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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
About forms
A form is a collection of attribute fields that gather information about an object.
Creating grids
Grids are spreadsheet-like tools for collecting data. A grid component can display in the user interface as either a table or a list.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
  - Form Definitions page
    The Form Definitions page lists each of the custom forms that are defined for your system.
  - Creating forms
    Before you create a form in Unica Plan, you should design it on paper or in a spreadsheet.
  - Creating grids
    Grids are spreadsheet-like tools for collecting data. A grid component can display in the user interface as either a table or a list.
    - About the grid types
      There are four grid types available. A description follows of the user interface display that results when an attribute of each type is implemented.
    - To create an editable grid
      You can create an editable grid to a new or exiting form.
    - Create New Grid dialog
      The Create New Grid dialog has fields that you need to understand.
    - To display an existing editable grid as a read-only grid
      In order to collect data in an editable grid and display the same data in a read only grid, you create two different forms.
    - To display a grid as a list
      You can reference a grid, and display it on another form as a list.
    - Example: creating lists of marketing objects
      This example describes how to display a list of marketing object references.
  - About Target Cell Spreadsheets
    A Target Cell Spreadsheet (TCS®) is an editable grid component that has a set of predefined attributes. You use Target Cell Spreadsheets when Unica Plan-Unica Campaign integration is enabled.
  - Publishing forms
    You can only add published forms to a template.
  - Exporting forms
    You can export forms only after they are published. Any changes that are made to the form since it was last published are not included in the exported form.
  - Importing forms
    You can import forms only from a system that is running the same version of Unica Plan.
  - Moving forms from one computer to another
    You can move a form from one computer to another by exporting the form from one computer and importing it into another installation of Unica Plan.
  - Managing lookup values for a form
    Single-Select - Database and Multiple-Select - Database attributes present lists of values to users, who then select one or more values from the list.
  - Copying forms
    You can copy any published form that is enabled. Unica Plan copies the last published version of the form.
  - Enabling data posting of list selections
    When you create a read-only list, you can enable users to send their data selections to a specified server by clicking a link in the form.
  - Adding a form to existing objects
    When you add a new form to an existing object template, the new form does not display in objects previously created from the template. You can manually edit the database table for the form to make the new form display in all objects of a specified type (for example, all projects).
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Creating grids

Grids are spreadsheet-like tools for collecting data. A grid component can display in the user interface as either a table or a list.

Grids are either editable or read-only. An editable grid is for users to enter information, while a read-only grid displays information entered previously.

When you add a grid to a form, you set it up in two parts:

The grid component defines the type of grid you want to add, and the database table in which to store entered data, or from which to read data to display.
The grid attributes define each of the columns in the grid.

You determine whether a grid is editable or read-only when you create the grid component. If you want the same information to be editable in one form and read-only in another, you need to create two grid components and then set them up to include the same grid attributes.

You can group attributes within a grid by using an Attribute Group Header on the grid. A grid can contain a mix of grouped and ungrouped attributes.

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