Home
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.
Unica Plan workflow
The workflow for Unica Plan includes creating and managing marketing objects, such as plans, programs, and projects.

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.
  - Why use Unica Plan?
    Unica Plan, users increase the return and lower the risk of resource investments by optimizing decisions, collaborating across programs, operating more efficiently, and gaining greater visibility.
  - Unica Plan documentation and help
    Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.
  - Unica Plan workflow
    The workflow for Unica Plan includes creating and managing marketing objects, such as plans, programs, and projects.
    - Integration with Unica Campaign
      Unica Plan optionally integrates with Unica Campaign, which, in turn, can integrate with several other products. When Unica Plan and Unica Campaign are integrated, you can use the marketing resource management features in Unica Plan to create, plan, and approve campaigns and flowcharts.
  - Business processes
    In Unica Plan, a business process is the representation of a collection of related, structured activities (a chain of events).
  - Logging into marketing software
  - 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.
- 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.
- 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.

Unica Plan workflow

The workflow for Unica Plan includes creating and managing marketing objects, such as plans, programs, and projects.

Before you begin

Before you start working in Unica Plan, your administrator must install Unica Plan and set it up. If you are having problems, contact your administrator.

About this task

The following steps outline some of the major tasks users do in Unica Plan.

Procedure

Create plans that contain programs.
Create programs that contain projects.
Create more projects, request a project, accept a request, start a project, or view projects.
Work with projects by completing the setup of workflows, viewing and modifying tasks, and printing, copying, and deleting the projects.
Work with assets, including adding, editing, and changing the status of assets. You can also add folders.
Work with approvals, including adding an approval process; submitting it for review; canceling the review; modifying, printing, and deleting it; putting the approval on hold; responding to it; and marking up approval items with comments.
Create invoices that track expenses related to programs and projects.
Search for projects and approvals with both the standard and advanced search capabilities, and save advanced searches for future use.
Collaborate with other users with the alerts window and the message board.
Create To-dos and Checklists to track items to be performed by you or other users.

Have feedback?
Google Analytics is used to store comments and ratings. To provide a comment or rating for a topic, click Accept All Cookies or Allow All in Cookie Preferences in the footer of this page.