Use Capital Project Coordination—ArcGIS Solutions

The Capital Project Coordination solution delivers a set of capabilities that help state and local governments define capital project plans, coordinate project investments, organize a capital improvement plan, track the performance of active capital projects, and communicate investments being made to stakeholders.

In this topic, you will learn how to use the solution by assuming the role of a user and performing the following workflows.

Note:

Use your organization's data or configured apps to follow these workflows.

Organize project portfolio

State and local governments formulate capital improvement plans that detail the location, timing, and financing of capital projects. These multi-year plans guide strategic investments that prolong the life, increase the value, or enhance the capabilities of their critical infrastructure.

The Capital Project Coordination solution helps you organize a portfolio of capital projects, typically defined for water distribution, sanitary sewer, stormwater, parks, facility, telecommunications, and transportation infrastructure improvements. The project portfolio can be visualized with other information, such as pavement moratoriums, to help you plan projects and avoid potential conflicts.

Create a project

In this workflow, you will assume the role of a mapping technician responsible for creating infrastructure improvement activities for the organization. You will use the Capital Project Catalog app to create projects. To create a project, complete the following steps:

In a browser, sign in to your ArcGIS organization, and browse to the Capital Project Catalog web mapping application.
Click View to open the Capital Project Catalog app.
On the editing toolbar, click Create features .
The tools for creating features appear on the editing toolbar and the Create features pane appears.
If the web map includes more than one editable layer, the template for the layer listed at the top of the Create features pane is selected by default. The templates are listed in the Create features pane based on the drawing order for the web map.
In the Create features pane, select a project type from the Projects section.
Note:
If the Create features pane is not open, click Create on the editing toolbar to open it.
On the editing toolbar, select a drawing tool. Drawing tools include Line (default), Right angle , and Freehand .
Learn more about drawing tools
Click the map to add the start point for the project's boundary.
To finish drawing the project's boundary, do one of the following:
- If the final vertex has already been placed, click the Complete button on the editing toolbar to apply the changes. To discard the changes without creating the feature, click the Cancel button .
- Double-click the map to add the final vertex and apply the changes.
Enter the project's information in the form.
Note:
Expand the Project drivers section to flag the drivers for the project. This information will be used in the Capital Project Coordination app to help organize the projects into an approved CIP.
Click Create.
On the editing toolbar, click Finished .

If the project has more than one location, complete the following steps:

On the editing toolbar, click Rectangle select .
Click or draw a shape to select a project on the map.
A blue outline indicates which project is selected.
On the editing toolbar, click Reshape .
The tools for reshaping features appear on the editing toolbar.
Expand the reshape menu and choose Append .
Click the map to add the start point for the project's additional location.
To finish drawing the boundary, do one of the following:
- If the final vertex has already been placed, click the Complete button on the editing toolbar to apply the changes. To discard the changes without creating the feature, click the Cancel button .
- Double-click the map to add the final vertex and apply the changes.
On the editing toolbar, click Finished .
On the editing toolbar, click Rectangle select .
On the editing toolbar click Attributes .
On the Attributes pane, scroll to the Funding sources section.
Click Add record.
Enter funding source information and the fiscal year that the funds will be used.
Click Create.
To add additional funding sources, click the left-arrow at the top of the Attributes pane.
Repeat steps 20-24 for each funding source.
Repeat these steps to create additional projects.

Manage pavement moratoriums

Local governments place moratoriums on newly paved roads to preclude or restrict right-of-way activities. Creating an inventory of pavement moratoriums helps engineering and construction managers understand potential conflicts with planned capital investments. Sharing moratoriums with private utilities and other external agencies can help coordinate broader infrastructure improvements in the right-of-way.

In this workflow, you will continue in the role of a mapping technician and will use the Capital Project Catalog app to create and update pavement moratoriums. To manage pavement moratoriums, complete the following steps:

In a browser, sign in to your ArcGIS organization and browse to the Capital Project Catalog web mapping application.
Click View to open the Capital Project Catalog app.
In the Create features pane, select Pavement Moratoriums.
Note:
If the Create features pane is not open, click Create on the editing toolbar to open it.
On the editing toolbar, select a drawing tool. Drawing tools include Line (default), Right angle , and Freehand .
Learn more about drawing tools
Draw the pavement moratorium on the map and double-click to complete the sketch.
Enter pavement moratorium information in the form.
Click Create.
Repeat steps 5-7 for each pavement moratorium.
On the editing toolbar, click Finished .

