A3012 - New Action

STEP 1

Open app "Create Value"

STEP 2

Go to tab 'Action'

STEP 3

Click on "New".

STEP 4

Section "Information" is filled in by default with your Manager and program "Procurement". You can change them and add "Contributors". 

STEP 5

Fill in section "General" and especially fields in red : they are mandatory.

Title - Choose a title for your Action

Type of Action - Choose in the picklist

Calculation rules - depending on the rule chosen, Benefit impact may be either Spot (1 month) or recurring (12 months)

Benefit duration - Also known as Agreement duration. In years.

Probability - You can fill in a probability between 0 and 100% when your Action is in "Idea" status. It will be set to 100% when next statuses are chosen (In progress, Implemented...)

Implementation date - Choose an implementation Month and implementation Year

Currency - Choose a local currency 

Once all the needed information is filled-in, press the "Save" button

STEP 6

Once you have saved your action, you are redirected to the "Scope and Benefits" tab.

Select the zone(s), GBU(s) and Site(s) you want to create benefits for

STEP 7

The corresponding benefits are instantly created.

1 - Fill in the spend

2 - Fill in the Expected Benefits amount

3 - Save Benefits

STEP 8

Use Chatter to collaborate with your manager on this Action and eventually improve it.  

STEP 10

When ready, change status to "In Progress" and save. Action probability is now set to 100%.