Create a Sustainability Plan through Double Materiality Set  

Explanation

This activity enables the integration of a predefined set of Double Materiality KPIs into a new sustainability plan via an Excel-based import template. During this process, the EFRAG IDs are evaluated against the KPI tracking IDs to filter and include only the relevant KPIs. All KPIs contained within the filtered dataset are then systematically displayed for selection and can be added to the plan. 

• Individually selected KPI’s from the Double Materiality KPI set will be incorporated into the sustainability plan once the option add to sustainability plan is selected.  
• Inactive KPI’s can be activated by selecting the option to activate KPI. 

Prerequisites

• The Excel template must be accurately completed and formatted with the KPI tracking IDs (EFRAG ID’s) prior to import. 
• The KPI should be active and defined as a main KPI to add to the sustainability plan. 

System Effects

Execution of this activity results in the incorporation of the Double Materiality KPI set into the sustainability plan. As a result of this activity: 

• If a consolidation structure is included, and the option to add KPI through the double materiality set is selected, the consolidation structure will be added to those KPIs. 
• For the Main KPIs and Linked KPIs, the valid revision will be fetched automatically to the current date. 
• The plan is created with a status of “Preliminary,” and the KPIs are set to “Data Pending” status. 
• The logged-in user is added as a “Full Access” user for the sustainability plan and set as the Owner.