Set-up is done once per organisation and again whenever an asset is added. Only client admins and methodology owners can change master data; every change is recorded in the audit log.
Onboarding wizard
Open Setup → Onboarding wizard in the sidebar. Progress is saved after each step with Save and continue.
- Company profile: Default consolidation approach, Default GWP set, Reporting year starts in, Base year (optional) and Default gas reference conditions (Temperature (°C), Pressure (kPa)). You can change these later on Settings → General.
- Countries & assets: Add country, then under Add an asset from a template choose the Asset template and click Preview systems and sources. Adjust Count for each source type (for example the number of gas turbines), untick Include for sources the asset does not have, click Update preview, then Create asset.
- Source register: rename the sources created from the template to your site tags and set each Quality tier. Use Open full setup for anything else.
- Packs: Base is active for every organisation. Regulatory and voluntary framework packs are activated per asset in asset setup, after onboarding.
- Finish: Complete onboarding, then Download Excel templates to start loading data.
The asset templates (for example FPSO / FSO, fixed platform, gas plant, onshore wellpad and compressor station) create the systems, the emission sources with their category, calculation method and quality tier, and their data streams in one step. The Excel templates are generated from this register, so the spreadsheet always matches the configuration.
Hierarchy
Setup → Hierarchy shows regions, countries (with their two-letter ISO code) and the assets in each country. Use Add region, Add country, Add asset and Edit. Click an asset to open its Asset setup.
Asset setup
The Asset setup page has two tabs, Details and Packs.
On Details:
- Asset details: Asset code, Name, Asset type, Country, Operator, Operated by us, start and end dates, coordinates, Grid region and Industry segment.
- Grid region is the electricity grid below country level, as the grid factor’s publisher names it (for example a US eGRID subregion). Leave it empty to use the country’s grid factor.
- Industry segment makes segment-specific factors apply (for example for pneumatic devices or offshore component leaks). Not set means they do not apply.
- Systems (Add system) group the equipment, for example Power generation or Flare system.
- The Source register lists every emission source: Tag, Name, System, Category, Sub-category, Method code, Method version, Quality tier, Scope, Fuel type, Composition label, Active from and Active to. Use Add source for new equipment.
- Biogenic carbon share (%) appears on fuel combustion sources (methods
COMB_GAS_MB_V1andCOMB_LIQUID_NCV_V1). Enter the share of the fuel’s carbon that comes from biomass, as stated by your supplier or fuel analysis: for example 7 for B7 biodiesel or 100 for pure biomethane. Leave it empty for fossil fuel. The CO2 from that share is reported separately as Biogenic CO2 (outside the scopes) and is not counted in Scope 1 or any total; the methane from it counts in Scope 1 as non-fossil methane, and N2O is unchanged. A change applies to the months that are recalculated; locked months follow Reporting periods. - Streams on a source shows its Data streams: Name, Role (the method input), Quantity, Unit, Classification, Frequency, Meter tag and Maximum value.
- A gas meter that reports actual volumes at its operating conditions (no flow-computer correction to standard m³) uses the unit Am3. The stream then asks for its Line conditions: the absolute pressure in kPa, the temperature in °C and the compressibility factor Z from the flow computer or gas analysis. The calculation converts the volumes with the real-gas law, and the result detail shows the conditions used. Changing them recalculates every month with data on the stream; locked months must be reopened first.
- Equity share periods are needed only for equity-share consolidation. Once a month is locked, a change that would alter that month’s share (and a source’s scope, once it has results in a locked month) is refused until a restatement reopens it; see Reporting periods.
Units are stored exactly as entered and converted by the calculation engine; gas volumes carry their reference conditions. Never convert units by hand before entering data.
Packs on an asset
On the Packs tab: Activated packs with Active from and Active to, Activate pack, Suggested packs for the asset’s country, and Open compliance. All packs in the library are published; a pack marked Draft — requires SME content would still be awaiting review by a subject-matter expert. Pack results are indicative. See Compliance.