Goals & Actions

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Overview

Goals and actions are the planning layer of a project. They are shared by ISO management-system projects and CSRD ones, and the difference is only what they point at.

A goal is a target with numbers: a baseline, where it stands now, and what it aims at. Progress is how far it has travelled from baseline to target.
An action is a piece of work. It has one primary source — the thing it exists to address, which is what its code is derived from — and may address further sources on top.

Both hang off sources, and a source is any of:

Source type	What it is
`iro`	An impact, risk or opportunity from a double materiality assessment
`csrd_datapoint`	An ESRS data point
`custom_kpi`	A custom KPI
`objective`	Another goal
`risk`	An ISO risk
`opportunity`	An ISO opportunity
`nonconformity`	An ISO non-conformity

Links are written as type:id, comma-separated, rather than JSON.

A goal linked to exactly one custom KPI also reports that KPI’s latest submissions, so its current value tracks the KPI instead of being typed by hand. Zero or several KPI links leave the numbers as entered.

Available Commands

Command	Description
`dcy goal list`	List a project’s goals with progress and links
`dcy goal show <goal-id>`	Show one goal
`dcy goal create`	Create a goal
`dcy goal edit <goal-id>`	Update a goal
`dcy goal delete <goal-id>`	Delete a goal
`dcy action list`	List a project’s actions
`dcy action show <action-id>`	Show one action
`dcy action create`	Create an action against a source
`dcy action edit <action-id>`	Update an action
`dcy action delete <action-id>`	Delete an action
`dcy action links --type <kind>`	The reverse view: what each source is being addressed by

Both commands require --project. --org overrides the default organization.

List Goals

dcy goal list --project <project-id>
dcy goal list --project <project-id> --status open

Output:

Showing 3 of 3 goals
OBJ-001 | Cut scope 1 and 2 emissions 42% by 2030 | open | 29% (4200 tCO2e → 3696 tCO2e → 2436 tCO2e) | linked: iro, iro, iro
OBJ-002 | Zero packaging waste to landfill by 2028 | open | 37% (38 % → 24 % → 0 %) | linked: iro, iro, iro
OBJ-003 | Halve the accident frequency rate by 2027 | open | 47% (18.4 → 14.1 → 9.2) | linked: iro, iro, iro

The three numbers are baseline → current → target, and the percentage is the distance covered between the first and the last. It works for reduction and growth goals alike, and is left blank when baseline equals target.

Flags

Flag	Default	Description
`--status`	—	Filter by status
`--page`	`1`	Page number
`--size`	`100`	Page size

Create a Goal

dcy goal create --project <project-id> \
  --title "Cut scope 1 and 2 emissions 42% by 2030" \
  --baseline 4200 --current 3696 --target 2436 --unit "tCO2e" \
  --start-date 2024-01-01 --end-date 2030-12-31 \
  --link iro:<iro-id>,iro:<other-iro-id>

Flags

Flag	Required	Description
`--title`	Yes	Goal title
`--description`	—	Longer description
`--baseline`	—	Value the goal improves from
`--current`	—	Where it stands now
`--target`	—	Value it aims at
`--unit`	—	Unit of the values, e.g. `%`, `tCO2e`, `t/year`
`--start-date`	—	`YYYY-MM-DD`
`--end-date`	—	`YYYY-MM-DD`
`--link`	—	Sources as `type:id`, comma-separated

Without all three of --baseline, --current and --target, progress cannot be computed and the goal lists with no percentage.

Edit a Goal

dcy goal edit <goal-id> --project <project-id> --current 3500
dcy goal edit <goal-id> --project <project-id> --status closed

Takes the same flags as create, plus --status. --start-date and --end-date are create-only.

--link replaces the whole set of links, it does not add to it. Pass every link you want to keep.

List Actions

dcy action list --project <project-id>

Output:

Showing 5 of 5 actions
ACC-001 | Move all sites to renewable electricity | open | improvement | addresses: iro, iro, OBJ-001
ACC-004 | Mechanical handling aids in the six worst sites | open | corrective | addresses: iro, iro, OBJ-003

addresses lists every source, primary first.

Create an Action

dcy action create --project <project-id> \
  --title "Move all sites to renewable electricity" \
  --type improvement --deadline 2026-12-31 --cost 45000 \
  --source iro:<iro-id> \
  --link iro:<other-iro-id>,objective:<goal-id>

Flags

Flag	Required	Default	Description
`--title`	Yes	—	What will be done
`--source`	Yes	—	Primary source as `type:id`
`--type`	—	`improvement`	`immediate`, `corrective`, `preventive` or `improvement`
`--description`	—	—	Longer description
`--deadline`	—	—	`YYYY-MM-DD`
`--cost`	—	—	Expected cost
`--link`	—	—	Further sources as `type:id`, comma-separated

--source takes exactly one source and is what the action’s code is derived from. Everything else goes in --link; do not repeat the primary there.

The Reverse View

dcy action links --project <project-id> --type iro

Output:

IRO-003 (1 goal, 1 action)
  goal   OBJ-001  Cut scope 1 and 2 emissions 42% by 2030  29%
  action ACC-001  Move all sites to renewable electricity
IRO-007 (1 goal, 0 actions)
  goal   OBJ-002  Zero packaging waste to landfill by 2028  37%

This answers “which IROs have nothing planned against them” in one call. Sources missing from the output have nothing planned at all — and a source listed with 0 actions has a target but no work behind it, which is usually the more interesting gap. --type accepts the same seven source kinds as --link. An unknown one fails locally, without a request.

Example: plan against a materiality assessment

PROJECT=<project-id>

# What came out of the assessment
dcy csrd iro list --year 2024

# A target for the biggest one
dcy goal create --project $PROJECT \
  --title "Cut scope 1 and 2 emissions 42% by 2030" \
  --baseline 4200 --current 3696 --target 2436 --unit tCO2e \
  --link iro:<iro-id>

# The work that gets you there, pointed at both the IRO and the goal
dcy action create --project $PROJECT \
  --title "Move all sites to renewable electricity" \
  --source iro:<iro-id> --link objective:<goal-id> \
  --type improvement --deadline 2026-12-31

# What is still unaddressed
dcy action links --project $PROJECT --type iro

CSRD

Double materiality and IROs, the sources these goals answer

Projects

The projects goals and actions live in

Getting Started

Commands

Examples

Overview

Available Commands

List Goals

Flags

Create a Goal

Flags

Edit a Goal

List Actions

Create an Action

Flags

The Reverse View

Example: plan against a materiality assessment

CSRD

Projects

​Overview

​Available Commands

​List Goals

​Flags

​Create a Goal

​Flags

​Edit a Goal

​List Actions

​Create an Action

​Flags

​The Reverse View

​Example: plan against a materiality assessment

​Related

CSRD

Projects

Overview

Available Commands

List Goals

Flags

Create a Goal

Flags

Edit a Goal

List Actions

Create an Action

Flags

The Reverse View

Example: plan against a materiality assessment

Related