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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.
Programs
Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
Linking existing projects to programs
Link projects and programs to create an organizational hierarchy of work. Before you can link an existing project to a program, there must be existing projects in your system and you must have the appropriate permission.

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.
  - Adding a program
    If you have permission, you can add a program.
  - Starting programs
    You start a program by changing the status. Select the transition Start Program.
  - Adding new project requests and projects to programs
    After you create a program, you can create a project request or project from within the program. When you do so, Unica Plan automatically links the project request or new project to the program.
  - Linking existing projects to programs
    Link projects and programs to create an organizational hierarchy of work. Before you can link an existing project to a program, there must be existing projects in your system and you must have the appropriate permission.
  - Removing projects from programs
    You can remove new project requests, new projects, and existing projects from a program.
  - Deleting programs
    When you delete a program, Unica Plan checks to see whether the program contains links to any projects. If so, you cannot delete the program until you remove all linked projects.
- 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.

Linking existing projects to programs

Link projects and programs to create an organizational hierarchy of work. Before you can link an existing project to a program, there must be existing projects in your system and you must have the appropriate permission.

Before you begin

Note: Linked projects and programs must have the same security policy. After you link a project to a program, you cannot change the security policy of either object without first removing the project from the program.

To add projects to the program, you must have Edit Summary Tab permission for each project you want to add. If you do not have this permission for one or more projects, ask your administrator for help.

About this task

After you create a program, you can link existing projects to the program. When you link a project to a program, all team members who are listed in both the project and program receive an email that informs them of the link.

Procedure

Go to the Summary tab of the program that you want to link to an existing project.
Click Manage Linked Objects () and select Link Existing.

A dialog box appears for you to specify the projects to link.
Type your search criteria in the Find by name or code field.
Click Find.
Note: The Search Results field displays only projects that you can link to the program. Only projects with the same budget granularity and security policy as the program are available. Programs with a status of Canceled, Deleted, or Completed never appear in Search Results.
In the Search Results field, select the projects to link.
Click the double arrows to move projects into or out of the Selected Items to Link list box.
Click Save Changes to create child links to the projects you selected.
Note: Programs can sort their linked plans or projects.

Results

The projects that you added appear in the list of projects at the bottom of the Summary tab of the program.

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