3.2. I retrieve the IFA.PJT.02.01 (ex FXA08) from previous quarter



 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 & Divestment



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

Non ERP

Remove the icon(s) when not applicable

Frequency

5. Remove the icon(s) when not applicable

 

 

 Remove the icon(s) when not applicable

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 << >> I trigger the Capitalization process



1. Objective and Scope

1.1. Objective of this Operation

Prepare the file for the SBS IS Controllers quarterly review of all IT development projects on-going completing the projects status to define the start of the amortization period. 

1.2. Scope

The scope of the quarterly review is for all SBS IS projects existing in all legal entities within Solvay group ERP Systems.

3. Tasks description

3.1. I download from Accolade the Budget and Costs file

3.1.1. Go to the Accolade website

3.1.2. In "Charts & Reports" list, download the Budget and Costs file by clicking on the name



3.1.3. When opening the file, you need to select "Enable content" to activate the macro



3.1.4. Press "Yes" to refresh the report




3.1.5. Press F9 on keyboard to update the file and you will be able to work with the file


3.2. I obtain the WBS Element Request file

3.2.1. Open Google Drive

3.2.2. In the search bar, look for the WBS Element Request for the current year and download it.



3.3. I retrieve the IFA.PJT.02.01 (ex FXA08) from previous quarter

3.3.1. Open Google Drive

3.3.2. In the search bar, look for the IFA.PJT.02.01 (ex FXA08) from previous quarter and download it.

For example Q2 2019:




3.4. I add the new projects to IFA.PJT.02.01 (ex FXA08) and their related data

3.4.1. Open both files in excel - Budget and Costs and IFA.PJT.02.01 (ex FXA08) 

3.4.2. From IFA.PJT.02.01 (ex FXA08), do a view lookup in column C ("ID") to fetch all new projects from Budget and Costs file 

3.4.3. Drag the formula in column B to add the "IT" to the projects code to the new projects inserted in the previous step

3.4.4. Using vlookup, update the columns "D to E" and "G to L"


3.4.5. Insert columns to update with the costs (Capex and OTC) of the year in scope by quarter



 

3.4.5. Insert columns to update with the costs (Capex and OTC) of the year in scope by quarter

3.4. I download from Accolade the monthly SBS Projects Report from previous month


3.5. I extract the quarterly costs from the monthly SBS Projects Report and update the IFA.PJT.02.01 (ex FXA08)


3.6. I upload the IFA.PJT.02.01 (ex FXA08) request SBS IS Controllers to review all project status


End of document.