Configure Capital Project Tracking

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

Load capital projects

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 data from a shapefile or file geodatabase

Capital projects can be loaded from a shapefile or file geodatabase by completing the following steps:

  1. Create a ZIP file of a shapefile or file geodatabase of your capital projects.
  2. Sign in to your ArcGIS organization and browse to the InfrastructureProjects feature layer.
  3. Open the item page, and click Update Data > Append Data to Layer.
  4. Click Choose File and browse to a ZIP file containing the file geodatabase with your capital projects, and click OK.
  5. Click Upload and Continue.
  6. Click the Choose the layer that you wish to append data into drop-down arrow and choose the Infrastructure Projects.
  7. Uncheck Update existing features.
  8. Click Show field matching to map the fields.
    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.

  9. Click Apply Updates.
Tip:

To make additional updates to a hosted feature layer, see 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. Sign 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.
  4. To update all projects with the same attribute, complete the remaining steps:

  5. Click the column containing the values you want to update.
  6. Click Calculate.
  7. Click SQL.
  8. 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 that your organization can configure with your own branding and 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 site layout only requires a few updates to fit your local context. Consider what information you already have and what you can most easily find. This information can include the following:

  1. Sign in to your ArcGIS organization and browse to the Maximizing Capital Expenditures Hub site.
  2. Open the item page, click Configure App.
  3. Click the edit button edit to open the site editor.
  4. Scroll down to the statistics section listed under the title of the website. The Capital Projects and Public Investment (dollars) statistics cards are already linked to the Capital Project Tracking solution’s InfrastructureProjects_allfundedprojects feature layer. These stats will automatically update as you load data into the feature layer.

    The Public Workshops stat is provided in a text card but styled to resemble the Summary Statistics card; this allows you the option to manually enter a statistic of your choice, independent of feature layer data. Update the Public Workshops stat card using a metric of your choice or 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 stat cards.

  5. Scroll to the Meet the Capital Investment Planning (CIP) Committee section, hover over the row card and click the settings button settings on the horizontal toolbar.
  6. Click Code View, replace the image URL with a URL of your image, and click Code View.
  7. Enter a new name and information Text card.
  8. Scroll down to the Frequently Asked Questions section, hover over the card and click the settings button settings, and update the questions and answers.
  9. Scroll down to the Infrastructure Data section, hover over the card and click the settings button settings, and update the various category links using tags, categories, or groups that reference your ArcGIS Open Data.
  10. Modify your site’s Footer, on the side panel, click Customize Toggle customize toggle.
  11. Click Footer. A custom footer is already provided, and in most cases needs to be updated with just your Organizations branding, contact information and social media references.
  12. Click the HTML text box.

    HTML window opens.

  13. Make the necessary changes and click Apply.
  14. Click Save.

Deploy related solutions

This site references content from the Participatory Budgeting, Capital Project Planning, and Citizen Problem Reporter solutions. To deploy these solutions, click the link below and follow the steps under Deploy Now for each solution:

Update solution references

This site has references to solutions deployed in the previous section. To update your site, complete the following steps:

  1. If necessary, sign in to your ArcGIS organization and browse to the Maximizing Capital Expenditures Hub site.
  2. Open the item page, click Configure App.
  3. Scroll down to the Report a Problem section, hover over the Submit a Report card and click the settings button settings.
  4. Click the edit button edit to open the site editor.
  5. In the card, click the Submit Report button and click Edit.
  6. Enter the Citizen Problem Reporter app URL deployed in the previous section in the Link Destination text box and click Add Link.
  7. Hover over the Other Reporting Methods card and click the settings button settings.
  8. Enter a new phone number or remove if not applicable.
  9. Scroll down to the Planning Major Infrastructure Improvements section, hover over the card, and click the settings button settings.
  10. Click the Review Capital Improvement Plan button and click Edit.
  11. Enter the Capital Improvement Plan app URL deployed in the previous section (one of the apps deployed in the Capital Project Planning solution), and click Add Link.
  12. Scroll down to the Do You Have a Project Idea section, hover over the card, and click the settings button settings.
  13. Click the Share my idea button and click Edit.
  14. Enter the Participatory Budgeting app URL deployed in the previous section (one of the apps deployed in the Participatory Budgeting solution) in the Link Destination text box and click Add Link.
  15. Click Save.