Configure Resource Management

Configure the Resource Management solution to meet specific needs in your organization. The deployment includes an example Excel containing installation locations and resources and can be used to get started.

Load installations and resource data from a spreadsheet

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 by using the following steps:

  1. Sign in to your ArcGIS organization and browse to the Example Installation and Resources Microsoft Excel file.
  2. From the item page, click Download.
  3. After the Example Installation and Resources Microsoft Excel file has been downloaded, navigate to the Resource Management Feature Layer.
  4. From the item page, click Update Data > Append Data to Layer.
  5. Click Choose File, browse to the Example Installation and Resources Microsoft Excel file containing the formatted installation and resources, and click Open.
  6. Click Upload and Continue.
  7. Click the Choose the layer to update drop-down arrow and choose Installations.
  8. Uncheck Update existing features.
  9. Click Show field matching to map the fields from the file to the fields in the layer.
  10. Match the Latitude field to the y match field and the Longitude field to the x match field.
  11. Click Apply Updates.
    Tip:

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

  12. Repeat steps 1-9 to load resources into the Resource Management feature layer.
Note:

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

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, .csv, .xlsx, or .xls 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 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: