SSFJN8P - Documentation Index

Table of Contents

• Welcome
• Product overview
  • Navigating the UI
    • Using global search
    • Finding a record
    • Using grids
    • Using the navigator
  • Concepts
  • Notifications on the UI
• What's new in 2026
  • What's new in 2025
  • What's new in 2024
  • Archived what's new in 2023
  • News
    • Sandbox AddOn released
    • CDP 2024
    • ESRS SRM framework released
    • ESRS account styles released
    • IBM Envizi Planning Analytics and Data Export AddOns
    • Additional SRM enhancements released
    • SRM enhancements and new frameworks
    • Tagged data in monthly dataset
    • Multi-languages
  • Subscribing to updates
  • Subscribing to Envizi community updates
  • Data model and API reporting
• Previews
• Getting started
  • Getting started for administrators
  • Getting started for users
  • Logging in to IBM Envizi ESG Suite
  • Preview Using Envizi Assistant
• Modules
  • Building Ratings and Benchmarks
    • NABERS
      • Configuring NABERS
    • ENERGY STAR
      • ENERGY STAR prerequisites
      • Collecting data for ENERGY STAR
        • Supported ENERGY STAR property types
        • Configuring ENERGY STAR data center property types
        • Configuring meters used in ESPM metrics calculations
        • Configuring meter names in ESPM
        • Tagging accrued data as estimation data in ESPM
      • Uploading data and requesting an ENERGY STAR score
      • Reviewing ENERGY STAR scores
      • Troubleshooting the ENERGY STAR API
        • Reviewing ENERGY STAR API transaction logs
    • GRESB
      • What's new in GRESB
      • Getting started with GRESB
        • Connecting to GRESB by API
        • Location level GRESB Asset Summary with API
        • GRESB Group Review with API
      • Configuring GRESB group settings
      • Configuring GRESB location settings
        • Summary of GRESB location settings
        • Prioritization of tags and location settings
      • Creating and updating assets
        • GRESB Asset Characteristics section
        • GRESB Building Certifications section
          • Capturing Building Certifications with group-level grid capture
          • Submitting Building Certifications data
        • GRESB Efficiency Measures section
        • GRESB Reporting Characteristics section
        • GRESB Energy section
      • Performance indicator data sources
      • Reviewing and submitting asset summary data
        • Reviewing GRESB asset summary data in bulk
        • Submitting data to GRESB at location level
        • Submitting joint venture assets to GRESB
        • Disabling fields for GRESB reporting
        • Validating data against GRESB
    • CRREM Scenario Modeler
      • Configuring CRREM ratios and intensity targets
      • Viewing data in the CRREM Scenario Modeler PowerReports
    • Uploading location ratings data in bulk
      • Location rating bulk upload FAQ
  • Emissions API
    • Getting started for API users
    • Premium Calculating financed emissions
      • Calculating financed emissions for investments
    • Resources for using the API
    • FAQ for Envizi Emissions API
  • Emissions Calculations in Microsoft Excel
    • Getting started for Excel users
      • Installing the Excel add-in by using a manifest file
    • Calculating emissions in Microsoft Excel
      • Scenario A: Calculating emissions without a scope
        • ...in your own template
        • ...in the provided template
      • Scenario B: Calculating emissions with a scope
        • ...in your own template
        • ...in the template provided
      • Premium Calculating financed emissions
        • Calculating financed emissions for investments
      • Viewing factor details
    • FAQ for Envizi Emissions Calculations in Excel
  • ESG Reporting Frameworks
    • SRM access rules
      • Logging in to SRM
      • Setting access preferences for disclosure roles
    • Disclosures
      • Creating a disclosure
        • Adding questions
        • Assigning questions
        • Sending email notifications
        • Replicating a disclosure
      • Responding to questions
        • Preview Drafting responses with embedded AI
          • About the response generator preview
        • Search and copy responses
        • Copy a response from last year
        • Copy a previous response
        • Copy a related response
        • Uploading responses using a template
        • Importing calculated metrics from embedded Power BI reports
          • Editing embedded Power BI reports
        • Capture data from PowerReports
        • Mapping account styles
      • Reviewing responses
      • Exporting a disclosure
    • Framework library
      • Using managed frameworks
      • Creating custom frameworks
        • Manually adding questions to a custom framework
