Configure Capital Project Tracking

In this topic, you will learn how to configure the Capital Project Tracking solution to meet specific needs in your organization.

Load capital projects

The Capital Project Tracking solution is built on the same foundational feature layer, InfrastructureProjects, used in the Capital Project Planning solution. If you have also deployed the Capital Project Planning solution, you can use that solution to define project plans and organize your project portfolio into a capital improvement plan. Once projects have been approved and funded, they will display in the Capital Project Tracking solution.

If you are using another system for project planning and want to use the Capital Project Tracking solution to report and share active projects with key stakeholders and the public, you will need to load these projects into the InfrastructureProjects feature layer. You will also need to update the Project Status, Funded Project, and Project Phase fields to make the projects visible in the Capital Project Reports and Capital Project Dashboard apps.

Load data from a shapefile

Capital projects can be loaded from a shapefile by completing the following steps:

1. Create a .zip file of a shapefile of your capital projects.
2. Sign in to your ArcGIS organization and browse to the InfrastructureProjects feature layer.
3. Open the item page and click Update Data > Append Data to Layer.
4. Click Choose File and browse to a .zip file containing the shapefile with your capital projects, and click Open.
5. Click Upload and Continue.
6. Click the Choose the layer that you wish to append data into drop-down arrow and choose the Infrastructure Projects.
7. Uncheck Update existing features.
8. Click Show field matching to map the fields.

   Note:

   The only required field is the projtype (Project Type) field. This is a text field that defines the type of project and supports the following values: Facilities, Parks, Sewer Collection, Stormwater Drainage, Transportation, Water Distribution, and Other.

9. Click Apply Updates.

   Tip:

   To make additional updates to a hosted feature layer, see Append data to layers.

Update project attributes

The Capital Project Reports and Capital Project Dashboard apps both use feature layer views to ensure only approved and funded projects are visible. Projects will only display in these apps if the Project Status is set to Board Authorized, Funded Project is set to Yes. And Project Phase is set to PreDesign, Design, Construction, or Closeout.

To update the project attributes, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the InfrastructureProjects feature layer.
2. Open the item page and click the Data tab.
3. Click within a cell in the table and edit the attributes of the project.

To update all projects with the same attribute, complete the remaining steps:

4. Click the column containing the values you want to update.
5. Click Calculate.
6. Click SQL.
7. Enter the value you want to apply. For text fields, you need to surround the value with single quotes, for example, 'Board Authorized'.

   Tip:

   For more information, see Calculate field values.

Configure the Maximizing Capital Expenditures site

The Capital Project Tracking solution includes the Maximizing Capital Expenditures site that your organization can configure with your own branding and share important capital investment and planning information with the public.

Update with organizational information

After deploying the Capital Project Tracking solution, the Maximizing Capital Expenditures site layout only requires a few updates to fit your local context. Follow the steps below to update the site with your organization's needs:

1. Verify that you are signed in to your ArcGIS organization and browse to the Maximizing Capital Expenditures site.
2. Open the item page and click Configure App.
3. Click the edit button to open the site editor.
4. Scroll down to the statistics section listed under the title of the website. The Capital Projects and Public Investment (dollars) statistics cards are already linked to the Capital Project Tracking solution’s InfrastructureProjects_allfundedprojects feature layer. These stats will automatically update as you load data into the feature layer.

   The Public Workshops stat is provided in a text card but styled to resemble the Summary Statistics card; this allows you the option to manually enter a statistic of your choice, independent of feature layer data. Update the Public Workshops stat card using a metric of your choice or replace the text card with a Summary Statistics card and connect it to the InfrastructureProjects_allfundedprojects feature layer in a similar fashion to the other dynamic stat cards.

5. Scroll to the Meet the Capital Investment Planning (CIP) Committee section, hover over the row card and click the edit pencil on the horizontal toolbar.
6. Click Edit in HTML, replace the image URL with a URL of your image, and click Apply.
7. Enter a new name and information Text card.
8. Scroll to the Frequently Asked Questions section, hover over the card and click the edit pencil, and update the questions and answers.
9. Scroll down to the Infrastructure Data section, hover over the card and click the edit pencil, and update the various category links using tags, categories, or groups that reference your ArcGIS Open Data.
10. To modify your site’s footer, click Customize Toggle on the side panel.
11. Click Footer.

    A custom footer is already provided, and in most cases, it needs to be updated with your organization's branding, contact information, and social media references.

12. Click the HTML text box.

    The HTML window appears.

