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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.
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.
About the key performance indicators
Health rules include key performance indicators (KPIs) that evaluate project performance against an objective threshold.

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.
- 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.
  - About the key performance indicators
    Health rules include key performance indicators (KPIs) that evaluate project performance against an objective threshold.
  - About the default health rule
    Before you create your own project health rules, assess the default health rule supplied by the system.
  - To configure project health status rules
    You can add, edit, and delete project health status rules, and assign rules to project templates.
  - To assign a rule to a project template
    You use this procedure to change the assignment of a rule to one or more project templates.
  - To customize labels and colors
    You can customize the label and color indicators for each possible health status.
- 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.

Key performance indicators

Health rules include key performance indicators (KPIs) that evaluate project performance against an objective threshold.

For example, you consider a project healthy if it has a budget overrun of less than 5%, but you consider a project with a 10% budget overrun to be in a critical state.

Table 1. KPIs for project health
KPI	Description
% Milestone Overdue	For all In Progress and Completed project milestones, compares the total delay time to the total planned time.
% Budget Overrun	For the project, compares the total estimated budget less actual expenses to the total estimated budget. This KPI requires the Financial Management module.
% Time Overdue	For all In Progress and Completed project tasks, compares the total delay time to the total planned time.
% Tasks Delayed	For the project, compares the number of overdue tasks to the total number of incomplete tasks.
% Milestone Tasks Delayed	For the project, compares the number of overdue milestones to the total number of incomplete milestones.

How the system determines overdue tasks and milestones

For several of the KPIs, the system must determine whether tasks or milestones are overdue. To make this determination, Unica Plan compares the current date (today) to the Forecast/Actual date and the Target end date for the task or milestone.

Note:

The system uses the date, time, and timezone of the server as the current date.
The system uses the timestamp of the daily batch job that calculates health status as "today".
The system always categorizes tasks with the Skipped status as Not Overdue.

Table 2. Results of date comparisons
State	All other states	Finished
Condition	All other states	Finished
Today > F/A end > Target end	Overdue	Overdue
Today > Target end > F/A end	Overdue	Not Overdue
Target end > Today > F/A end	Not Overdue	Not Overdue
Target end > F/A end > Today	Not Overdue	Not Overdue
F/A end > Target end > Today	Not Overdue	Overdue
F/A end = Blank AND Target end > Today	Not Overdue	Overdue*
F/A end > Today > Target end	Overdue	Overdue
F/A end = Blank AND Today > Target end	Overdue	Not Overdue

* When the task status changes to Finished, the system supplies the Actual end date with a timestamp. During the next health status calculation, the system reassesses the task as Not Overdue.

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