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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.
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.
Project views
Unica Plan organizes projects and project requests in views.
Selecting project views
You can access the different views of projects from the Actions menu. Views organize projects based on criteria, such as the team to which the project is assigned or the due date.

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.
  - Projects and project requests
    Your permission settings determine whether you create projects or project requests. If you do not have permission to create projects, you submit a project request to someone who has the necessary permissions.
  - Project views
    Unica Plan organizes projects and project requests in views.
    - Selecting project views
      You can access the different views of projects from the Actions menu. Views organize projects based on criteria, such as the team to which the project is assigned or the due date.
    - Project search
      You can search for projects that are grouped by any criteria that is useful to you and save the results of that search to view later.
    - Displaying projects in list and calendar view modes
      By default, Unica Plan displays your projects in project list view. You can also display your projects in calendar view, which shows your projects by due date on a calendar. Your administrator sets the default of whether projects are displayed in list view or calendar view when you select Operations > Projects.
  - Unica Campaign projects in an integrated system
    If your Unica Plan system is integrated with Unica Campaign, you can create campaign projects.
  - Creating projects
    You can create a single project from a project template. Your administrator sets up and maintains project templates. You can also create projects by copying a project, making up to 99 clones of a project, or responding to a project request.
  - Cloning projects
    To create multiple similar projects from a single existing project, you clone the project. You specify how many projects to create, and select fields you want to edit before the new projects are saved. You can clone a project when it is in any status.
  - Starting projects
    You start a project by changing the status. Select the transition Start Project.
  - Project attachments tab
    The Project Attachments tab organizes attachments to the project. The tab contains two sections: one for attachments for the project as a whole and one for attachments to individual tasks in the project.
  - Project requests
    If you do not have the security permissions to create a project, you create a project request. A project request is similar to a work order or creative brief. It represents a request for someone else to do work according to the specifications supplied by the requester.
  - Copying projects
    To create a project that is similar to an existing one, you can copy that existing project. You can make the copy when the project is in any state. You can then edit the copied project as needed. This functionality provides you a high flexibility with many options.
  - Team projects and requests
    Users can submit requests to a team, rather than an individual. Such requests are called team requests.
  - Navigating from projects to programs
    You can link a project to a program. Programs help you organize projects in logical groups. After you link a project to a program, you can go to the program from within that project.
  - Linked projects
    Marketing projects often involve people from outside the marketing department, making it difficult to track everything with a single, comprehensive project. You can use multiple linked projects or subprojects to manage these tasks.
  - Linking a Journey to Projects
    You can link a Journey to a project. The conditions for linking a Journey to a project are as follows:
  - Assigning work
    After a project exists, users can assign work to people or teams.
  - Reconciling projects
    After you complete or cancel a project, you can edit certain portions of the project by placing it into a temporary state, In Reconciliation.
  - Deleting projects
    When you delete a project, Unica Plan checks to see whether you linked the project to a program. If you did, you cannot delete the project until you remove it from the program.
  - 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.
- 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.

Selecting project views

You can access the different views of projects from the Actions menu. Views organize projects based on criteria, such as the team to which the project is assigned or the due date.

About this task

In any view, you can change the sort order by clicking the column that you want to sort by. Click the column a second time to reverse the sort order.

Procedure

Open Unica Plan and select Operations > Projects.

The default page that appears is the Active projects and Requests view. You can change this default page by modifying your user options.
Click the Actions icon () and select All Projects and Requests, My Requests, or My Projects.
Click the Actions icon () and select Search for Projects to search for projects that meet a specified criteria. You can then save that search.

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