Creating a group

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Create a classification group or portfolio group in IBM® Envizi ESG Suite.

Before you begin

From the main menu, click Manage > Groups to open the Groups grid.

About this task

Depending on your access role, you can create, edit, or delete a group in the Groups grid or in a Group Summary page.

In Envizi ESG Suite, the Belongs To field is set to your organization.

To create groups in bulk, contact the IBM Envizi team.

Procedure

  • Create an empty group:
    1. Click Create New Group.
    2. In the Create New Group dialog, define the group:
      1. Select the group type. Select Classification or Portfolio.
      2. In the Belongs To field, select the organization node.
      3. In the Part Of field, in a two- or three-level group hierarchy, select the parent node of the group in the organization hierarchy or select NA if the group does not have a parent.
      4. Assign a name to the group.
      5. Optional: Add a description of the group.
      6. Set the reporting percentage for the group. Enter the reporting percentage, if applicable. When you leave it blank, it defaults to 100%.
    3. Click Save.
  • Create a group from a copy:
    1. In the Groups grid, select a group.
    2. Click Actions and select Create a copy of this Group.
    3. Edit the group as required.
  • Create a group with locations as members:
    1. In the Groups grid, click Create New Group with Memberships.
    2. Select the group type. Select Classification or Portfolio.
    3. In the Belongs To field, select the organization node.
    4. In the Part Of field, in a two- or three-level group hierarchy, select the parent node of the group in the organization hierarchy or select NA if the group does not have a parent.
    5. Assign a name to the group.
    6. Optional: Add a description of the group.
    7. In locations, select the required locations and click Confirm.

What to do next

After you create locations, run the Extract for Groups report to verify that the updates are consistent with the configuration of other groups in the organization.

Reports are useful in providing a structured view of the configuration of groups in a spreadsheet format that can assist in identifying inconsistencies in naming conventions.

Next, add locations to a group. For more information, see Adding locations to a group.