New features and changes

Unica Plan includes the following new features:

New Features in 25.1.0.1

Angular upgrade to 19
New Workflow and its Panel/Menu actions
Offer as item to approve in an Approval
Checklist
New calendar screen
PostgreSQL support
Superset Reports for Unica Plan now supports PostgreSQL
Fast Upgrade Support
From 25.1.0.1 onwards, Unica Plan supports Fast Upgrade.

New Features in 25.1.0

New Reports in Superset
Added the following reports in Superset for Plan
  • Analytics
    • Overdue Milestone
    • Program Task Milestones
    • Project Time Analysis
    • Project Health Month → redirect to previous Proj Health Month Drill
    • Project Health Trend → redirect to previous drillthrough_ProjTasks
    • Marketing Activity
    • Vendor Spending Summary
    • System Programs
    • System Projects
    • Project Performance Summary Custom
    • Project Performance Summary
    • Project Performance Crosstab
    • Resource Task Load
  • Plan Obejct Specific Reports
    • Program Budget Summary By Quarter
    • Project Budget Summary By Quarter
    • Plan Budget Summary By Quarter
    • Program Budget Summary By Quarter (program)
    • Approval Comp Listing (project)
    • Detail Expense Break (project)
    • Project Budget Summary By Quarter (project)
    • Team Members (Teams)
  • Dashboard Reports
    • Budget By Project Type
    • Completed Project By Quarter
    • Forecast By Project Type
    • Marketing Financial Position
    • My Approvals Summary
    • My Tasks Summary
    • Projects By Project Type
    • Projects By Status
    • Project Request Completed
    • Manager Approval Summary
    • Manager Task Summary
    • Spend By Project Type
    • My Alerts
    • My Requests
Localization
Localization of Apache Superset Reports for Plan.
Analysis Tab for Tasks and Form Tasks
For enhanced Workflow, added an Analysis tab for Tasks and Form Tasks. The tab will list all action history for that sepecific Task or Form Task.
Approvals using MaxAI
You can now use MaxAI to send a task for approval to another user. For more information, see MaxAI User Guide.
Plan Analytics
Gen AI based solution that answers basic queries about Plan. Every Plan chart has a MaxAI icon available to run a query for that chart.