Organize Projects in Arc Browser: A Comprehensive Guide

Unlock the secrets of effortless project management with ArcGIS Browser! This powerful tool offers a streamlined approach to organizing your projects, empowering you to navigate complex workflows with ease. Discover the art of creating a structured workspace, tailored to your specific needs, and elevate your project management skills to unprecedented heights. Embark on a journey of enhanced productivity, efficiency, and collaboration as you master the art of project organization in ArcGIS Browser.

ArcGIS Browser’s intuitive interface provides a user-friendly canvas for organizing your projects. With just a few clicks, you can create folders and subfolders, establishing a hierarchical structure that mirrors your project’s organization. Categorize your data, documents, and maps according to their purpose or relevance, ensuring that every element is within easy reach. The browser’s drag-and-drop functionality allows you to effortlessly move items between folders, facilitating quick and seamless reorganization. As your project evolves, so too can its organization, ensuring that your workspace remains adaptable and efficient.

Beyond its organizational capabilities, ArcGIS Browser seamlessly integrates with other ArcGIS applications, fostering a collaborative environment. Share your organized project with colleagues, enabling them to access the latest data and deliverables. Collaborate on maps, analyze data, and engage in discussions within the context of your organized project. ArcGIS Browser’s ability to synchronize with ArcGIS Online and ArcGIS Enterprise further extends its reach, empowering you to access and manage projects from anywhere, at any time. With ArcGIS Browser, project organization is not just a chore but a strategic advantage, laying the foundation for successful project execution and seamless collaboration.

Add Files to a Project

To add files to a project in Arc Browser, follow these steps:

  1. Create a new project or open an existing one.
  2. Click the "Add Files" button. This button is located in the toolbar at the top of the Arc Browser window.
  3. Select the files you want to add to the project. You can select multiple files at once by holding down the Ctrl key (Windows) or the Command key (Mac).
  4. Click the "Open" button. The files will be added to the project.

You can also add files to a project by dragging and dropping them into the Arc Browser window.

Adding Files to a Project: Detailed Explanation

  1. Creating a New Project or Opening an Existing One

To create a new project, click the "File" menu and select "New Project". To open an existing project, click the "File" menu and select "Open Project".

  1. Selecting Files to Add to the Project

When you click the "Add Files" button, a file browser window will open. You can use this window to navigate to the files you want to add to the project. To select multiple files, hold down the Ctrl key (Windows) or the Command key (Mac) and click on the files you want to select.

  1. Adding Files to the Project

Once you have selected the files you want to add to the project, click the "Open" button. The files will be added to the project and will appear in the Arc Browser window.

You can also add files to a project by dragging and dropping them into the Arc Browser window. To do this, simply open the file browser window and drag and drop the files you want to add to the Arc Browser window.

  1. Organizing Files Within a Project

Once you have added files to a project, you can organize them by creating folders. To create a new folder, click the "New Folder" button in the toolbar at the top of the Arc Browser window. You can then drag and drop files into the folder to organize them.

You can also create subfolders within folders to further organize your files. To create a subfolder, simply drag and drop a folder into another folder.

  1. Deleting Files from a Project

To delete files from a project, select the files you want to delete and press the Delete key. You can also right-click on the files and select "Delete" from the menu.

  1. Renaming Files in a Project

To rename a file in a project, right-click on the file and select "Rename" from the menu. You can then enter a new name for the file.

  1. Moving Files Between Projects

To move files between projects, simply drag and drop the files from one project to another.

Share Projects with Others

In Arc Browser, sharing projects with others is simple and straightforward, allowing you to collaborate with colleagues, stakeholders, and the broader public.

To share a project, follow these steps:

  1. In the Arc Browser window, open the project you want to share.
  2. Click on the “Share” button located in the top-right corner of the browser window.
  3. In the “Share” dialog box, choose whether to share the project with specific individuals or make it publicly available.
  4. Sharing with Specific Individuals:

    • Enter the email addresses of the people you want to share the project with.
    • Optionally, add a personalized message to each recipient.

    Making Public:

    • Select the “Anyone with the link” option.
    • Click on the “Copy” button to obtain a shareable link to the project.
  5. Click on the “Share” button to send the shareable link or invitations via email.

When sharing projects, you have the following options:

Sharing Option Description
Invite as Viewer Allows recipients to view and interact with the project without editing capabilities.
Invite as Editor Grants recipients full editing rights, allowing them to make changes to the project.
Public Share Link Generates a shareable link that anyone with the URL can access.

