S+ Migration Sheet Generation from Live System

@{{path-to-template}}/SPlus_SMO_Migration_Template.xlsx

Using the attached migration sheet as a FORMAT REFERENCE, go through the
following S+ Strategy Management instance and create a migration sheet for
importing data INTO this system.

STRATEGY BUILDER URL (to see the model hierarchy):
{{TEMPLATE_URL}}
Example: https://clientname.masterteam.sa/template/14

PLANNER URL (to see existing data and access creation forms):
{{PLANNER_URL}}
Example: https://clientname.masterteam.sa/planner/12

Follow these steps exactly:

1. DISCOVER THE STRATEGY MODEL HIERARCHY
   a. Navigate to the Strategy Builder URL (template page).
   b. On the "Strategy Model" tab, identify ALL component types in the
      "Plan Details" section of the model diagram.
   c. Record the hierarchy — which component is the parent of which.
      Example: Strategic Objectives → Enabler Initiatives → KPI
   d. Note: The left sidebar shows all available component categories
      (Principle, Focus Area, Objective, Performance Indicator, Initiative,
      Division, Key Result) — but only the ones visible in the Plan Details
      diagram are active for this plan.

2. NAVIGATE TO THE PLANNER AND INSPECT EVERY CREATION FORM
   a. Navigate to the Planner URL.
   b. For the TOP-LEVEL component (e.g., Strategic Objectives):
      - Click the "+ Add [Component Name]" button at the top of the plan.
      - A creation dialog will open. Capture EVERY field:
        * Left side: English Name, Arabic Name, any Collaborators fields
        * Right side "Details" tab: all detail fields (code, dates, etc.)
        * Right side "Tracking" tab: Source, Baseline, Start Date,
          Frequency, Number of Years, Reporting buffer, Target Values
        * Right side "Attachments" tab: note its existence
        * "Contributes to" section: the parent relationship dropdown
      - Record which fields are required (marked with *).
      - Close the dialog (Cancel — do NOT save).

   c. For CHILD components (e.g., Enabler Initiatives under Objectives):
      - First expand an existing parent by clicking its chevron (▼) icon.
      - Click the "+" icon on the parent row — a dropdown menu appears
        showing the child component type name.
      - Click the child type name to open its creation form.
      - If clicking "+" opens the edit form of the parent instead, close it
        and try the "+" button precisely (it's the leftmost icon in the
        button group: +, pencil, trash, chevron).
      - Capture ALL fields from the creation dialog exactly as in step 2b.
      - If no creation form appears, click the pencil (edit) icon on an
        existing child item to see the edit form — it has the same fields.

   d. For GRANDCHILD components (e.g., KPI under Initiatives):
      - Expand an initiative to see its children.
      - Click the "+" on the initiative row → click the child type (e.g., "KPI").
      - Capture ALL fields from this creation form.
      - Pay special attention to the Tracking tab — this is where Frequency,
        Number of Years, Baseline, and Target Values are configured.

   e. If a component type has no existing items and the "+" button does not
      produce a form, use the "Add" button for that component type or check
      the Strategy Builder for its field configuration.

3. GENERATE THE MIGRATION EXCEL WORKBOOK

   CRITICAL REQUIREMENTS:
   - Match the EXACT format of the attached reference template.
   - Create ONE sheet per component type, named after the component.
   - Column headers must match the exact field labels from the creation forms.
   - Required fields should have " *" appended to the column header.
   - Add a "Contributes to ([Parent Name]) *" column showing the parent
     relationship for child components.

   FOR KPI / PERFORMANCE INDICATOR SHEETS:
   - Include ALL fields from both the Details tab AND the Tracking tab.
   - Set Frequency to "Quarter" and Number of Years to "3".
   - Add 12 quarterly target columns: Target Q1 2026, Target Q2 2026,
     Target Q3 2026, Target Q4 2026, Target Q1 2027, Target Q2 2027,
     Target Q3 2027, Target Q4 2027, Target Q1 2028, Target Q2 2028,
     Target Q3 2028, Target Q4 2028.
   - These target columns come AFTER all the standard KPI fields.

   SAMPLE DATA:
   - Include 3-5 sample rows per sheet with realistic data (in blue font).
   - Sample KPI targets should show a logical progression across quarters.
   - Use "Admin" as the default Owner/Champion in samples.
   - Use realistic Arabic names alongside English names.

   FORMATTING:
   - Headers: dark navy fill (#2B3A67) with white bold text, centered.
   - Data cells: thin borders, text wrapping enabled.
   - Sample data in blue font to distinguish from headers.
   - Column widths auto-sized to fit content.

   INSTRUCTIONS SHEET:
   - Add an "Instructions" sheet (red tab color) with:
     * Overview of the migration process
     * Field-by-field descriptions for every column in every sheet
     * Which fields are required vs. optional
     * Allowed values for dropdown fields (Unit of Measure, Polarity,
       Frequency, Accumulative method, Source, etc.)
     * The quarterly target structure explanation

4. SAVE the final Excel file to the Downloads folder.

5. IMPORTANT NOTES:
   - You are creating a template for IMPORTING data INTO this system.
   - The fields must match what the system's creation forms accept.
   - Do NOT invent fields — only include fields visible in the creation dialogs.
   - If a form has tabs (Details, Tracking, Attachments), check ALL tabs.
   - The "Contributes to" field links child to parent — always include it.

Strategy Builder: https://{client-subdomain}.masterteam.sa/template/{template-id}
Planner:          https://{client-subdomain}.masterteam.sa/planner/{plan-id}