        • Using the SRM Framework Upload Tool
          • Question Builder
          • Form Response Builder
            • Creating different fields
            • Creating enumeration fields
              • Adding dependent fields to enumeration fields
            • Creating tables
    • Materiality
      • Using the Envizi ESG Suite materiality framework
      • Creating custom materiality frameworks
      • Setting materiality thresholds
      • Documenting double materiality
    • Managed frameworks
      • CDP
        • CDP framework
        • CDP PowerReports
      • ESRS
        • ESRS framework
        • ESRS PowerReports
        • Using the Simplified ESRS Omnibus embedded Power BI report
        • ESRS account styles
      • IFRS
        • IFRS framework
        • Using the SASB Standards for IFRS
  • Interval Metering Analytics
    • Analyzing and tracking meter data
      • Tracking meter performance data
      • Analyzing meter interval data
      • Creating custom charts with the Interval Chart Builder
      • Running bulk regression analysis on meters
    • Reviewing meter data
      • Extracting bulk interval data
        • Reporting electricity demand
        • Differential data extract reports
    • Solar Monitoring
      • Solar Portfolio dashboard
      • Solar Installation dashboard
    • Configuring meter alert rules
      • Configuring meter data inactivity rules
      • Configuring meter data absolute rules
      • Configuring meter data variance rules
      • Configuring meter data performance rules
        • Configuring an occupancy schedule
    • Setting up meters
      • Creating a service point
      • Creating a meter
        • Meter components
        • Meter serial number
      • Setting consolidation tags
      • Creating virtual meters
      • Editing a meter
      • Closing a meter
      • Re-opening a meter
      • Deleting a meter
      • Verifying meter changes
      • Configuring meter data accruals
      • Configuring a solar meter
        • Configuring solar rates and an expected profile
  • Scope 1 & 2 GHG Accounting
    • Custom factors
      • Creating custom regions
      • Creating a custom factor
      • Creating custom factors in bulk
    • Managed emission factors
    • Calculation methodology for environmental data
      • Assigning factors with effective or published dates
    • Factor set hierarchy
      • Configuring the factor set hierarchy
    • Reviewing and auditing factors
    • Renewable energy certificates
      • Capturing green power for scope 2 location-based emissions reporting
      • Renewable Energy Certificates - FAQ
    • Market-based Emissions report
      • Summary page
      • Pathway to net zero page
      • Certificate allocation page
      • Allocating certificates
      • Renewables page
      • Electricity inventory page
      • Emission factors page
      • Scope 2 emissions inventory page
      • Market-based emissions - FAQ
        • Configuring an account to use a custom factor for market-based emissions reporting
    • Social metrics account styles
      • Monthly Data Summary - Social Metrics report
    • Monthly Data grid
    • Sustainability (Executive) report
    • Sustainability (Portfolio Performance) report
    • GHG Inventory report
    • Location Regions US Zip Code Audit report
  • Scope 3 GHG Accounting
    • Scope 3 emissions
    • Scope 3 Emissions Analysis report
      • Cover page
      • Emissions dashboard
      • Category Analysis dashboard
      • Contributor Analysis dashboard
      • Contributor dashboard
      • Data Health Analysis dashboard
      • Calculation accuracy dashboard
      • Uncategorized emissions dashboard
  • Target setting and tracking
    • Target types
      • Bottom-up and budget targets
      • Intensity targets
    • Configuring target containers
      • Configuring bottom-up targets
      • Configuring intensity targets
      • Configuring budget targets
    • Configuring target data
      • Creating and modifying target data manually
      • Uploading new target data in bulk
      • Updating target data in bulk
    • Visualizing targets in dashboards
    • Viewing target reports
  • Supply Chain Intelligence
  • Surveys and Assessments
    • Building a survey
    • Configuring third-party surveys
    • Distributing the survey
    • Responding to a survey from the platform
    • Responding to a survey from the portal
    • Monitoring survey responses
    • Administering surveys
    • Survey reports
  • Sustainability Program Tracking
    • Capturing programs
      • Creating a program
      • Creating an action plan
      • Creating an action
      • Adding notes and attachments to programs and actions
    • Capturing programs and program action plan data in bulk
