Creating a new plan

District plans allow you to visualize redistricting scenarios so that you can create balanced plans that are fair. There are different ways to create a new plan using Esri Redistricting. Creating a plan is the first step.

Creating a new plan

Plan creation is simplified through tools available in Esri Redistricting. Demographics and district statistics allow you to create redistricting scenarios that ensure balanced representation.

  1. Sign in to Esri Redistricting.
  2. On the Open Plan dialog box, click Create Plan.

    The New Plan wizard opens.

  3. Select a district caption.

    A district caption is the leading label in each region of your plan. For example, if you select Precinct and have four regions, your plan will be labeled Precinct 1, Precinct 2, Precinct 3, and Precinct 4.

  4. Select the number of districts.
  5. Enter the maximum deviation percent.

    The maximum deviation percent determines the allowable deviation for the redistricting plan. The maximum deviation can be supported to one-tenths percent (+/- 0.1%) to allow for more granular maximum deviation calculations. This deviation is used to calculate integrity checks and reports. The deviation also affects the District Statistics window.

  6. Select the census year.

    Esri Redistricting allows you to create plans using either 2020, 2010, or 2000 Census data.

  7. Select the source geography:

    A source geography is the geographic region for which a plan is created.

    • Select a state to add state data.
    • Select a county to add individual county data from the desired state.
    • Select a city or town to add places data from the desired state.

    You can also opt to choose multiple counties or multiple cities and towns. Hold the Shift on the keyboard and click to select the desired source geographies. When selecting multiple counties or multiple cities and towns, the geographies do not need to be contiguous.

    Note:

    Multiple source geography selection is not supported at the State level.

  8. Select the data hierarchy from the drop-down menu:
    • County-Track-Block Group-Block
    • County-VDT-Block
    • Place-Block

    The data hierarchy determines the geographies used in the redistricting plan.

  9. Click Next.
  10. Modify the district color symbology (optional).

    Symbology allows you to customize the display color of each district. Changing the symbology color changes the district color or border color.

    The symbology color can be changed after a plan is created. See Changing the district symbology.

  11. Click Next.
  12. Check to select the demographics to display.
    • Sum displays a total count of the selected demographic per geography.
    • Percent displays the percent of the selected demographic in the geography.

    Selected demographics determine the population values displayed in the district table and in the charting components.

    The demographics can be changed after a plan is created. See Changing the display demographics.

  13. Define a custom variable. For more information, see Working with custom variables (optional).
  14. Click Done.

Create a new plan using a plan template

The following is available for on-premise deployments only.

As a configuration option, on-premise deployments can opt to define one or more plan templates for users to choose when creating new plans. Template plans, also called Seed or Default Plans, can include simple or detailed district assignments as a starting point for building redistricting plans. For example, a plan template can open the current district plan for users to start and modify from.

Users can create new plans only by making a copy of template plans.

  1. Sign in to Esri Redistricting.
  2. Choose a template plan.

    If your organization has defined only one template plan, the template will open automatically. If more than one template has been defined, you can pick from the available templates.

    The template opens and is available for editing.

    Note:

    When editing template plans, the Save option is not available. You must choose Save As to save any changes and provide a new name for the saved plan.