Creating a Plan

Plans are created in one of the following ways:

Using the Plan wizard to create a plan based on a data source: a plan defines the structure of the data sources needed to drive the campaign. The Plan wizard allows you to create a plan and import the required data source structure into this plan. You can import either a single table, a single data source or multiple data sources. See Creating a Plan using the uPlan Wizard.
Creating an empty plan: create a blank plan and manually define its components. See Creating a Blank Plan.

To create a plan:

Open the uPlan application.
From the menu bar, select File > New.

The New Plan dialog is displayed.
Select one of the available options:
- Choose Blank Plan to create an empty plan. You are then required to manually define all plan objects.
- Choose Single Table Plan Wizard to create a plan by importing the structure of a single table data source.
- Choose Single Data Source Plan Wizard to create a plan by importing the structure of a single data source, which may include more than one table.
- Choose Multiple Data Sources Plan Wizard to create a plan by importing the structure of multiple data sources.
If you chose one of the Wizard options, the dialogs displayed will guide you through the creation of your plan.

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