Configure Capital Project Tracking

Capital Project Tracking can be used to manage an active project portfolio, communicate project status, and share project updates with internal and external stakeholders.

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

Load data

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 capital projects from a shapefile

To load capital projects from a shapefile , complete the following steps:

1. Create a .zip file of your shapefile.
2. Sign in to your ArcGIS organization and browse to the InfrastructureProjects feature layer.
3. From the item page, click Update Data.
4. Follow the steps in the Update data wizard to load your data.

   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.

Tip:

For more information about uploading data, see Manage hosted feature layers—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 ArcGIS Hub site. This site can be configured with your organization's branding and used to 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 Hub site layout only requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Maximizing Capital Expenditures site.
2. From the item page, click Configure.
3. Scroll to the statistics section under the Hub site title.

   The Capital Projects and Public Investment (dollars) summary statistics cards are already linked to the Capital Project Tracking solution’s InfrastructureProjects_allfundedprojects feature layer. These statistics will automatically update as you load data into the feature layer.

   The Public Workshops statistic is provided in a text card styled to resemble the summary statistics cards, but you can manually enter a statistic of your choice, independent of feature layer data. You can update the Public Workshops text card using a metric of your choice, or you can 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 statistics cards.

4. Scroll to any additional sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
5. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

6. Click the HTML text box.

   The HTML window appears.

7. Make the necessary changes and click Apply.
8. Click Save.
9. Click the Save drop-down arrow and click Publish Draft.

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 items with the public, complete the following steps:

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

   Name	Item type
   InfrastructureProjects_allfundedprojects	Feature layer (hosted, view)
   Capital Project Dashboard	Web Map
   Capital Project Dashboard	Dashboard
   Capital Project Mobile Dashboard	Dashboard
   Capital Project Dashboard	‎Web Experience
   Maximizing Capital Expenditures	Site Application

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.