      • Programs and action plans bulk upload FAQ
    • Capturing program action data in bulk
      • Uploading program action data in bulk
      • Program action bulk upload FAQ
    • Administering programs
      • Configuring program settings
      • Customizing fields
      • Adding custom fields
      • Configuring cash flows
    • Monitoring programs
      • Program Summary dashboard
      • Program Reports
      • Programs Overview PowerReport
        • Data prerequisites
        • Running a Programs Overview PowerReport
    • Modelling scenarios
      • Model prerequisites
      • Running the Scenario Modeler Tool
  • Utility Bill Analytics
    • Utility data summary
    • Utility cost analysis
    • Utility consumption analysis
    • Configuring Utility Bill Analytics settings
    • Utility weather data normalization
    • Utility Bill Analytics reports
• AddOns
  • API access
    • REST APIs
    • Access tokens
      • Assigning an API token role
      • Generating a JWT token
      • Managing your access tokens
      • Managing the access tokens of others
      • Monitoring token logs
    • Accessing APIs
      • Using Microsoft Excel
      • Using Power BI Desktop
      • Using Tableau
  • Connectors
  • Data Export
  • Envizi Planning Analytics
    • Opening the forecasting workbook
    • Baseline BAU forecast
      • Forecast cube overview
        • Exploring the Forecast cube
      • Creating a BAU forecast
        • Creating a univariate forecast
        • Creating a multivariate forecast
    • Performing scenario modeling
      • Creating a target using data spreading
      • Creating a target using business rules
    • Comparing BAU with target scenarios
    • Applying programs to a baseline forecast
    • Analyzing program impact
    • Analyzing program adjusted scenarios
    • Exporting targets and programs into Envizi ESG Suite
  • Sandbox environment
    • Using SSO to authenticate users in a sandbox environment
• PowerReports
  • Prebuilt PowerReports
  • Using PowerReports
  • Sharing PowerReports
  • Transferring ownership of a PowerReport
  • PowerReports customization
  • Creating a custom report
  • Creating customized calculations in PowerReports
  • Monthly dataset
    • Monthly dataset - basic fields
    • Monthly dataset - dynamic fields
    • Monthly dataset - advanced fields
    • Social and environmental metrics
  • Refreshing datasets on-demand
  • PowerReports tutorials
    • Organizational reporting
    • Data accuracy
    • Data usage
    • Geographical maps
    • Data groups
    • Ratios
    • Customization tutorials
      • Creating PowerReports drill through charts
      • PowerReports visualization header icons
  • PowerReports FAQ
• Configuring
  • Setting up locations
    • Modifying locations
    • Closing a location
  • Account styles
    • Reviewing account styles
    • Configuring account styles
      • Creating an account style
        • Account style fields
        • Account style rules
          • Configuring a unit conversion rule
          • Prorating a value by using annual intensity
          • Common supported SQL functions
          • Currency conversion rules
      • Creating account styles from template
        • ESRS template account styles
      • Bulk updating account styles
      • Copying or deleting individual account styles
  • Setting up accounts
    • Modifying accounts
    • Billing register accounts
    • Moving unallocated accounts
    • Account settings
  • Setting up groups
    • Creating a group
      • Adding locations to a group
    • Creating groups with locations
    • Assigning group managers
    • Managing a group
  • Reporting on multiple locations
    • Personal groups
    • Selecting multiple locations
    • Temporary groups
  • Data types
    • Viewing managed data types
    • Creating a private data type
  • Setting up data type groups
  • Setting up data type captions
  • Setting up ratio and rates
  • Configuring personal settings
  • Setting up KPIs
  • Configuring accruals
    • Calculating accruals
      • Example - Consumption
      • Example - Cost
    • Accrual methodologies
      • Last available month
      • Same month last year
      • Weighted average
        • No invoice before the gap
        • No invoice after the gap
        • No invoice for last year
        • No invoice before or after the gap
      • Linked meter data
    • Setting accrual preferences
• Administering
  • Setting dashboard and reporting preferences
  • Enabling multiple languages
  • Setting up the logo
  • Setting up the banner
  • Setting a password policy
  • Setting issue preferences
  • Setting an exchange rate policy
    • Setting custom currency exchange rates in bulk
    • Managing custom currency exchange rates
  • Setting up virtual accounts
