Is there a feature or best practice for restating ESG metric values?
We are using the ESG Program to store both current and past years' ESG metric data. In some cases, past years' metric values are stored as originally reported, but these values have retroactively changed because of, e.g., modifications to calculation methodologies or changes in stated assumptions.
We would like to retain records of both the originally reported values and the recalculated/restated values, ideally maintaining the association to the same ESG Program metric.
Is there a best practice and/or feature that is recommended to support such scenarios?
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FYI, you can find more details about this Restatements sheet (and restatements in general) in Support Center. Thanks!
Hi Andrew,
Thank you for reaching out! We do have some features to help you out with this scenario.
We have a Restatements spreadsheet template and a Wdata table that will store restated values and serve as an audit trail. Essentially, the ESG Program will store the original value, and Restatements will store the restated values. In the factbook, the restated values will be displayed.
To have these resources added into your workspace, please reach out to your CSM who will also be able to train you on how to use them!
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