Use Capital Project Planning

The Capital Project Planning solution delivers a set of capabilities that help you define capital project plans, coordinate project schedules with internal and external agencies, manage pavement moratoriums, organize a project portfolio into an official capital improvement plan, and share capital improvement plans with the public and other key stakeholders.

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

Manage pavement moratoriums

You will assume the role of engineering and operations staff of a local municipality responsible for inventorying moratoriums that preclude, or restrict, right-of-way activity on newly paved streets. You will use the Pavement Moratoriums app to create new and update existing pavement moratoriums.

Moratoriums identified by staff are shared with municipal departments, private utilities, and other external agencies so they can understand the impact of any work planned in the same right-of-way.

  1. In a browser, go to the Pavement Moratoriums app.
  2. The Create Moratorium pane is opened by default, which enables you to create new and edit existing pavement moratoriums. To create a moratorium, click the Pavement Moratoriums template.
    Tip:

    Existing pavement moratoriums can also be edited and deleted. To do so, ensure to unselect the Pavement Moratoriums template by clicking it, then on the map select an existing moratorium to enable the Pavement Moratoriums form. You can edit moratorium information and feature, or delete the moratorium.

  3. On the map, draw a new pavement moratorium.
  4. Once the new pavement moratorium is drawn, you will be prompted with a Pavement Moratorium form. Fill in the form with your moratorium information.
  5. Click Save to complete the pavement moratorium creation workflow.

Create and share project plans

Infrastructure project planning and coordination between municipalities and external agencies can be achieved by using the Capital Project Planning and External Agency Projects apps. Capital projects, typically defined for water, sewer, stormwater, parks, facility, and transportation assets in a community, can be visualized together with external agencies projects as those agencies plan and schedule work for their respective infrastructure.

When brought together, this information helps identify potential project conflicts and can become the foundation for public-private partnership opportunities.

Create and share external agency projects

You will assume the role of a project lead from a private utility responsible for coordinating infrastructure development and improvement activities with the local municipality. You will use the External Agency Projects app to gain insight into existing external projects and pavement moratoriums and to enter new project information.

The updates you provide in the External Agency Projects app will be immediately available to the municipality plan review team and will aid in their coordination of schedules of planned projects.

  1. In a browser, go to the External Agency Projects app.
  2. The Sort Projects pane is opened by default, which enables you to search for and filter existing external agency projects by company name.
  3. Type Metra in the Name of Company text box.
  4. Click the Company or Agency filter toggle button on. The map will update to show results that match the search criteria; select the feature on the map to view project information in a map pop-up window.

    A map layer of pavement moratoriums is provided from the local municipality to help with situational awareness and coordination of activity. To learn more about the municipality pavement moratorium, select one of the features in the map to open the pavement moratorium info window.

    Tip:

    Setting date filters on your map layers can help with project scheduling. To do so, click a project on the map. In the pop-up window, in the lower right corner, click the ellipse and choose View in Attribute Table. For each map layer table, click the Options drop-down arrow and choose Filter. Add expressions to set your date filters. Repeat for each layer as necessary.

  5. Turn off the filter toggle button.
  6. To create a new external agency project, click Create Project widget.
  7. Click the External Agency Projects template to activate.
  8. On the map, draw a new external project boundary.
  9. Once your project boundary is completed, you will be prompted with an External Agency Projects form. Fill in the form with your project information.
  10. Click Save to complete the external agency project creation workflow.

Define capital project plans

You will assume the role of a public works organization project lead responsible for organizing new capital project plans and revising project information during the planning process. You will use the Capital Project Plans app to gain insight into existing project plans, external agency projects, and pavement moratoriums and to create a project plan.

Once all relevant information has been added to the project plan and is ready for internal review, you will be able to share your plan with members of the coordinating body in the Capital Project Review app.

