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Budget Wizard is a multi-step wizard that guides authorized users through creating a new budget record, optionally copying from an existing template. Route: /fa/budgets/wizard

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Overview

The wizard uses the platform ModuleWizardRenderer infrastructure. It reads optional pre-populated state passed via location.state (e.g., when launching from the Template Library with fromTemplate: true). The four documented steps are: Budget Header, Copy Template (optional), Enter Budget Lines, and Review & Submit. On completion the user is navigated to the new budget detail page. On abandonment the user is returned to the budgets list. Alternate entry: /fa/budgets/new redirects here.

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Who it’s for

Requires permission: fa.budgets.create

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Before you start

  • You must hold the fa.budgets.create permission.
  • Fiscal periods and funds should already be configured so they are available during line entry.
  • Optionally, budget templates can be pre-created to speed up line population.

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Steps

1

Navigate to the wizard

Go to /fa/budgets/wizard or click Create Budget from the Budgets list.
2

Complete Budget Header

Enter required header information for the budget record.
3

Copy Template (optional)

Select an existing budget template to pre-populate budget lines. Skip this step to enter lines manually.
4

Enter Budget Lines

Add or edit individual line items.
5

Review & Submit

Review the complete budget. Submit to trigger the approval workflow, or save as draft.

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Key concepts

  • ModuleWizardRenderer — Platform wizard infrastructure that manages step navigation and validation.
  • BudgetVersionType — Type discriminator for the budget record created by this wizard.
  • useSubmitBudgetForApproval — Hook called on final submission to route the budget through the approval flow.
  • location.state.fromTemplate — When true, pre-populates budget_lines from the passed template structure.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

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/wizards/budget-creation/BudgetCreationWizardPage.tsx
  • src/cores/fa/wizards/budget-creation/types.ts
  • src/cores/fa/hooks/useBudgets.ts