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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.
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.
Multi-object reports
When the Unica Plan reports package is installed, you can generate reports from the Analytics Home page.
Generating the Project Performance Crosstab report
The Project Performance Crosstab report shows high-level project metrics in a cross tabulation along multiple dimensions of custom attributes.

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.
  - Filtering data with search and select
    You can filter the data in reports in different ways, depending on the report. Use search and select filters to perform a search and then choose which results to use for the report.
  - Dates filters
    To narrow the date range for your report, use the Date filter.
  - Status and type filters
    Status and type filters limit reports to include only tasks with the selected status or type.
  - Multi-object reports
    When the Unica Plan reports package is installed, you can generate reports from the Analytics Home page.
    - Generating the Marketing Activity report
      The Marketing Activity report presents a list of all Unica Plan users who logged in to the system during a specified date range, with the total number of projects each one created.
    - Generating the Overdue Milestone report
      The Overdue Milestone report shows all overdue milestones with task end dates that fall between the selected start and end dates. You can filter the report by using the date and status filter options.
    - Generating the Program Tasks and Milestones report
      The Program Tasks and Milestones report shows all milestones for projects that are part of the program that is selected in the parameter field. You can filter the report on milestone type. If you chose not to filter on milestone type, all tasks are displayed.
    - Generating the Project Performance Crosstab report
      The Project Performance Crosstab report shows high-level project metrics in a cross tabulation along multiple dimensions of custom attributes.
    - Generating the Project Performance Summary report
      The standard Project Performance Summary report lists projects alphabetically, with the status, date, and budget information. The custom version lists projects that are grouped by initiative, with budget, cost, revenue, response rate, and lead generation performance data.
    - Generating the Resource Task Load report
    - Generating the Vendor Spend Summary report
      The Vendor Spend Summary report displays total invoiced expenses for specified vendors in a specified date range, including breakouts for paid, approved, and received expenses.
  - Single-object reports
    The single-object reports are available from the Analysis tab of projects, programs, and plans. For these reports, you are reporting on that single object.
  - Dashboard portlets
    To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.
- 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.

Generating the Project Performance Crosstab report

The Project Performance Crosstab report shows high-level project metrics in a cross tabulation along multiple dimensions of custom attributes.

About this task

Note: This report requires the Financial Management Module.

Procedure

Select Analytics > analytics.
In the list of reports, click Project Performance Crosstab.
A screen appears, which allows you to set filter criteria.
On the first filter page, choose the projects to include in the report.

To specify other filters, click Additional Prompts and proceed to step 4. Otherwise, skip to step 5.
Optional: On the second filter page, specify any of the following filters:
- Project owner
- Project date range
- Project status
- Project type: determined based on the template that was used to create the project
All sections on the filter pages are optional. If you do not enter any information in any of the sections, the resulting report contains the resource task load for all users and all projects in the system.
Click Finish to create the report.

Example

The sample report is a cross tab of project performance metrics including leads passed, revenue, and ROI (Return on Investment), aggregated over initiative and project type for business units. The sample report contains the following information:

Row Dimensions: (1) Initiative, (2) Project Type
Data in the rows is grouped by Initiative. You can use this field to categorize your programs and plans. Each Initiative section contains rows for each Project Type included in the report.
Project type is determined from the template that was used for creating the project. Sample project types are Database Marketing Campaign, Tradeshow Template, Marketing Collateral, and Campaign Project Template.
Column Dimension: Business Unit
A business unit is a field on the project and plan creation page. It is one way to categorize projects and plans.
Metrics to show: number of leads passed, revenue, and ROI (Return on Investment)
Example of a Project Performance Crosstab report:

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