  1. In a browser, go to the Capital Project Plans app.
  2. The Capital Project Plans app is a gallery containing individual Capital Project Planning apps for water, sewer, stormwater, facilities, and transportation projects.
  3. Click the Sewer Project Plans app.
  4. In addition to sewer project plans, map layers of pavement moratoriums, external agency projects, and transportation project plans are provided to help with situational awareness and coordination of scheduled activity. To learn more about a pavement moratorium or transportation project, click one of the features to open the Sewer Project Plans pane.
    Tip:

    Setting date filters on your map layers can help with project scheduling. To do so, close the Create Plan widget and click a plan on the map. In the pop-up window, in the lower right corner, click the ellipse and choose View Attribute Table. For each map layer table, click the Options drop-down arrow and choose Filter. Add expressions to set your date filters. Repeat for each layer as necessary.

  5. To create a new sewer project plan, click the Create Plan widget.
  6. Click the Sewer Project Plans template.
    Tip:

    Existing sewer project plans can also be edited or deleted. To do so, unselect the Sewer Collection template by clicking it, then on the map select an existing sewer project plan to enable the Sewer Project Plan form. This will allow you to edit plan information and the feature, or delete the plan.

  7. Once the new sewer project boundary is drawn on the map, you will be prompted with a Sewer Project Plans form. Fill in the form with your project information.
  8. Click Save to complete the capital project plan creation workflow.
Note:

If your project plan is ready for internal review, update your Project Status to Analysis and Review. This will ensure the proposed project plan will be visible to members of the coordinating body in the Capital Project Review app.

Organize and review the project portfolio

You will assume the role of a member of the coordinating body responsible for examining each project and preparing a consolidated list of proposed projects that aligns with community goals and strategic priorities.

Once reviews and analyses are complete, you can share officially approved capital improvement plans with the public through the Capital Improvement Plan app.

Review the portfolio of capital project plans

The Capital Project Review Dashboard can be used by members of the coordinating body to examine proposed projects, visualize project schedules, and summarize estimated costs.

  1. In a browser, go to the Capital Project Review Dashboard app.
  2. Project costs can be reviewed for all proposed projects, or use filters on the left panel to further refine and interrogate project costs based on project Type, Fiscal Year, Funding Source, Status, and Planned Start Date.

    Adjust the filters by checking the General Fund check box under Funding Source, and Executive Approval check box under Status.

  3. In the Capital Projects list, click one of the capital projects to learn more about it along with the location of the proposed project.
  4. If a proposed plan is ready for further review, click the Review Now button to launch the selected capital project plan within the Capital Project Review app where further updates and project approval can be completed.

Organize the project portfolio into an official capital improvement plan

The Capital Project Review app can be used by members of the coordinating body to sort on a variety of key characteristics of the project, and update project information such as status, fiscal year, and funding sources as appropriate.

  1. In a browser, go to the Capital Project Review app if you have not already done so in a previous section.
  2. The same portfolio of projects from the Capital Project Review Dashboard are presented in the app. Sort projects on any number of key fields to refine project plans.
  3. Explore the various filters available for refining project plan results in the table. Interacting with these project filters help decision makers compare estimated cost with perceived benefits of projects within the portfolio.
  4. Click a project from the list to show the project details and the Attachments tab.
  5. Click the Edit button on the Details tab.
  6. As a decision maker, you can refine plan information such as funding source, fiscal year, project status and phase, and whether a project is funded.
  7. Once completed with the review, click the Project Status drop-down arrow and choose Board Authorized and click the Funded Project drop-down arrow and choose Yes. This will ensure the project is included in the capital improvement plan (CIP).
  8. Click Save.

Explore the capital improvement plan

As a member of the community, you are interested in learning more about projects being planned in your community and where they are located. You will use the Capital Improvement Plan app to review projects included in the capital improvement plan (CIP).

  1. In a browser, go to the Capital Improvement Plan app.
  2. To refine results, use a combination of dashboard filters on the left panel, and the map extent can be used.
  3. Pan and zoom around the map to refine the list of projects and project details.
  4. In the left panel, check a Type option or options and choose Planned Start Date filters to further explore and refine capital improvement plan results.
  5. Click a project from the Projects list to see where the project is located, and to show the project detail.