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Creating a project

Available with Business Analyst license.

The following is an illustrated walkthrough that guides you on how to get started using the projects structure to create and store your content.

  1. Click the Create Project button to add your first project.
    Add a new project
  2. Enter a name for your Project and Click Save.
    Enter name and save
  3. You will see the image below as your new project is being created. It could take up to a minute to create a new project.
    Project is being created...
  4. Once your project is created, you will see the following confirmation message. Click OK.
    Project created
  5. You will then see your new project displayed under My Projects. Place your mouse over the project and click Open.
    Open your project
  6. The Maps page will open, with the Project panel open on the left. Click on the project name at the Expand project to collapse and expand this Project view. You may click on Open Project Manager or the Project Manager link to open the Project Manager, where you can organize your content. See Project Manager. Click on View Full Table to view the expanded view of the table.
    Project Manager
  7. There are 3 sections present by default: Point Location (Sites), Polygons (Sites), and Geographies (Sites), containing the layers My Point Locations, My Polygons, and My Geographies, each of which contains a target layer where location sites, polygon sites and geography sites will be saved by default.
  8. To add a location site to the Project go to Define Areas for Reports > Find Location. Add an address in the Enter an address field and add a name in the optional Name your location field. and click Apply.
    My first site
  9. Click Organize Sites to return to the Project View.

    You will see the newly added site under the My Point Locations layer.

    My Point Locations

  10. Any content added to the project will be visible here under the appropriate layer.
  11. To add additional content you will perform the following tasks:
    1. Create a new point locations layer Candidate Neighborhoods and added a few sites to it that represent neighborhoods for an analysis.
    2. Use the Import file workflow to import an Excel file of addresses representing coffee shops, apply rings to them and save as a new layer.
    3. Create a Color-coded map and import a web map from ArcGIS Online. These will be under the section Other Layers.
    4. Create a new PDF or Excel report. Reports that have been run will appear under the section Previously Run Reports.

    Here, the View Full Table link has been clicked to view the expanded table. The Description column tells us the type of an item, and the Details column provides additional details such as ring sizes (for a site).

    Project Manager table expanded

  12. You can filter project items by clicking the Filter icon.
    Filter your projects

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