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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.
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.
Customizing menus
You can configure the menus and menu options for Unica Plan based on the needs of your organization.
To create a menu
You can create a menu in Unica Plan by modifying the sysmodules.xml file.

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.
  - Renaming marketing object types
    You can change the labels and other text strings that display in the user interface for marketing object types.
  - Customizing menus
    You can configure the menus and menu options for Unica Plan based on the needs of your organization.
    - To create a menu
      You can create a menu in Unica Plan by modifying the sysmodules.xml file.
    - Reorganizing items on menus
      You can reorganize items on menus by moving items from one menu to another or changing the order of items on a menu.
    - To rename a menu or an item on a menu
      You can rename a menu or an item on a menu by modifying the sysmenu.xml file.
    - To add a menu item that links to a URL
      You can add a menu item that links to a URL by modifying the sysmodules.xml file.
    - Synchronizing menus
      Anytime you make a change to the menus in Unica Plan, you must synchronize the menus in order for your changes to display.
  - 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.
- 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.
- 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 a menu

You can create a menu in Unica Plan by modifying the sysmodules.xml file.

About this task

Before you can create a menu, the sysmodules.xml file must contain a module for the menu and a module for each item you want to include on the menu.

Procedure

Open the sysmodules.xml file.
Add a <module> element with a unique id value for the new menu.
Ensure that a <module> exists for each menu item you want to include on the menu.
Make a note of the id value for each one.
Save and close the sysmodules.xml file.
Open the sysmenu.xml file.
To create the menu, add a <menugroup> element.
Enter the same id value for this element that you entered for the new menu <module> element in the sysmodules.xml file.
To create menu items for the menu, add <menuitem> elements to that <menugroup>.
Make sure that each <menuitem> element has an id value that is the same as one of the sysmodules.xml file <module> elements that you identified in step 3.
Save and close the sysmenu.xml file.
Restart the Unica Plan server.
Click Settings > Plan Settings > Synchronize Menus.

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