/sac-planning-checklist

name: sac-planning-checklist
description: Generate a comprehensive checklist for SAC planning implementation projects
allowed-tools:
  - Read
  - Grep
  - Glob
argument-hint: "[project-scope]"

Shell Snippet Notes

• Shell snippets assume Bash on Linux/macOS, WSL2, or Git Bash.
• Install the command-specific tooling shown near each snippet before running it.
• Confirm before running commands that delete files, change ownership, deploy, or modify remote systems.

Output Contract

Return a planning implementation checklist tailored to the provided scope, open assumptions, risk areas, and tenant-only validation items. Default to read-only guidance.

SAC Planning Implementation Checklist

Use this checklist to ensure comprehensive planning application implementation.

---

1. Planning Model Setup

Required Dimensions

• [ ] **Version dimension** configured with public/private versioning
• [ ] **Date dimension** with appropriate granularity (day/month/quarter/year)
• [ ] **Account dimension** for measures and KPIs
• [ ] **Organization dimensions** (Cost Center, Profit Center, Company Code)

Model Configuration

• [ ] Planning model type selected (not analytic model)
• [ ] Measure-based or account-based model determined
• [ ] Default aggregation types set for measures
• [ ] Currency conversion configured (if multi-currency)
• [ ] Data access control configured

Version Strategy

• [ ] Public versions defined (Actual, Budget, Forecast, etc.)
• [ ] Private version naming convention established
• [ ] Version properties configured (description, validity)
• [ ] Publish workflow defined

---

2. Data Actions

Copy Steps

• [ ] Source and target mappings defined
• [ ] Dimension filters configured
• [ ] "Set to 0" vs "Clear" behavior understood
• [ ] Cross-version copies tested

Advanced Formulas

• [ ] Formula syntax validated
• [ ] Dimension context verified
• [ ] Lookup data accessible
• [ ] Performance tested with production data volumes

Allocations

• [ ] Driver accounts identified and populated
• [ ] Allocation rules documented
• [ ] Target dimension members defined
• [ ] Allocation ratios validated

Parameters

• [ ] Parameter types selected (Member, Number, String, DateTime)
• [ ] Default values configured
• [ ] Input control linkage planned
• [ ] Cross-model parameters defined (if needed)

---

3. Multi Actions

Step Orchestration

• [ ] Step sequence documented
• [ ] Dependencies identified
• [ ] Cross-model operations planned
• [ ] Error handling defined

Version Management Steps

• [ ] Publish operations configured
• [ ] Target versions specified
• [ ] Publish validation rules defined

Data Locking Steps

• [ ] Lock scope defined
• [ ] Lock state transitions planned
• [ ] Event-based triggers configured

---

4. Planning Workflows (Calendar)

Process Design

• [ ] Planning cycle timeline defined
• [ ] Task types selected (General, Review, Composite)
• [ ] Task dependencies configured
• [ ] Driving dimensions identified

Task Configuration

• [ ] Assignees defined
• [ ] Due dates set
• [ ] Notifications enabled
• [ ] Work files attached

Approval Workflows

• [ ] Approval levels defined
• [ ] Approvers assigned per level
• [ ] Rejection handling planned
• [ ] Data locking on approval configured

---

5. Story/Application Development

Planning Tables

• [ ] Tables linked to planning model
• [ ] Planning enabled on tables
• [ ] Version selection configured
• [ ] Editable measures defined

Data Entry

• [ ] Spreading behavior configured
• [ ] Validation rules implemented
• [ ] Copy/paste enabled (if needed)
• [ ] Cell commenting enabled (if needed)

User Experience

• [ ] Input controls for parameters
• [ ] Busy indicators for long operations
• [ ] Error messages user-friendly
• [ ] Mobile compatibility tested (if required)

---

6. JavaScript Implementation

API Usage

• [ ] Correct API selected (getPlanning vs PlanningModel vs DataSource)
• [ ] MDX filter syntax correct
• [ ] Error handling implemented
• [ ] Busy indicators used

Version Handling

• [ ] Private version creation handled
• [ ] Publish operations implemented
• [ ] Version switching working
• [ ] isDirty() checks implemented

Data Entry Scripts

• [ ] setUserInput() working correctly
• [ ] submitData() called after changes
• [ ] Refresh triggered after updates
• [ ] Lock state checked before edits

---

7. Data Locking

Configuration

• [ ] Data locking enabled on model
• [ ] Driving dimensions defined
• [ ] Lock region owners assigned
• [ ] Default lock states set

Workflow Integration

• [ ] Calendar tasks trigger lock changes
• [ ] Lock states align with process stages
• [ ] Override permissions defined
• [ ] Lock status visible to users

---

8. Integration

S/4HANA Export (if applicable)

• [ ] Legacy mode enabled on model
• [ ] ACDOCP OData service activated
• [ ] Cloud Connector configured
• [ ] Dimension mappings defined
• [ ] Export scope documented

Seamless Planning (if applicable)

• [ ] Datasphere tenant linked
• [ ] Space roles assigned
• [ ] Model exposed to Datasphere
• [ ] Cross-model planning in same space

BPC Live Connection (if applicable)

• [ ] BPC Embedded configured
• [ ] Planning sequences exposed
• [ ] OData services activated
• [ ] SSO configured

---

9. Testing

Functional Testing

• [ ] Data entry works correctly
• [ ] Spreading behaves as expected
• [ ] Data actions produce correct results
• [ ] Version publishing works
• [ ] Data locking functions properly

Integration Testing

• [ ] Multi actions execute completely
• [ ] Exports succeed
• [ ] Workflows progress correctly
• [ ] Approvals trigger expected actions

Performance Testing

• [ ] Data action execution time acceptable
• [ ] Large table rendering tested
• [ ] Concurrent user load tested
• [ ] Background jobs monitored

---

10. Documentation

Technical Documentation

• [ ] Model design documented
• [ ] Data a