ESG Project - Sustainability Initiatives

Turn ESG goals into actionable tasks with project management.

ESG Project integrates ESG and Project to create and manage ESG initiatives as project tasks.

Track progress from ideas to completion, estimate environmental impact, categorize by ESG tags.

ESG
Project
Initiatives
Sustainability

Key Features

Key points

  • Create and track ESG initiatives as project tasks.

  • Manage progress through stages: Ideas, In Progress, Done.

  • Track environmental impact (reduced emissions kgCO₂e).

  • Categorize initiatives by ESG tags (Scope 2/3, Energy, Travel).

  • Team collaboration via integrated chat and email.

  • View overview on ESG dashboard.


Core EN/VI Terminology

FieldsTrường dữ liệuDescription
InitiativesSáng kiếnConcrete action projects to improve ESG.
IdeasÝ tưởngNew idea stage, not yet started.
In ProgressĐang thực hiệnInitiative being implemented.
DoneHoàn tấtInitiative completed.
Reduced EmissionsGiảm phát thảiEstimated CO₂e reduction from initiative.

Create ESG Initiative

Steps

  • 1. Go to ESG → Act → Initiatives.

  • 2. Click New or Create Initiative.

  • 3. Fill Title (initiative name), Description (detailed description).

  • 4. Select Assignees (responsible persons).

  • 5. Add Tags for categorization (Scope 2, Energy Efficiency, Business Travel).

  • 6. Choose Stage (Ideas/In Progress/Done).

  • 7. Enter Reduced Emissions (kgCO₂e) if estimated.

  • 8. Click Save to store initiative.


Manage Initiatives

Key points

  • View list by Kanban (by stage), List, Calendar, Gantt.

  • Drag and drop initiatives between Kanban columns to change stage.

  • Assign responsible persons: can assign multiple people to one initiative.

  • Add categorization tags: Scope 2/3, Energy Efficiency, Carbon Footprint, Business Travel, Governance.


Track Environmental Impact

Enter estimated emission reduction in Reduced Emissions (kgCO₂e) field to track expected initiative impact.

Estimation Methods

MethodImplementationExample
Based on historical dataView current emissions → Estimate % reduction → CalculateCurrent 1000 kg × 10% = 100 kg reduction
Based on emission factorsIdentify reduced activity → Find factor → Calculate100 flights × 230 kg/flight = 23,000 kg

ESG Dashboard

Key points

  • Go to ESG → Dashboard to view Initiatives overview.

  • Shows initiative count by stage: Ideas, In Progress, Done.

  • Total active initiatives.

  • Quick link to initiative list.


Best Practices

Key points

  • Start small: Create easy initiatives first to build momentum.

  • Prioritize impact: Focus on initiatives with high emission reduction.

  • Clear assignment: Assign specific responsible persons for each initiative.

  • Update regularly: Move stages when progress is made.

  • Realistic estimates: Base on data and accurate emission factors.

  • Document: Record calculation methods in description.

  • Use tags: Categorize by Scope, topic, priority, department.


User Groups and Permissions

Access Control

GroupMain Permissions
Project UserView and create initiatives, update progress.
Project ManagerFull access: manage initiatives, assign tasks.
ESG ManagerLoad sample data, view aggregate reports.