ArcGIS Hub initiatives allow you to bring together related projects and measure progress towards shared objectives. ArcGIS Hub Premium customers can use initiatives to organize and communicate efforts to meet long-term goals. You can use associations to connect related projects and initiatives. Initiatives can be featured on one or many sites, and sites can link to one or many initiatives.
License:
The initiatives feature requires a license to ArcGIS Hub Premium.Create an initiative
Signed in organization members with the ability to create an item can create an initiative from the global navigation (if enabled) and from the relevant workspace of a configured catalog. For more information, refer to Configure roles and privileges.
To create an initiative, complete the following steps:
- Sign in to ArcGIS Hub.
- From the global navigation header, select the Create button and choose Initiative.
- To create an initiative and add it directly to a configured catalog, navigate to the relevant site or project workspace (Catalog, Content pane). Select the Add content button and select Initiative.
- To create an initiative and add it directly to a project's configured catalog, go to the project view. Select the Content tab, select the Add content button, and select Initiative.
- Provide a name for the initiative in the Title field and select Next.
- Select a group to connect to the initiative.
Group selection is optional if creating from the Create button (global navigation). Group selection is required if creating and adding directly to a configured catalog.
- Select Create to create the initiative.
- Select Done when the initiative is created successfully.
Manage an initiative
Initiative owners can edit and manage an initiative in the workspace. If an initiative is shared with a shared update group, any member of that group can edit it. In the workspace, select the Save button to save changes made on each pane before browsing to a different pane.
To manage an initiative, complete the following steps:
- Sign in to ArcGIS Hub.
- In your user workspace, select the Content pane.
If needed, select your user profile and select View workspace to open your user workspace.
- Select the Manage
button next to the initiative to go to the initiative workspace. - Select the Details pane and add or edit the following information to appear in the initiative view (except discoverability information).
The initiative view header displays a map with the initiative location, if set. If not, an item thumbnail image shows. If this is not available, only the initiative name appears.
- Title—Title changes are not applied to the site URL. Refer to Brand a site with header and theme options to add the site's title to its header.
- Summary
- Thumbnail—This image displays in search and galleries and in ArcGIS Online.
- Select Add additional details to add a Description.
- Select Increase discoverability to add Tags and Categories.
- Location—Select a location setting for the initiative and draw one or more features if needed. If you draw nothing for location, it is hidden on all maps.
- Select the options under Progress details or Hero banner to edit these settings. Use the Timeline to organize and show stages of your work over time. The Hero banner allows you to feature a map or an image above the initiative's title.
You can also edit some of these details in ArcGIS Online.
- Select Catalog and select the Content pane or the Events pane to configure a catalog of content or events.
- On the Metrics pane, you can add metrics to show progress or other measurable aspects of the initiative.
- On the Projects pane, you can use associations to help organize projects around common goals. You can create an association group (Collaborators pane) so that others can manage associations (request, accept, remove). Associated projects appear on the initiative view and on the featured map, if selected.
If you feature a map on the initiative view, it will display locations of associated projects, if set. The extent of the map will match the initiative extent, if set.
- Select Settings and select the General pane to configure Map settings. Here you can also prevent accidental deletion of the initiative or delete the initiative.
- Select Settings and select the Sharing pane to set the Sharing level. Share the item with groups to allow members to view or edit the item. View group members can search and view the item, if it is not shared to the public. Edit group members can edit initiative information in the workspace.
Learn more about using groups and access and sharing.
Display an initiative
You can showcase initiatives on a Hub site or page for staff and/or community members to discover. Add initiatives using the gallery card, header links, search catalog, and so on.
To display an initiative, complete the following steps:
- Open a site or page in edit mode.
- To add an initiative to the items below, follow steps to add existing content:
Every site has an additional search page dedicated to initiatives shared with a site. Users can browse initiatives by attributes such as location and status. Add a link to the site header or to a button on the site that goes to the initiative page, using the relative URL: / initiatives.