Shared projects can be easily unshared by following these steps:

  1. In the Arc Browser window, open the shared project.
  2. Click on the “Share” button located in the top-right corner of the browser window.
  3. In the “Share” dialog box, select the “Stop Sharing” option.
  4. Click on the “Stop Sharing” button to confirm.

By sharing projects in Arc Browser, you can facilitate collaboration, promote understanding, and enhance decision-making processes by sharing your work with relevant stakeholders.

Search for Projects

There are several ways to search for projects in Arc Browser. You can use the search bar at the top of the page, or you can use the filters on the left side of the page. You can also use a combination of the search bar and the filters to narrow down your search results.

Using the Search Bar

To search for projects using the search bar, simply type in your search terms and press Enter. Arc Browser will return a list of projects that match your search terms. You can use any of the following search terms:

  • Project name
  • Project description
  • Project owner
  • Project tags
  • Project metadata

Using the Filters

You can use the filters on the left side of the page to narrow down your search results. The filters allow you to filter projects by the following criteria:

  • Project type
  • Project status
  • Project owner
  • Project tags
  • Project metadata

Using a Combination of the Search Bar and the Filters

You can use a combination of the search bar and the filters to narrow down your search results. For example, you could type in a search term in the search bar and then use the filters to narrow down the results by project type or project status.

Table of Search Operators

The following table lists the search operators that you can use in Arc Browser:

Operator Description
* Wildcard. Matches any number of characters.
? Single-character wildcard. Matches any single character.
” “ Phrase search. Matches the exact phrase within quotes.
AND Boolean operator. Matches results that contain all of the specified terms.
OR Boolean operator. Matches results that contain any of the specified terms.
NOT Boolean operator. Matches results that do not contain the specified term.

Sort Projects

Arc Browser offers various methods to organize and manage your projects efficiently. One of these methods is project sorting, which allows you to arrange projects in a specific order for easier navigation and retrieval. Here are the steps involved in sorting projects:

1. Open Arc Browser

Launch Arc Browser by searching for the application or using its shortcut on your desktop or taskbar. Once it opens, you will see a list of your projects in the main interface.

2. Click the “Projects” Tab

At the top of the Arc Browser window, you will find a series of tabs. Click on the “Projects” tab to view and manage your projects.

3. Hover over the “Sort” Button

In the upper-right corner of the “Projects” tab, there is a button labeled “Sort.” Hover your mouse over this button to reveal a drop-down menu with sorting options.

4. Select a Sorting Option

The drop-down menu provides several sorting options to choose from:

  • Name: Sorts projects alphabetically by their names.
  • Modified: Sorts projects based on their last modification date.
  • Created: Sorts projects based on their creation date.
  • Type: Sorts projects based on their type (such as WebMaps, SceneViews, or Dashboards).
  • Published: Sorts projects based on their publication status.
  • Owner: Sorts projects based on their owner’s name.
  • Expiration: Sorts projects based on their expiration date.

5. Choose Ascending or Descending Order

Once you select a sorting option, you can further refine the sorting order by selecting Ascending or Descending from the drop-down menu.

6. View the Sorted Projects

After applying the sorting options, Arc Browser will automatically rearrange the projects in the main interface according to the specified criteria.

7. Save the Sorting Settings

If you want to retain the sorting settings for future use, you can click the “Save” button at the bottom of the “Projects” tab. This will save the current sorting options as your default.

8. Change the Project Order

To change the order of projects within a specific sort category, simply drag and drop the projects into the desired sequence.

9. Clear the Sorting

If you wish to remove the sorting criteria and return to the original project view, click the “Clear” button at the bottom of the “Projects” tab.

10. Other Sorting Features

In addition to the sorting options mentioned above, Arc Browser provides the following features:

  • Multi-Level Sorting: You can apply multiple sorting criteria to further refine the organization of your projects.
  • Custom Sorting: You can create custom sorting rules based on specific project metadata or attributes.
  • Quick Filter: You can quickly filter projects by typing a search term in the “Quick Filter” field located at the top of the “Projects” tab.

