Capital Project Planning

Configure applications

The Basic Viewer, ArcGIS Web AppBuilder, and Story Map Journal can be configured to define capital projects, coordinate project schedules, and share project status with key stakeholders and the general public. The Basic Viewer application will be used by public works personnel to prepare new capital projects and revise those plans as they make their way through the capital project planning process. ArcGIS Web AppBuilder will be used by external agencies to share projects they have envisioned for the community. Finally, the Story Map Journal application will be used by the general public and other interested parties to review projects included in the Capital Improvement Plan.

Project Planning applications

The Project Planning applications can be used by public works personnel to prepare new capital projects and revise those plans as they make their way through the capital project planning process. The applications can be hosted in ArcGIS Online, or the applications can be downloaded and hosted on your local web server.

To configure a series of project planning applications using ArcGIS Online, complete the following steps:

  1. Sign in to your ArcGIS Online organization.
  2. Create an app from the Water Distribution Projects map using the Basic Viewer configurable application template, and share it with your Capital Project Planning group.
  3. Browse to the Water Distribution Project Planning application and edit the item details.
  4. Repeat the steps above for each asset.

External Agency Projects application

The External Agency Projects application can be used by external agencies to communicate projects they have planned in the community. This application consumes the External Agency Projects map you authored and geographic information from your organization.

To configure the External Agency Projects application using Web AppBuilder, complete the following steps:

  1. Sign in to your ArcGIS Online organization.
  2. Create an app using Web AppBuilder and add the following:
    • Title: External Agency Projects.
    • Tags: Public Works, Capital Planning, CIP, Capital Improvement Plan, Capital Projects, Project Planning, Project Coordination, Water, Sewer, Stormwater, Transportation, External Agencies, Private Utilities.
    • Summary: The External Agency Projects application can be used by external agencies to share projects they have envisioned for the community.
  3. Click the Theme tab and choose the Foldable Theme, then choose the Style and Layout for your External Agency Projects application.
  4. Click the Map tab and if necessary click Choose Web Map, then browse to the External Agency Projects map and click OK.
  5. Click the Widgets tab, then click Set the widget in this controller and remove the Legend widget and Layer List widget.
  6. Click + to open the widget collection and choose the Smart Editor widget, and then click OK.
  7. Change the name of the Smart Editor widget to Add a New Project.
  8. Configure the Add a New Project widget:
    • Layer Settings: Click Editable and Allow Delete check boxes.
    • General Settings: Click Prompt to save unsaved edits when form is closed or switched to the next record. check box.
    • General Settings: Click Require confirmation when deleting a record. check box.
    • General Settings: Click Remove feature from selection on save. check box.
    • Type Select a template to create a new project in Provide display text for the edit panel text box.
  9. Click OK.
  10. Hover over the Add a New Project widget, then click the dot in the lower left and change it to dark green, so the widget automatically opens when the app starts.
  11. Click + to open the widget collection and choose the Filter widget, and then click OK.
  12. Change the name of the Filter widget to Filter Projects.
  13. Configure the Filter Projects widget:
    • Click New Filter.
    • Layer: External Agency Projects.
    • Title: External Agency
    • Click Add a filter expression.
    • Set filter expression to Company or Agency contains.
    • Click Ask for Values check box.
    • Type Company or Agency in Prompt text box.
  14. Click OK.
  15. Click < Widgets to return to the main widget menu.
  16. In the list of default widgets below the Header Controller, turn on the Attribute Table widget, Home widget, My Location widget, Search widget, and Zoom Slider widget, by hovering the mouse pointer over the widget and click the small eye icon.
  17. Hover over the Search widget and click the Edit icon.
  18. Change the name of the Search widget to Find a Project, and then click OK.
  19. Click the Attribute tab and click icon, then browse to your external agency projects application icon.
  20. Choose an icon and click Open.
  21. Type ...share your planned projects with us in Subtitle text box.
  22. Save the application.
  23. Launch your External Agency Projects application.
  24. Browse to the External Agency Projects application item in your ArcGIS organization and edit the item details:
    • Thumbnail Image: Your image.
    • Description: The External Agency Projects application can be used by external agencies to share projects they have envisioned for the community.
  25. Save the item and share it with your Capital Project Plans - External Agencies group.

Capital Improvement Plan application

The Capital Improvement Plan application can be used by the general public and other interested parties to review projects included in the Capital Improvement Plan. This application can be hosted in ArcGIS Online, or downloaded and hosted on your local web server.

To configure the Capital Improvement Plan application using ArcGIS Online, complete the following steps:

  1. Sign in to your ArcGIS Online organization.
  2. Create an app from the Capital Improvement Plan map using the Story Map Journal configurable application template, and share it with your organization, everyone, and Public Maps and Apps group.
  3. Browse to the Capital Improvement Plan application and edit the item details.
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