EPM for Sustainability Now Supports Qualitative Data and Reporting

The EPM for Sustainability application has been updated to allow you to capture and report on qualitative data that is required to meet ESG and CSRD reporting guidelines. The update includes new and updated forms, processes, navigation flows, and metadata.

EPM for Sustainability provides forms where users can answer standard questions and questions that fulfill specific CSRD reporting requirements.

Controllers can manage the questions required for CSRD reporting, including specifying whether the question is valid, customizing who sees the questions, and defining the required level of input. Additionally, controllers can add additional questions that meet their organization's needs.

EPM for Sustainability provides two Task Manager schedules to manage the qualitative data process and provide accountability for data collection and reporting.

EPM for Sustainability also allows you to report on qualitative data with reports that meet ESG and CSRD reporting guidelines:

CSRD Qualitative Report

CSRD Qualitative Report

NOTE: EPM for Sustainability is a best practice configurable application and not a supported Planning module. Both "Modules" and "Solutions" provide best practices. However, "Modules" are fully supported capabilities in EPM Cloud. On the other hand, "Solutions" are intended to be configured applications that deliver rapid time to value. For assistance with EPM for Sustainability, contact Cloud Customer Connect.

Business Benefit: EPM for Sustainability’s support for qualitative reporting helps align EPM for Sustainability more fully with the ESG and CSRD reporting requirements and allows customers to capture and report on more types of data.

Steps to Enable

  1. Request the application snapshot through Enterprise Performance Management Planning Customer Connect.
  2. Perform the setup steps as described in Administering and Working with EPM for Sustainability in the PDF provided to you through Enterprise Performance Management Planning Customer Connect.

Tips And Considerations

Existing customers note the following tasks to perform after applying the update:

  • Deploy all Calculate Actual rules after updating.
  • Follow the tasks described in "Updating EPM for Sustainability" if you want to take advantage of qualitative reporting.

Key Resources