tab.
- For the Main KPIs and Linked KPIs the valid revision will be fetched automatically to the current date.
- The plan is created with a status of “Preliminary,” and the KPIs are set to “Data
Pending” status.
- The logged-in user is added as a “Full Access” user for the sustainability plan and set as the
Owner.