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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.
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 enabled and disabled accounts
Accounts can exist in one of two states: enabled or disabled.

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.
- 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 account administrators
  - About account owners
    In your organization, account owners are typically the mid- to high-level marketing managers who are responsible for managing the budget for a particular business area.
  - To create an account
    Unica Plan administrators can add accounts. You can add either a top-level account or a subaccount.
  - About enabled and disabled accounts
    Accounts can exist in one of two states: enabled or disabled.
    - To enable or disable an account
      As an administrator, you can enable or disable an account. Account owners who are not Unica Plan administrators cannot change the state of an account.
- 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.

Enabled and disabled accounts

Accounts can exist in one of two states: enabled or disabled.

For example, you can set up an account for future use and leave it in the disabled state until you are ready to start using it.

When an account administrator creates an account, it is created in the disabled state. It must be enabled before it appears in the user interface for account owners to review and select. Administrators can change the state of any account at any time.

Enabled accounts can be selected for project and program budget line items. On the project or program Budget tab, the Source Account column for line items stores this information.
Enabled accounts can also be selected for invoice line items. On the invoice Summary tab, the Source Account column for line items stores this information.
The names of disabled accounts display in gray, italic font on the Settings > Plan Settings > Account Definitions page. Administrators can edit the information and budget for disabled accounts from this page.
Disabled accounts cannot be selected for invoice line items or for project or program budget line items.
An account that has budget or invoice line items that are linked to it remains active for those line items even if the account is disabled. the disabled account cannot be selected for new line items, however.
Account administrators can add a subaccount to a top-level account that is disabled. When you are ready to use the subaccount, however (at the beginning of a new fiscal year or period, for example), you must enable the top-level account.

See Enabling or disabling an account.

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