Coordinate with external agencies

Note:

The following workflows are designed to support external agencies using ArcGIS Hub Premium Community Identities. If external projects are only added with the Capital Project Catalog app, these workflows do not need to be completed.

Understanding where public infrastructure projects are planned and aligning these projects with private utility investments fosters economic growth and builds more resilient communities. It also helps communities reduce neighborhood disruptions and any reconstruction costs.

The Capital Project Coordination solution can be used to coordinate infrastructure improvements with private utilities and other external agencies.

Create an account

In this workflow, you will assume the role of a project lead from an external agency responsible for coordinating infrastructure improvements with a local government. To create an account, complete the following steps:

In a browser, open the Maximizing Capital Investments site.
Scroll to the Register as a Contributing Agency section.
Click Create an Account.
Follow the prompts to create a new account.

Register as an external agency

After creating an account, a project lead from an external agency must register with your organization to ensure that they are allowed to submit and complete capital projects. To register, complete the following steps:

In a browser, open the Maximizing Capital Investments site.
Scroll to the Registration Form section.
When external agencies do not have a community account or are not signed in to the Maximizing Capital Investments site, the site displays buttons for creating an account or for signing in with an existing account. If signed in to the site, the Maximizing Capital Investments site displays a Register button, which can be used to access the External Agency Registration form. In the following steps, an external agency has created an account and is signed in to the Maximizing Capital Investments site.
Click Register.
Enter the agency's name, address, and contact information.
Click Submit.

Approve registrations

You will now assume the role of an engineering and construction manager responsible for coordinating work with private utilities and other external agencies. Your responsibilities include approving or denying external agency registrants. In this workflow, you will approve a pending external agency registration. To approve an external agency registration, complete the following steps:

Sign in to your ArcGIS organization and browse to the Maximizing Capital Investments site.
Signed-in users from your organization will see a Manage Agencies page. This page allows you to manage external agency access to the External Agency Projects app.
Use the filters to show only registrants with pending approvals.
Select an external agency and review the details.
Click Edit.
Change the Status to Approved.
Click Update.

Create an external agency project

You will resume the role of a project lead from an external agency who is responsible for coordinating infrastructure improvements. You will use the External Agency Projects app to share your organization's projects with a local government. To share your projects, complete the following steps:

In a browser, open the Maximizing Capital Investments site.
Scroll to the External Agency Projects app.
Click the Info button.
Select a project or pavement moratorium from the map and review its information.
Note:
External Agency Projects can be used by external agencies to review projects planned by the local government and pavement moratoriums.
Click the Edit button.
Select External Project from the editor pane.
Draw the project boundary on the map and double-click to complete the sketch.
Enter the project's details in the form.
Click Create.
Note:
The External Agency Projects app restricts the view of external agency projects to those created by the approved external agency user.

Organize capital improvement plan

In these workflows, you will assume the role of an engineering and construction manager who is responsible for managing your organization's project portfolio, organizing an approved CIP, coordinating project timelines, and resolving project conflicts. To review and organize the project portfolio, complete the following steps:

Manage project portfolio

In this workflow, you will use the Capital Project Coordination ArcGIS Experience Builder app to review the project portfolio and organize them into a CIP. To manage the project portfolio, complete the following steps:

In a browser, sign in to your ArcGIS organization and open the Capital Project Coordination Experience Builder app.
The Home page of the Capital Project Coordination app displays metrics that help you understand your project portfolio.
Click the Manage page.
Click Filters.
The filters can be used to refine the projects in the table and map.
Click the Priority header to sort the projects by priority.
Each column header can be used to sort the table.
The Number of drivers field totals the number of drivers for the project.
Select a project and review its information.
Click Edit.
Update the Capital Project Plan field to add the project to a CIP.
Update other project information such as planned start and end dates, add funding sources, and comments as needed.
Click Update.
Expand the panel on the right to visualize the cost and number of projects in the capital improvement plan.

Identify potential conflicts

As the project portfolio is organized into an approved CIP, identifying potential conflicts with other internal and external infrastructure projects and pavement moratoriums helps engineering and construction managers coordinate project timelines. In this workflow, you will assume the role of a mapping technician tasked with using the Project Conflict Detection Data Pipeline to identify conflicts.