11. Table of Sorting Options

Here is a table summarizing the available sorting options in Arc Browser:

Option Description
Name Sorts projects alphabetically by their names.
Modified Sorts projects based on their last modification date.
Created Sorts projects based on their creation date.
Type Sorts projects based on their type (such as WebMaps, SceneViews, or Dashboards).
Published Sorts projects based on their publication status.
Owner Sorts projects based on their owner’s name.
Expiration Sorts projects based on their expiration date.

12. Conclusion

Sorting projects in Arc Browser is a powerful tool that helps you organize and manage your projects efficiently. By using the various sorting options and features available, you can quickly find the projects you need and work with them in a streamlined manner.

Archive Projects

Archiving projects in Arc Browser helps to declutter your project list and keep active projects organized. To archive a project:

1. Open Arc Browser and select the project you want to archive.
2. Click on the “More” menu (three dots) at the top right corner of the project card.
3. Select “Archive” from the drop-down menu.
4. Confirm the archiving action by clicking “Archive” in the pop-up dialog box.

Archived projects can be found in the “Archived” tab in Arc Browser. You can also search for archived projects by their name or ID.

Restoring Archived Projects

To restore an archived project:

1. Open Arc Browser and go to the “Archived” tab.
2. Select the project you want to restore and click on the “More” menu (three dots) at the top right corner of the project card.
3. Select “Restore” from the drop-down menu.
4. Confirm the restoration action by clicking “Restore” in the pop-up dialog box.

Restored projects will appear in the “Recent” tab in Arc Browser.

Deleting Archived Projects

To delete an archived project:

1. Open Arc Browser and go to the “Archived” tab.
2. Select the project you want to delete and click on the “More” menu (three dots) at the top right corner of the project card.
3. Select “Delete” from the drop-down menu.
4. Confirm the deletion action by clicking “Delete” in the pop-up dialog box.

Deleted projects cannot be recovered.

Bulk Archiving and Restoring Projects

You can bulk archive or restore projects by creating a custom filter. Select multiple projects by holding down the Ctrl or Shift key while clicking on the project cards. Then, click on the “More” menu (three dots) at the top right corner of the page and select “Archive” or “Restore” from the drop-down menu.

Organizing Archived Projects

To organize archived projects:

1. Open Arc Browser and go to the “Archived” tab.
2. Click on the “Filter by” drop-down menu at the top of the page.
3. Select “Name” or “ID” from the drop-down menu to sort projects alphabetically or by ID.
4. You can also use the search bar to find specific projects.

Table of Options

Action Description
Archive Project Move a project to the Archived tab.
Restore Project Move an archived project back to the Recent tab.
Delete Project Permanently remove a project from Arc Browser.
Bulk Archive Archive multiple projects at once.
Bulk Restore Restore multiple archived projects at once.
Sort Archived Projects Organize archived projects alphabetically or by ID.
Search Archived Projects Find specific archived projects by name or ID.

Delete Projects

To delete a project, hover over the project and click on the trash can icon that appears. A confirmation dialog will appear, asking you to confirm that you want to delete the project. Click on the “Delete” button to confirm.

You can also delete multiple projects at once. To do this, select the projects you want to delete by clicking on the checkboxes next to them. Then, click on the “Delete” button that appears at the bottom of the page.

Additional Information

When you delete a project, all of the data associated with that project will be deleted as well. This includes any tasks, notes, attachments, and other data. However, you can recover deleted projects by going to the “Trash” folder in the Arc Browser.

To recover a deleted project, hover over the project in the “Trash” folder and click on the “Restore” button that appears. The project will be restored to its original location.

If you accidentally delete a project, you can contact Arc support to have it restored. However, it is important to note that Arc may not be able to recover all deleted projects.

Tips for Deleting Projects

Here are a few tips for deleting projects:

  • Make sure you really want to delete the project before you do so. Once a project is deleted, it cannot be recovered.
  • If you are unsure whether you want to delete a project, you can archive it instead. Archived projects can be restored later if you need them.
  • If you are deleting a project that contains important data, you should export the data before you delete the project. This will ensure that you have a backup of the data in case you need it later.

Table: Deleted Projects

Project Name Date Deleted
Project 1 2023-03-08
Project 2 2023-03-09
Project 3 2023-03-10

Recover Deleted Projects

If you have accidentally deleted a project, you can restore it from the Trash.
To do this, click on the Trash icon in the left sidebar. This will display a list of all deleted projects.
To restore a project, simply click on the Restore button next to the project name.

