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The /fa/budgets route redirects to the Budgets & Forecasts hub at /fa/budgeting?tab=budgets. Route: /fa/budgets

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Overview

/fa/budgets is a legacy route that now redirects to /fa/budgeting?tab=budgets (the Budgets & Forecasts hub, Budgets tab). The hub displays the budget list, active-alert summary card, and pending approvals. Users can create a new budget (launches the Budget Wizard) or navigate to an existing budget’s detail page. See Budgets & Forecasts for the hub documentation.

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Who it’s for

Access follows your organization’s role and module configuration. Creating budgets requires permission fa.budgets.create.

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Before you start

  • Any existing bookmarks or links to /fa/budgets will land on the Budgets tab of the hub automatically.
  • Know the budget name, fiscal period, and version type (annual, revised, forecast, etc.) before creating.
  • Have GL accounts, funds, departments, and programs ready for line-item coding.

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Steps

1

Navigate to Budgets

Visit /fa/budgets — the browser is redirected to /fa/budgeting?tab=budgets.
2

Create a budget

Click Create Budget to open the Budget dialog, or use the wizard at /fa/budgets/wizard.
3

Open a budget

Click a budget row to navigate to /fa/budgets/:id.

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Viewing a budget

Selecting a budget opens its detail view at /fa/budgets/:id. 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. A BudgetAllocationDialog is accessible for allocation operations. The breadcrumb is set from budget.version_name. Before you start:
  • The budget must already exist (created via the Budget Creation Wizard at /fa/budgets/wizard).
  • An organization must be selected.
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
  1. 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.
  3. Review or edit Lines: the Lines tab shows all budget line items. Click Add Line to open BudgetLineForm.
  4. Review Approval history in the Approval tab.
  5. When status is pending_approval, use the Approve or Reject buttons to open BudgetApprovalDialog.
  6. Use Variance and Forecast tabs for variance analysis and forecast data.

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Creating a budget

New budget creation is handled by the Budget Creation Wizard. The route /fa/budgets/new redirects to /fa/budgets/wizard. The wizard is rendered by BudgetCreationWizardPage using the ModuleWizardRenderer infrastructure. The wizard supports 4 steps:
  1. Budget Header — form step for budget metadata
  2. Copy Template — optional step; pre-populates budget lines from a template (triggered when navigated from Template Library with location.state.fromTemplate)
  3. Enter Budget Lines — custom step for line-item entry
  4. Review & Submit — summary and submission step
On completion: a fa_budgets record is created via Supabase direct insert, budget lines are created, and useSubmitBudgetForApproval handles approval workflow submission. Permission gate: fa.budgets.create (wizard route level) Optionally: select a budget template from the Template Library before creating.
  1. Navigate to /fa/budgets/new (redirected to /fa/budgets/wizard), or click New Budget from the Budgeting Hub.
  2. Complete each wizard step.
  3. On the Review & Submit step, submit the budget. The wizard triggers the approval workflow via useSubmitBudgetForApproval.
SME: The exact fields for each wizard step are implemented in wizard step components not fully readable from the page wrapper alone. Confirm step-by-step field requirements with the implementation team.

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/pages/BudgetsPage.tsx
  • src/cores/fa/pages/BudgetingHubPage.tsx
  • src/cores/fa/pages/BudgetDetailPage.tsx
  • src/cores/fa/wizards/budget-creation/BudgetCreationWizardPage.tsx
  • src/cores/fa/hooks/useBudgets.ts
  • src/cores/fa/hooks/useBudgetAlerts.ts
  • src/platform/wizards/ModuleWizardRenderer.tsx