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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.
Common tasks
Attachments
You can attach relevant documents to Unica Plan objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.
To send e-mail attachments

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
  - Attachments
    You can attach relevant documents to Unica Plan objects, such as plans, programs, and projects. The Attachments tab of an object contains links to all files or URLs related to the object.
  - Statuses of business processes
    The status of a business process quickly informs users of where the business process is in its lifecycle. You change the status by selecting a transition.
  - Disabled attribute values
    Throughout Unica Plan, users select an item or items from a list. Over time, the items in the lists can change; administrators can add, remove, or disable items from lists.
  - Selecting resources
    Throughout Unica Plan, users can select people and teams as resources.
  - Printing objects
    You can print the current page for many Unica Plan objects.
  - Exporting information in Microsoft Excel format
    You can export information from Unica Plan to an Excel spreadsheet for programs, projects, and project requests.
- 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.
- 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.

To send e-mail attachments

About this task

Users that have a valid e-mail address configured in Unica Plan or Unica Platform can send e-mail attachments. If your e-mail address is configured incorrectly in the system, you receive an error message.

Procedure

Navigate to the object to which you would like to add an attachment.
For approvals and assets, attachments are available on the summary page. For all other objects, click the Attachments tab.
The tab displays any attachments that already exist for the object.
Click Send as Mail Attachment beside the attachment you would like to send.
You can also right-click the attachment icon and choose Send as Mail Attachment from the menu.
The Send Mail Attachment window appears.
Enter or select values in the To and Cc fields for the email recipients.
- To send the attachment to Unica Plan users, click the arrow at the right side of the field and select one or more email addresses. The addresses you select are added to the field. If you deselect an address, it is removed from the field.
- You can also enter any valid external email address in the fields. Separate multiple addresses by a comma. For example: user1@inbox.com,user2@myCompany.com
Enter values for the Subject field and body of the message.
Click Send to send the attachment.
The system displays a message that confirms that the e-mail has been sent or that an error occurred while the system attempted to send the message.
The Send Mail Attachment window remains open until the e-mail server has sent the message. If you close the window while the mail is being sent, you do not receive any confirmation.

Results

Note the following.

Any replies to the message go directly to the e-mail address of the sender.
If you sends an attachment to an invalid address, a message is sent to the user that the e-mail was not delivered.
If the mail server is down (for the Unica Plan server), the system displays a message that the attachment could not be sent. You can take either of the following actions:
If the mail is accepted by the e-mail server for delivery, and it cannot be delivered for any reason (for example, if an email address is invalid) the e-mail server sends the details directly back to the user in the local client e-mail application.

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