Here are the steps on how to recover deleted projects:
1. Click on the Trash icon in the left sidebar.
2. Find the project you want to restore and click on the Restore button.
3. The project will be restored to the My Projects section.

Here are some additional details about recovering deleted projects:

  • You can only restore projects that have been deleted within the last 30 days.
  • Restored projects will be placed back in the My Projects section.
  • If you cannot find a deleted project in the Trash, it may have been permanently deleted.

If you have any questions or concerns about recovering deleted projects, please contact us for support.

Track Task Progress

The Arc Browser’s project management features include robust task tracking capabilities. Here’s a detailed breakdown of how to track project progress effectively using these features:

1. Create Tasks:

To track project progress, you must first create tasks. You can add tasks to a project by clicking the “Add Task” button or by using the keyboard shortcut (Ctrl + T).

2. Assign Tasks:

Once you have created tasks, you can assign them to team members. To assign a task, simply click on the task, select the “Assigned To” drop-down menu, and choose the desired team member.

3. Set Task Priorities:

You can prioritize tasks based on their importance and urgency. To set a task’s priority, click on the task, select the “Priority” drop-down menu, and choose the appropriate priority level.

4. Set Task Due Dates:

Setting task due dates helps ensure that tasks are completed on time. To set a task’s due date, click on the task, select the “Due Date” field, and choose the desired date.

5. Track Task Status:

Arc Browser allows you to track the status of each task. The status options include “New,” “In Progress,” “On Hold,” “Completed,” and “Archived.” To update a task’s status, simply click on the task, select the “Status” drop-down menu, and choose the appropriate status.

6. View Task History:

The Arc Browser provides a detailed history of each task. This history includes information such as when the task was created, assigned, updated, and completed. To view a task’s history, click on the task, select the “History” tab, and review the timeline of events.

7. Create Task Dependencies:

Task dependencies allow you to link tasks together and specify which tasks must be completed before others can start. To create a task dependency, click on the task that should be completed first, select the “Dependencies” tab, and choose the dependent task from the drop-down menu.

8. Use Task Progress Charts:

Arc Browser provides visual task progress charts that illustrate the percentage completion of each task. These charts help you quickly identify the progress of each task.

9. Create Task Reports:

To summarize project progress, you can generate task reports. These reports provide an overview of all tasks, including their status, priority, due dates, and progress charts.

10. Customize Task Views:

Arc Browser allows you to customize the task views to suit your preferences. You can choose which task attributes to display, including status, priority, due dates, and assigned team members.

11. Use Task Filters:

To quickly find specific tasks, you can apply filters. Filters allow you to search for tasks by status, priority, due dates, assigned team members, and task type.

12. Receive Task Notifications:

To stay informed about task progress, you can enable task notifications. Arc Browser can send you email notifications when tasks are created, updated, completed, or overdue.

Manage Project Milestones

Project milestones are specific, time-bound achievements that mark progress towards the completion of a project. Creating and managing milestones in Arc Browser helps you track progress and identify potential risks or roadblocks.

To manage project milestones in Arc Browser:

1. Create a New Milestone

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the “Create Milestone” button.
  4. Enter a name, description, and due date for the milestone.
  5. Click on the “Create” button.

2. Edit a Milestone

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the name of the milestone you want to edit.
  4. Make the necessary changes to the milestone’s name, description, or due date.
  5. Click on the “Update” button.

3. Delete a Milestone

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the name of the milestone you want to delete.
  4. Click on the “Delete” button.
  5. Confirm that you want to delete the milestone.

4. Mark a Milestone as Complete

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the name of the milestone you want to mark as complete.
  4. Click on the “Mark Complete” button.

5. Filter Milestones

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the “Filter” button.
  4. Select the filter criteria you want to use.
  5. Click on the “Apply” button.

6. Sort Milestones

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the “Sort” button.
  4. Select the sort criteria you want to use.
  5. Click on the “Apply” button.

7. Export Milestones

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the “Export” button.
  4. Select the export format you want to use.
  5. Click on the “Export” button.

8. Import Milestones

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Click on the “Import” button.
  4. Select the import file you want to use.
  5. Click on the “Import” button.

9. Track Project Progress

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Review the status of the milestones.
  4. Identify any milestones that are at risk or behind schedule.
  5. Take action to address any potential risks or roadblocks.