In order to maintain the accuracy of potential conflict information, the data pipeline should be run after adding new projects or when project dates are modified. The data pipeline can be run manually or scheduled to run on a regular interval.

Note:

The Configure Project Conflict Detection Data Pipeline topic describes how to schedule the data pipeline to regularly run. The following workflow can be used to run the Project Conflict Detection Data Pipeline manually, which may be helpful when potential conflicts need to be identified prior to the next scheduled data pipeline run.

In a browser, sign in to your ArcGIS organization open the Project Conflict Detection Data Pipeline.
Click the Run button .
Do not close the window until the data pipeline has finished running.

Coordinate projects

After projects are added to the capital improvement plan and the Project Conflict Detection Data Pipeline has identified conflicts, project timelines can be coordinated. In this workflow, you will assume the role of an engineering and construction manager who will use the Capital Project Coordination ArcGIS Experience Builder app to review potential conflicts to coordinate projects.

In a browser, sign in to your ArcGIS organization and open the Capital Project Coordination Experience Builder app.
Click the Coordinate page.
The Coordinate page's map includes projects that have been added to the CIP, external agency projects, and pavement moratoriums. Projects with potential conflicts are shown with a red outline. The Project Conflicts list shows projects with potential projects and icons indicating conflict type. The Gantt chart displays project timelines according to their planned start and end dates.
Use the selectors to refine the project map, list, and Gantt chart.
Note:
Select Internal on the Project source selector to refine the dashboard to your organization's projects. Use the conflict selectors to refine the projects by conflict type. The conflict selector icons match those displayed in the Project Conflicts list.
Select a project from the Gantt chart, and then select the project on the map to view the pop-up.
The Gantt chart's contents are refined by the map extent.
Select a project from the Projects Conflicts list.
Review the information in the project's pop-up.
Click Edit in the project's pop-up.
Modify the project dates as needed.
Note:
The Gantt chart is configured to refresh each minute. Changes to project dates will be reflected in the Gantt chart after it refreshes.
Turn on the Conflict Detection toggle to resolve the project's conflicts.
Click Save.

Note:

As project dates are modified, Project Conflict Detection Data Pipeline can be run to continually identify conflicts throughout the coordination process.

Monitor project status

As work begins on capital projects, project leads can use the Capital Project Reporter app to document project status. In these workflows, you will assume the role of a project lead responsible for updating project status for internal and external stakeholders then a director responsible for monitoring the project portfolio.

Update a project

In this workflow you will assume the role of a project lead to update a project. To update a project, complete the following steps:

In a browser, sign in to your ArcGIS organization, and open the Capital Project Reporter app.
Click Filters.
Set the filter to show yourself as the Project Lead and click Close.
Select a project and review the details, funding information, and comments.
Click Edit.
Modify the Project Phase field.
Click Add record in the Expenditures section to record the expenditures to date.
Click Add record in the Comments section to add a comment.
Click Update.

Monitor capital projects

In this workflow, you will assume the role of a director or other internal stakeholder responsible for monitoring ongoing project status. To monitor capital projects, complete the following steps:

In a browser, sign in to your ArcGIS organization open the Capital Project Tracker app.
Use the selectors to refine the map and list.
Select a project from the list.
Use the information pane to review project phase and budget information, such as expenditures to date and remaining budget.

Explore capital projects

As a member of the community, you are interested in learning more about the CIP and active projects in the community. You will use the Capital Improvement Plans and Capital Project Dashboard to learn about public investments and whether active projects are on schedule and budget.

Review the capital improvement plan

To review a plan, complete the following steps:

In a browser, open the Capital Improvement Plans app.
The Capital Improvement Plans map and list display projects included the in the approved CIP, helping residents and other interested parties understand where infrastructure improvements are planned.
Use the selectors to refine the map and list.
Select a project from the list.
Use the information pane to review project information and learn about the estimated budget, timeline, and other project details.

Monitor active projects

To monitor active projects, complete the following steps:

In a browser, open the Capital Project Dashboard app.
The Capital Project Dashboard map and list display active projects, helping residents and other interested parties understand current construction activities and status. The metrics show the percentage of active projects that are on schedule and budget.

Note:

Projects with a status of PreDesign, Design, Construction, or Closeout appear in the Capital Project Dashboard app.

Use the selectors to refine the map and list.
Select a project from the list.
Review the details of the project to learn more about the current status, project funding, and if the project is on schedule and budget.

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