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3 ways to plan an organizational chart effectively

<p>Don&&num;8217&semi;t say you&&num;8217&semi;ve never heard SAP HCM can do an organizational assignment or organizational chart planning&period; It definitely can with a bunch of tools&period; Let me show three effective ways how to plan organizational chart and one bonus&excl;<&sol;p>&NewLine;<h3>First way without any settings<&sol;h3>&NewLine;<p>You can enter all changes with a future start date&period; It&&num;8217&semi;s very easy&excl; Open PPOME transaction&comma; change the Key date and start entering new organizational chart&comma; move organizational units&comma; positions&period; The only thing you can&&num;8217&semi;t do is to move people to avoid data inconsistency in the future&period; So&comma; you change org structure to a planned one with the future date&period; Meantime all standard and custom reports work well&comma; so you can print your orgchart and show to the boss or sign&period; If additional corrections needed you just make these and reprint org structure&period; In case it was not approved&comma; you run standard programs to delete all future records and your current structure remains the same&period; Zero issue approach&period; One disadvantage &&num;8211&semi; you can&&num;8217&semi;t use Personnel Cost Planning module in SAP HCM to automate the budjet process&period;<&sol;p>&NewLine;<p><&excl;--more--><&sol;p>&NewLine;<h3>Second way using infotype statuses<&sol;h3>&NewLine;<p>If you open PP01 transaction you&&num;8217&semi;ll see tabs with different infotype status like this&period;<&sol;p>&NewLine;<p><a href&equals;"https&colon;&sol;&sol;saphcmsolutions&period;com&sol;wp-content&sol;uploads&sol;2018&sol;02&sol;pp01&lowbar;statuses&period;png"><img class&equals;"alignleft size-full wp-image-912" src&equals;"https&colon;&sol;&sol;saphcmsolutions&period;com&sol;wp-content&sol;uploads&sol;2018&sol;02&sol;pp01&lowbar;statuses&period;png" alt&equals;"SAP HCM Infotype statuses in PP01" width&equals;"618" height&equals;"290" &sol;><&sol;a><&sol;p>&NewLine;<p>These are the statuses of approval workflow you can implement in your company&period; At First you start with copying data to planned status&period; You perform changes&comma; run reports&comma; analyze&period; Once done change status to submitted showing that they are under review&period; And then cycling through submitted &&num;8211&semi; approved&sol;rejected modes you easily track your progress with the whole change approval&period; Infotypes and objects in any state but Active doesn&&num;8217&semi;t affect the current system or payroll&comma; so you are free to use these&period; There is a transaction to change infotype status &&num;8211&semi; RE&lowbar;RHAKTI00&period; Ideally&comma; you need to develop SAP Workflow and attach it to these changes&comma; so the SAP system would track all changes and send reminders to all participants&period;<&sol;p>&NewLine;<p>&nbsp&semi;<&sol;p>&NewLine;<p>&nbsp&semi;<&sol;p>&NewLine;<p>&nbsp&semi;<&sol;p>&NewLine;<p>&nbsp&semi;<&sol;p>&NewLine;<h3>Third way or using alternative plans<&sol;h3>&NewLine;<p>Frankly speaking&comma; it&&num;8217&semi;s an extension of the second approach&period; You can have about one hundred different plans with its own orgchart data &lpar;objects&comma; infotypes&comma; relations&rpar;&period; You can copy data from one plan to another with RE&lowbar;RHCOPL00 transaction&period; It means when you start planning you copy actual plan from 01 to any other custom plan&period; Then in settings in PP01 or PPOME you switch to a new alternative plan and perform any changes&period; They won&&num;8217&semi;t affect your live system and data&period;<&sol;p>&NewLine;<p>You can utilize infotype statuses there&comma; in an alternative plan&comma; what would make your workflow more solid and manageable&period;<&sol;p>&NewLine;<p>There is a trick&period; If you decide to copy alternative plan to the actual back&comma; you need to make sure the data is consistent&period; There are options how to do that&colon; use one number interval for all objects or freeze any changes to the current organizational chart in actual plan&period;<&sol;p>&NewLine;<p>To compare different organizational graphs between plans use RE&lowbar;RHCOPLPT transaction&period;<&sol;p>&NewLine;<h3>Bonus<&sol;h3>&NewLine;<p>If you have not heard about SAP Process and Forms module&comma; I&&num;8217&semi;d highly recommend you read this article <a href&equals;"https&colon;&sol;&sol;saphcmsolutions&period;com&sol;just-stop-using-sap-hcm-like-calculator-run-sap-hcm&sol;" target&equals;"&lowbar;blank" rel&equals;"noopener">https&colon;&sol;&sol;saphcmsolutions&period;com&sol;just-stop-using-sap-hcm-like-calculator-run-sap-hcm&sol;<&sol;a> &period; There is a good explanation and example how you can organize your plan organizational chart process with a unique web-based technology absolutely at no cost&period;<&sol;p>&NewLine;<h4>P&period;S&period; Don&&num;8217&semi;t forget to share this post to help us write more and more for you&excl;<&sol;h4>&NewLine;<p><&excl;-- Begin MailChimp Signup Form -->&NewLine;<link href&equals;"&sol;&sol;cdn-images&period;mailchimp&period;com&sol;embedcode&sol;horizontal-slim-10&lowbar;7&period;css" rel&equals;"stylesheet" type&equals;"text&sol;css">&NewLine;<style type&equals;"text&sol;css">&NewLine;&Tab;&num;mc&lowbar;embed&lowbar;signup&lbrace;background&colon;&num;fff&semi; 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