Configure Resource Management

Configure the Resource Management solution to meet specific needs in your organization. The app included with this solution contains a set of layers to be loaded with data. These layers automatically go through a joining process and create a joined layer that will be used by the included dashboard.

Load resource data

After Resource Management is deployed in your environment, the two accompanying files need to be populated with your own installation and inventory data.

Note:

To ensure the solution works correctly, follow the data structure in the file headers included in the attached empty layer.

Load installations

To consolidate all resources from attached military units and installations, complete the following steps:

1. In a browser, go to your Resource Management solution and click Military Installations - Layer.
2. Click Update Data and click Append Data to Layer.
3. Click Choose File and browse to your shapefile or .csv file.
4. Match the ObjectID field to a field in your file.
5. Click the Show Field Matching link.
6. Complete additional field mapping.
7. Click Apply Updates.

Load resource inventory

To consolidate all resource inventories, complete the following steps:

1. In a browser, go to your Resource Management solution and click Resource Inventory - Spreadsheet.
2. Click Update Data and click Append Data to Layer.
3. Click Choose File and browse to your .csv file.
4. Match the ObjectID field to a field in your file.
5. Click the Show Field Matching link.
6. Complete additional field mapping.
7. Click Apply Updates.

Add installations or resources to your configuration

It may occasionally be necessary to add data to a currently deployed solution. This capability is a necessity when subordinate units begin to submit their resource inventory to the headquarters and a more comprehensive report is needed.

To add data in an instance of Resource Management already deployed in your organization, complete the following steps:

1. Prepare your file to be uploaded by ensuring the data structure is correct and the ObjectID value follows in ascending order from the highest ObjectID value already in your deployed dashboard.

   Note:

   If you are unfamiliar with the existing data, you can use your Resource Management Dashboard to check the highest ObjectID value. The lowest value in your new data to be uploaded should be one greater than your existing data. If your existing data ends with ObjectID 27, the new data should start with ObjectID 28.

2. Follow the steps in the previous sections to either upload your installations or upload your resource inventory.

Modify datasets for your organization

The layers delivered with the solution include a comprehensive list of command structure options and resource categories. If you want to make your data even more robust, you can modify the included fields and domains. Additional domains are included in the hosted layers that come with the solution.

Select installation domains from embedded lists

Domains are available in the Echelon 1-3 columns to represent command structure. Users can change these domains after a data upload has taken place. To select other domain options, complete the following steps:

1. Click Military Installations - Layer.
2. Click the Data tab.

   A table view of the data appears.

3. Double-click the first row under Echelon_1 to display and select additional brigade options. You can do the same with the other echelon columns.

Select resource inventory domains from embedded lists

Domains are available in the Resource_Category and Resource_Type columns. Users can change these domains after a data upload has taken place. To select other domain options, complete the following steps:

1. Click Resource Inventory - Spreadsheet.
2. Click the Data tab.

   A table view of the data appears.

3. Double-click the first row under Resource_Category to display and select additional category options. You can do the same with Resource_Type.
4. Follow the steps in the Select installation domains from embedded lists section above to select domains from the existing table.

Modify fields and domains

To add fields or domains to the data included in the solution, complete the steps in the following help topics:

• Learn about adding or deleting fields from your data.

• Learn about modifying domains in your data.