Customize Unica Plan

You can customize the Unica Plan interface to meet your needs. Customization settings are available in Unica Plan when you click Settings or Settings > Unica Plan Settings.

The following table describes what you can customize.

Table 1. Options for customizing Unica Plan
Option Description
Set current page as Home Set the current page to display automatically as soon as you log in to Unica Plan.
Basic Settings Set the security policy to apply to new items by default.
Timezone Choose your local timezone.
Assets Options Define the asset list to show by default.
Approvals Options Define the approval list to show by default.
Projects Options Define the project list and view to show by default for projects.
Tasks Options Define the task list and view to show by default for tasks.
Analytics Options Set a default report to display when you go to the Analytics >Analytics page, and set the Analytics home page as your login page.
Calendar/Timeline Settings Select options to customize how you view the calendar and task milestones.

See Calendar display options.

Out of Office Settings Define whether you are in or out of the office and identify delegates. From version 12.1.4, you can schedule Out of Office for future dates.

You (or another user with the appropriate permission) can set up dashboards to show the information that you view most often. Each dashboard can include one or more "portlets" that present:

  • Lists of links to Unica Plan items such as Approvals Awaiting Action, Manage My Tasks, and My Alerts.

    For more information, see Unica Plan list portlets.

  • Quick Links that provide access with a single click to options such as Create New Project or Add Invoice.

    For more information, see Quick link portlets.

  • Reports, such as Budget by Project Type or Marketing Financial Position.

    For more information, see Unica Plan report portlets.