Configuring bottom-up targets

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In IBM® Envizi ESG Suite, configure targets that are containers for bottom-up targets. In bottom-up targets, target values that are created at lower levels in the organizational hierarchy can be aggregated into target values at higher levels in the hierarchy.

About this task

The default and most flexible target type is the native unit target. You can use any of the relevant standard Envizi ESG Suite conversions to report on and view target data that is captured in the native units of each data type. For example, you might capture your electricity target in kilowatt hours (kWh). However, you can also view the target data in terms of emissions, for example, tonnes of carbon dioxide equivalent (CO2e), or energy, for example, gigajoule (GJ). You can also view native unit targets against diesel fuel in terms of volume, for example liters or gallons, as well as emissions and energy.

Only one bottom-up target of a particular type, such as native unit, can be active for a particular period. The reason is that because bottom-up targets are used in performance dashboards and reports, the target data must not overlap. However, multiple targets of the same type that cover consecutive time periods can be active at the same time. Also, different bottom-up target types can all be active at the same time as each other. Therefore, it is possible to have a native unit target, an energy target, and an emissions target all active for the same period.

Procedure

  1. In Envizi ESG Suite, click Manage > Bottom-up Targets.
  2. In the Bottom-up Targets grid, click Create New.
  3. In the Create New dialog, complete the fields.
    The dialog includes the following fields:
    Name
    A unique, meaningful name for the target.
    Description
    An optional description of the target.
    Target type
    The default target type is the native unit target, which is the most flexible target type. The other target types, which are energy, emissions, mass, and volume, are more appropriate if the target is not known in terms of native units.
    Measured in
    For native unit targets, the only option is native units. For the other bottom-up target types, you can choose from multiple options to configure the target in your preferred common unit. For example, for an emissions target, you can choose from tonnes of CO2e or kg of CO2e.
    Lowest level of targets
    Most users choose to capture target values at a location level, rather than at an account level or a meter level. If you capture target values at an account level or a meter level, you cannot create target data at the location level. Bottom-up target data values are aggregated up to the next level in the hierarchy at each step. Therefore, to prevent double counting of target values, you cannot configure target values at both the location level and the account or meter level at the same time.
    Effective from
    Defines the starting date of the period during which data can be captured into the target.
    Effective to
    Defines the end date of the period during which data can be captured into the target.
    Target status
    If you set the status to Active, the target's data becomes available for comparisons in the performance dashboards and reports. If you change the target status, the update or removal of target data from the datamart can be delayed by up to 24 hours. The datamart, which provides data for the dashboards and reports, is updated once every 24 hours.
  4. Click Save. The target is created and displayed in the grid.