Use projects

ArcGIS Hub projects allow you to track and share information about organized efforts with internal or external audiences. Use this built-in feature to document key project details, such as a purpose, location, and status. Projects can help you manage, measure, and highlight your progress toward shared, focused goals. You can create and link an unlimited number of projects for a site. A project can be associated with multiple sites.

You can use associations to connect related projects and initiatives. A project can be associated with multiple initiatives and sites.

License:

The projects feature requires a license to ArcGIS Hub Premium.

Create a project

Signed-in organization members with the privilege to create an item can create a project 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 a project, complete the following steps:

  1. Sign in to ArcGIS Hub.
    • From the global navigation header, click the Create button and choose Project.
    • To create a project and add it directly to a configured catalog, navigate to the relevant site or initiative workspace (Catalog, Content pane). Click the Add content button and select Project.
    • To create a project and add it directly to an initiative's configured catalog, go to the initiative view. Click the Content tab, click the Add content button, and select Project.
  2. Provide a name for the project in the Title field and select a catalog type from the available options:
    • For the Blank catalog and Quick start catalog... options, click Next.
    • For the Catalog with existing group option, click Select group. Select a group, select Add, and click Next.
  3. Select a group to control who can view or edit.

    Note:

    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.

    For groups selected, members of shared update groups can edit project information. Members of view-only groups can search and view the project, if it is not shared to the public.

  4. Click Create to create the project.

Manage a project

Project owners can edit and manage a project in the workspace. If a project is shared with a shared update group, any member of that group can also edit it. In the workspace, click the Save button to save changes made in each pane before browsing to a different pane.

Projects appear as items in the owner’s user workspace and in catalogs, if shared to a group that is part of the catalog. Learn about adding and managing content.

To manage a project, complete the following steps:

  1. Sign in to ArcGIS Hub.

    Your user workspace appears in the Overview pane.

    Note:

    If you are already signed in, click your username in the upper corner and select View workspace to open your user workspace.

  2. On the overview table, click the Projects tab.

    This allows you to view your recently modified projects in a table.

  3. In the table, find the project you want to manage and click the Manage button Manage.

    If the project is not listed in the table, use the following steps to find additional projects to manage:

    1. Below the table, click View all projects.

      Your workspace's Content pane appears with the filter for projects configured.

    2. Click the Manage button Manage.
  4. Click the Details pane and add or edit the following information to appear in the project view (except discoverability information).

    The project view header displays a map with the project location, if set. If not, an item thumbnail image shows. If this is not available, only the project name appears. Project view only shows fields that have been filled out in the project workspace.

    • 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 project 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 configure up to two button links to appear within the hero.
    • Select Overview to include an image, embedded content, or content items on the project's Overview tab.

    You can also edit some of these details in ArcGIS Online.

  5. Click Catalog and select the Content pane or the Events pane to configure a catalog of content or events.
  6. In the Initiatives pane, you can use associations to contribute to long-term or large-scale efforts. Project collaborators can manage confirmed associations and pending association requests. Initiatives with confirmed associations appear on the project's view. To request to be associated with an initiative, select Find initiatives, select initiatives, and select Send request.
  7. In the Metrics pane, you can add metrics to show progress or other measurable aspects of the project.
  8. Click Settings and select the General pane to configure Map settings. Project owners can prevent accidental deletion of the project or delete the project here.
  9. Click 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-only group members can search and view the item, if it is not shared to the public. Shared update group members can edit project information in the workspace.

    Learn more about using groups and access and sharing.

Display a project

You can showcase projects on a Hub site for staff and/or community members to discover. Add projects using the gallery card, header links, search catalog, and so on.

To display a project, complete the following steps:

  1. Open a site or page in edit mode.
  2. To add a project to the items below, follow the steps to add existing content:

    Every site has an additional search page dedicated to projects shared with a site. Users can browse projects by related attributes, such as location and status. Add a link to the site header or to a button on the site that goes to the project search page, using the relative URL: /projects.