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Capital Project Coordination Solution (Funding Sources/Fiscal Years Columns v Related Funding Table)

LeahBowyer

For the CPC solution, funding source(s) and fiscal year(s) are often a 1-M relationship, which the included related table does great! My only confusion is the additional inclusion of the "Funding Sources" and "Fiscal Years" columns that are used throughout the dashboard. While I'm still in the configuration phase and might have missed it, it appears those columns aren't populated by any of the entries in the project manager solution or edited in that piece, but they ARE required and used solely for the dashboards. This requires additional editing on the feature layer or in another solution - for us, the PMs would be doing that edit. They also seem to have a 1-1 relationship with the lists used for funding source/fiscal year even though it is stated in plural.

Am I missing something? If it's addressed in one of the other components, please let me know so I can investigate further.

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Accepted answers

AndyShoemaker

Hi Leah,

You are correct, the fiscal years and funding sources are used by the dashboards to help slice and dice data.

Unfortunately, due to how related records function in ArcGIS Online, we can't create the funding record information at the same time as the initial record -- we always have to go back and add it during an edit. We've exposed the related record in Capital Project Catalog application and the Manage tab in Capital Project Coordination.

To access this, all you'd need to do is start editing the records and you should be able to see/add funding information.

We realize the multiple funding sources over multiple years may occur in some organizations which is why they are plural in UI, but that should be pretty easy to change if that doesn't happen for you.

Hope this helps!
Andy

All comments

AndyShoemaker

Hi Leah,

You are correct, the fiscal years and funding sources are used by the dashboards to help slice and dice data.

To access this, all you'd need to do is start editing the records and you should be able to see/add funding information.

LeahBowyer

Thank you, @AndyShoemaker !

It helps to be sure moving forward instead of working on an assumption as I document our configuration.

One follow up question, what is the support or use case for plural "Funding Sources" and "Fiscal Years" columns? For example, if I add multiple entries like ***"2018-2019, 2020-2021, 2022-2023" is there any responsiveness in the dashboards... For the default configuration, it has each year, but would each unique combination of fiscal years be require to support multiple years? I've included the screenshot of what the default configuration would look like with our list (***we have a fiscal year from Oct-Sept, so it spans two years) in the Capital Project Dashboard. It seems to be 1-1.

Thanks!

Leah

AndyShoemaker

Hi Leah,

The "Fiscal Year" filter works with a contains operator. When a new funding record is generated, via Capital Project Catalog or Capital Project Coordination, the year is concatenated into a field on the source project.

This field ends up having every year for which funding is added. When the filter is used, it simply searches that field for the year selected and then filters the data.

Simply put, you the strings in the Value column for the data options should match what the fiscal year drop down looks like in the Capital Project Catalog or Capital Project Coordination applications. This will all the dashboard to be responsive when the filter is used.

Hope this helps!
Andy

LeahBowyer

Hi @AndyShoemaker,

I was wondering if you could elaborate on "the year is concatenated into a field on the source project". I'm finding that the "Funding Sources" and "Fiscal Years" fields in the InfrastructureProjects (source project) are not being updated when the project is updated. Can this be automated when projects are updated? If it is automated, could you help direct me to where the connection is broken?

Thanks!

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