Configure Capital Project Coordination—ArcGIS Solutions

Capital Project Coordination can be used to organize a project portfolio into an official capital improvement plan, coordinate with private utilities and external agencies, and share the plan and project updates with internal and external stakeholders.

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

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Modify project characteristics

The InfrastructureProjects layer is used to store important infrastructure project characteristics. Several project characteristics, such as project type, funding source, and fiscal year, may be unique to your organization and should be configured to meet your specific needs.

Configure project layer

To configure the project layer, complete the following steps:

In a browser, sign in to your ArcGIS organization and browse to the InfrastructureProjects hosted feature layer.
Click the Data tab.
Click Fields.
Click the Project Type display name.
Click Edit next to the List of Values (Domain).
Note:
The External project type is used when coordinating with external agencies and should not be removed.
- Drag a label or code pair to a new location in the list to reorder them.
- Click Add to define more project types.
- To change a label, type a new one in the Label field.
- Click the Delete button to remove a value from the list.
After you define the list of project types, click Save.
Review and repeat steps 4-6 for the Plan Alignment and Department Responsible fields.
Click the Health and Safety display name for the driver1 field.
Note:
The InfrastructureProjects feature layer includes several driver fields used to describe the project's benefits or the reasons that the project should be completed. For example, the project promotes health and safety in the community. The display name for fields driver1 - driver9 can be modified to align with your organization's needs. The driver10 field is optionally used to determine whether a project occurs within a disadvantaged community according to the ArcGIS Living Atlas of the World's Justice40 layer. See the configuration steps below.
Click Edit next to the Health and Safety display name and type a new driver name.
Keep the name as brief as possible while still conveying the content of the field.
Click Save.
Review each driver field and repeat steps 9-10 to modify driver fields.
Select Funding from the Layer drop-down menu.

Note:

The Funding table stores a project's funding source(s) and the fiscal year those funds will be used.

If necessary, click Fields.
Click the Funding Source display name.
Click Edit next to the List of Values (Domain).
- Drag a label or code pair to a new location in the list to reorder them.
- Click Add to define more funding sources.
- To change a label, type a new one in the Label field.
- Click the Delete button to remove a value from the list.
After you define the list of funding sources, click Save.
Click the Fiscal Year display name.
Note:
The Fiscal Year field stores the fiscal years the funds will be used. Several years are included in the List of Values.
Repeat steps 15-16 for the Fiscal Year field.

After modifying the project characteristic values, you will modify the corresponding project feature templates.

Browse to the Capital Project Catalog web map and open the item page.
Click Open in Field Maps Designer.
Click Forms.
Select the Projects layer.
Click Templates.
A list of project feature templates appears. You can reorder the template's position in the list, set the template's properties, or remove the template.
Note:
When accessing the templates, you might see a message that says, We accidentally left some of your fields behind. This message appears when new fields need to be added to the feature template's available fields. To ensure all fields are available, click Add fields.
To create a new feature template, hover over the Other template and click Duplicate.
A new feature template with the name Copy of Other is created.
Click the newly created template.
The template's Properties panel appears on the right.
For the Display name enter the project type.
In the Default Values section, select the project type added in step 5 from the list.
Tip:
Remove the Other project type as the field's default value to view the list.
Optionally, drag the template to a new location to reorder the list of templates.
Click Save .
Repeat these steps for each new project template.

Update project map

Now that you have modified project characteristics and added new project types, you will update new project type symbology so that each project type is uniquely displayed in the Capital Project Coordination apps. To make these updates, complete the following steps:

Browse to the Capital Project Catalog web map and open the item page.
Click Open in Map Viewer.
With the Projects layer selected, click Styles on the Settings (light) toolbar.
Click Style options.
Check the box next to each new project type added above.
Note:
Do not check the box for the External project type.
Click Move to group.
Click Untitled group.
The project types are added to the project symbol group.
Click the symbol next to each new project type to open the Symbol style pane.
Use the Symbol style pane to assign a unique symbol to each added project type.
When finished, click Done.
Optionally, drag a project type to rearrange their order.
With the Projects layer selected, click Forms on the Settings (light) toolbar.
The Configure form window appears.
Browse to the Project drivers group.
Click Health and Safety.
Update the Display name and Description of each driver field to match changes made above.
Note:
The driver10 field is optionally used to determine whether a project occurs within a disadvantaged community according to the ArcGIS Living Atlas of the World's Justice40 layer. Optionally, complete the following steps to enable.
Click Disadvantaged Community.
In the Logic section, click the Expressions button in the Calculated epxression section.
Click the Disadvantaged Community expression.
The driver10 will return a value of 'Yes' when the project boundaries intersect a disadvantaged community according to the ArcGIS Living Atlas of the World's Justice40 layer.
Click OK.
Click Save and open.
Click Save to save the map.