13. Make the necessary changes and click Apply.
14. Click Save.

Share items with the public

Several layer views, maps and apps included in the Capital Project Tracking solution must be shared with everyone so they can be accessed by the public on the Maximizing Capital Expenditures site. To share your capital project tracking items with everyone, use the guide below and complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Capital Project Tracking folder.
2. Check the check box next to each of the items below:

   Item	Name
   Feature Layer (hosted, view)	InfrastructureProjects_allfundedprojects
   Web Map	Capital Project Dashboard
   Web Mapping Application	Capital Project Dashboard
   Site Application	Maximizing Capital Expenditures

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.

Deploy related solutions

This site references content from the Participatory Budgeting, Capital Project Planning, and Citizen Problem Reporter solutions. To deploy these solutions, follow the steps in the Deploy an ArcGIS Solutions section.

Update solution references

This site has references to solutions deployed in the previous section. To update your site, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Maximizing Capital Expenditures site.
2. Open the item page and click Configure App.
3. Click the edit button to open the site editor.
4. Scroll down to the Report a Problem section, hover over the Submit a Report card and click the edit pencil .
5. In the card, click the Submit Report button and click Edit.
6. Enter the Citizen Problem Reporter app URL in the Link Destination text box and click Add Link button.

   Tip:

   Browse to the Citizen Problem Reporter app. Open the item page, click View Application, and copy the app URL.

7. Hover over the Other Reporting Methods card and click the edit pencil.
8. Enter a new phone number or remove if not applicable.
9. Scroll down to the Planning Major Infrastructure Improvements section, hover over the card, and click the edit pencil.
10. Click the Review Capital Improvement Plan button and click Edit.
11. Enter the Capital Improvement Plan app URL deployed in the previous section (one of the apps deployed in the Capital Project Planning solution), and click Add Link.

    Tip:

    Browse to the Capital Improvement Plan app. Open the item page, click View Application, and copy the app URL.

12. Scroll down to the Do You Have a Project Idea section, hover over the card, and click the edit pencil.
13. Click the Share my idea button and click Edit.
14. Enter the Participatory Budgeting app URL deployed in the previous section (one of the apps deployed in the Participatory Budgeting solution) in the Link Destination text box and click Add Link.

    Tip:

    Browse to the Participatory Budgeting app. Open the item page, click View Application, and copy the app URL.

15. Click Save.

Share items with the public

Several layer views, maps and apps included in the Citizen Problem Reporter, Capital Improvement Plan and Participatory Budgeting solutions must be shared with everyone so they can be accessed by the public on the Maximizing Capital Expenditures site. To share your items with everyone, use the guide below and complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Citizen Problem Reporter folder.
2. Check the check box next to each of the items below:

   Item	Name
   Feature Layer (hosted, view)	CitizenProblems_health
   Feature Layer (hosted, view)	CitizenProblems_utility
   Feature Layer (hosted, view)	CitizenProblems_blight
   Feature Layer (hosted, view)	CitizenProblems_road
   Feature Layer (hosted, view)	CitizenProblems_animal
   Feature Layer (hosted, view)	CitizenProblems_parktree
   Feature Layer (hosted, view)	CitizenProblems_trash
   Feature Layer (hosted, view)	CitizenProblems_landuse
   Feature Layer (hosted, view)	CitizenProblems_snowice
   Web Map	Health Problems
   Web Map	Water / Sewer Problems
   Web Map	Blight Problems
   Web Map	Road Problems
   Web Map	Animal Problems
   Web Map	Park / Tree Problems
   Web Map	Trash Problems
   Web Map	Land Use Problems
   Web Map	Snow / Ice Problems
   Web Mapping Application	Citizen Problem Reporter

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.
6. Browse to the Capital Project Planning folder.
7. Check the check box next to each of the items below:

   Item	Name
   Feature Layer (hosted, view)	InfrastructureProjects_capitalimprovementplan
   Web Map	Capital Improvement Plan
   Web Mapping Application	Capital Improvement Plan

8. Click Share.
9. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

10. Click Update.
11. Browse to the Participatory Budgeting folder.
12. Check the check box next to each of the items below:

    Item	Name
    Feature Layer (hosted, view)	PublicProjectIdeas_public
    Web Map	Participatory Budgeting
    Web Mapping Application	Participatory Budgeting
    Site Application	Participatory Budgeting

13. Click Share.
14. In the Share window, click Everyone (public) and click Save.

    The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

15. Click Update.