This section lists fields, KPIs, charts, rules, and limits explicitly described for Emissions Strategy.
Entities and statuses
- Target: Absolute reduction goal for a business entity, scope, and category within a timeframe.
- Scenario: Collection of initiatives and assumptions to achieve a target.
- Initiative: Program, policy, or investment that reduces or offsets emissions.
- Statuses: Draft, Submitted, Approved, Cancelled.
Initiative types
- Carbon offset: Offsets purchased and retired; applied directly to generated emissions.
- Activity reduction: Reduces activity volumes to lower emissions.
- Emission factor reduction: Lowers emissions intensity (e.g., efficiency, green power sourcing).
- Emission source reduction: Reduces emissions from specific sources.
Target fields
- Business entity: Organizational level; drives initiative relevance.
- Scope and category: Filters relevant initiatives.
- Baseline year: Year of reference inventory; requires historical emissions to populate KPIs.
- Target year: Year by which the reduction must be achieved.
- Absolute reduction (%): Percentage reduction relative to baseline inventory.
- Forecast assumptions: Business‑as‑usual growth; adjustable for sensitivity.
Initiative fields
- Business entity: Location of impact; determines relevance in scenarios.
- Timeframe: Start/end years; must overlap the target window to be relevant.
- CapEx, OpEx, Savings: Entered in the cost summary table; bulk paste supported.
- Currency: Initiative’s native currency; converted in scenario aggregation.
- Discount rate: Used to compute NPV for initiatives and scenarios.
Kpis
- Target: Baseline inventory; Target inventory; Reduction vs Baseline; Reduction vs Business‑as‑usual.
- Initiative: Total cost; Cost per tCO₂e; NPV; Total value; ROI; Payback period.
- Scenario: Total cost; CapEx; Average OpEx; Cost per tCO₂e; NPV.
Charts
- Target timeline: Plots historical emissions, business‑as‑usual growth, and target trajectory; forecast assumptions affect projections.
- Scenario waterfall: Visualizes reductions by initiative type from business‑as‑usual to target, highlighting residual gaps and offsets/RECs. Requires a scenario.
- Target timeline defaults: If no historical inventory exists, the chart uses a five‑year window; otherwise it starts from the earliest historical year (typically 2021 or earlier as available).
- Forecast adjustments on target page: Adjusting forecast on the target page is for modeling only and does not auto‑save; save if you want to persist the change.
Import behavior and validation
- Sources include science‑based targets and publicly available websites; links provided for validation.
- Missing mandatory fields are flagged for correction before import.
- Business entity mapping must be set for alignment.
- If no historical inventory exists, only the most recent five years are selectable as baseline.
Relevance rules
- Entity hierarchy: Child initiatives roll up to parent targets; parent initiatives can allocate to child scenarios; outside‑branch initiatives are not relevant.
- Scope/category: Must match the target’s scope/category.
- Timeframe: Must overlap the target window.
- Status: Only approved initiatives may be included in an approvable scenario.
Scenario assumptions and budgets
- Set budget ceilings for CapEx, OpEx, and Total; warnings display when ceilings are exceeded.
- Discount rate set at the target level is used in scenario NPV calculations.
Limits and behaviors
- Target KPIs require historical inventory for the baseline year.
- Waterfall requires a scenario; target‑only pages will not render it.
- Scenario KPIs require at least one relevant initiative; otherwise only business‑as‑usual is shown.
- Scenario submission requires an approved target and all included initiatives approved.