Update project dashboards

You will now update the Capital Project Dashboard and Capital Improvement Plans dashboards to use the updated Funding Source and Fiscal Year values you modified above.

Browse to the Capital Project Dashboard and open the item page.
Click Edit Dashboard.
Hover over the Funding Source selector and click the Configure element button .
On the Data tab, modify the Value and Display name values to match the funding sources defined above.
Click Done.
Repeat steps 3-5 for the Fiscal Year selector, matching the fiscal years defined above.
Click Save .
Browse to the Capital Improvement Plans dashboard and open the item page.
Click Edit Dashboard.
Review the selectors and elements and click the Configure element button to make any modifications.
After you are satisfied with the content and appearance of the dashboard, click Save.

Configure Gantt chart

The Capital Project Coordination app includes a Gantt chart that can be used by engineers and construction managers to visualize and coordinate project timelines. The Gantt chart must be periodically updated to ensure information is accurately displayed.

To configure the Gantt chart table element, complete the following steps:

Browse to the Capital Project Coordination dashboard and open the item page.
Click Edit Dashboard.
Hover over the table element on the bottom and click the Configure element button .
On the Data tab, in the Layer section, click Edit.
Set the variables of displayYears and startYear to determine how many quarters the Gantt chart will display.
Click Done.
Click Cancel for the table configuration.
Note:
Do not click Done in the Table element configuration window as doing so will reset all the pre-configured options and actions for the element.
Hover over the table element on the bottom and click the Configure element button again.
On the Data tab, in the Value fields section, click the X to remove the Gantt chart quarters field.
Note:
The Gantt chart quarters field is the one that begins with | Q1.
Click Add field and add the Gantt chart quarters field you just removed.
The Gantt chart header will now display the displayYears and startYear values defined above.
Drag the Gantt chart quarters field in the list above the External Project field.
Click Done.
Click Save to save the dashboard.

Configure Project Conflict Detection Data Pipeline

The Capital Project Coordination solution includes an ArcGIS Data Pipelines pipeline that can be used to discover potential conflicts in your project portfolio. A potential conflict could be two projects in your portfolio that are planned for the same space and time, or a project in your portfolio that overlaps with an external agency project or pavement moratorium.

Define potential conflict

A potential conflict is flagged when its boundary overlaps and occurs within one month of another project or pavement moratorium. The temporal overlap can be configured to suit your organization's needs.

To configure the definition of a potential conflict, complete the following steps:

In a browser, sign in to your ArcGIS organization and browse to the Project Conflict Detection Data Pipeline.
Click Open in Data Pipelines.
In the data pipeline editor, select the Join Capital Projects to locate overlaps pipeline step.
In the Temporal relationship section, modify the Near distance and Near distance unit values.
Note:
By default, the Project Conflict Detection data pipeline is configured to consider projects in potential conflict when their respective planned start and end dates occur within 1 month of each other. By modifying the Near distance and Near distance unit values, you can configure the Project Conflict Detection data pipeline's potential conflict sensitivity.
Optionally, click Preview.
Note:
The preview pane will be empty when configuring before creating projects, but when projects have been created, previewing can be helpful to confirm changes.
Repeat steps 3-5 for the Join external projects to locate overlaps (internal) and Join external projects to locate overlaps (external) steps.
The tools that need to be modified in the Project Conflict Detection data pipeline. Click to view a larger version
Click Save and open.
Click Save.

Schedule Project Conflict Detection Data Pipeline

The Project Conflict Detection Data Pipeline can be scheduled to run regularly so that potential conflicts can be discovered as a project portfolio is organized. To schedule the data pipeline, complete the following steps:

In a browser, sign in to your ArcGIS organization and browse to the Project Conflict Detection Data Pipeline.
Click Open in Data Pipelines.
Click Schedule on the editor toolbar.
The Scheduled tasks page appears.
Click Create task.
Enter a task title, configure the schedule details, and click Save.
Note:
It is recommended to schedule the Project Conflict Detection data pipeline during non-business hours.
The task is created and the data pipeline is scheduled to run.

Schedule External Agency Notebook

Note:

This workflow is designed to support external agencies using ArcGIS Hub Premium Community Identities. If external projects are only added with the Capital Project Catalog app, this workflow does not need to be completed.

