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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.

Budgets & Forecasts is the central hub for all budgeting and forecasting activity, presenting five tabs: Budgets, Alerts, Scenarios, Forecasts, and Templates. Route: /fa/budgeting

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Overview

The hub uses useTabUrlState to sync the active tab with the URL query parameter ?tab= (valid values: budgets, alerts, scenarios, forecasts, templates). Each tab lazy-loads its content. Legacy direct routes (/fa/budgets, /fa/budget-scenarios, /fa/rolling-forecasts, /fa/budget-templates, /fa/template-library) redirect here with the appropriate ?tab= value.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • No prerequisites for viewing. Creating or modifying records within each tab may require additional permissions.

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Steps

1

Navigate to the hub

Go to /fa/budgeting or follow a redirect from any legacy budget route.
2

Select a tab

Choose from Budgets, Alerts, Scenarios, Forecasts, or Templates. The selected tab is reflected in the URL.
3

Take action within the tab

Each tab provides its own list view, actions, and navigation to detail pages.

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Key concepts

  • useTabUrlState — Platform hook that reads and writes the ?tab= query parameter for shareable, bookmarkable tab state.
  • Tabs: budgets, alerts, scenarios, forecasts, templates.

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/BudgetingHubPage.tsx