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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.
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.
Line item rollups
When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. You can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.

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.
  - Adding an invoice
    Use the New Invoice page to add an invoice.
  - New Invoice page
    The following table describes the fields available on the New Invoice page.
  - Editing invoices
    Create invoices and change the status to move invoices through development to Accounts Payable.
  - Line item rollups
    When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. You can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.
    - Invoice Line Item Approvals
      Depending on rule criteria your administrator establishes in invoice templates, line items can be automatically approved or sent through the Unica Plan approval process.
    - Rollups to the source program or project
      When you add an invoice line item, you link it to a program or project through the Source Project or Program field. After the invoice is paid, Unica Plan includes the invoice line item amount in the program or project budget.
    - Rollups to the source account
      When you add an invoice line item, you can designate an account to which you linked the invoice line item.
  - Adding and editing invoice line items
    You must add line items to eventually mark the invoice Payable and roll expenses up to accounts and budgets.
  - Field descriptions for the Edit Invoice Line Items page
    The following table describes the fields available on the Edit Invoice Line Items page.
  - Invoice status types
    In Unica Plan, invoices can be in the Draft, Canceled, Payable, Under Review, or Paid state.
  - Changing the status of invoices
    Change the status of invoices to move them from development to Accounts Payable.
  - Deleting an invoice
    Owners and users with the appropriate privileges can delete an invoice that is in the Draft state. You cannot delete invoices in the Canceled, Payable, or Paid state.
  - Printing the invoice summary
    You can print all information found on your invoice summary page or select certain columns of information to print.
- 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.

Line item rollups

When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. You can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.

There are two types of rollups:

Scheduled rollups occur on a scheduled basis.
Immediate rollups occur when you change the status of an invoice to Paid.

Note: Depending on the line item approval rules set by your Unica Plan administrator, line items can require an approval process before the invoice can be marked Payable. An invoice must be marked Payable before you can change the status of the invoice to Paid and roll up line items. For more information, see Invoice Line Item Approvals.

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