CPE: Adding additional filter options and introduction

[jessicashanshanhuang]

Context

Updating the Capital Project map designs to include additional filtering capabilities. Additionally, creating an introduction to CPE and how to use it.

Possible additional filtering features would include being able to filter by agencies (i.e. sponsor agency, managing agency).

Current resources Amanda has relayed include:

Memorandum on Application Portfolio Improvements

CPP staging site

Purpose

A step into improving the Capital Planning process. Brings to question if CPE/CPP and other tools within out suite, Do we need to make the relationship between datasets clear?

Additionally, they'd like to add text to the existing CPE redirecting users who go to the Capital Projects main page, table, or map to the new app.

Resources: Guide to Capital Planning

[jessicashanshanhuang]

After chatting with Amanda other potential areas to look into would be including layers for the Facilities database and Community Board Database

• value in adding CB database layer would be that it shows visually what capital projects do community boards want in their neighborhoods. therefore, it helps provide important context in certain situations
• ^^relating to above (i.e. if parks and recs wanted build more sidewalk in one neighborhood and CBs also had in mind to plan more trees, more impactful to know that info beforehand)

[jessicashanshanhuang]

Initial Questions:

• If we build more layers should we separate them or is it better to have all collectively in a singular layer? From an novice user standpoint, separating seems the best option to keep things in an organized fashion and easier to read.
• From a more seasoned user (i.e. someone who in capital planning), would it benefit them more that they have it all this info in one layer because they need all the context in one area to make productive insight?

[jessicashanshanhuang]

Chat wit Damon:

• potential areas for additional features: filter by managing agency, filter project type, filter by $ amount (which can be connected to managing agency)
• would avoid the database layers considering the user demographic and complexity it would add to the current tool, keeping the simplicity is a key component of CPP/CPE

Next Steps: Will mock up some options to the filter component to include the choice to filter by managing agency and filter by project type

[jessicashanshanhuang]

Filter by Project Type

Observations

• project types are specific
• some projects have more than one project type

Status: Working on system flow for filter by project type

hey @damonmcc, I was wondering which system flow option we should go for? Feedback can be added to the figjam file directly!

[jessicashanshanhuang]

Filter by Managing Agency

Observations

• there is unknown managing agency use case

[jessicashanshanhuang]

Notes from Damon:

some project type thoughts: these values seem to come straight for the source data, and they're actually "budget types". a project can have multiple types because it's funding may come from multiple "budget lines"

• one of the most common values is Highways, but some projects seem to be erroneously given that value (like a Safe Streets project, even though that's about kids walking/biking to school)
• "Water Pollution Control" seems like an interesting type (190 mapped projects)! here's one of them: link
• "Education" would be interesting (53 projects), if any of them had geometries!
• "Fire Department" seems to be a nice example with well-mapped projects (19 mapped projects). here's one of them: link

[jessicashanshanhuang]

Updating initial states and collapsed view

next, wireframe specific project type use case (go with water pollution control since its seems like largest project type case currently)

[jessicashanshanhuang]

Feedback from Damon 10/01/24:

• change search bar to dropdown
• filter by district (current mvp)
• filter by attribute (filtering by managing agency, project type, and project commitment amount)

old nyc capital planning device:

• table we can ignore have it refer to nyc open data since that is the most updated information
• start up page would be collapse view of filter
• https://data.cityofnewyork.us/City-Government/Capital-Projects/n7gv-k5yt/about_data

[damonmcc]

@jessicashanshanhuang

https://data.cityofnewyork.us/City-Government/Capital-Projects/n7gv-k5yt/about_data

that link for Capital Projects on Open Data is for a deprecated version of the data from the Mayor Office of Operations

here's DCP's page: https://data.cityofnewyork.us/City-Government/Capital-Projects-Database-CPDB-Projects/fi59-268w/about_data

that page is for all projects. we have others for Commitments, Project Points, and Project Polygons. but the "all projects" page seems like the best choice if we'll only have one link (for now)

[damonmcc]

It looks like there's a significant relationship between Project Type and Managing Agency

Every agency has one or more project types. No agencies have project types in common.

I don't think this effects the current idea (a single dropdown to filter by one attribute at a time). But I could see this informing a future approach to using multiple attributes at a time, e.g.:

1. Filter by an attribute
   • Choose an attribute, choose any value
2. Filter by another attribute
   • Choose an attribute, choose a value limited by existing filters
3. ...

For example: choosing Metropolitan Transportation Authority would then limit the Project Type options to [MTA Bus Company, Transit Authority]

[jessicashanshanhuang]

Currently working on search by attribute

to-do

• [x] add numerical amounts for slider (should be 0 at left, and for the right 10m+? depends on what the average is for more higher amount projects)

[jessicashanshanhuang]

Updated frames with managing agency, project type, and project amount

[jessicashanshanhuang]

feedback and bugs from capital planning team