In this article


Add a Non-Financial Benefit to your Initiative

Set Benefit Duration dates

Set Workplan dates

Enter or Import Forecasts

Next Steps


In order for an Initiative to be considered in the Emissions Management module, it must use an Idea Definition that is enabled for Emissions , have a Non-Financial Category of type "Emissions" in its VDT or have a Non-Financial Benefit Type enabled.

Actual and forecast benefits generated by the Initiative via the Non-Financial VDT node or the Non-Financial Benefit Type are sourced by the Emissions module for inclusion on the Initiative Impact chart. 

The Net Present Value (NPV) of the Initiative in combination with the forecasted benefit generated by the Non-Financial VDT node or the Non-Financial Benefit Type is used to input into the Marginal Abatement Cost Curve chart.

Warning: If the elements mentioned above are not configured, the Initiative will not be sourced into the Emissions Management module. These requirements are detailed below.

Add a Non-Financial Benefit to your Initiative

For a VDT-enabled Initiative

Open the Initiative record that you want to edit. Navigate to VDT and add a new parent node in an appropriate location in the VDT Tree. Edit the new parent node and set the Non-Financial Category field to Emissions. Save.

For a Manual Captured Initiative

If you have set your initiative to not use the VDT to calculate benefits, by setting the Initiative Benefit Calculation switch to Manual Capture, then you must add a Non-Financial Benefit Type manually. This is done in Overview (pre version 2.3) or Settings (post version 2.3).

  • For pre version 2.3, navigate to the Initiative Overview page, and under Annualised Benefit, click on +Add and choose Emissions from the list of options. Once added, set an annualised benefit value.
  • For post version 2.3, navigate to the Initiative Settings page and under Benefit Configuration, click on +Add below the Benefit Types table and add Emissions. Once added, set an annualised benefit value.

Note: The Emissions Category/Benefit Type is enabled when the Emissions Management module is implemented.

Set Benefit Duration dates

The Benefit Duration dates must be set for the Initiative to calculate benefits.  This is set on the Benefit ( ) page (pre version 2.3), or the Settings page (post version 2.3)

  • For pre version 2.3, navigate to the Initiative Benefit ( ) page, and click on the stopwatch icon to the right above the chart. Set your benefit start and end dates here.
  • For post version 2.3, navigate to the Initiative Settings page and under Benefit Configuration, set your start and end dates.
Note: This must be done for each benefit type configured in the Initiative.

Warning: The units of measurement for Non-Financial categories must align to the units of measurement in Emissions e.g. kL, kWh, tonnes

Set Workplan dates

The stage dates (Evaluating, Implementing, Cash Flowing and Locked In) in the Workplan are used to define the stages for the initiative. These dates must be set for the Initiative to move through the pipeline, and are required for the Emissions Module. 

To set workplan dates, navigate to the Initiative Workplan page and set the start and end dates for the stages.

Enter or Import Forecasts

The Emissions module uses forecast data from Initiatives. Each Emissions Initiative must have a forecast set for the Emissions Benefit Type

To enter a forecast, navigate to the Initiative Forecast page. For the Emissions benefit type, select the Forecast Type that you want to configure and then enter values in cells with a white background. 

Note: Values can be copied forward by clicking the Autofill icon in a cell and choosing an end date for the number to be repeated to. The system will copy the number from the cell that you are editing forward to the date selected.

To import a forecast, navigate to Imports/Exports and import your forecast using the template provided.

Enter Opex/Capex forecast

The Emissions MACC chart requires an Initiative to have an NPV calculated as this is used in the marginal abatement cost calculation and represented on the chart.  The NPV is calculated from cash flows (in/out) that are configured on the Initiative. 

To enter cash flows and calculate an NPV for the Initiative, navigate to the Initiative Cash Flow page. Enter cashflows in the top table ensuring that an appropriate Cash Flow Type is selected for each line. Read the linked articles for more details on these functions.

Next Steps

Now that you have configured your initiative, you can check its impact in the Initiative Impact tab in the Emissions module.