    • Creating a virtual data rule
    • Configuring a virtual account
  • Setting up custom tags
  • Setting up users
    • Creating users
      • Creating users in a single form
      • Creating contacts and logins
    • Assigning groups to a contact
    • Managing user logins
    • Setting up notification contacts
      • Setting up notification contacts in bulk
    • Notifying users about access
    • Managing single sign-on
      • Prerequisites for enabling single sign-on
      • Setting up single sign-on
      • Setting up just-in-time user provisioning
      • Single sign-on FAQ
      • Setting up single sign-on with the Okta IdP
      • Testing single sign-on configuration
    • Viewing associated organizations
    • Business Partner only: Restricting organization access
  • Managing data files
    • Data receipt reporting
    • Viewing file details
    • Deleting data file records
    • Downloading data files
    • Retention policy for source files used to upload data
    • Uploading files by web upload
  • Setting up Data Flow Automation
    • Pathways to load data in bulk
    • End-to-end use cases
      • Data file loading
      • Data transformation and loading
      • Data loading using custom API connector
      • Loading of attachments in bulk
      • Scope 3 categorization using AI Assist
      • Exporting the data model
      • Integrating data with PA
      • Integrating with Envizi Supply Chain Intelligence
      • Configuring data loading into accounts
      • Configuring data loading into meters
    • Provisioning data services
      • Amazon S3 data service
        • Managing an S3 connection
      • Amazon SFTP data service
        • Managing an SFTP connection
      • Amazon mailbox data service
      • NLP data service
      • Planning Analytics data service
        • Managing a PA connection
      • App Connect data service
    • Managing data services
    • Provisioning data pipelines
      • File loading pipeline (without transformation)
      • File transformation and loading pipeline
      • Export pipeline
      • PA pipeline
    • Managing data pipelines
    • Monitoring data pipelines
    • Monitoring export jobs
• Managing
  • Capturing account data
    • Capturing data records manually
      • Preview Extracting utility bill data with AI
    • Requesting data capture
      • Sending ad-hoc data capture requests
      • Scheduling data capture requests
      • Editing scheduled data capture requests
    • Capturing data based on a request
    • Monitoring data capture requests
    • Locking down data
    • Reporting account data between only open and closed dates
    • Capturing data for CBECS accounts
    • Data capture FAQ
  • Adding account data in bulk
    • Loading account data in bulk
      • Uploading data for a single account style
        • Account Setup and Data Load - FAQ
      • Uploading primary measure and cost data for varied account styles
        • Account Setup and Data Load - PM and C - FAQ
      • Uploading varied data for varied account styles using a flat file
        • Using the flat file template to upload data
        • Flat File Format - FAQ
      • Account Setup and Data Loading report fields
    • Adding spend data by using AI Assist
      • Managing mapped spend data account styles
  • Approving account data
    • Enabling and configuring account data approvals
    • Customizing account approvals status values
    • Assigning data reviewer and approver work roles
    • Reviewing and approving account records
    • Editing locked records and related entities
    • Reporting on approval status and approved data
  • Verifying data quality
    • Accounts incomplete data report
    • Data Health Check for Utilities dashboard
    • Account data health check report
    • Account inactivity alerts
      • Configuring activity rules
    • Data Completeness using Closed On Dates
    • Data Completeness using Opened On Dates
  • Monthly Data Summary report
  • Account Style Field Extract
  • Managing issues
    • Finding an issue
    • Creating an issue manually
    • Creating boards
  • Tagging data
    • Tag options
    • Applying a consolidation tag
  • Adding notes and attachments
  • Normalizing data
• Monitoring
  • Dashboards
    • Performance dashboards
      • Using a performance dashboard
      • Performance
      • Performance by data type
      • Performance by group
      • Performance Trend
      • Performance by Scope dashboard
      • Emissions Performance dashboard
      • Using the Market-based Emissions dashboard
        • Market-based Emissions dashboard views
    • Energy production dashboard
    • Benchmarking dashboards
      • Rate analysis dashboards
      • Ranking locations by intensity
      • Ranking groups by intensity
