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What does Unica Marketing Operations do?
Why use Unica Marketing Operations?
Who uses IBM Unica Marketing Operations?
Integration with IBM Unica Campaign
Using Unica Marketing Operations
Business processes
Relationship of planning objects
Plans
Programs
Projects
Project structure
Project requests
Approvals
Collaboration tools
Teams
Alerts
Attachments
Message Boards
Metrics
Workflows
Functional roles
Security policies
Strategic planning and financial management
Accounts
Budgets
Cost categories
Invoices
Libraries of reusable elements
Marketing objects
Digital asset management
To sign in to IBM Unica Marketing Operations
About customizing Unica Marketing Operations
To set your basic options
To set your Analysis options
To set your project options
About optional project columns
To set your task options
To set your approval options
Setting your start page
About common tasks
Working with attachments
To add an attachment to an object
To remove an attachment from an object
To send e-mail attachments
Statuses of business processes
To change the status of a process
Using disabled attribute values
Disabled attribute values in objects
Disabled attribute values in searches
Disabled attribute values example
Selecting resources
Save and Return to List
Column headers
To print an object
To export information in Microsoft Excel format
Plans
Plan views
Summary information for plans
Fiscal year for plans
To add a plan
To add or remove a program area
To link a program to a plan
Security considerations for linking plans and programs
Adding a new program from a plan
To remove a program from a plan
To start a plan
To delete a plan
About programs
To add a program
To start a program
To add new project requests and projects to programs
To link an existing project to a program
Security considerations for linking projects and programs
To navigate from a program to a plan
To remove projects from programs
To delete a program
About Projects
About campaign projects
About project codes and campaign codes
Creating projects and requests
Reconciliation
Request statuses
Project views
Choosing list or calendar view
To select project views
Searching for projects
Team projects and requests
Team projects lifecycle
To reassign a team project
To respond to team requests as a team manager
To add a project
To start a project
Projects attachment tab
Project requests
To request a project
To add a request
To submit a request
To monitor the status of a project request
To re-draft or cancel a request
To respond to a request as an individual
To copy a project or request
To navigate from a project to a program
Linking projects
Subprojects overview
Details on the project/subproject relationship
To create a child project/request
To link a child project or request to a project
Security considerations for linking projects
To remove a parent-child project link
To assign work
Selecting projects or requests
To change the status of projects and requests
To reconcile a project
To delete a project
About workflows
Workflow concepts
About My Tasks
Filtering My Tasks
About the task pane
About schedules
To use a baseline schedule
To keep an up-to-date schedule
About date rippling
To automatically calculate workflow dates
To ripple dates above a locked task
Workflow links
About the workflow spreadsheet view
Workflow tab fields
Workflow toolbar
To set first column width on workflow spreadsheet
About the workflow timeline view
About the workflow process flowchart view
Workflow tab layout page
Scheduling work time
About non-work time
About including weekends
Work and non-work time settings
To edit the the default workflow
About adding a stage or task
To add a stage or task
To add a stage or task below a locked task
To create an approval process for a workflow approval task
About editing a stage or task
Updating and finishing tasks
Approval tasks
To skip an approval task
To skip multiple tasks
To complete multiple tasks
To add an attachment to a task
To add roles to tasks
About roles, people, and approval tasks
Example ordering of reviewers for an approval task
About copying and pasting tasks
To copy tasks on Macintosh/Safari
To copy tasks in Internet Explorer
To fill data into a range of cells
To print the Workflow tab
Post task update dialog box
Managing task dependencies
Approvals
About approvals
Stand-alone approvals
Approval tasks
Approval dates
Due dates for approvals
Approval views
Reviewing attachments in Unica Marketing Operations
About using Adobe Acrobat markup in Unica Marketing Operations
About native Unica Marketing Operations markup
About enabling markup for approval items
To use markup
Using Adobe markup on the Apple Macintosh
Approval process workflow
To submit an approval for review
About modifying approvals
To cancel an approval process
To copy an approval
To delete an approval
To complete an approval
To put an approval on hold
To reactivate an approval that is on hold
To respond to an approval
To reassign a team approval
To add comments to an approval item
Editing an approval that is linked to a workflow task
Approval response form
Notes on responding to an approval
New/edit approval page
Approval Summary
Approvers
Items to approve
People and teams
About people and teams
About the People tab
Managing project members
To manage project members
Managing teams
About team alerts
Team summary page
To add or edit teams
To edit members of a team
