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Create a project template

A project template is a special type of project package from which new projects can be created. Templates can include maps, layouts, connections to databases and servers, and so on. They make it easy to standardize a series of maps for different projects, and ensure the correct layers are immediately available for everyone to use in their maps. Any project can be saved as a project template.

Create a project template for yourself

When you create a template for personal use, there is more flexibility to the items you can include in a template than if the template is intended for a wide audience.

Project templates for a specific computer

To create a template for personal use that includes connections to data on your local computer, incorporate the steps below when you create a project package so the template is stored in the correct location.

  1. On the Share tab, in the Save As group, click Project Template Project Template.

    The Create Project Template pane appears.

  2. Choose to save the template to a file.

    The Name and Location text box updates automatically with the location where ArcGIS Pro looks for personal project templates: Documents\ArcGIS\ProjectTemplates. Templates stored in this location are listed in the blue panel on the ArcGIS Pro start page, and from the Project tab's New page when you list templates available from your local Computer. Only you can see this template when you run ArcGIS Pro on this computer.

  3. Provide an appropriate name for the project template.
  4. Complete the Summary and Tags fields.
  5. Click Analyze to check for any errors or issues. You must resolve all errors. If any issues are discovered, they appear on the Messages tab. Right-click each message to get more information, read the help for the error or warning, and access suggested fixes. Learn more about analyzing GIS resources
  6. Once validated, click Create to create your template.

You can use this template to create a new project.

Project templates for many computers

If you work on many computers, it can be useful to store your project templates to your organizational account. Some care should be taken when creating these templates to include connections that apply to all computers you use. For example, if all computers you work on have the same folder structure for organizing GIS data or reference the same shared network folders, databases, or servers, then it is appropriate to include these connections in the project template. However, if a project uses data in a specific location that is only available on one computer, it would not be appropriate to include that connection in a project template that is available to use on many computers.

  1. On the Share tab, in the Save As group, click Project Template Project Template.

    The Create Project Template pane appears.

  2. Choose to upload the template to your organizational account.

    The project template is saved to your organizational account in My Content. These templates are listed on the start page in the blue column when you start ArcGIS Pro, and from the Project tab's New page when you list templates available from the active Portal.

  3. Provide an appropriate name for the project template.
  4. Complete the Summary and Tags fields.
  5. Click Analyze to check for any errors or issues. You must resolve all errors. If any issues are discovered, they appear on the Messages tab. Right-click each message to get more information, read the help for the error or warning, and access suggested fixes. Learn more about analyzing GIS resources
  6. Once validated, click Create to create your template.

You can use this template to create a new project.

Create a project template and share it with others

Project templates can help standardize and share the work of different groups within your organization. Custom basemaps can be included, maps can be produced with standard layouts, connections to the databases used by a group or for a project can be provided in advance, attachments with specifications or guidelines can be included, and so on. However, care should be taken when determining how templates are shared—to a specific group, to the organization, or to everyone—and if the option to Share outside of organization is checked. Considerations for sharing project templates are the same as for sharing project packages.

  1. On the Share tab, in the Save As group, click Project TemplateProject Template.

    The Create Project Template pane appears.

  2. Specify where to save your template—to your organizational account or as a file on disk.
  3. Provide a name and if saving the template to a file, the location for your project template on disk.
  4. Complete the Summary and Tags fields.
  5. If you are uploading your template to an online account, specify how it will be shared:
    • My Organization—If you are signed in with an organizational account, you see this option. This option allows your content to be shared with all authenticated users in the organization.
    • Everyone—This option makes your content public. Anyone can access and see it.
    • Groups—You can share your content with groups you belong to and their members.
  6. Add the items you want to include to Attachments. This option allows you to include other content, such as detailed documentation, reports, and graphs. The following types of files cannot be included: .js, .vbs, .py, .pyc, .pyo, .bat, and .ocx. Also, only signed .dll and .exe files are allowed. Learn more about signing .dll and .exe files
  7. Click Analyze to check for any errors or issues. You must resolve all errors. If any issues are discovered, they appear on the Messages tab. Right-click each message to get more information, read the help for the error or warning, and access suggested fixes. Learn more about analyzing GIS resources
  8. Once validated, click Create to create your template.

You can use this template to create a new project.

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