Your Voice Champions Training Event: Participatory Budgeting Tool

Our Participatory Budgeting Tool training agenda (8 October 2026)

2:00 Welcome and housekeeping

2:05 Participatory Budgeting from a participant's view (and discussion)

2:25 Analysing Participatory Budgeting tool data

2:30 When to use Participatory Budgeting tool

2:50 Setting up the Participatory Budgeting tool

3:00 Q&A

3:05 Quick 5 mintue break

3:10 Sharing best practice or innovative projects

3:30 Close

Setting up the Participatory Budgeting Tool

1. Scroll to the bottom of the project page , select the blue "Add a tool" button
2. Select "Budgeting"
3. Go to the "Info" table and add text for "Title, "Description" and "Permalink"
4. Go to "Settings" and set the "Total budget" amount you want to use along with the "Allocation unit", then click "Save"
5. You can add new items via "New project". If you change the Contribution name, then this button will show the new name chosen.
6. Select "Publish" when ready.
7. Use the Schedule option in the three dots menu to schedule a publication or archive date.
8. To edit the tab title, select the pen icon next to the tab title.

Extra tips

Pay attention to the Participatory Budgeting Tool text:

• Call to action: Edit the button text in the engagement banner on the project page; the default text is Have your say.
• Contribution name: Edit how items are referred to in the tool; the default text is Project.
• Listing header: Edit the heading of your list of budget items in the tool; the default text is Projects.

Once you have published your project page and the Participatory Budgeting Tool, participants can select this tool using the tool tabs on your project page. Although participations can allocate funds, they can't see the "new item" button and can't post new entries. The new item button is only available to Project Admins who are logged into the Your Voice Engagement Hub.

Budget funds will automatically reduce as participants select which items to fund, until all the allocated budget has been used. If they change thier minds about the allocations they have made, participants can choose to Undo them.

Participants can also use the sort, filter, and search options to find specific items, filter by category, or reorder the items. A Project Amin can also filter by category and then "add a new item". This will then be automatically include that category.

Reporting on the Participatory Budgeting Tool

1. You will be able to see how many participants have completed a Participatory Budgeting Tool submission next tot he budgeting tool in the ideas tool tab.
2. Select Allocation summary from the three dots menu to export a CSV file detailing the number and percentage of allocations for each budget item.

Accessibility Statement

If you require any of the information for this project in an alternative format, please contact us on 0330 222 2146 or via email at helen.butcher@westsussex.gov.uk(External link) and we will do our best to assist you. If you are deaf or hard of hearing and have a BT Relay UK app (opens in new window) installed on your PC, laptop or smartphone, , you can contact us on 18001 0330 222 2146.

Please note, you can use the Google Translate function to access this project in a range of different languages. The Google Translate widget can be found at the top left-hand side of the project page, where it sits just above the black West Sussex County Council ribbon.

For more information about the accessibility of this website, please see our Accessibility tab (opens in new window) at the foot of the page.

Survey web browser compatibility

Please use one of the browsers below when completing the survey to ensure it looks and works as it should. These are:

• Microsoft Edge version 86 and above
• Chrome version 86 and above
• Firefox version 78 and above
• Safari version 14 and above