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Create WBS for DOMO (opening accounts)
CAPEX WBS
Example is email with subject: "Request of creation : Capex BEL-C20908" where they request the creation of the WBS and send an excel file attached. It has all the information needed.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav3fea14a13a00509c312d83ff7c3b7547.png

The creation of the project itself, is requested through COLMAR by GBU controllers (or someone related).
After approval, COLMAR Team (Trp.capex) sends a ticket to Finance Operations with the file to upload in SAP to create the project (in this case ticket #4226642).
Finance Operations France performs the ticket and creates the project and the related budget in SAP, but do not do the release.
After, controller (or the assistant) contact us to check/complete if necessary and release the structure of the project.
In the case of this company, the structure is only at level 1 and it was created at the same time of the project.

In SAP:

Go to CJ02 and type the project BEL/C20908.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddavf13de55c4f51ac7507e10a45d0afa44a.png
We can see in the status that the project and WBS of level 1 is only created and the budget is posted.

Check the WBS of level 1 and complete the missing data.
Tab "Basic Data"

Since we have the excel file, we can complete the information. Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav212c8814e49711bb07af14cffe07d206.png
Tab "Assignments"

Tab "Control"
We need to complete the Investment profile.

Tab "User Fields"

After we complete the Investment profile, we need to flg "Acct asst elem." In "Basic Data" tab.
Then click "Asset under construction" to set up the AUC.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddavb7f14a17bcd05f51569b3b002023f331.png

Go back and click on "Settlement rule" to check or update the settlement parameters.

You need also to complete the data of the "Cust.fields WBS elem", regarding the WBS family and the SRM7 position.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav59b7c9c46921efb7e266994ba5108814.png

NOTE: To get the information of the SRM7 position (since you have in excel file the cost center and the name of the responsible persons), you can use transaction ZWFA119 to get this information.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav0065efc2b39d47c84c151e4fabf67ae1.png

After, you have to make the release of the project.
For that you click on the button below:

The status change to "REL"

Go back and confirm if the WBS level 1 is also release.

You also can check if the budget was posted according with the excel file.
Go to CJ31 and type the project.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav15aee558deb7ab7270986431893e8c13.png

Now, you just need to save the project and inform the requester.

WBS (-1 or -C)
Example is email with subject: "Account opening : Demande création 2 OTP Polytechnyl EP" where they request the creation of the WBS and send an excel file attached.

WBS *-1

The file has already the information of the codification of the WBS to be created and also all the relevant information that we need to create it in SAP.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav61d897a51553f30c5fe05f4390883de7.png

Information needed for the creation:

Project: R2.GSXREP
Code of the WBS: R2.GSXREP.xxx-1 (where xxx is a sequential number). This is a level 3.
Since we can have 2 types of WBS (depends if it is to Capitalized or not - *xxx-C or *xxx-1), we need also to create the above level (level 2). In this case: R2.GSXREP.xxx
Name of the WBS: M4E - FR (C&E)
Responsible Person: Antoine GUIU
SRM7 Position: 50062409
Cost Center of the WBS: 6350-6822

Creation of the WBS in SAP:
Go to transaction CJ02 and type the project code
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav99771634ff7e60c664ab0bccfa6245a0.png
Enter.
Go to the end of the list of WBS created and check the last number used.

In this case, the new WBS to create will have the codification of R2.GSXREP.2961.
As said before, we need to have level 2 and level 3 created.
Since the structure is the same and the changes are few things like name and eventually cost center, etc… we can copy the above WBS.
In tab "Total", select the 2 lines until the end and copy.
Then paste to the lines below.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav05a38584c52e82bcf4642d78ea367ed0.png
After we need to update the lines that we paste with the correct information (codification, name, etc.).

In the WBS of level 2 and 3, you need to complete in "Cust.fields WBS elem" the following information (WBS family and position code SRM7) and confirm the information regarding the Bus. Unit.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddavc4a9d18247238ef9009b8046138a53e8.png

NOTE: Project R2.GSXREP has Business Unit ENTRP00229 and Project R2.GSXXIP has Business Unit ENTRP00230.
For the WBS of level 2, the update is done.

Regarding the WBS of level 3, we need to confirm and/or update the information:
Tab "Basic Data:
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav5b9560d500ffe78ae2951e7e0f1cce9c.png
Tab "Assignments"

Tab "Control"

Tab "User Fields"

Since this WBS is related to Overhead (due to the Object Class "OCOST Overhead"), we need to create the settlement rule for the cost center provided.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav0586ce99a2a8ee95e1f644dd1a2b2122.png
After go to "settlement parameters"

Go back and complete:

After, you just save and the creation is done.

Then, you just need to reply to the email with the codification of the new WBS created.

WBS *-C

The file has already the information of the codification of the WBS to be created and also all the relevant information that we need to create it in SAP.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav0de3298b873da1bf0dd109b86fecee22.png

Information needed for the creation:

Project: R2.GSXREP
Code of the WBS: R2.GSXREP.xxx-C (where xxx is a sequential number). This is a level 3.
Since we can have 2 types of WBS (depends if it is to Capitalized or not - *xxx-C or *xxx-1), we need also to create the above level (level 2). In this case: R2.GSXREP.xxx
Name of the WBS: M4E - AVATAR
Responsible Person: Antoine GUIU
SRM7 Position: 50062409
Cost Center of the WBS: 6350-6822

Creation of the WBS in SAP:
Go to transaction CJ02 and type the project code
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav68bc8f868de86adc22aeb42d3bd6d724.png
Enter.
Go to the end of the list of WBS created and check the last number used.

In this case, the new WBS to create will have the codification of R2.GSXREP.297-C.
As said before, we need to have level 2 and level 3 created.
Since the structure is the same and the changes are few things like name and eventually cost center, etc… we can copy a similar WBS.
In tab "Total", select the 2 lines until the end and copy.
Then paste to the lines below.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav00628cd916bc8f5116e8635cce3aa887.png
After we need to update the lines that we paste with the correct information (codification, name, etc.).

In the WBS of level 2 and 3, you need to complete in "Cust.fields WBS elem" the following information (WBS family and position code SRM7) and confirm the information regarding the Bus. Unit.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav9a3ff297c7d71d619320fb36581c8fcd.png

NOTE: Project R2.GSXREP has Business Unit ENTRP00229 and Project R2.GSXXIP has Business Unit ENTRP00230.
For the WBS of level 2, the update is done.
Regarding the WBS of level 3, we need to confirm and/or update the information:
Tab "Basic Data:
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav6f9855a38a9f453cd129f9debea0390d.png

Tab "Assignments"

Tab "Control"

Tab "User fields"

Since this WBS is related to Capitalization (due to the Object Class "INVEST Investment" and Investment profile "ZAUC_R"), we need to create the settlement rule for the AUC (Asset Under Construction).
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav9e790eadd00bc4803c9d9811cbbceb44.png
Click enter and after Yes.

The system will create an AUC.

Go back and after click on Settlement rule

After go to "settlement parameters"

Update or confirm if it is:

Go back and after, you just save and the creation is done.
Finance Service Line > FR - Create WBS for DOMO company 6350 > worddav858bf47993997d5519b439b17f1ace83.png
Then, you need to reply to the email with the codification.