gh-secondsky-sap-skills-skills-sap-sac-planning/references/modeling-basics.md

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.