Home
User Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Common tasks
Disabled attribute values
Throughout Unica Plan, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.
Disabled attribute values in objects
When an administrator disables an attribute value, it no longer appears in lists for new objects. However, disabled attributes still affect users in some situations.

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
  - Attachments
    You can attach relevant documents to Unica Plan objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.
  - Statuses of business processes
    The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.
  - Disabled attribute values
    Throughout Unica Plan, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.
    - Disabled attribute values in objects
      When an administrator disables an attribute value, it no longer appears in lists for new objects. However, disabled attributes still affect users in some situations.
    - Example: disabled attribute values
      When an administrator deletes an attribute value, it affects templates and objects that use that value.
  - Selecting resources
    Throughout Unica Plan, users can select people and teams as resources.
  - Printing objects
    You can print the current page for many Unica Plan objects.
  - Exporting information in Microsoft Excel format
    You can export information from Unica Plan to an Excel spreadsheet for programs, projects, and project requests.
- 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.
- 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.

Disabled attribute values in objects

When an administrator disables an attribute value, it no longer appears in lists for new objects. However, disabled attributes still affect users in some situations.

Users need to consider disabled values in the following situations.

A user edits a tab for an existing object with an attribute that is set to a disabled value. The attribute is optional.
If the user edits the attribute, the user must select an enabled value. However, the user can save the page without editing the attribute. If the user does not edit the attribute, the object can be saved with the existing, disabled value.
A user edits a tab with an attribute that is set to a disabled value. The attribute is required.
The user must select an enabled value for the attribute. The system does not allow the user to save the data until an enabled value is set for the attribute.
A user creates a new object. One tab contains an optional attribute that has a disabled, default value.
The attribute is set to a blank value.
A user creates a new object. One tab contains a required attribute that has a disabled, default value.
The system presents an error message that the attribute is required. The user cannot finish creating the object until the user sets the value of the required attribute.

Have feedback?
Google Analytics is used to store comments and ratings. To provide a comment or rating for a topic, click Accept All Cookies or Allow All in Cookie Preferences in the footer of this page.