Create and use projects

A project in ArcGIS Business Analyst Web App is a collection of content. Projects enable you to manage your work and group your content to align with the way your organization works. You can organize your sites in layers, filter and find content in the project panel, and move or share sites between projects. Content in projects, such as your sites, reports, and custom data, can be accessed through any Business Analyst app—Web, Mobile, or Pro—or as individual item types in ArcGIS Online or ArcGIS Enterprise.

Create and open projects

When you sign in to ArcGIS Business Analyst Web App and go to the Maps tab, your most recently used project is open. Click the project name to expand the project panel and access the items in the project.

If you're signing in to ArcGIS Business Analyst Web App for the first time, you will be prompted to create a project. If you are currently assigned a User role, you will not be able to create a project, but you can access a project another user has shared with you, under Projects shared with me.

To create a project, do the following:

  1. There are two ways to create a project:
    • On the Home tab, click Create New Project.
    • On the Maps tab, click All Projects All Projects and click Create Project.

    The Create Project dialog box opens.

    Note:

    Projects are groups in ArcGIS Online. If you have already reached the maximum of 512 groups—counting groups you created and of which you are a member—you won't be able to create a project. You can delete one of your existing projects (or leave a group) and create a new project.

  2. In the Project name field, enter a name for the project.
  3. The project will have the default attributes, which apply to point layers in the project. To modify the defaults, expand Customize project attributes—you can add and remove attributes or modify any attribute's format and validation rules. For more information, see the Specify project attributes section below. If you have an Administrator role in your ArcGIS organization, you can also set the default project attributes for all users in your organization.
  4. Click Create. After a project has been created, you can still customize, add, or remove attributes for any layer in the project by using the Edit attributes option for the layer.
  5. There are two ways to view your projects:
    • On the Home tab, click Show all projects.
    • On the Maps tab, click All Projects All Projects.

    The All Projects pane opens.

  6. There are two ways to open a project from the All Projects pane:
    • Open the Change current project drop-down menu and select a different project.
    • Select the My projects tab or the Projects shared with me tab. Hover over the thumbnail for that project. Click Open or Switch to this Project.

Manage projects

To manage a project, do one of the following:

  • On the Home tab, click Show all projects.
  • On the Maps tab, click All Projects All Projects.

The All Projects pane opens. The following options are available:

  • Click Search Search to search for a project by name.
  • Click Refresh Refresh to refresh the list of projects.
  • Use the Sort by drop-down menu to change the order in which the project list is sorted.
  • To rename a project, hover over the thumbnail for that project and click Edit Edit.
  • To delete a project, hover over the thumbnail for that project and click Delete Delete. You cannot delete the current project. To delete the current project, you must first switch to a different project.
  • To share a project, move the pointer over the thumbnail for that project and click Share Share. The Share Project dialog box opens. Select the users you want to share the project with and click Apply. If a project is shared, that is indicated by the Shared button Shared. To modify the list of users the project is shared with, click Shared Shared to open Share Project.
  • To access or organize the items in a project, move the pointer over the thumbnail for that project and click Manage Items. Check the check box next to an item to add it to the map. Click the Action menu Action menu next to a layer for options. Click the Action menu Action menu next to a site to use site options. When available, you can use the Move item option to move it to another layer within the same project or to a different project.

You can access the content in a project in and share it with other users in your organization or with all users of ArcGIS Online. To organize, access, and work with your content: sign in to ArcGIS Online. and click the Content tab.

Work with project content

On the Maps tab, click the current project name to expand the project pane and access the items in the project.

Explore a project

The project pane contains buttons for working with content. In the project pane, do any of the following:

  • Click Search Search to perform a keyword search for items.
  • Click Filter Filter to filter items in the project by item type.
  • Click Share Share to share the project, or Shared to modify the list of users the project is shared with, on the Share Project dialog box.
  • Click Refresh to refresh the project content.

The items in the project are grouped into the following sections:

  • Point Locations (Sites)—Point location site layers.
  • Polygons (Sites)—Polygon site layers.
  • Geographies (Sites)—Geography site layers.
  • Threshold Areas (Sites)—Threshold area site layers.
  • Suitability Analysis—Suitability analysis layers.
  • Territories—Territory layers added to the project.
  • Web Maps and Layers—Web map layers added to the project.
  • Previously Run Reports—Previously run classic reports for sites in the project.
  • Other Layers—All other layers, for example, saved Points of Interest Search layers.

Expand any of the sections to view the layers contained within.

  • Click the Action menu Action menu next to any of the site sections to add a new layer to the section.

Use layer options

Expand any of the layers within a section, to view the items contained within. Check the check box next to an item to add or remove it from the map. Click the Action menu Action menu next to a layer for the following options:

  • Make target—This option is available when you have more than one site layer in the Point Locations, Polygons, or Geographies sections. Use this option to change the target layer. The target layer is where any new site you create is saved by default.
  • Zoom to layer —Zoom to the layer on the map.
  • Rename item—Rename the layer.
  • Show attribute table—Open the attribute table for the layer
  • Filter by attributes—Filter the items in the layer based on the attributes values. To save the filtered version of the layer, click Save as New Layer. When a filter is applied, a red dot appears next to the layer name, and you can turn the filter on and off.
  • Edit attributes—Edit the attributes and validation rules for the layer.
    Note:

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

  • Setup layer—Set up a layer for use in analysis and reports.
  • Delete item—Delete the layer. This option is available for layers you created in the project.
  • Remove from project—Remove the layer from the project. This option is available for web map layers you added to the project.

Site details

Expand any layer within the Point Locations, Polygons, or Geographies sections to view the sites contained within. Click the Action menu Action menu next to the site for site options.

