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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.
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.
Dashboard portlets
To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.
Unica Plan list portlets
If the Unica Plan reports package is not installed, you still have access to the Unica Plan list portlets that are available on your dashboard.

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.
- 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.
  - Filtering data with search and select
    You can filter the data in reports in different ways, depending on the report. Use search and select filters to perform a search and then choose which results to use for the report.
  - Dates filters
    To narrow the date range for your report, use the Date filter.
  - Status and type filters
    Status and type filters limit reports to include only tasks with the selected status or type.
  - Multi-object reports
    When the Unica Plan reports package is installed, you can generate reports from the Analytics Home page.
  - Single-object reports
    The single-object reports are available from the Analysis tab of projects, programs, and plans. For these reports, you are reporting on that single object.
  - Dashboard portlets
    To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.
    - Unica Plan list portlets
      If the Unica Plan reports package is not installed, you still have access to the Unica Plan list portlets that are available on your dashboard.
    - Quick link portlets
      Quick links are pre-defined links to Unica products. Some quick links enable users to perform basic actions in the Unica product within the dashboard, without navigating to the product. You can configure portlets that contain a set of quick links that you choose.
    - Unica Plan IBM Cognos report portlets
      The following table describes the Unica Plan dashboard portlets that are available after the Unica Insights is installed or the Cognos Unica Plan Reports package for Cognos is installed.
    - Custom portlet to show standard or saved search
- 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 list portlets

If the Unica Plan reports package is not installed, you still have access to the Unica Plan list portlets that are available on your dashboard.

Your system administrator selects the portlets that members of your organization can add to the dashboard. To manage your dashboards and add portlets to them, select Dashboard > Create Dashboard.

Table 1. Standard Unica Plan list portlets
Report	Description
Approvals Awaiting Action	List of approvals that wait for your action.
Manage My Tasks	Lists your Pending and Active tasks and Not Started and In Progress approvals. An option to change the status of each item appears. For tasks, you can change the status to Finish or Skip. For Not Started approvals, you can change the status to Submit or Cancel. For In Progress approvals that you own, you can change the status to Stop, Finish, or Cancel. For In Progress approvals that you are assigned to approve, you can change the status to Approve or Reject.
My Active Projects	Lists your active projects.
My Alerts	Lists your Unica Plan alerts.
My Project Health	Lists the name, health status, percentage complete, and number of tasks that are assigned to you for each project that you own or that includes you as a reviewer or member. The percentage complete is calculated as: `(Number of Finished Tasks + Number of Skipped Tasks)/Total Number of Workflow Tasks` To recalculate project health status, click . The system recalculates the health status for display by this portlet only. It does not work elsewhere in Unica Plan. Note: Project health calculations can be made only at 5-minute intervals. If you own more than 100 projects, click Show All to open the list in a new dialog. To export listed project data into a .CSV file, click Export. You can view the summary information for a project on the Summary tab. To view more metrics for project health, click the percentage complete indicator. To view the My Tasks list, click the number in the Tasks column.
My Requests	Lists requests that you own.
My Tasks	Lists tasks that you own.
Projects Over Budget	Lists all projects that are over budget for the calendar year. Note: This report requires the Financial Management module.

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