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references/modeling-basics.md

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+# Planning Model Basics (SAC 2025.23)
+
+Sources: 003-about-planning.md, 004-planning-model-data.md, 005-enter-planning-data-tables.md, 006-planning-panel.md, 009-create-dimension-members.md.
+
+## Required dimensions
+- **Version** (mandatory) and **Date** (mandatory).
+- **Account** recommended for measures; include hierarchy and sign rules.
+- Add business dimensions (Org, Product, etc.) with hierarchies for planning grain.
+
+## Model data setup
+- Fact data stored at leaf members; avoid booking to non-leaf (causes action errors).
+- Use data foundation to define measures, currency/unit settings, and validation rules.
+- Enable data access control where needed for write permissions.
+
+## Planning panel essentials (stories)
+- Enable planning on tables; choose version (public/private/edit mode).
+- Spreading/distribution from the Planning panel for quick allocations.
+- Data locking status visible; submit data after entry.
+
+## Entering data
+- Editable cells depend on model rights + locks + version mode.
+- Use mass data entry/spreading; undo available before submit.
+
+## Master data maintenance
+- Create/update/delete members via PlanningModel API or modeler; ensure IDs unique and hierarchies updated.
+
+## Good practices
+- Define clear leaf level for booking; reserve aggregated nodes for read only.
+- Keep dimensions consistent across models to simplify cross-model copy and parameters.
+- Test write-back with small scope before broad rollout.