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Edit Forecast opens the rolling forecast edit form, allowing updates to the forecast header and individual period line entries. Route: /fa/rolling-forecasts/:id/edit.

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Overview

The Edit Forecast page is accessible at /fa/rolling-forecasts/:id/edit and requires permission fa.rolling_forecasts.edit. The component (RollingForecastEditPage) fetches the existing forecast via useRollingForecast and its lines via useRollingForecastLines, both scoped by organizationId. It renders RollingForecastForm pre-populated with current values. On submit, the handler: (1) calls useUpdateRollingForecast for the forecast header, (2) creates new lines via useCreateForecastLine, (3) updates changed lines via useUpdateForecastLine, and (4) deletes removed lines via useDeleteForecastLine. The breadcrumb displays Edit: <forecast_name>.

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Who it’s for

Requires permission fa.rolling_forecasts.edit.

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Before you start

  • You must have fa.rolling_forecasts.edit permission.
  • The rolling forecast must be in a status that allows editing.

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Steps

  1. Navigate to the Budgeting Hub (/fa/budgeting?tab=forecasts) and open the rolling forecast.
  2. Click Edit to go to /fa/rolling-forecasts/:id/edit.
  3. Update the forecast header fields in RollingForecastForm.
  4. Add, update, or remove period lines in the line editor.
  5. Click Save to submit.
  6. On success, the page navigates back to the forecast detail.

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Key concepts

ConceptDescription
RollingForecastFormShared form component for forecast header and lines
useRollingForecastHook fetching the existing forecast header
useRollingForecastLinesHook fetching period-level lines for the forecast
useCreateForecastLine / useDeleteForecastLineMutations for managing line item additions and removals

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/RollingForecastEditPage.tsx