Skip To Content

Projects

Projects enable you to manage your work more effectively and is aligned with the way your business works. You can organize your sites in layers, quickly filter and find content organized in the project panel, and easily move and share sites between projects.

Content within projects, such as: your Sites, Reports, and Custom Data are included and available in a centralized location. This data can be accessed via Business Analyst apps - from Mobile to Web to Desktop or as individual Item types in ArcGIS Online or ArcGIS Enterprise.

Overview

When you sign in to the Business Analyst Web application for the first time and go to the Maps tab, the My Projects tab will be empty. To begin working you must first click Create Project to create a project. Alternatively, if another user has shared a project with you, you can access it under Projects shared with me.

Add New Project
Note:

In subsequent sessions, when you sign in and go to the Maps tab, you will see a list of your previously created projects. To work on a project, move the pointer over the project thumbnail and click Open. You may also click Create Project to create a new one.

My Projects

When you click Open, the project is opened in the Maps tab, on the left.

The project you chose will be opened. To switch to a different project, return to the Projects view by clicking All Projects.

The items in your selected project are displayed. Expand any of the sections (Point Locations, Polygons, …) to view the layers.

Click on Edit to add a new layer to a section.

Add new layer

Expand any of the layers to view the sites contained within. Click on Edit to view other options for a layer or an item.

Create project

To create a new project you will perform the following steps:

  1. From the All Projects view, click Create Project.

    The Create Project dialog opens.

    Create project

  2. In the Project name field, enter a name for the project. You may optionally click Customize project attributes to customize, add, and remove attributes for the project.
  3. Click Add attribute to add more attributes for the project.
    Add attributes
  4. Move the pointer over an attribute to see more options:
    • Click Edit an attribute to edit the attribute name.
    • Click Remove an attribute to remove that attribute from the project

      Move the pointer over any of the More information icons for more information. Expand any of the drop-down menus to see options.

      Attribute options
      The Number drop-down has the following options:
      • Double (Default) The default format. Supports large numbers with fractional values. Suitable for attributes representing area— for example, sq. miles.
      • Float Supports smaller numbers with fractional values. Suitable for attributes representing ratios.
      • Long Supports large whole numbers— for example, building square footage or property record ID numbers.
      • Short Supports small whole numbers— for example, number of floors in a building.

      The Set Validation drop-down has the following options:

      • Range Allows you to set a minimum and maximum value for the attribute. Values outside this range will not be allowed.
        Set square foot range
        Only one value from the Minimum and Maximum fields need be specified— for example, the minimum number of parking spaces acceptable is 100. The Minimum field could be set to 100 and the Maximum field left blank.
      • Preset values Allows you to list the permitted values for the attribute. Any value, not explicitly listed, will not be allowed— for example, you add an Historically significant attribute which has only two permitted values: Yes, No. You can set the attribute format to Text and Length to 1 (maximum allowed length is 254) and the Preset values to Y, N. You can enter descriptive information for each preset value in the corresponding Name field. Click Add value to specify additional values.
        Setting historically significant preset values

  5. When finished customizing attributes, click Create.
    Click Create

    A project will be created and a thumbnail for the new project will appear in the All Projects view.

    Note:

    After a project has been created, you can still customize, add or remove attributes for any layer in the project. See Layer options below.

    Caution:

    When sites are created in this project, you can only enter values for the attributes that satisfy the validations you had set when the project was created. An invalid value will not be accepted and an error message will be returned. You can modify validations for any layer in the project.

    Invalid value entered

Layer options

When you have more than one layer within any section, you may change the target layer at any time by clicking Edit next to it, and clicking Make target. The target layer is where any new sites you create will get saved by default.

Make target
  • Zoom to layer – Zoom to the layer on the map
  • Rename item – Rename the layer
  • Delete item – Delete the layer
  • Show attribute table – Open the attribute table for the layer
    Attribute table
  • Edit attributes: Edit the attributes and validation rules for the layer. Click Edit an attribute to edit the attribute name and Remove an attribute to delete it. Click Add attribute to add a new attribute. For detailed information on validation rules, see Create Project above.
    Edit Layer Attributes
    Caution:

    Editing the validation for an attribute may cause invalid values for existing sites, which may cause issues for items you created using this project, such as custom infographic templates and custom reports. For example, assume that you already have a site with a value of 250000 for the Building Area attribute. If you edit the validation to lower the Maximum to 230000, then that site will now have an invalid value for the Building Area value.

  • Filter by attributes - Filter the items in the layer based on the attributes values—for example, you want to filter a site layer to show sites that are > 15,000 and have more than 50 parking spaces. You choose those attributes in the drop-down (Image 1) and then adjust the filters accordingly (Image 2).
    Filter layer attributes
    Image 1
    Adjust filter
    Image 2
Tip:

When using a text field to filter, you can press the space key to quickly see up to 20 unique values. If you entered a search string, it will be highlighted in available options as shown below, with the option to select all returned results.

