Create a project template

The default ArcGIS Pro project templates provide basic starting states for a project. For example, the Map template starts a new project with an open map view. You can also create your own project templates that start new projects with custom basemaps, standard layouts, connections to databases and servers, attachments, and other customizations. Templates help ensure that new projects conform to standards and that the same resources are available for anyone who uses the template.

An ArcGIS Pro project can be saved as a project template (.aptx) in the same way it can be saved as a project package (.ppkx). In fact, a project template is a special type of project package.

Project templates can be stored on local or network drives or can be shared to your active portal. The first time you use a template to create a project, you must browse to the template's location to access it. After the first use, the template is available on the start page and the Settings page in your Recent Templates list.

A project template that is saved in any version of ArcGIS Pro is compatible with all later versions. Learn about compatibility with earlier versions.

Create a project template for personal use

When you create a project template for personal use, you may intend to use it on a single computer or on multiple computers. If you intend to use it on multiple computers, ensure that all your computers can access resources referenced by the template.

Create a template to use on a single computer

Follow the steps below to create a template for personal use on one computer.

  1. Open a project that you want to save as a template.
  2. On the ribbon, click the Share tab. In the Save As group, click Project Template Project Template.

    The Create Project Template pane appears.

  3. Under Start Creating, click Save template to file.

    Under Item Details, the Name box updates with the default path for personal project templates: Documents\ArcGIS\ProjectTemplates. The default template name is the same as the current project name.

  4. Optionally, in the Name box, provide a different path or name for the template. Optionally, click Browse Browse to browse to a location.
  5. Optionally, complete the Summary and Tags fields.

    A summary and tags are required when sharing to an ArcGIS Enterprise 10.9 or earlier portal.

    You can enter a maximum of 128 tags.

  6. Confirm that the Share outside of organization check box is unchecked.
  7. Optionally, check the Include Toolboxes option to include all project toolboxes and the data referenced by their tools.

    If this option is not checked, project toolboxes, except the default toolbox, are not included. Toolboxes in connected folders are not considered project toolboxes and are not impacted by this setting.

  8. Optionally, check the Include History Items option to include all geoprocessing history items and the data required to rerun the history item.

    If this option is not checked, none of the project's geoprocessing history items are included. If history items are included, ensure that all data required to rerun the tool still exists and is accessible. If it's not, packaging will not be successful.

    Note:

    If the geoprocessing history contains custom script tools, review the geoprocessing considerations for packaging these tools.

  9. 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.
  10. Under Finish Sharing, click Analyze Analyze to review for potential problems.

    Errors and warnings are listed on the Messages tab. Right-click a message to open its help topic or take corrective action in the software. Errors Error must be resolved before you can share your GIS resource. Resolving warnings Warning is recommended but not required.

    Learn more about analyzing GIS resources

  11. Click Create to create the project template.

    When the project template is successfully created, a message appears at the bottom of the Create Project Template pane. You can click the Manage the package link to open File Explorer to the location of the template.

Create a template to use on multiple computers

If you create projects on different computers, it's recommended that you store the project template in your portal so that it is accessible from any machine. The template should only include connections that are accessible to all the computers you intend to use it on. For example, if all your computers have the same folder structure for organizing GIS data or reference the same shared network folders, databases, or servers, it is appropriate to include connections to these resources in the template.

By default, when you make a folder connection in a project, the connection is added with the letter the drive is mapped to, such as C:\MyData or X:\SharedData. When you save a project as a template, the connection is stored in the template with the drive letter. This means that when you create a project from the template on a different computer, the connection will be broken if the referenced location is mapped with a different letter. For this reason, if you plan to save a project as a template, it's recommended that you add network folder connections as UNC paths: \\<computer name>\<folder>.

A folder connection added with a UNC path

  1. Open a project that you want to save as a template.
  2. On the ribbon, click the Share tab. In the Save As group, click Project Template Project Template.

    The Create Project Template pane appears.

  3. Under Start Creating, click Upload template to Online account.

    The project template will be saved to My Content My Content in your active portal.