10. Use Milestones to Manage Dependencies

  1. Open the project in Arc Browser.
  2. Click on the “Milestones” tab in the sidebar.
  3. Create milestones for each task in the project.
  4. Set dependencies between milestones to indicate which tasks need to be completed before others can start.
  5. Use the Gantt chart in Arc Browser to visualize the project timeline and dependencies.

Set Project Goals

Before embarking on any project, it’s crucial to establish clear, well-defined goals. These goals will serve as guiding principles throughout the project lifecycle, ensuring that all efforts are aligned and resources are allocated efficiently. To effectively set project goals, consider the following steps:

1. Identify the Project Scope

  • Define the boundaries of the project, including its primary objectives, deliverables, and expected outcomes.
  • Determine the stakeholders involved and their specific needs and expectations.

2. Establish SMART Goals

  • Create goals that are Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART).
  • This ensures that goals are clear, quantifiable, realistic, aligned with project objectives, and have a defined timeline.

3. Prioritize Goals

  • Rank goals based on their importance and impact on the project.
  • Focus on achieving the most critical goals within the project’s constraints.

4. Define Performance Metrics

  • Establish quantifiable metrics to measure progress toward achieving project goals.
  • These metrics will provide objective feedback on the effectiveness of project execution.

5. Communicate Goals Effectively

  • Share project goals with all stakeholders to ensure alignment and buy-in.
  • Communicate goals clearly and regularly to keep everyone informed and engaged.

6. Integrate Goals into Project Planning

  • Use project goals as the foundation for developing project plans, timelines, and resource allocations.
  • Ensure that all project activities are directly linked to achieving the established goals.

7. Regularly Monitor Progress

  • Track progress toward goals and identify any deviations or challenges.
  • Make necessary adjustments to the project plan to address deviations and maintain alignment with goals.

8. Seek Feedback and Review Goals

  • Regularly gather feedback from stakeholders on the progress and relevance of project goals.
  • Review goals periodically and make revisions as needed to adapt to changing circumstances or stakeholder feedback.

9. Celebrate Successes

  • Recognize and celebrate the achievement of project goals.
  • Celebrate successes to motivate the team and reinforce the importance of goal setting.

10. Learn from Goal Setting Process

  • Reflect on the goal setting process at the end of the project.
  • Identify areas for improvement and refine the process for future projects.

Table: Example Project Goals

Goal Description
Increase sales by 10% Target a 10% increase in sales revenue within the next fiscal year.
Launch new product by Q3 Develop and release a new product within the third quarter of the year.
Improve customer satisfaction by 20% Enhance customer satisfaction levels by 20% within the next six months.
Reduce production costs by 5% Cut production costs by 5% while maintaining product quality.
Hire and train 10 new employees Recruit and onboard 10 new employees by the end of the current quarter.

Track Project Risks

Arc Browser’s risk management features provide comprehensive support for identifying, assessing, and mitigating project risks. Here’s a detailed guide on how to use these features effectively:

1. Identify Risks

Start by brainstorming potential risks that could impact your project. Consider all aspects of the project, including scope, schedule, budget, resources, and stakeholders. Use Arc Browser’s “Add Risk” functionality to input and track each risk, providing detailed descriptions, categories, and severity levels.

2. Assess Risks

Once risks are identified, evaluate their potential impact and likelihood. Arc Browser’s risk assessment matrix allows you to classify risks based on their probability and consequences. Assign numerical values or qualitative ratings to each risk factor, such as:

Probability Consequence
Rare (1) Minor (1)
Likely (3) Major (3)

3. Prioritize Risks

Based on the risk assessments, prioritize risks to focus on the most critical ones. Arc Browser provides filtering and sorting capabilities to identify high-priority risks based on severity, probability, or other custom criteria. Prioritization helps you concentrate efforts on the risks that pose the greatest potential threat to project success.

4. Assign Risk Owners

For each risk, appoint a specific individual or team as the risk owner. The risk owner is responsible for monitoring, managing, and mitigating the risk throughout the project lifecycle. Arc Browser allows you to assign risk owners and track their progress on risk mitigation tasks.

5. Develop Mitigation Strategies

For each risk, develop specific mitigation strategies to reduce the likelihood or impact of the risk. Explore various mitigation options, such as risk avoidance, mitigation, transfer, or acceptance. Arc Browser’s “Add Mitigation” functionality allows you to document and track the implementation of mitigation measures.

