Updating the Organizational Structure

Prerequisites for Updating the Organizational Structure

To update the organizational structure, you must be a superuser with access to the Capex Strategy module.

Steps to Update the Organizational Structure

1. Access Capex Strategy Scope

  • Open Capex Strategy.

  • Select the project with the green checkmark (selected strategy).

  • Enter the Base Alternative (the top option in black).

  • Click on Scope in the left menu.

Navigate to Capex Strategy Scope.gif

2. Creating or Duplicating a New Node (Lowest Level)

  • To Create a New Node:

    • Click the + icon in the list of units (typically called "site").

    • Fill in the required fields: Name, Short Name, Country, and Currency.

    • Enter the CM WACC and Tax Rate to be used in the investment model.

    • Check the Capex Management checkbox.

    • Click somewhere outside the grid to save, and a new node will be added at the bottom of the list.

Creating a new node, lowest level.gif
  • To Duplicate an Existing Node:

    • Click the Duplicate icon for the node you wish to duplicate.

    • Modify the fields for the new node as needed.

    • The duplicated node will automatically be placed in the same organizational hierarchy as the original.

    • If necessary, drag and drop the duplicated node into the correct middle level in the organizational hierarchy.

Duplicating a node, lowest level.gif

If the required Country or Currency is missing, you must create them in the Administration panel. For details, refer to Currencies, Countries & FX rates.

3. Modifying Existing Nodes

  • Select the node you want to edit in Scope.

  • Update the necessary fields.

  • Drag and drop the node into the correct middle level, if applicable.

4. Creating a New Middle Level

  • Click the + icon in the list of middle levels or duplicate an existing middle level.

  • Enter the required fields: Name, Short Name, and Currency.

  • Check the Capex Management checkbox.

  • Drag and drop the new middle level into the correct hierarchy.

  • Move any relevant lower-level nodes into the newly created middle level.

Creating a Middle Level.gif

5. Rolling Over the Updated Organizational Structure to Capex Management by Updating Current Strategy

  • In the alternative list, click on Division (top left corner: Project Versions / [Project name] / [Division name]).

  • From the drop-down menu, select Group.

  • In the alternative list, click on the context menu for the green-highlighted alternative, just below the Base Alternative, and click Update Current Strategy.

  • A green toast message will confirm the strategy update.

Updating Current Strategy.gif

6. Reloading the Project

To view the updated organizational structure:

  • Navigate to the Project Versions page by clicking on Project Versions in the top-left corner or by selecting the Weissr icon in the left sidebar and enter Capex Strategy.

  • Click the context menu for the project with the current strategy, select Reload, and confirm in the pop-up.

Finally, navigate to Administration → Capex Management → Organizational Structure to view the updated structure and assign any necessary permissions. For detailed instructions, refer to the guide: Assigning permissions in the Organizational Structure.

Reload a Capex Strategy Project.gif


Best Practices for Managing the Structure

  • Regular Audits: The organizational structure should be reviewed regularly to ensure that all nodes and production units align with current business operations.

  • Clear Naming Conventions: To avoid confusion, use consistent, descriptive names for all nodes and units.

  • Minimal Changes at Higher Levels: Minimize changes at the Group/Division level to avoid unintended permission cascades.

  • Communication: Always communicate significant changes in the structure to relevant stakeholders.


Common Use Cases

Use Case 1: Expanding Operations

A company opens a new office in Asia, requiring a new middle-level node for the Asia region and multiple production units under it.

Use Case 2: Reorganizing Business Units

A company restructures its business, merging two departments into one, requiring the modification of middle-level nodes and reassigning permissions.

Use Case 3: Adding New Teams

A new research team is formed under the R&D Department. A new production unit is created for this team, and relevant users are assigned permissions.