About routing work for teams
Task routing options
Approval routing options
Request routing options
Virtual project participants
Assigning team tasks
Assigning team requests
To change the access level for a project member
Finding and replacing task members or reviewers
Select project members/reviewers
To manage reviewers
Editing access levels for a member
About roles
To assign work by role
To remove a role
To add a role
To assign people to roles
About the calendar
Configuring display options for the calendar
Setting the appearance of the calendar
To set your default calendar options
To change your view of the calendar
Viewing the timeline
About timeline view of the calendar
Viewing the text or graphical calendar
About the monthly calendar
About calendar color coding
About horizontal bars on the calendar
Brief and detailed views of tasks
To publish the calendar
About grids
About editing grid data
Grid controls
To import grid data
To export grid data
To post read-only grid data to a URL
To group read-only grid data
Marketing objects
About the offer object type
To create a marketing object
About the marketing object cross reference report
About the modifies and references relationships
Selecting marketing objects
To delete marketing objects
To change the status of marketing objects
To add a marketing object reference to a form or a grid row
About marketing object references in approvals
Assets and asset libraries
About asset libraries
To change from the asset list view to the thumbnail view
To add an asset
New asset page
To edit an asset
About asset versions
To add a new version of an asset
Asset statuses
To change the status of an asset
To view an asset
To view history of an asset
To add an asset folder
Deleting assets
To delete assets and folders from the asset list page
To delete an asset from within the asset
To move assets and folders from the asset list page
To move an asset from within the asset
Budgets
Budget funding
Top-down budget planning
Bottom-up budget planning
Effects of deleting links between plans, programs, and projects
Budgets and accounts
Budget views
The Plan Budget tab
Plan Budget Summary table
Program Costs table
The Program Budget tab
Navigating with budget ancestors
Program Budget Summary table
Project Costs table
Program Line Item Details table
The Project Budget tab
Budget allocation versions
To create budget versions
To delete versions
To compare versions
To mark a version in-use
To allocate funds
To allocate funds for standalone programs and projects
To add or edit line items
To finalize budget line items
To discard budget line items
Budget line item approvals
About invoices
To add an invoice
New Invoice page
To edit an invoice
About rolling up line items
Invoice Line Item Approvals
Rollups to the source program or project
Rollups to the source account
To add or edit invoice line items
Field descriptions for the Edit Invoice Line Items page
Invoice status types
To change the status of an invoice
To delete an invoice
To print the invoice summary
About accounts
About the accounts summary page
Account summary table
About selecting the fiscal year to view
Metrics
To set up program or project metrics
To edit program or project metrics
Entering planned values for rollup metrics
To enter planned values for metrics that roll up
Views for rollup metrics
To import metrics from a campaign
Finalizing and rolling up metrics
To finalize and roll up metrics
About reports
Filtering report criteria
Search and Select Prompt boxes
Dates
Active dates
Status and Type
Multi-object reports
To run the Overdue Milestone report
To run the Program Tasks and Milestone report
To run the Project Performance Crosstab report
To run the Project Performance Summary report
To run the Resource Task Load report
To run the Vendor Spend Summary report
Single-object reports
To view the revision history of an object
To run the Approval and Compliance Listing report
To run the Budget Summary by Quarter report
To run the Detailed Expense Breakout report
To run the Work Assigned to Team or Team Member Reports
Unica Marketing Operations list portlets
Unica Marketing Operations IBM Cognos report portlets
About searches
About searching within grids
About searching for marketing object attributes
To perform an advanced search of a digital asset library
To perform an advanced search (except for assets)
To regroup and reorder search criteria
About the Not In operator
Assets advanced search page
Advanced search page for objects other than assets
About saved searches
To view a saved search
To delete a saved search
About alerts and the message board
Alerts
Message board
Viewing alerts
Receiving alerts when outside the organization's domain
About adding comments for alerts
To subscribe to alerts for an object
Brief and detailed task alerts
Group events that contribute to detailed alerts
Examples of brief and detailed alerts
Configuring task alert level
To post a message on the message board
To read a message on the message board
Context-sensitive Help Topics
Account List
Approval List
Invoice List
Marketing Object List
Programs List
Task List
Teams List
Plan List
Asset List
Projects List
Program Wizard
Project Wizard
Request Wizard
Basic Settings Options
Approvals Options
Tasks Options
Analysis Options
Projects Options
Plan Budget tab
Program Budget tab
Project Budget tab
Asset Libraries
Add Invoice
Add Plan
Add Approval Process
Calendar
Calendar/Timeline Settings