Welcome
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.

Unica Plan
Release Notes
System Requirements
Installation Guides
Upgrade Guide
Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
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.
  - 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.
- 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, tasks, 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.
Integration Module
Unica Plan Integration Services combines the Unica Plan Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.
API Guides
Integration Guide
Plan Offers Migration Guide
Reports
Licensing Guide
GDPR Guide
PDFs
Glossary
Notices

Reports

By default, Unica Plan provides a set of predefined reports and dashboard components.

You access reports from Unica Plan in the following ways:

Click the Analysis tabs of individual items like projects and marketing objects to see reports that apply to the current item.

The reports administrator can modify the reports, create new reports, add custom attributes, and set up criteria filters.

Sending reports in email

Click the Email icon ( Envelope image ) to open a form where you enter email addresses for recipients of the report. After you complete the form and click OK, the report is sent in the format that is chosen for display.

For example, if you choose PDF and email, the report is sent as a PDF attachment to the message.

Enter the following information in the email dialog:

Email addresses: Type the address for each recipient, separated by semicolons.
Subject: Type subject for the message. Defaults to the name of the report.
Body: Type the message.
Attachments: Ensure that Include the report is selected.

Note: Do not select Include a link to the report. This option is not currently supported.