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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 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 creating, editing, and deleting attributes
You can create, edit, and delete shared and local attributes.
To edit a local attribute
You can only edit a local attribute after it is placed onto the form. You cannot edit an attribute that is in the Form Attributes list on the Add an Element tab.

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.
- 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.
  - Standard attributes
    A set of standard attributes is defined for all marketing objects.
  - About attributes for Plan-Campaign integration
    In systems that integrate Unica Plan and Unica Campaign, you use Unica Plan to create and enable campaign and cell attributes, and place them on forms and then into campaign project templates.
  - About creating, editing, and deleting attributes
    You can create, edit, and delete shared and local attributes.
    - To create and enable a shared attribute
      You can create and enable a shared attribute by using Unica Plan shared attributes function.
    - To edit a shared attribute
      You can edit a shared attribute. Only edit a shared attribute if it is not imported.
    - To delete a shared attribute
      You can delete a shared attribute only if it is not enabled. After it is enabled, it cannot be deleted.
    - Shared Attributes list page
      The Shared Attributes list page lists every shared attribute that is defined in the system. The attributes are organized by attribute category: form, grid, campaign, cell, and offer.
    - To create a local attribute
      You can create a local attribute in a form.
    - To edit a local attribute
      You can only edit a local attribute after it is placed onto the form. You cannot edit an attribute that is in the Form Attributes list on the Add an Element tab.
    - To delete a local attribute
      You cannot delete an attribute that is on a form. You must remove the attribute from the form first.
  - Attributes reference
    The options that you see when you create or edit an attribute depend on the category and attribute type of the attribute.
  - About the attribute types
    The following attribute types are available in Unica Plan.
  - You can make an attribute visible based on what was selected for any combination of all the other single-select and/or single-select database drop-down attributes. You can also make attribute groups visible based on values of other attributes. This feature makes forms much simpler to fill in, only containing the attributes or attribute groups for which the user needs to provide input based on everything else they have already filled in on the form.
  - You can decide which attributes to make visible in a form based on the values of other attributes in that form. For example, if the user selects United States in the country attribute, you can make visible its dependent State attribute. You can also make attribute groups visible based on values of other attributes in a form.
- 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.

Editing a local attribute

You can only edit a local attribute after it is placed onto the form. You cannot edit an attribute that is in the Form Attributes list on the Add an Element tab.

Procedure

Open the form for which you want to edit the attribute.
Click the attribute on the form.
A dialog opens.
Click Edit Custom Attribute.
Make the changes that you want, then click Save and Exit.

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