6. Monitor Risks

Regularly monitor risks and track their progress. Use Arc Browser’s risk dashboard to visualize risk status, identify emerging risks, and observe the effectiveness of mitigation strategies. Monitor changes in risk probability, consequence, and mitigation plans to stay ahead of potential threats.

7. Update Risk Information

Risk information is dynamic, so it’s essential to update risk assessments and mitigation plans as the project progresses. Use Arc Browser’s editing capabilities to modify risk descriptions, severity levels, probability, consequences, and mitigation strategies as new information becomes available or circumstances change.

8. Report on Project Risks

Compile risk reports to communicate project risks to stakeholders. Arc Browser offers customizable risk reports that summarize identified risks, their severity, probability, mitigation plans, and progress. Use these reports to keep stakeholders informed and demonstrate proactive risk management.

9. Conduct Risk Audits

Periodically conduct risk audits to review the effectiveness of the risk management process. Evaluate the completeness of risk identification, the accuracy of risk assessments, and the adequacy of mitigation strategies. Arc Browser’s audit capabilities allow you to assess the overall health of your risk management practices.

10. Learn from Project Risks

After project completion, take time to review project risks and identify lessons learned. Analyze the accuracy of risk assessments, the effectiveness of mitigation measures, and the overall impact of risks on project outcomes. This knowledge will help improve risk management practices in future projects.

Create Project Dashboards

Dashboard is a powerful tool that provides a real-time visual representation of your project’s data, allowing you to quickly identify key performance indicators (KPIs) and track progress towards project goals. To create a project dashboard, follow these steps:

  1. In the Arc Browser, navigate to the project for which you want to create a dashboard.
  2. Click on the “Dashboards” tab.
  3. Click on the “Create New Dashboard” button.

The Dashboard Editor will open, allowing you to select visualization types, import data, and modify the layout of the dashboard. While creating a dashboard, it is important to consider the following factors:

  1. Data Selection: Carefully select the data sources and metrics that you want to display on the dashboard. Ensure that the data is relevant and provides valuable insights.
  2. Visualization Types: Choose visualization types that effectively convey the data and align with the dashboard’s purpose. Consider charts, graphs, gauges, and other visual elements.
  3. Layout and Design: Arrange the visualizations and other dashboard elements in a clear and intuitive manner. Make sure the dashboard is easy to read and interpret at a glance.

Components of a Project Dashboard

Project dashboards typically include the following components:

Component Purpose
Visualizations Charts, graphs, gauges, and other visual elements used to display data.
KPI Indicators Key performance indicators (KPIs) that measure project progress and success.
Data Sources The sources of data that populate the dashboard, such as project management tools, customer relationship management (CRM) systems, and spreadsheets.
Filters and Parameters Allow users to filter and sort data based on specific criteria.
Customizations Options for modifying the dashboard’s appearance, adding branding, and incorporating custom widgets.

Sharing and Collaboration

Arc Browser allows you to share dashboards with other team members and stakeholders. To share a dashboard, follow these steps:

  1. Open the dashboard you want to share.
  2. Click on the “Share” button.
  3. Enter the email addresses of the people you want to share the dashboard with.
  4. Click on the “Send” button.

Shared dashboards can be accessed by anyone with the link. They can view the dashboard and filter the data, but they cannot make any changes unless they have the necessary permissions.

Create Projects

To create a new project, click on the **Create Project** button in the top right corner of the Arc Browser interface. In the **Create Project** dialog box, enter a name for your project and select a template. You can also choose to create a blank project or import an existing project.
Click on the **Create** button to create the project.
The new project will be added to the **Projects** list in the left sidebar. You can click on the project name to open the project dashboard.

Open Projects

To open an existing project, click on the **Projects** tab in the left sidebar. The **Projects** list will display all of the projects that you have created or have access to.
Click on the project name to open the project dashboard.

Share Project Dashboards

You can share project dashboards with other users so that they can view and interact with the dashboards. To share a project dashboard, click on the **Share** button in the top right corner of the dashboard.
In the **Share Project** dialog box, enter the email addresses of the users that you want to share the dashboard with. You can also set the permissions for the users, such as whether they can view, edit, or delete the dashboard.
Click on the **Share** button to share the dashboard.

