In this topicUsing the Get Started Wizard
Circle provides a Getting Started wizard which makes it easy to get started building and implementing the project. The easy start is recommended for new users or for projects where the plan matches the data source.
Once you have successfully connected to the uProduce system, you can access the library where you perform production and other project implementation tasks.
The Get Started: Choose an Option window offers the builder various options of how to proceed:
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Uploading the Data Source (easy start): This flow is the easiest way to start if you are a new user or if your project does not require logic. This flow prompts you to upload your data file and then it automatically creates the plan file for you, based on the data.
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Upload a Campaign Package File (*.cpkg): This flow is for any builder who has a campaign package file (*.cpkg) and wants to use a previous project or campaign materials as the basis for the new project.
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Upload the Plan File: This flow is for experienced builders who either have experience with uPlan or have an existing plan file from another project. For projects requiring advanced logic, this may be the fasted way to begin building the project.
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Opening the Library: Opens the library which provides quick access to all production elements and allows you to implement the project from a centralized place.