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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.
Roles and permissions
Different users and roles have different permissions.
Assigning work by role
Typically, at the beginning of a project, the project owner or manager assigns work to the members of their team.

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 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 work by role
      Typically, at the beginning of a project, the project owner or manager assigns work to the members of their team.
    - Removing a role
      You can remove member and reviewer roles from projects.
    - Adding a role
      A project owner or manager might realize that the project needs another project role. For example, the organization decides that a certain project needs the Legal department to approve its collateral. If this role is not added when the project is created, the project owner can add it to the project later.
  - 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.

Assigning work by role

Typically, at the beginning of a project, the project owner or manager assigns work to the members of their team.

About this task

Note the following issues when you assign work:

When you access the Assign All team members and reviewers to their respective tasks dialog, the project workflow is locked. Any other user who attempts to access it receives a warning message, indicating that the workflow is in use.
Only tasks with a status of Pending have people who are assigned to them. All other tasks remain unchanged.

To assign work by role, complete the following steps.

Procedure

Click Manage roles > Assign work by role.

Note: If the project started, a warning dialog box appears. Click OK to proceed or Cancel to cancel the assignment process.

The Assign All team members and reviewers to their respective tasks page appears.
Select one of the following options:
- To add members to the existing assignments, select append the new user.
- To replace anyone who is in a role, select replace the existing assignment.
Click OK.
A confirmation dialog box appears.
Click Close.

Results

In the workflow, all users who are assigned to roles are also assigned to the tasks associated with their roles.

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