### Share permissions

When you share a project dashboard, you can set the permissions for the users that you share the dashboard with. The permissions determine what the users can do with the dashboard, such as whether they can view, edit, or delete the dashboard.
The following table describes the different permissions that you can set for users:

Permission Description
View The user can view the dashboard, but cannot make any changes to it.
Edit The user can view and edit the dashboard.
Delete The user can view, edit, and delete the dashboard.

When you share a project dashboard, you can also set the expiration date for the share. The expiration date determines when the share will expire and the users will no longer have access to the dashboard.
To set the expiration date, click on the **Set expiration date** checkbox in the **Share Project** dialog box. Then, select the expiration date from the calendar.

Export Project Dashboards

You can export project dashboards to a variety of formats, such as PDF, PowerPoint, and Excel. To export a project dashboard, click on the **Export** button in the top right corner of the dashboard.
In the **Export Project** dialog box, select the format that you want to export the dashboard to. You can also choose to export the entire dashboard or just a specific section of the dashboard.
Click on the **Export** button to export the dashboard.

Delete Projects

To delete a project, click on the **Projects** tab in the left sidebar. The **Projects** list will display all of the projects that you have created or have access to.
Click on the project name to open the project dashboard.
Click on the **Delete** button in the top right corner of the dashboard.
In the **Delete Project** dialog box, click on the **Delete** button to delete the project.

Create Custom Workflows

One of the most powerful features of Arc Browser is the ability to create custom workflows. This allows you to automate repetitive tasks and streamline your work. To create a custom workflow, simply click on the “Workflows” tab in the Arc Browser ribbon. Then, click on the “New” button. This will open the “New Workflow” dialog box. In the dialog box, you can enter a name and description for your workflow. You can also choose to create a workflow from scratch or to use a template.

Once you have created a workflow, you can add steps to it. Steps represent the individual tasks that will be performed by the workflow. To add a step, click on the “Add Step” button. This will open the “New Step” dialog box. In the dialog box, you can select the type of step you want to add. There are a variety of step types available, including:

  • Open URL
  • Send Email
  • Create File
  • Run Script
  • Wait for Event

Once you have selected the type of step you want to add, you can configure the step’s settings. For example, if you are adding an “Open URL” step, you will need to specify the URL that you want to open. Once you have configured the step’s settings, click on the “OK” button to add the step to the workflow.

You can add as many steps as you want to a workflow. Once you have added all of the steps, you can click on the “Save” button to save the workflow. You can then run the workflow by clicking on the “Run” button.

Connect to External Sources

Arc Browser can connect to a variety of external sources, including:

  • Databases
  • Web services
  • File systems

This allows you to access data from a variety of sources and use it in your workflows. To connect to an external source, click on the “Connections” tab in the Arc Browser ribbon. Then, click on the “New” button. This will open the “New Connection” dialog box.

In the dialog box, you can select the type of connection you want to create. There are a variety of connection types available, including:

  • Database
  • Web service
  • File system

Once you have selected the type of connection you want to create, you can configure the connection’s settings. For example, if you are creating a database connection, you will need to specify the database server, database name, and user credentials. Once you have configured the connection’s settings, click on the “OK” button to create the connection.

Once you have created a connection, you can use it in your workflows. To use a connection in a workflow, simply drag and drop the connection onto the workflow canvas. This will create a “Connection” step in the workflow. You can then configure the connection step’s settings to specify how the connection will be used in the workflow.

Native Plugins & Custom Plugins

Arc Browser comes with a number of native plugins that you can use to extend its functionality. These plugins include:

  • ArcGIS Server plugin: This plugin allows you to connect to ArcGIS Server and access its web services.
  • ArcGIS Online plugin: This plugin allows you to connect to ArcGIS Online and access its content.
  • Excel plugin: This plugin allows you to import and export data from Excel.
  • Google Earth plugin: This plugin allows you to view data in Google Earth.
  • KML plugin: This plugin allows you to import and export KML files.

In addition to the native plugins, you can also create your own custom plugins. Custom plugins allow you to add new functionality to Arc Browser. To create a custom plugin, you will need to use the Arc Browser SDK. The Arc Browser SDK is a set of tools and documentation that you can use to develop custom plugins.

Once you have created a custom plugin, you can install it in Arc Browser. To install a custom plugin, simply copy the plugin’s DLL file to the Arc Browser plugins directory. The plugins directory is located at:

C:\Program Files (x86)\ArcGIS\ArcBrowser\Plugins

Once you have installed a custom plugin, it will be available in the Arc Browser ribbon. You can use the custom plugin just like any other native plugin.