Filtering by text.

Note:

When a filter is enabled on a layer, the filtered version of the layer will be applied when it is used in a workflow— for example, in Suitability Analysis as a competitor layer. To use the original layer, you must first disable the filter.

To continue without saving, click Done. In the project content on the left, a red dot against the layer name will indicate that a filter has been applied to it. Click Site options to open layer options - the Filter by attributes toggle will be enabled. Use this toggle to quickly disable/enable the filters. To modify or clear the filters, click Filter by attributes.

My Sites' options

To save the filtered version of the layer, click Save as new layer. For site layers, just specify a name for the new layer, and click Save.

Save as a new layer.

When filters are applied to a points layer—for example, points returned by a business and facilities search, you will have the option to save only the points or create and save sites for the filtered points.

Save only points
Note:

If the filtered layer has greater than 1000 points, sites will only be created for the first 1000.

Site options

Click on the black arrow next to a layer name to expand and view the items contained within. Click Edit to view other options for a layer or an item contained within.

Other options
  • Show details- Open the site details in edit mode.
  • Zoom to site- Zoom to the site on the map.
  • Run reports- Run a report for a site.
  • Run infographics- Run infographics for a site.
  • Rename item- Rename a site.
  • Edit site- Edit the results of a site by choosing another location, editing a polygon, adding rings, drive times or bands and getting reports.
  • Move item- Move sites to different layers within the same section.
  • Delete item- Delete a layer or a site.

Show details

Clicking on Show details will open the site details in editable mode:

Site details in edit mode
  • Click the Edit button Edit button to rename the site.
  • Click Add photo > Browse to upload a photo for the site from your device, or click From URL to provide a URL for an image you want to use.
  • Move the pointer over any of the Attributes (Building Area, Frontage, and so on) and click Enter value to modify the value.
  • Click Add Note to enter notes for the site.
  • Under the Reports section, you will see a list of reports previously run for the site.

Run reports

You can run a report for a site.

  • Click the Run reports button option. The Reports view is launched.
  • Click Add to select a report .
  • Click Run Now.

Run infographics

You can run infographics for a site.

  • Click the Run infographics button option. The infographics template is launched.
  • You may edit, share, export, or print the infographic.

Rename item

You can rename a site.

  • Click the Rename item button option. The name is highlighted.
  • Type a new name.

Edit site

You can edit the results of a site by choosing another location, editing a polygon, adding rings, drive times or bands and getting reports.

  • Click the Edit site option. The dialog box appears for you to make the edits.

Move item

You can move sites to different layers within the same section.

  • Click the Move item option. The Move dialog box appears.
  • Click on the layer to where you wish to move the site. Click Move.

Delete item

When deleting a layer, you delete the layer and the sites in it.

  • Click the Delete item option.
  • Click OK in the Confirm Delete dialog box.
  • To delete multiple sites at once, use Shift + click to highlight multiple sites. Then click on Show options next to any one of the selected sites, and click Delete items.
Delete items

Note:

Deleting a layer or site is permanent. The deleted content is also removed from your Project Data in ArcGIS Online (see Your content in ArcGIS Online).

All Projects

You can manage your projects within the All Projects view. You can move items between layers, rename items, layers and projects, launch ArcGIS Online to share your projects with other users.

Click All Projects to open the All Projects dialog.

My Projects in detail

You can perform several operations from the All Projects screen:

  • Click the project in the Change current project drop-down to view the list of projects, and open a different project.
    Note:

    If you have any items on the map, the Clear Map dialog will appear. Click Yes to clear the map of those items. You may select the checkbox to save this choice under Preferences > General > Projects, and not see this dialog again.

    Clear map

  • Click the Projects shared with me tab to view the projects shared with you. See Shared projects.
  • Click Rename a project to rename a project.
  • Click Delete a project to delete a project. You may not delete the current project. To delete the current project, you must first select a different project in the Change current project drop-down menu.
  • Click Share icon to share a project with other users. See Shared projects.
  • Move the pointer over a project thumbnail and click Manage Items to organize the items in the project.
Project A layers

Click the Edit next to a layer name to view options. Click Add to the map to add the items contained within the layer to the map. Click Rename item to rename the layer.

Click Expand layer contents next to a layer name to expand it and view the items contained within it.

View options

Click the Edit next to an item name to view options.

  • Clicking Remove from the map will take you to the map view and add the item to the map.
  • Clicking Zoom to site will allow you to zoom to the site on the map.
  • Clicking Rename item will allow you to rename it.
  • Clicking Edit site (when applicable and available) will open the item in Edit mode.
  • Clicking Move item will open the Move dialog box, and you can select a different layer to move the item to— for example, in the following screen capture the layer Point Locations B is selected.
    Note:

    Since a Point Location was selected, you can only choose to move it to another Point location layer.

  • Clicking Delete item will prompt for confirmation to delete the item.