  4. Provide a name for the project template in the Name text box.
  5. Optionally, complete the Summary and Tags fields.

    A summary and tags are required when sharing to an ArcGIS Enterprise 10.9 or earlier portal.

    You can enter a maximum of 128 tags.

  6. Optionally, check the Share outside of organization option to include data from an enterprise database or UNC path location, include styles, and remove connections to folders, servers, and databases.
  7. Optionally, check the Include Toolboxes option to include all project toolboxes and the data referenced by their tools.

    If this option is not checked, project toolboxes, except the default toolbox, are not included. Toolboxes in connected folders are not considered project toolboxes and are not impacted by this setting.

  8. Optionally, check the Include History Items option to include all geoprocessing history items and the data required to rerun the history item.

    If this option is not checked, none of the project's geoprocessing history items are included. If history items are included, ensure that all data required to rerun the tool still exists and is accessible. If it's not, packaging will not be successful.

  9. Optionally, click the Folder drop-down arrow to select a folder in My Content where the template will be stored. You can also create a folder for the template.
  10. 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.
  11. Under Finish Sharing, click Analyze Analyze to review for potential problems.

    Errors and warnings are listed on the Messages tab. Right-click a message to open its help topic or take corrective action in the software. Errors Error must be resolved before you can share your GIS resource. Resolving warnings Warning is recommended but not required.

    Learn more about analyzing GIS resources

  12. Click Create to create the project template.

    When the project template is successfully created, a message appears at the bottom of the Create Project Template pane. You can click the Manage the package link to open a browser tab or window to the template's item page in your portal.

Create and share a project template

How you share a project template depends on whether its intended users have common access to resources such as network drives, enterprise geodatabases, and styles stored in the template. If they do, connections to these resources can be maintained in the template. If they don't, you can use the Share outside of organization option to remove these connections and consolidate (copy) the datasets referenced by these connections into the template. See Share a project package for more information.

  1. Open a project that you want to save as a template.
  2. On the ribbon, click the Share tab. In the Save As group, click Project Template Project Template.

    The Create Project Template pane appears.

  3. Under Start Creating, click Upload template to Online account.

    The project template is saved to My Content My Content in your active portal.

  4. Provide a name for the project template in the Name text box.
  5. Optionally, complete the Summary and Tags fields.

    A summary and tags are required when sharing to an ArcGIS Enterprise 10.9 or earlier portal.

    You can enter a maximum of 128 tags.

  6. Optionally, check the Share outside of organization option to include data from an enterprise database or UNC path location, include styles, and remove connections to folders, servers, and databases.
  7. Optionally, check the Include Toolboxes option to include all project toolboxes and the data referenced by their tools.

    If this option is not checked, project toolboxes, except the default toolbox, are not included. Toolboxes in connected folders are not considered project toolboxes and are not impacted by this setting.

  8. Optionally, check the Include History Items option to include all geoprocessing history items and the data required to rerun the history item.

    If this option is not checked, none of the project's geoprocessing history items are included. If history items are included, ensure that all data required to rerun the tool still exists and is accessible. If it's not, packaging will not be successful.

  9. Optionally, click the Folder drop-down arrow to select a folder in My Content where the template will be stored.

    You can also create a folder for the template.

  10. If you are uploading your template to an online account, specify how it will be shared:
    • Everyone—Share your content with the public. Anyone can access and see it.
    • My Organization—Share your content with all authenticated users in the organization. This option is available when you are signed in with an organizational account.
    • Groups—Share your content with groups to which you belong and their members.
  11. 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.
  12. Under Finish Sharing, click Analyze Analyze to review for potential problems.

    Errors and warnings are listed on the Messages tab. Right-click a message to open its help topic or take corrective action in the software. Errors Error must be resolved before you can share your GIS resource. Resolving warnings Warning is recommended but not required.

    Learn more about analyzing GIS resources

  13. Click Create to create the project template.

    When the project template is successfully created, a message appears at the bottom of the Create Project Template pane. You can click the Manage the package link to open a browser tab or window to the template's item page in your portal.

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