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User Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Assets and asset libraries
Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
Asset statuses
You must own an asset to change its status, or have the appropriate permissions.

User Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Introduction
  Unica Plan is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Unica Plan to get a comprehensive and holistic view of all marketing projects across your company.
- Common tasks
- Plans
  Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
- Programs
  Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
- Projects
  A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
- Workflows
  To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
- Approvals
  An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
- People and teams
  In Unica Plan, you assign work to teams or individual users.
- Calendar
  Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.
- Grids
  A grid is a spreadsheet-like presentation of data. Grids allow Unica Plan users to store all campaign- and project-related data within the project.
- Marketing objects
  A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).
- Assets and asset libraries
  Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
  - Asset libraries
    Digital assets are stored in libraries, which are the top-level organizational structure in the digital asset repository.
  - Changing from asset list view to thumbnail view
    By default, Unica Plan displays assets in a list view when you select an asset library.
  - Adding an asset
    You can add an asset to a library.
  - New Asset page
    When you add an asset, the system displays the New Asset page.
  - Editing an asset
    You can edit only assets that are in a draft state.
  - Adding a version of an asset
    You can add a version of an asset instead of replacing the asset.
  - Asset statuses
    You must own an asset to change its status, or have the appropriate permissions.
  - Changing the status of assets
    Change the status of an asset to move the asset through its lifecycle.
  - To view an asset
    After an asset has a status of Finalized, all authorized users can view and use the asset.
  - Viewing history of an asset
    When an asset has a status of Finalized, all users who have permission can view the revision history and download history for the asset. Owners can view the revision history when the asset has any status.
  - Adding an asset folder
    Use folders as a way to organize assets in a library. You must have permission to create folders before you can add them.
  - Deleting assets and folders from the Asset list page
    From the Asset list page, you can delete multiple assets and empty asset folders.
  - Deleting an asset from within the asset
    As an owner of the asset, you have permission to delete the asset. However, you might have another security role with permission to delete assets only if you inherit that permission from another role. In that case, you cannot delete an asset from the list of assets. You can delete the asset only from within the asset itself.
  - Moving assets and folders from the Asset list page
    From within any library, you can move assets and folders, if you have the appropriate permissions.
  - Moving an asset from within the asset
    As an owner of the asset, you have permission to move the asset. However, you might have another security role with permission to move assets only if you inherit that move permission from another role. In that case, you cannot move an asset from the list of assets. You can move the asset only from within the asset itself.
- Budgets
  In Unica Plan, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Unica Plan tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
- Invoices
  In Unica Plan, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
- Accounts
  A top-level Unica Plan account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.
- Metrics
  Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
- Reports
  By default, Unica Plan provides a set of predefined reports and dashboard components. The Unica Plan reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.
- Searches
  You can perform simple and advanced searches in Unica Plan.
- Alerts and the message board
  You can use alerts and the message board both to communicate information to other users of Unica Plan. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.
- Reading a message on the message board
  You can read messages that were previously posted to the message board, if you have permission to view that object. Messages can be posted for plans, programs, projects, assets, accounts, approvals, or invoices.
- Checklists and To-dos
  Checklists are independent of other features of Plan and you can use checklists to maintain lists of to-dos for yourself or any other user.

Asset statuses

You must own an asset to change its status, or have the appropriate permissions.

An asset can have any of the following statuses.

Table 1. Asset statuses
Status	Description
Draft	Indicates that the asset is in a draft state. All owners can edit the asset. Other users can view it or select it as an attachment. When you first add an asset, it has a status of Draft.
Locked	Indicates that the asset is in a locked state. No one can edit the asset until it is unlocked. You can lock an asset for a period if you do not want anyone to edit the asset.
Finalized	Indicates that the asset is finalized. Everyone with permission to do so can access the asset (and attach it to a business process), but no one can edit it.
Archived	Indicates that the asset is no longer available. No one can access the asset nor retrieve it. If this asset is attached to an object (such as a project or plan), it is still available from that object.

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