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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.
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.
Plan report and folder names in Cognos
IBM Cognos® Connection presents reports in a directory structure, the top level of which is named Public Folders.

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.
  - Plan report and folder names in Cognos
    IBM Cognos® Connection presents reports in a directory structure, the top level of which is named Public Folders.
  - Plan reports and Cognos
    In Cognos®, you can create reports that are based on the Unica Plan data model and you can edit the reports in the Unica Plan reporting pack.
  - Data model updates in Cognos
    Whenever there are changes to the Unica Plan system or custom tables, ensure that the Unica Plan data model in Cognos® is updated to reflect those changes.
  - Filters in Cognos reports
    As part of your design for a IBM Cognos® report, you can provide options to filter report results, rather than selecting all the data in the application. Using IBM Cognos Report Studio, you can create various filters.
  - Hyperlinks in Cognos reports
    You can create hyperlinks in Cognos® reports so that users can open a referenced object in Unica Plan from within the report.
  - Example custom report: Project Performance Summary (Custom)
    The Unica Plan reports package provides two versions of the Project Performance Summary. The Project Performance Summary uses only default attributes. The Project Performance Summary (Custom) contains custom attributes and metrics.
  - Reports for Plan administrators
    Reports are available to help Unica Plan administrators monitor different user activities.
- 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.
- 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.

Unica Plan report and folder names in IBM Cognos®

IBM Cognos® Connection presents reports in a directory structure, the top level of which is named Public Folders.

When the Unica Plan reports package is installed in Cognos®, Public Folders contains the following subfolders for Unica Plan.

Affinium Plan, which contains the multiple-object reports that are listed on the Analytics Home page in Unica Plan. If you create new multiple-object reports in Report Studio, save them to this folder. If necessary, you can create subfolders within this folder to organize the reports into a hierarchy.
Affinium Plan - Object Specific Reports, which contains the single-object reports that are listed on the Analysis tabs of individual Unica Plan object instances. This folder contains subfolders for plans, programs, projects, and teams. If you create new single-object reports, you save them to the appropriate subfolder.

Do not rename the folders. If you do change the folder names, note the following requirements.

Edit the reportsAnalysisSectionHome and reportsAnalysisTabHome properties under Settings > Configuration >Plan > umoConfiguration > reports so that they match the names of the folders.
Do not use special characters (such as quotation marks or '<') in the folder names. Use only alphanumeric characters, and the space and hyphen ('-') characters if you rename the default report folders.
If you rename the Affinium Plan - Object Specific Reports folder, you must edit the Project Budget Summary by Quarter report in Report Studio. This report contains a URL that links to the Detailed Expense Breakout report, and it is hardcoded to the report folder name. If the folder name changes, you must edit the links to refer to the new folder name.
Do not rename the subfolders in the Affinium Plan - Object Specific Reports folder.

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