Configure a plan

In the plan configuration, you can modify general plan settings, manage zoning and development data, set up metrics to be shown in the dashboard, and configure discussions and sharing.

Access plan settings

To access a plan's settings, complete the steps below.

Note:
Only licensed users with editing permissions can configure zoning plans or land-use plans. Plans that are shared with everyone can only be configured by their owners.

  1. Start ArcGIS Urban and sign in.

    The overview appears.

  2. Choose the plan you want to configure.

    The plan editor appears.

  3. Expand the drop-down menu named after the plan and choose Configure plan.

    The plan configuration opens to the general plan settings tab by default. The tab is named after the plan. It is also referred to as the General tab.

  4. Configure the plan.

    See the sections below to learn what you can configure.

  5. Click Return to plan Return to plan in the header when you finish the configuration.
  6. Click Return to overview Return to overview to go back to the overview.

Configure general settings

Click the tab that is named after the plan in the plan settings to do the following:

  • Configure the plan name, address, description, thumbnail, start and end date, and web page URL.
  • Review the coordinate system information.
  • Mark the plan as featured.
  • Configure plan context layers.
  • Delete the plan.
Note:

  • Style the plan description with markdown syntax elements. See Description styling to learn more.
  • Featured plans are displayed at the top of the plans list.
  • Delete plan is only available for the plan owner.
  • The supported coordinate systems for a plan's context layers depend on the coordinate system of the urban model. See Understanding local and global urban models to learn more.

Configure scenarios

Click the Scenarios tab to do the following:

  • Edit the name and description of scenarios.
  • Configure scenario context layers.
  • Add scenarios.
  • Reorder scenarios.
  • Lock scenarios.
  • Delete scenarios.

See Work with plan scenarios to learn more.

Configure zoning data

Click the Zoning tab to configure the data below. These settings are only available in zoning plans.

  • Zoning types
  • Zoning boundaries
  • Overlay types
  • Overlay boundaries

Manage zoning and overlay types

To manage zoning and overlay types, complete the following steps:

  1. Click the Zoning tab and choose Zoning types or Overlay types.
  2. Follow the steps described in Manage zoning types and Manage overlay types.

Add zoning and overlay boundaries

You can import zoning and overlay boundaries form a hosted feature layer to a scenario. To add boundaries, complete the following steps:

  1. Click the Zoning tab and choose Zoning boundaries or Overlay boundaries.
  2. Choose the scenario from the scenario drop-down menu.
  3. Follow the steps described in Add zoning boundaries and Add overlay boundaries.

Note:
  • If a scenario already includes boundaries, you must delete the existing boundaries first.
  • The zoning boundaries are converted to the coordinate system of the urban model if the coordinate systems don't match.

Configure land-use data

Click the Land use tab to configure the data below. These settings are only available in land-use plans.

  • Land-use types
  • Land-use boundaries

Manage land-use types

To manage land-use types, complete the following steps:

  1. Click the Land use tab and choose Land use types.
  2. Follow the steps described in Manage land-use types.

Add land-use boundaries

You can import land-use boundaries from a hosted feature layer to a scenario. To add boundaries, complete the following steps:

  1. Click the Land use tab and choose Land use boundaries.
  2. Choose the scenario from the scenario drop-down menu.
  3. Follow the steps described in Add land-use boundaries.

Note:
  • If a scenario already includes boundaries, you must delete the existing boundaries first.
  • The land-use boundaries are converted to the coordinate system of the urban model if the coordinate systems don't match.

Configure development data

Click the Development tab to configure the following data:

  • Parcels
  • Space-use types
  • Building types
  • Spaces

Add parcels

You can import parcels from a hosted feature layer or from the urban model to a scenario. To add parcels, complete the following steps:

  1. Click the Development tab and choose Parcels.
  2. Choose the scenario from the scenario drop-down menu.
  3. Click Add and choose from the following options:
    • From Urban Model—Import parcels from the urban model. The parcels are automatically imported.
    • From feature layer—Import parcels from a feature layer. Follow the steps described in Add parcels.

Note:
  • If a scenario already includes parcels, you must delete the existing parcels first.
  • The parcels are converted to the coordinate system of the urban model if the coordinate systems don't match.

Manage space-use and building types

To manage space-use and building types, complete the following steps:

  1. Click the Development tab and choose Space use types or Building types.
  2. Follow the steps described in Manage space-use types or Manage building types.

Add spaces from building footprints

To add building spaces by uploading building footprints, complete the following steps:

  1. Click the Development tab and choose Spaces.
  2. Choose the scenario from the scenario drop-down menu.
  3. Follow the steps described in Generate buildings from footprints.
Note:

The footprints are converted to the coordinate system of the urban model if the coordinate systems don't match.

Configure the dashboard

Click the Dashboard tab to do the following:

  • Add and edit metrics to be shown in the plan's dashboard.
  • Explore metrics in the graph view.
  • Add existing metric values.

See Configure the dashboard for additional details.

Configure discussion settings

Click the Discussion tab and choose Public engagement to enable or disable public engagement on the plan.

Note:

  • You also must enable public engagement in the data manager. See Configure public feedback to learn more.
  • Public feedback comments are stored in an ArcGIS Hub annotations layer. This layer is accessible to everyone by default. It's recommended that you enable the Public engagements option only on public plans.

Configure sharing settings

Click the Sharing tab to do the following:

  • Share the plan with individual users, groups, or the public.
  • Allow nonowners to edit.
  • Allow nonowners to save the plan as a duplicate.

See Share a plan for more information.

Note:

The sharing settings are only available if you are the plan owner.