Configure Resource Management

Resource Management can be used to monitor resource inventories at each unit or command.

In this topic, you'll learn how to configure the Resource Management solution to meet specific needs of your organization.

Load data

When Resource Management is deployed in your environment, it includes an Example Installation and Resources Microsoft Excel file. This file can be used as example resource entries, and can be imported into the Resource Management feature layer.

Load installation and resource data from a spreadsheet

To load data from a spreadsheet, complete the following steps:

1. Sign in to your ArcGIS organization and browse to the Example Installation and Resources Microsoft Excel item.
2. From the item page, click Download.
3. In your ArcGIS organization, browse to the Resource Management feature layer.
4. From the item page, click Update Data.
5. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

6. Repeat these steps to add additional resources into the Resource Management feature layer.

Load resource data from a spreadsheet

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.

To load data from a spreadsheet, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Military Installations - Layer feature layer.
2. From the item page, click Update Data.
3. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

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 to 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 formatted the same as in the Example Installation and Resources Microsoft Excel file.
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 Resource Management 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.