Tasks to be completed when documenting an operation (from creation to publication)

 1. Enter the Title of the operation / page

2. Add the following Labels : 

    • Scope of applicability: ww, country_accounting 

    • Country or group of countries (if applicable): belux, china, france, italy, lam, nam, uk_ie, bulgaria, dach, netherlands, iberia, poland, latvia, australia, india, japan, south_korea, thailand, singapore, new_zealand, emea_transversal, apac_transversal

    • Unit and Domain according to the List of labels to be used in the Finance Service Line space

      • E.g. 1: WW Operation in Financial Accounting under domain "Central Finance Processes & Compliance":
        • Labels to be used: ww, financial_accounting, central_fin_proc_compliance

      • E.g. 2: France Operation in Financial Accounting:
        • Labels to be used: country_accounting, france, financial_accounting
          (for country operations, the Domain is always country_accounting)


3. Fill in all fields as described above

4. Name the title of each section using OPD methodology naming convention - Infinitive verb without the “to”, mainly action verb...something) - " I do something..."

5. Once the description of the operation is completed, ensure it is approved and published by launching the SBS-Finance approval workflow 




Domain: Investments & Divestments



Responsibility area: Control SBS IS Projects


Table of contents 

By default the table of contents displays Heading 1 & Heading 2 (other levels can be added)



Scope

3. Remove the icon when not applicable


ERP

4. Remove the icon(s) when not applicable

(to delete the non applicable)(error)

Frequency

5. Remove the icon(s) when not applicable

 

 

 (to delete the non applicable)(error)

References

6. Add the link to SAP transaction(s) (when it exists)



Forms

7. Insert the links accordingly and change the link text with the Form name



Attachments

8. Add the link to attachments or external links




Previous operation << >> Next operation



1. Objective and Scope

1.1. Objective of this Operation

Once the SBS IS Projects are approved by all concerned parts, it is needed to create the project structure.


1.2. Scope

The scope of the WBS Elements creation for SBS IS Projects is to all legal entities in Solvay Group WW.


2. Definitions

Definitions should be added in the Finance Glossary - Add definition and link it to respective Letter in Finance Glossary 

See Finance Glossary:


3. Open a SBS IS Project Description

All SBS IS Projects need to be approved by all the concerned parts (Responsible Financial Controller and Responsible SBS Manager).

The PPMO committee:
- Defines the Business Case (Project Approval Form) with the project presentation (scope, zone, …)
- Estimates the budget needed for the projects
- Makes a global evaluation of the projects and vote
- Suggests the projects to be developed to get the CIO’s approval


Project Approval Form are approved in AODOCs in Document PPMO.

3.1. I receive new WBS Element Requests from the IS Controllers

3.1.1. IS Controllers insert new WBS Element Request


After the approval of the project, the IS Controllers insert a new WBS Element Request in WBS Element Request file with the following information:

  • Project Code
  • Cost Center
  • Company Code
  • Site/Plant
  • Budget
  • Responsible Position
  • Network needed or not


3.2. I insert project code in Project List

Everyday the MAC Analyst goes to the WBS Element Request file to verify if there is any new request from the IS Controllers.

When there is a new request, it is needed to parameterize the Project name in the tab Project List:

  • Access Accolade and search for the indicated code. For example IT9464, search for "9464" without the IT and click in the project name.



  • Once inside the project page, click in the right column on the field "Details". In this field it is possible to find the project description, Controlling Allocation, BU/Function and Requesting Team.

  • Copy the project name and paste in Description column the tab Project List on WBS Element Request file. 
  • Projects can be divided in three streams/teams: APPLI, INFRA and NON IS. In case of doubt when filling the team, always validate with the requestor.

3.3. I insert project code and parameters in SAP PF1/WP1

3.3.1. SAP PF1

  • Go to transaction Z1J_GROUP - Maintenance Project Group w/ text and click on .
  • Fill the table with the project group code, description and currency (always EUR). It's not needed to insert the budget.


  • Save the record clicking 

3.2.2. SAP WP1


    • Go to transaction ZWPST004 - Customer Enterprise PS Definition and click on .
    • Fill the table with the project group code, description, currency, team, customer 1 and customer 2.

3.4. I verify the fields of the request (Company code, plant, cost center)


3.5. I create WBS Elements as requested


3.6. I communicate the WBS Elements codes to the IS Controllers and contacts indicated by them


End of document.