Specify project attributes

Attributes are properties of point location sites in your project. For example, Building area may be an attribute, representing the square footage of the building at the site. Validation rules define the range of acceptable values for an attribute. When creating a project in Business Analyst Web App, you can modify the format and validation rules of the project's default attributes. You can also add or remove attributes.

The following options are available for attribute format. For Number and Text, click Edit Edit to modify the default setting.

Project attributes

Number

Double

The default Number format, Double supports large numbers with fractional values. It is suitable for attributes representing area—for example, square miles.

Float

Supports smaller numbers with fractional values. It is suitable for attributes representing ratios.

Text

For text fields

Maximum allowed length is 254.

Date

For Date fields

The following options are available for validation rules:

Range

Allows you to set a minimum and maximum value for the attribute. Values outside this range will not be allowed.

Only one of the Minimum and Maximum fields are required to be specified—for example, if you have an attribute for number of doors, the minimum acceptable may be 1. In that scenario, the Minimum field can be set to 1 and the Maximum field left blank.

Preset values

Allows you to list the permitted values for the attribute. Any value that is not explicitly listed will not be allowed.

For example, if you have an attribute for Historically significant, that has only two permitted values: Yes and No, you can set the format to Text, Length to 1, and Preset values to Y and N.

Business Analyst content in ArcGIS Online

Your ArcGIS Business Analyst Web App content is stored in ArcGIS Online. You can sign in to ArcGIS Online to access, organize, and share your Business Analyst projects and content. Projects are stored as groups in the Groups tab. The content contained in a project, such as sites and layers, are stored as a hosted feature layer in the Content tab, which is shared with the corresponding group. To learn more, see Manage data in ArcGIS Online.

Caution:

  1. If you delete a Business Analyst group in ArcGIS Online, the corresponding project in your Business Analyst account will also be deleted.
  2. In ArcGIS Online, you can belong to a maximum of 512 groups. Business Analyst projects are stored as groups in ArcGIS Online, so this means you can have a maximum of 512 projects. If you have reached the maximum, you must leave or delete a group before you can create a new project.

To understand the relationship between a project in Business Analyst and your content in ArcGIS Online, consider the scenario where you create a project named 'Project 1' in Business Analyst.

  • A group named 'Project 1' is created in ArcGIS Online. It is listed in the Groups tab and has some specific tags.
  • A hosted feature layer named 'Project 1 Layers' is created and is listed in the Content tab, under the My Content subtab. This feature layer is automatically shared with the 'Project 1' group and has delete protection enabled by default. It is saved under the 'BA - ProjectData' folder.
  • In ArcGIS Online you can share content you created using Business Analyst with Everyone (public). In Business Analyst, you can only share the project and its contents with members in your organization.
  • If you delete the feature layer 'Project 1 Layers' , you will not be able to open the project 'Project 1' in Business Analyst.
  • If you delete a Business Analyst group in ArcGIS Online, the corresponding project in your Business Analyst account will also be deleted, and vice versa. However, the associated hosted feature layer must be deleted manually, as delete protection is enabled by default.

Business Analyst projects content are automatically saved and stored in folders in the My Content subtab in the Content tab in ArcGIS Online. More information about Business Analyst content folders is listed below:

FolderContent contained

your_username (Home)

The default folder when publishing hosted services from any ArcGIS application, including Business Analyst Web App and ArcGIS Online.

BA - Application Data

Business Analyst configurations, preferences, and saved variables including color-coded maps, smart map searches, comparison reports data, and project preferences.

BA - My Maps

Items shared from Business Analyst Web App to ArcGIS Online using the ArcGIS web map workflow, stories created using the Story Map workflow, and items created when you share results as a dashboard.

BA - My Reports - Ordered Reports

PDFs created using the PDF or Image workflow, and reports in PDF, All-In-One PDF, and Excel formats created using the Run Reports workflow.

BA - My Reports - Custom PDF Map Reports

PDFs created prior to a system update to the folder structure are stored in this legacy folder. PDFs created recently stored in the BA - My Reports - Ordered Reports folder.

BA - My Reports - All-in-One Reports

All-In-One reports created prior to a system update to the folder structure are stored in this legacy folder. All-In-One reports created now are stored in the BA - My Reports - Ordered Reports folder.

BA - Project Data

Data (hosted feature layers) that store your sites and additional layers from projects created in Business Analyst Web App.

BA - Report Themes

Custom infographic themes saved using the Build Infographics workflow.

Custom Data

Custom data created using the Custom Data Setup workflow in Business Analyst Web App.

Report Templates

Report templates created in Business Analyst Web App, including templates using Build Reports, Build Infographics, and Comparison Reports workflows.

Set preferences

You can set preferences for Business Analyst Web App in the application preferences. For creating and using projects, you can specify preferences for the projects page, opening new projects, clearing the map when switching projects, and the Save Created Sites window. Administrators can set preferences for the entire organization.

  1. On the top ribbon, click Preferences Preferences.

    The Preferences window opens.

  2. Expand the General section and click Projects.
  3. Set the following preferences:
    • Use the Show projects page on start check box to display or skip the All Projects window when you sign in to the application.
    • Use the Open new projects as soon as they are created check box to open a new project immediately when you create it. When this is unchecked, you must switch to a new project manually.
    • For Clear map when projects are switched, select Always, Never, or Ask every time.
    • Check the Show Save Created Sites dialog for choosing layers check box to open the Save created sites window when sites are created from imported points or polygons. This allows you to select a layer where your sites are saved. If this check box is unchecked, created sites are saved to the default layer.
  4. To restore the default settings, click Restore Defaults.
  5. To save your changes, click Save or, optionally, click Save and Close to close the Preferences window. To view your changes, refresh the app.

Workflow video