Projects

Understand the basics

Projects are the entities making part of the budgets.

Create a project

To access the creation and management of projects, click the title of the budget or the Manage projects icon icon on the budgets list.

Then, click the "New project" button on the top right of the page.

Table 1. New project form
Field	Type	Description
Title	Required	The title for this project.
Description	Required	A description of what this project is about.
Budget amount	Required	What’s the budget amount for this project. How much money it costs to implement this project?
Address	Optional	The address of the project. It allows to display a pin on a map for participants to locate the project.
Category	Optional	Which Category has the project. Used for filtering in the budgets list.
Proposals	Optional	Choose related proposals for this project. Automatically assigned when importing proposals.
Add an image gallery	Optional	Add multiple images illustrating what this project is about, mock-ups, etc.

Manage projects

On the projects list in the administration panel, administrators can see:

ID: Identification number for this project.
Title: Title of the project.
Category: Category of the project.
Scope: Scope of the project, if enabled in the participatory space.
Votes count: Number of votes on this project.
Selected: If the project is selected for implementation at the end of the process.
Map: Location of the project when it has an address.

You can filter and sort this list by clicking the "Filter" button and the columns headers. You can also search for projects by their ID and title in the search bar.

Actions

Table 2. Actions
Icon	Name	Definition
	Edit	Edit form for a project.
	Folders	For classifying Attachments.
	Attachments	To add documents and images related to the project.
	Preview	To see how it’s shown in the frontend to participants.
	Permissions	To handle the authorizations needed to vote or comment on this specific project.
	Delete	To delete this project.

Import proposals to projects

Depending in the normative, you could want to have a first phase where participants make proposals, and those proposals are selected (by voting or by technical review), then you can import those proposals and convert them to projects.

For this to work:

The following settings in the proposals component need to be enabled:
1. Proposal answering enabled
2. Enable costs on proposal answers
A valuator or administrator need to Answer proposals:
1. Review the proposals
2. Accept or reject them according to your normative
3. Add costs to the proposals if were accepted
An administrator can Import proposals to projects

Import proposals to projects

Export all

Allows to export the projects for this budget in different formats.

Projects as CSV
Projects as JSON
Projects as Excel