Engineering and construction managers can use the Manage Agencies page to approve external agencies' registrations so they can share projects and you can coordinate infrastructure improvements. The External Agency Notebook grants agencies access to the External Agency Projects app and sends an email welcoming agencies to your capital project coordination initiative.

To schedule the External Agency Notebook to run as a scheduled task, complete the following steps:

Note:

You must be assigned to a role that includes the privilege to create, edit, and schedule notebooks to run and schedule ArcGIS Notebooks and complete the following steps:

In a browser, sign in to your ArcGIS organization and browse to the External Agency Notebook item.
From the item page, click Open notebook.
Click Tasks.
Click Create task.
For Title, type Capital Project Coordination Task and click Next.
Configure the task to run nightly by selecting Day from the Repeat Type drop-down menu and selecting 1 - Every Day from the Repeat Interval drop-down menu.
Select a Time value for the task to run.
Note:
It is recommended to schedule the External Agency Notebook during non-business hours.
Click Create to finish scheduling the notebook.

Update approved external agency email message

Note:

Newly approved external agencies will receive email instructions that outline how to share their projects and a link to the External Agency Projects app. Your organization may want to update this message to include contact information or other links related to your organization.

Optionally, to update the message external agencies will receive when they are approved for the program, complete the following steps:

Verify that you are signed in to your ArcGIS organization and browse to the Approved Project Organizations group.
On the Overview tab, the group's Description section contains a message sent to newly approved external agencies.
Optionally, click Edit in the Description section to modify the message to your organization's needs. When you are finished, click Save.

Configure Maximizing Capital Investments site

Note:

This workflow is optional and doesn't need to be completed to work with the solution.

The Capital Project Coordination solution includes the Maximizing Capital Investments ArcGIS Hub site. This site can be configured with your organization's branding and used to coordinate projects with external agencies.

Update with organization information

After deploying the Capital Project Coordination solution, the Maximizing Capital Investments site layout requires a few updates to fit your local context.

To configure the Maximizing Capital Investments site, complete the following steps:

Verify that you are signed in to your ArcGIS organization and browse to the Maximizing Capital Investments site.
From the item page, click Configure.
Scroll to any 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.
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.
Click the HTML box.
The HTML window appears.
Make the necessary changes and click Apply.
Click Save.
Click the Save drop-down arrow and click Publish Draft.

Share registration form with the Hub community group

Note:

The Capital Project Coordination solution can be used to show projects from external agencies with internal stakeholders. These projects can be submitted by the agencies themselves with the Maximizing Capital Investments site.

For an external agency to register to be a part of the capital project planning committee, a member of the agency must have a community user account and be signed in to the Maximizing Capital Investments site. To grant access to the External Agency Registration form, share the form and the ExternalAgencies_Submit feature layer to the Hub Community Members group. This group is automatically created during Hub Premium activation and contains all members of your community organization. As new community members join, they will be automatically added to this group and will have access to the External Agency Registration form.

Verify that you are signed in to your ArcGIS organization and browse to the Capital Project Coordination folder.
Next to each of the following items, check the check box:
Name Item type

External Agency Registration
Form
ExternalAgencies_Submit
Feature layer (hosted, view)
Click Share.
In the Share window, click Edit group sharing.
Check the Hub Community Members group check box.

Name	Item type
External Agency Registration	Form
ExternalAgencies_Submit	Feature layer (hosted, view)

Note:

The Hub Community Members group will only be available to users who were administrators of the organization when Hub Premium was activated. If you do not see this group, work with the Hub Community organization administrator to get access to this group.

Click Apply and click Save.

Share project information with external stakeholders

The Capital Improvement Plans and Capital Project Dashboard apps can be used by internal and external stakeholders to review your capital improvement plan and monitor active projects. The Maximizing Capital Investments site can be used to coordinate infrastructure improvements with external agencies.

Several layer views, maps, and apps included in the Capital Project Coordination solution must be shared with everyone so they can be accessed by stakeholders.

Verify that you are signed in to your ArcGIS organization and browse to the Capital Project Coordination folder.

Next to each of the following items, check the check box:


Name	Item type
InfrastructureProjects_public	Feature layer (hosted, view)
Capital Improvement Plans	Web Map
Capital Project Dashboard	Web Map
Capital Improvement Plans	Dashboard
Capital Project Dashboard	Dashboard
Maximizing Capital Investments	Hub Site Application

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

Feedback on this topic?