You may also move it to a Point location layer in another project. Click Browse to browse and select a point location layer in another project.

Select the Keep a copy checkbox to move the item, but still retain the item in its current layer.

Click Move.

Move a layer

Share projects

The Project based structure allows you to share your projects with other users, and enables other users to share their projects with you, thus facilitating easy collaboration.

To share a project from the All Projects view, click the Share icon Share icon in the project thumbnail.

Project Manager

The Share the Project with Other Users dialog appears.

  • Add entire organization is selected by default, which allows you to share the project with all other users in your organization.
  • To share with specific user(s), choose Add individual users from your organization, and select the users by clicking the checkbox. You may select the Select all checkbox to select all users, which would be the same as using the Add entire organization option.
    Tip:

    If you need to share a project with all users except for a few, use the following shortcut: click Select all to select all users, and then deselect just those specific users.

  • To search for specific users, click the Search icon and enter the search term.

In this example, one user is selected. Click Apply.

Share the project with others

The project is shared with the selected user(s). The new state of the icon in the project thumbnail indicates that the project is shared.

Project is shared

You may click the shared icon to reopen the Share the Project with Other Users dialog. You may then review or modify the list of users the project is shared with, by selecting additional users or deselecting a currently selected user.

Manage project users
Note:

To modify the list of users the currently open project is shared with, you may click the share icon in the project panel.

Click share icon to modify list of users

Projects shared with you

Other users may invite you to their projects. Click Projects shared with me to view a list of projects other users have shared with you.

List of projects shared

To work with the items contained within a shared project, move the pointer over the thumbnail and click Manage Items. You can add an item— for example, a site from this project to the map, move items between layers, rename an item, and so on. To open a shared project, click Switch to this Project.

To make sure the projects most recently shared with you are listed, click Refresh project list to refresh the list. Use the options in the Sort by: drop-down to choose a different way to order the list of projects.

Step-by-step guide

The following is an illustrated walkthrough that guides you on how to get started using the Projects structure to create and store your content. When you first open the application and click on the Maps tab, you will be see the Projects opening page that walks you through setting up your project.

  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
    To customize the set of attributes for point locations in this project, click Add custom attribute fields for point locations.
  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

    The newly created project will become the current project.

  5. Place your mouse over the project and click Manage Items.
    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 All Projects link to open the All Projects view, where you can organize your content. See All Projects. 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, Smart Map or Suitability Analysis layer. These will be under the section Other Layers. Add a web map from ArcGIS Online. It will be under the section Web Maps and 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

Your content in ArcGIS Online

You can access the content in your projects in ArcGIS Online and share it with other users in your organization or with all users of ArcGIS Online. You will use this page to organize, access, and work with your content.

After signing in to ArcGIS Online, go to Content.

My Content on ArcGIS Online
Note:

The Groups that you belong to are listed under the Groups tab. Projects in the BA Web app are listed under the Groups tab. The list of groups here will include the Projects you created, and those other users shared with you. You may invite other users to a Group you own (see Shared Projects).

Your page should look similar to what is shown below.

My Content folder structure
Tip:

While Business Analyst content is directly accessible through projects and its Project Manager feature, the content is also available as Items within ArcGIS Online or ArcGIS Enterprise. Learn more about Items here: http://doc.arcgis.com/en/arcgis-online/share-maps/add-items.htm

Learn more about the ArcGIS geoinformation model here: https://doc.arcgis.com/en/arcgis-online/share-maps/item-details.htm

Business Analyst creates folders in the ArcGIS My Content page so that your analyses are automatically saved. These layers and items can be added to Business Analyst apps (Web, Desktop, etc). More information about these Business Analyst specific folder are listed below:

  • your_username (Home) - This is the default folder when publishing hosted services from any ArcGIS application, including the Business Analyst (BA) Web application and ArcGIS Online.
  • BA - Application Data - This folder contains all your BA Web app configurations, preferences, saved variables including Color-Coded Maps, Smart Map Searches, Comparison Reports Data, Project preferences.
  • BA - My Maps - This folder contains maps that you share from BA Web App to ArcGIS Online using the Share map to ArcGIS workflow.
  • BA - My Reports - Custom PDF Map Reports: This folder contains PDFs that are created from BA Web App using the Create PDF or Image workflow.
  • BA - My Reports - Ordered Reports: This folder contains all reports in PDF or Excel format that were created in BA Web App from Run Reports and Build Reports workflows.
  • BA - Project Data - This folder contains the data (feature service) that stores your sites and additional layers from Projects created in BA Web App or BA Desktop.
  • Custom Data - This folder contains the Custom Data that you created from BA Web App using the Custom Data Setup workflow or from BA Desktop.
  • Report Templates - This folder contains report templates that you created in BA web App including templates from Comparison Reports, Build Infographic, and Build Reports workflows. It also contains custom report templates created using BA desktop.