Creating a custom factor

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You can create a custom factor from scratch or from a copy of an existing factor.

Before you begin

  • Your organization must have one or more custom factors sets configured for use. Contact IBM IBM® ESG Suite support to create a factor set. For more information, see Contacting IBM Support.
  • You must be logged into the platform as a system administrator.

About this task

For a description of the fields that are available for creating or updating custom factors, see Custom factor fields.

Note: Scope 3.3 factor information is derived from the Indirect CO2e(kgCO2e/unit) factor field in the form for creating custom factors. The Indirect CO2e(kgCO2e/unit) factor is also sometimes known as the Well-to-tank (WTT) conversion factor.
Important: Custom factors override all parts of a managed factor, including unit conversion factors. If you require unit conversions for a data type that uses the custom factor, configure the unit conversions in the custom factor.

Procedure

  • Create a factor from a copy.
    1. From the main menu, click Admin > Custom Factors.
    2. In the Custom Factors grid, select a factor, click Actions, and select Create a copy of this Factor.
      The fields are populated with the values of the original factor, apart from Region.
    3. Update the fields of the factor, including region, factor set, name, factor values, and effective dates.
      If all of the fields in the factor are the same as another factor in the custom factor data set, the effective or published dates must not conflict with the other factor.
    4. Enter or update unit conversion values that are required for associated data types.
    5. Click Save.
    6. To apply the factor to the data, select the factor and click Apply Factors.
  • Create a factor from scratch
    1. In the Custom Factors grid, select a factor, click Actions, and select Create New.
    2. Set the factor values, including region, factor set, name, factor values, and effective dates.

      A complete list of regions can be downloaded from the following file: Regions_extract.xlsx. Last updated in September 2024.

    3. Enter unit conversion values that are required for associated data types.
    4. Click Save.
    5. To apply the factor to the data, select the factor and click Apply Factors.