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Edit Scenario provides a form for updating an existing budget scenario’s header and period-level budget lines. Route: /fa/budget-scenarios/:id/edit.

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Overview

The Edit Scenario page is accessible at /fa/budget-scenarios/:id/edit and requires permission fa.budget_scenarios.edit. The component (BudgetScenarioEditPage) fetches the scenario via useBudgetScenario and its lines via useScenarioBudgetLines, both scoped to currentOrganization.id. It renders BudgetScenarioForm pre-populated with current values. On submit, the handler: (1) updates the header via useUpdateBudgetScenario with fields scenario_name, scenario_type, scenario_description, base_budget_id, assumptions, and notes; (2) creates new lines, updates changed lines, and deletes removed lines. On success, the page navigates to /fa/budget-scenarios/:id. The breadcrumb shows Edit <scenario_name>.

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Who it’s for

Requires permission fa.budget_scenarios.edit.

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Before you start

  • You must have fa.budget_scenarios.edit permission.
  • The budget scenario must exist; navigate to it via the Budgeting Hub.

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Steps

  1. Navigate to the Budgeting Hub (/fa/budgeting?tab=scenarios) and open the budget scenario.
  2. Click Edit to go to /fa/budget-scenarios/:id/edit.
  3. Update header fields (name, type, description, base budget, assumptions, notes) in BudgetScenarioForm.
  4. Add, update, or remove period budget lines as needed.
  5. Click Save to submit.
  6. On success, the page navigates to the scenario detail.

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Key concepts

ConceptDescription
BudgetScenarioFormShared form component for scenario header and budget lines
useBudgetScenarioHook fetching the existing scenario header
useScenarioBudgetLinesHook fetching budget lines for the scenario
assumptionsJSON field; SME: confirm schema and interpretation
base_budget_idOptional reference to a budget the scenario is based on

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/BudgetScenarioEditPage.tsx