Budgets

Understand the basics

The Budgets component allows participants to vote by selecting projects of their choosing. This component has been designed to organize voting in the final phase of a Participatory Budget, although it can be used for other types of processes.

Administrators can decide the voting rules, to make participants select a defined number of projects, or vote for as many project they want until reaching a certain amount.

Budgets example voting

Administrators have several options for the voting workflow and for the voting rules.

Budgets example voting

In this documentation section, you can find how to configure and manage all of those items:

Configuration

To create a Budgets component component, first go in the participatory space where you want to create it.

Add Budgets component button

Then:

  1. Click on the "Components" item in the secondary menu

  2. Click the "Add component" button

  3. Select "Budgets"

  4. Fill the component creation form

You can still update this form and the configuration after creating the component, by clicking the Configure icon Configure icon in the components list.

The component creation form is divided into different sections detailed below.

Add component form title
Table 1. Budgets form
Field Type Description

Name

Required

The title of this component.

Order position

Optional

The order of the component in relation with the other components. Having a lower number means a higher priority. For instance, if you have two components, "Component a" with weight "10" and "Component b" with weight "0" then "component b" is first when ordering.

Add component form - Global settings
Table 2. Budgets form - Global settings
Field Type Description

Scopes enabled

Optional

Check if you want to have Scopes filtering available in this component.

Scope

Optional

Which Scope does this component belongs to.

Workflow

Required

How the participants can vote if there are multiple budget sets. You can define your own workflow or use one already available.

Projects per page

Required

How many projects are displayed per page on the Budget landing page.

Enable rule: Minimum budget percentage

Optional, but incompatible with the 2 other voting rules.

Allows to define a "Vote threshold percent" meaning a percent of the total budget that participants must reach to be able to finish voting.

Enable rule: Minimum number of projects to be voted on

Optional, but incompatible with the 2 other voting rules.

Allows to define a "Minimum number of projects to vote" meaning a number of projects that participants must reach to be able to finish voting.

Enable rule: Selected projects with minimum and maximum number of projects to be voted on

Optional, but incompatible with the 2 other voting rules.

Allows to define a "Minimum amount of projects to be selected" and a "Maximum amount of projects to be selected" meaning the number of projects that participants need to vote as a minimum and maximum to be able to finish voting.

Comments enabled

Optional

Whether you want participants to be able to comment the projects.

Comments max length

Optional

The characters limit that participants have when making comments. Leave 0 for default value.

Actions permissions can be set for each project

Optional

Whether you want to be able to set permissions for every one of the projects.

Announcement

Optional

A general announcement visible on the general budgets landing page.

Budgets landing page

Optional

The message shown in the Budgets landing page when there are multiple budgets.

More information modal

Optional

The message shown when clicking on the "More information" link.

Add component form - Step settings
Table 3. Budgets form - Step settings
Field Type Description

Comments blocked

Optional

Whether you want to enable comments for this phase.

Voting

Required

Choose one of the following options depending in the phase of the process: Voting disabled, Voting enabled or Voting finished.

Show votes

Optional

Wether the votes count are public. We strongly recommend that you only check this option after the voting is finished.

Announcement

Optional

A general announcement visible on the general budgets landing page.

Budgets landing page

Optional

The message shown in the Budgets landing page when there are multiple budgets for this phase.

More information modal

Optional

The message shown when clicking on the "More information" link for this phase.

Results

After the voting has finished, an administrator need to:

  1. Change the Voting configuration for the Budget component to "Voting finished"

  2. Go in the projects list and view the results

  3. On the projects that have been selected, go in each project, edit it and tick the "Selected for implementation" checkbox.

Select a project for implementation

Then, the projects list shows all the project that have been selected for implementation.

Selected projects after voting

A filter is also displayed for participants to see which projects have been selected, and find the ones that weren’t selected.

Selected projects after voting in the frontend
Once you have selected projects, then you can enable the Accountability component so participants can see the progress of the projects implementation.

Examples

Some examples of where this component was used: