Configure Participatory Budgeting

Learn how to configure the Participatory Budgeting solution to meet specific needs in your organization.

Configure the Participatory Budgeting site

The Participatory Budgeting solution includes the Participatory Budgeting ArcGIS Hub site. This site can be configured with your organization's branding and used to share important budgeting and planning information with the public.

Update with organizational information

After deploying the Participatory Budgeting solution, the Participatory Budgeting Hub site layout requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

1. Sign in to your ArcGIS organization and browse to the Participatory Budgeting site.
2. From the item page, click Configure.
3. Scroll to the statistics section under the Hub site title.

   The Community Ideas summary statistic is already linked to the Participatory Budgeting solution’s PublicProjectIdeas_public feature layer. This statistic automatically updates as you load data into your solution.

   The Available Budget and Ideas Funded summary statistics are provided in text cards styled to resemble the summary statistic card, but you can manually enter a statistic of your choice, independent of the solution data. You can update the Available Budget and Ideas Funded text cards with a metric of your choice, or you can replace the text card with a summary statistics card and use the PublicProjectIdeas_public feature layer view as its data source, similar to the other statistics cards.

4. To update the Available Budget and Ideas Funded cards, hover over the card, click the edit pencil , and update the text.

   Note:

   To add a summary statistics card to the existing row, see Display key metrics. Then, after the card has been added to the row, hover over each of the existing Available Budget and Ideas Funded cards and click the delete button .

5. Scroll to the Meet the Participatory Budgeting Committee section, hover over the text card, and click the edit pencil.
6. Scroll to any additional sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
7. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

8. Click the HTML text box.

   The HTML window appears.

9. Make the necessary changes and click Apply.
10. Click Save.
11. Click the Save drop-down arrow and click Publish Draft.

Share items with the public

Several layer views, maps, and apps included in the Participatory Budgeting solution must be shared with everyone so they can be accessed by the public on the Participatory Budgeting site.

To share items with the public, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Participatory Budgeting folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   PublicProjectIdeas_public	Feature layer (hosted, view)
   Participatory Budgeting	Web Map
   Participatory Budgeting	Instant App
   Participatory Budgeting	Hub Site Application

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.