    • Dashboard features
  • Summary pages
    • Organization Summary page
    • Group Summary page
    • Location Summary page
    • Account summary page
    • Meter summary page
    • Tag Summary pages
    • Portfolio Manager home page
  • Regression analysis
    • Configuring working and nonworking days
    • Running bulk regression analysis on accounts
• Reporting
  • Audit reports
  • Data management reports
  • PowerReports
  • Extract reports
  • Scheduling reports and dashboards
  • Report delivery options
• Troubleshooting
  • Troubleshooting uploaded files
    • Uploaded file not listed
    • File status shows Error or Loaded with errors
    • Uploaded file has parse errors
    • Uploaded file has load errors
    • Records in and records out do not match
    • Account data compilation status has errors
    • Data file error handling
  • Troubleshooting data receipt reports
  • Troubleshooting multi-language support
  • Troubleshooting IBM Envizi Emissions API
    • Installation of the Excel add-in is blocked
    • No add-in button in Excel
    • Installation of manifest file in Windows failed
    • Errors in Excel
  • Data is not displayed in dashboard
  • Data is not rolling up
  • Refreshing data
  • Contacting IBM Support
• Reference
  • Backups and disaster recovery
  • Building Ratings and Benchmarks reference
    • ENERGY STAR property types
    • GRESB Building Certifications energy ratings mappings
    • GRESB energy performance indicator data sources
    • GRESB GHG performance indicator data sources
    • GRESB waste performance indicator data sources
    • GRESB water performance indicator data sources
  • Content attributions
    • Emission factors - content attributions
    • Other - content attributions
  • Custom factor fields
    • Factor fields
    • Factor validation fields
  • Data Flow Automation system pipelines
  • Data receipt report
  • Emission factors
    • IEA factor set
    • Eora66 MRIO factor set
    • US eGRID electricity factors
    • UK Defra factor set
    • NGER and NGA workbook
    • New Zealand Ministry for the Environment factor set
    • Canadian National Inventory factor set
    • Green-e Residual Mix
    • AIB Residual Mix
    • Supply Chain Greenhouse Gas Emission Factors for US Industries and Commodities factor set v1.0/1.1/1.1.1
    • Supply Chain Greenhouse Gas Emission Factors for U.S. Industries and Commodities factor set v1.2/v1.3/v1.4
    • US Climate Leaders factor set
    • AR Gases
  • Envizi ESG Suite currency IDs
  • FedRAMP secure configuration
    • FRR-RSC-01 - Top-level administrative accounts guidance
    • FRR-RSC-02 - Top-level administrative accounts security settings guidance
    • FRR-RSC-03 - Privileged accounts security settings guidance
    • FRR-RSC-04 - Secure defaults on provisioning
    • FRR-RSC-05 - Comparison capability
    • FRR-RSC-06 - Export capability
    • FRR-RSC-07 - API capability
    • FRR-RSC-08 - Machine-readable guidance
    • FRR-RSC-09 - Publish guidance
    • FRR-RSC-10 - Versioning and release history
  • Functions in Emissions Calculations in Excel
  • Interval Metering Analytics reference
    • Universal accumulative reading meter connector specification
    • Universal consumption reading meter connector specification
    • [Legacy] Universal interval consumption meter connector specification
  • Issues reference
  • Location settings
  • PowerReports reference
  • Target setting and tracking reference
  • Support for multiple languages
  • Supported attachment formats
  • Sustainability Program Tracking reference
    • Program fields
    • Action plan fields
    • Action fields
    • Calculating CO2e savings
    • Calculating payback
    • Customizable fields
  • Sustainability Reporting Manager reference
    • ASRS summary and attribution
    • BRSR summary and attribution
    • California SB 261 summary and attribution
    • CDP corporate questionnaire summary and attribution
    • ESRS summary and attribution
    • GRI summary and disclaimer
    • IFRS sustainability disclosures summary and attribution
    • Ipieca summary and attribution
    • ISE B3 summary and attribution
    • NCG N°461 summary and attribution
    • NZ CS summary and disclaimer
    • SASB summary and attribution
    • SDG summary and attribution
    • TCFD summary and attribution
    • TNFD summary and attribution
    • UNGC summary and attribution
    • UNGC-CoP summary and attribution
    • VSME summary and attribution
  • Surveys and Assessments reference
    • Survey data set
  • Utility Bill Analytics reference
    • Bulk regression analysis report
    • Utility Bill Analytics standard reports
    • Bill Checking: Missing and Overlapping report
    • Bill Checking: Variance and Meter Comparison report
• Glossary
• Support for Envizi