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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.
Metrics
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
Finalizing and rolling up metrics
When a project is linked to a program or a program is linked to a plan, you can roll up metric values from the child object to the parent object. Template creators define how metrics roll up to the parent object.

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.
- 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.
  - Setting up program and project metrics
    Use the wizard to add a program or project and specify the metrics that you want to collect. The results appear on the Tracking page.
  - Editing program and project metrics
    When you created your program or project by using the wizard, you entered metrics on the Tracking page. You can then edit any of the values that you entered.
  - Entering planned values for metrics that roll up
    You can incorporate your goals and performance expectations for your marketing campaign into Unica Plan by entering planned values for metrics that roll up. The planned values display side-by-side with the actual values at the end of the campaign.
  - Views for rollup metrics
    The following table describes the views that are available for rollup metrics.
  - Importing metrics from a campaign
    If your campaign project has a Tracking tab, the template creator mapped contact and response metrics in Unica Campaign with metrics in Unica Plan. You can import the metric data into the campaign project.
  - Finalizing and rolling up metrics
    When a project is linked to a program or a program is linked to a plan, you can roll up metric values from the child object to the parent object. Template creators define how metrics roll up to the parent object.
- 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.

Finalizing and rolling up metrics

When a project is linked to a program or a program is linked to a plan, you can roll up metric values from the child object to the parent object. Template creators define how metrics roll up to the parent object.

About this task

For more information about defining rollup behavior, see the Unica Plan Administrator's Guide.

Note: Planned values for metrics do not roll up. Those values are for top-down planning.

Metric values do not roll up automatically. Unica Plan rolls up the values when you indicate that they are final. Each time that you import new metric values or edit metric values, you must indicate that the values are final in order for them to roll up.

Whenever there are metric values that have not been rolled up, a Finalize link displays on the Tracking tab of the object that contains the values.

Procedure

Navigate to the Tracking tab of the project or program whose metrics you want to roll up to their parent program or plan.
Click the Finalize link.

Note: The Finalize link displays only if there are new or changed metric values that have not yet been rolled up.
The metrics that are defined for rollup are rolled up to the parent program or plan and are available on the parent object's Tracking tab.

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