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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

View and manage a budget record with tabbed detail at the in-app route /fa/budgets/:id.

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Overview

This screen displays a single budget’s full detail, identified by the :id URL parameter. Five URL-synced tabs are available: Overview, Lines, Approval, Variance, and Forecast. The Overview tab shows a BudgetSummaryCard. The Lines tab displays BudgetLineGrid with an option to add new lines via BudgetLineForm. The Approval tab shows BudgetApprovalHistory. Active alerts are shown via BudgetAlertCard. When the budget status is pending_approval, Approve and Reject buttons open BudgetApprovalDialog. A BudgetActionsMenu provides additional actions. An BudgetAllocationDialog is accessible for allocation operations. The breadcrumb is set from budget.version_name.

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Who it’s for

No explicit permission gate on this route. The route is registered without a RequirePermission wrapper in fa.tsx.

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Before you start

  • The budget must already exist (created via the Budget Creation Wizard at /fa/budgets/wizard).
  • An organization must be selected.

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Steps

1

Navigate to the budget

Open the Budgeting Hub at /fa/budgeting?tab=budgets and click a budget row, or navigate to /fa/budgets/:id directly.
2

Review the Overview tab

The budget summary card shows key metrics for this budget.
3

Review or edit Lines

The Lines tab shows all budget line items. Click Add Line to open BudgetLineForm.
4

Review Approval history

The Approval tab shows the approval trail for this budget.
5

Approve or Reject (if pending)

When status is pending_approval, use the Approve or Reject buttons to open BudgetApprovalDialog.
6

Review Variance and Forecast

Use remaining tabs to review variance analysis and forecast data.

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Key concepts

  • version_name — the display name of the budget version
  • status — budget lifecycle state; pending_approval enables approval actions
  • BudgetLineGrid — component rendering budget line items
  • BudgetApprovalDialog — approval/rejection modal with action type approve or reject
  • Tab URL state — ?tab=overview|lines|approval|variance|forecast

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/BudgetDetailPage.tsx
  • src/cores/fa/hooks/useBudgets.ts
  • src/cores/fa/hooks/useBudgetAlerts.ts