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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.
Searches
You can perform simple and advanced searches in Unica Plan.
Searching for objects other than assets
Use the advanced search to search for objects that are not assets.

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.
- 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.
  - Grid searches
    With advanced searches, grid attributes appear in the list of available attributes to add to a search. This search looks for all project templates that are enabled, whether any projects or marketing objects exist that were created from that template.
  - Object attribute searches
    You can search for attributes that are contained in marketing objects that are linked from other marketing objects or from projects.
  - Searching a digital asset library
    Use the advanced search for assets to search for information in specific fields that the owner provided when they created or modified the assets.
  - Searching for objects other than assets
    Use the advanced search to search for objects that are not assets.
  - Regrouping and reordering search criteria
    As you construct search criteria, you can rearrange the grouping and order of any search condition.
  - The Not In operator
    The operator Not In returns all instances of objects that do not have the value of the attribute that is specified in the search or do not include the attribute.
  - Assets advanced search page
    When you click Advanced Search on a digital asset list page, the system displays a page with the following fields.
  - Advanced search page for objects other than assets
    When you click Search on the list page for most Unica Plan objects, the system displays a page with the following fields.
  - Saved searches
    You can save any advanced search by clicking Save As on the Advanced Search page. Saved searches are available only for plans, programs, projects, and marketing objects.
- 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.

Searching for objects other than assets

Use the advanced search to search for objects that are not assets.

About this task

To perform an advanced search (except for assets), complete the following steps.

Procedure

Open the list page of the object type for which you want to search.
For example, open the list page for a project or task.
Click the Search icon ().

The Advanced Search page appears:
Select a template on which to base the search.
The list groups templates for the object type into All Templates, All Enabled, and All Disabled.
Note: This list does not appear if there is only one template available for the object type.
Select an attribute on which to base the search.
Attributes are listed in alphabetical order.
Select an operator for the search.
The operators that are available depend on the type of attribute that is selected for the search.
Select or enter a value.
Repeat steps 3 through 6 as necessary to add criteria to your advanced search.
If you specify multiple criteria, indicate whether you want to search for objects that match any of your criteria or all of your criteria.
Optional: Click Save as to save the search.

Administrators can also publish the search by selecting the Publish check box on the Save As dialog box. Published searches are available to all Unica Plan users.
Click Apply to complete the search based on your criteria.

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