Account Properties page
When an account administrator creates or edits an account, the Account Properties page displays. Sections for Basic Info and Budget (Next 3 Years) display.
Basic Info section
The Basic Info section contains the following fields.
| Field | Description |
|---|---|
| Account Name | Required. Unica Plan uses this name to identify the account in the user interface. Enter a unique name. |
| Description | An optional description for the account. This description displays on the Account Definitions page. |
| Team Members | Required. List of owners for the account. By default, the creator of the account is listed as an owner. See Adding or remove account owners. Account owners who are not also account administrators can click Financials > Accounts to review account information, and select the accounts that they own for line items on program and project Budget tabs and invoices. They cannot access the Account Properties page. |
| Account Number | Required. A unique, alphanumeric identifier for the account. Do not include spaces. |
| Security Policy | Required. The security policy for the account. Only users in this security policy can access the account. |
| Source Account | Displays for subaccounts only. The read-only name of the parent account. |
Budget (Next 3 Years) section
The Budget section provides a grid interface for you to enter the amount budgeted for each month of the current year and the next two years. Unica Plan tallies up entered amounts for each quarter, and totals the budgeted funds for the account per calendar year.
Account owners who click Financials > Accounts to review account information see data for the current year by default. When a different year is selected from the Account Summary list, a new browser window opens to display account information for that year.