GIS Request Management error in GIS Activities dashboard

BrandiRank22

This article applies to users of the GIS Request Management solution (version1.0) that is deployed in ArcGIS Enterprise 11.3, including users that plan to deploy that solution in ArcGIS Enterprise 11.3 moving forward.

Other users with GIS Request Management deployed in ArGIS Online and in ArcGIS Enterprise releases 11.4 and after should not experience this issue.

The issue

The Effort chart widget in the GIS Activities dashboard does not report as expected.

As effort is added to an activity, the chart is incorrectly summing both the planned and the actual effort hours.  The expected behavior is for the planned hours to stay the same and the actual hours to be summed if there are multiple effort records.

For example, if you have an activity that planned to take 20 hours. Then the chart should show “Planned” = 20 and “Actual” = 0. Once an effort record is added to account for 2 hours.  The chart shows “Planned” = 20 and “Actual” = 2.  If another effort record is added, let’s say to track 5 more hours, the chart now shows “Planned” = 40 and “Actual” = 7. 

The recommended solution

Update widget

Remove the existing “Effort” serial chart element and replace with two indicator elements, one showing planned hours and one showing actual hours.

1. Search for the GIS Activities dashboard in your ArcGIS Enterprise portal.
2. Edit the GIS Activities dashboard
3. Remove the Effort serial chart.
4. Add a new indicator element.
5. Chose the GIS Activities effort for the data source of this indicator.
6. Choose Sum under “Statistic”.
7. Choose the field “Planned Effort”
8. In the General section, update the indicator Name and Add a title - “Planned Effort”.
9. Add a new indicator element,
10. Chose the GIS Activities effort for the data source of this indicator.
11. Choose Sum under “Statistic”.
12. Choose the field “actualeffort_sum”
13. In the General section, update the indicator Name and Add a title “Actual Effort".

Update filters

The following elements need to be updated to filter the two indicators in their “Actions” configuration.

1. Open the configuration of each of the following elements and go to the “Action” tab.
2. Locate the Planned Effort and Actual Effort indicators.
3. Click the switcher to activate the filter of each indicator
   1. Each indicator must be set to filter individually.
4. Do not check “Render only when filtered”
5. The list below indicates the source and targets fields.

 

Table element

Activities – Source and Target fields = GlobalID

Category selectors

Category	Target Field
Status	Status
Category	Activity Category
Team member	Assigned To
Business unit	Business Unit
Submitted on	Submitted On
Planned start date	Planned Start Date
Planned end date	Planned End Date
Planned effort (in hours)	Planned Effort
Resolved on	Resolution Date
Urgent	Urgent
Organizational goal	Organizational Goal
GIS program goal	GIS Program Goal
ArcGIS Capability	ArcGIS Capabilities

 

Alex_755

Hello @BrandiRank22 

Thank you for providing the link to this article/post. I tried this workflow in my GIS Request Management > GIS Activities dashboard. However, I received the same result for Planned Effort using the proposed workaround (Indicator widget) as the original configuration (Serial Chart). 

I added a note on 5/13/2025 in the previous Community post: https://community.esri.com/t5/arcgis-solutions-ideas/gis-request-management-effort-filtering/idc-p/1614272#M276

Any recommendations from the Esri team would be appreciated. 

Thank you, 

-Alex