Unica Plan Configuration and Reporting Schema

Configuration Steps

  1. Access the Superset environment .
  2. Navigate to Settings > Database Connections.
  3. Edit PlanDS.
  4. Provide the password for the database user.
  5. Test the connection.

Verification Steps

  1. Navigate to Charts.
  2. Filter Plan_Analytics, Plan_Dashboard, Plan, Team_OBJS, Plan_OBJS, Project_OBJS, or Program_OBJS.
  3. Navigate to Dashboards.
  4. Run each dashboard. The Dashboard must run without any error.

Unica Plan Datasets

Table 1. Landing Page Dashboards
Report Name Description
Approval Awaiting Action This dashboard displays the approvals which require the action of logged in users.
My Tasks This dashboard shows all the tasks of logged in users.
My Project Health This dashboard shows the health status of logged in user’s projects.
My Active Projects This dashboard lists the projects of logged in users which are in active status.
Vendor Spend Summary This dashboard shows a summary of vendor-wise spend and procurement details. It provides insights into the total spend, categorized expenses, and vendor performance.
System Projects This dashboard provides an overview of system-wide projects, including status, progress, and key milestones. It highlights delays, risks, and dependencies associated with ongoing projects.
System Programs This dashboard presents an overview of various system programs, their progress, and key performance indicators.
Project Health (Monthly) This dashboard provides a monthly snapshot of project health, highlighting project health scores such as timeline adherence and overall project progress.
Project Health (Trend) This dashboard displays the historical trend of project health over a period of time. It identifies deteriorations in project performance.
My Task Status This dashboard shows the percentage of progress of tasks of logged in users. It shows the percentage of on time completed, late completed, early completed and skipped tasks.
My Task Overview This dashboard shows an overview of today's tasks of logged in users. The overview shows count of today's active, overdue, on time and due to finish today tasks.
My Task Progress This dashboard shows progress of tasks of logged in users. It shows count of on time completed, late completed, early completed and skipped tasks.
My Approval Status This dashboard shows the percentage of progress approval tasks of logged in users. It shows percentage of on time completed, late completed and early completed approval tasks.
My Approval Overview This dashboard shows an overview of today's approval tasks of logged in users. The overview shows count of today's active, overdue and on time approval tasks.
My Approval Progress This dashboard shows progress of approval tasks of logged in users. It shows count of on time completed, late completed and early completed approval tasks.
Project Budget This dashboard shows system projects with their forecast, allocated and actual budgets.
My Alerts This Dashboard lists down all the alerts for logged in user.
My Requests This Dashboard displays all the requests raised by logged in user.
Table 2. Dashboard Reports
Report Name Description
Projects By Project Type
Projects by Status
My Task SummaryThis dataset shows all users’ tasks with various statuses with their start and completed timelines.
Spend by Project Type
My Approval SummaryThis dataset shows all users’ tasks with various statuses with their start and completed timelines.
Projects Requested and Completed
Budget by Project Type
Marketing Financial Position
Forecast by Project Type
Completed Projects By Quarter
Manager Approval Summary
Manager Task Summary
Table 3. Plan Analytics
Report Name Description
Project Tasks
Resource Task Load
Project Performance Summary
Project Performance Crosstab (Custom)
Project Health (Trend)
Vendor Spend Summary
System Projects
Project BudgetThis dataset shows system projects with their forecast, allocated and actual budges.
Marketing Activity
Project Health (Monthly)
Program Tasks and Milestones
System Programs
Project On Time Analysis
Project Performance Summary (Custom)
Overdue Milestone Report
Table 4. Object Specific Reports
Report Name Description
Project Budget Summary By Quarter
Approval and Compliance Listing
Detailed Expense Breakout
Team Members
Plan Budget Summary By Quarter
Program Budget Summary By Quarter

Customize your Reports

You can customize or create new Unica Plan reports using out of the box datasets. These datasets consist of database SQLs. We recommend that you do not modify existing datasets in case you want to create a new field in the same. Instead, you can make a copy and modify SQL of datasets.

For more information, see https://superset.apache.org/docs/intro documentation.