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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.
People and teams
In Unica Plan, you assign work to teams or individual users.
Project member management
You manage project members on the People tab. For example, you can manage teams and security permissions.

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.
  - People tab
    Each project contains its own People tab.
  - Project member management
    You manage project members on the People tab. For example, you can manage teams and security permissions.
    - Managing projectCorporate Campaign members
      Use the People tab of the project to manage team members.
    - Changing the access level for a project member
      You might want to change the security access level and permissions for project members. While all Unica Plan objects have access levels, it is useful to change access levels for projects only.
    - Find and replace task members or reviewers
      You can replace any member or reviewer with any other current member of the project. To replace with someone not on the project list, you first need to add that person to the project. This requirement applies only to owner-assigned task members and reviewers. To remove a member or reviewer that is assigned by an administrator when a template was created, you must go to the approval and remove them. You can only remove the memeber or reviewer if you have the proper permissions.
    - Select project members and reviewers page
      The Select Project Members page appears when you are adding or removing project members, and the Select Reviewers page appears when you are adding or removing reviewers.
  - Managing reviewers
    Reviewers are different from project members because they do not have access to the project. Reviewers approve other project members work. Both reviewer roles and users are defined in the People tab for use in the workflow, mostly for approval tasks.
  - Object access levels
    Access levels are default roles that exist for different types of objects. For example, a project has an owner, a participant, a requester, and an approver. A request has an owner and recipient. While the names of the object access roles are fixed, the security permissions granted by them depends on the security policy assigned to the object. In other words, different members of a project might need different access roles. Object access roles are also sometimes called access levels.
  - Roles and permissions
    Different users and roles have different permissions.
  - Assigning people to roles
    Roles define tasks and permissions in projects. Assign users to roles before starting work on a project.
- 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.

Project member management

You manage project members on the People tab. For example, you can manage teams and security permissions.

On the People tab, you can do the following actions.

Add team members to the project.
Remove team members from the project.
Change a role for a member.
Add and remove roles.
Note: A role must exist within the project before you can assign a team member to it.
Review a list of team members or request recipients who are out of the office, their delegates, and delegation start dates. (Displays for project or request owners only.)

The People tab controls the following security permissions.

View People tab.
Edit Team Members, Roles, and Access Levels.
Assign Work by Role. Users with this permission can also access the Assign Work by Role and Find/Replace dialog boxes.

Note: Users with View People tab and Edit Team Members, Roles, and Access Levels permissions can automatically add members and member roles on workflow spreadsheets without adding them to the People tab first.

Notes on managing project members

If a role is not listed for the project, you (or an administrator with the appropriate permission) can create it using Setting > Unica Plan Settings > List Definitions > Roles.
When you edit members, the list of people in the Available resources section of the Select Team Members dialog is populated from Unica Platform. This list reflects limitations based on your role and permissions. For details, consult your Unica Plan administrator or the Unica Platform Administrator's Guide.
The list of teams in the Select Team Members dialog is based on the teams that are defined in Unica Plan. As with the list of people, the list of teams is limited based on your role and permissions.
The email address displays for a team member only if this information is available in Unica Platform.
You cannot remove project members (or roles) who have tasks that are assigned to them. You must remove them from all future workflow tasks before you can remove them from the project.
In the Project Members column, teams are in italics and are preceded by the icon. Individuals are in bold font and preceded by the icon.

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