Table of Custom Plugins

Plugin Name Description
MyCustomPlugin This plugin adds a new button to the Arc Browser ribbon. The button opens a dialog box that displays a message.
AnotherCustomPlugin This plugin adds a new menu item to the Arc Browser menu. The menu item opens a dialog box that allows you to select a file.

Common Project Organization Mistakes

### 1. Not Creating a Project Plan

A project plan is a roadmap for your project that outlines the goals, scope, timeline, and budget. Without a plan, it’s easy to get lost in the details and lose sight of the big picture.

### 2. Not Defining Roles and Responsibilities

Who is responsible for what on your project? If roles and responsibilities are not clearly defined, it can lead to confusion and conflict.

### 3. Not Communicating Regularly

Communication is key to keeping a project on track. Make sure to communicate regularly with your team members, stakeholders, and anyone else involved in the project.

### 4. Not Managing Expectations

It’s important to manage expectations from the beginning of the project. Let everyone know what they can expect in terms of timeline, budget, and outcomes. This will help to avoid disappointment and frustration later on.

### 5. Not Delegating

Delegation is a valuable tool that can help you to manage your time and focus on the most important tasks. Don’t be afraid to delegate tasks to other team members who have the skills and expertise to get the job done.

### 6. Not Tracking Progress

It’s important to track progress throughout the project. This will help you to identify any potential problems early on and make adjustments as needed.

### 7. Not Managing Risks

Every project has risks. It’s important to identify potential risks and develop plans to mitigate them.

### 8. Not Closing the Project

When the project is complete, it’s important to close it out properly. This includes documenting the results, evaluating the project, and archiving the project files.

48. Not Using a Project Management Tool

A project management tool can help you to organize your project, track progress, and manage risks. There are many different project management tools available, so you can choose one that fits your needs and budget.

### 49. Not Using a Document Management System

A document management system can help you to organize and track project documents. This can be especially helpful for projects that involve a lot of documentation.

### 50. Not Using a Version Control System

A version control system can help you to track changes to project files. This can be especially helpful for projects that involve multiple team members working on the same files.

Mistake Consequences Recommendations
Not creating a project plan Lost time and effort, missed deadlines Create a detailed project plan before starting work
Not defining roles and responsibilities Confusion and conflict Clearly define roles and responsibilities for all team members
Not communicating regularly Misunderstandings and delays Establish regular communication channels and stick to them
Not managing expectations Disappointment and frustration Set realistic expectations from the start and communicate them clearly
Not delegating Overwork and stress Delegate tasks to team members with the necessary skills and experience
Not tracking progress Delayed detection of problems Establish a system for tracking progress and identifying potential risks
Not managing risks Project failure Identify potential risks and develop plans to mitigate them
Not closing the project Incomplete documentation and lost lessons Document the results of the project and archive the project files properly
Not using a project management tool Disorganization and inefficiency Choose a project management tool that fits your needs and budget
Not using a document management system Lost or disorganized documents Implement a document management system to store and track project documents

123: How to Organize Projects in Arc Browser

Arc Browser is a powerful tool for organizing and managing your projects. It can help you keep track of multiple projects, share projects with colleagues, and access projects from anywhere. In this tutorial, we’ll show you how to organize projects in Arc Browser.

To organize projects in Arc Browser, you can create folders, subfolders, and tags. Folders are a great way to group related projects together and subfolders can be used to further organize projects within a folder. Tags are a way to assign keywords to projects so that you can easily find them later.

To create a folder, simply click on the “New Folder” button in the Arc Browser sidebar. You can then name the folder and choose where to save it. To create a subfolder, simply click on the “New Folder” button within a folder. To create a tag, simply type in the tag name in the “Tags” field in the project properties dialog box.

People also ask about
123: How to Organize Projects in Arc Browser

How do I create a new project in Arc Browser?

To create a new project in Arc Browser, click on the “New Project” button in the Arc Browser sidebar. You can then select a project template or create a new project from scratch.

How do I share a project with colleagues?

To share a project with colleagues, click on the “Share” button in the Arc Browser project properties dialog box. You can then enter the email addresses of the colleagues you want to share the project with and select the permissions you want to grant them.

How do I access projects from anywhere?

To access projects from anywhere, you can use the Arc Browser web app. The Arc Browser web app allows you to access your projects from any device with an internet connection.