Forecast

Forecast displays a financial forecast report that projects year-end financial results based on current budget and actuals, with optional filtering by fiscal year, budget, and fund. Route: /fa/reports/forecast.

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Overview

The Forecast page is accessible at /fa/reports/forecast. No explicit RequirePermission wrapper is on this route. The component (ForecastPage) uses filters — fiscalYearId, budgetId, fundId — to call useForecast and useForecastSummary, both scoped to currentOrganization.id. Results are rendered via ForecastChart, ForecastReport, and ForecastSummary components. A Download CSV button calls exportForecastToCsv(forecastData) when data is available. Rolling forecast records are managed at /fa/rolling-forecasts. The Budgeting Hub (/fa/budgeting?tab=forecasts) lists rolling forecasts; individual records are accessible at /fa/rolling-forecasts/:id.

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Who it’s for

Access follows your organization’s role and module configuration. Rolling forecast operations require:

• fa.rolling_forecasts.view — view forecasts and detail
• fa.rolling_forecasts.create — create new rolling forecasts
• fa.rolling_forecasts.edit — edit existing rolling forecasts

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Before you start

• A fiscal year must exist in the system for filtering to work.
• The general ledger must have posted transactions for meaningful projections.
• Know the forecast name, start date, horizon in months, update frequency, and sharing level when creating.

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Steps

1. Navigate to Finance → Reports → Forecast (/fa/reports/forecast).
2. Select a Fiscal Year from the dropdown.
3. Optionally filter by Budget and Fund.
4. Review the ForecastChart visualization and ForecastReport table.
5. Review summary figures in ForecastSummary.
6. Click Download CSV to export forecast data.

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Key concepts

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Viewing a forecast

The Forecast Details page at /fa/rolling-forecasts/:id is the tabbed detail view for a single rolling forecast record, showing forecast lines, actual vs. forecast comparisons, and version history. Requires permission fa.rolling_forecasts.view. The component (RollingForecastDetailPage) fetches the forecast via useRollingForecast(id, organizationId) and lines via useRollingForecastLines. It renders a tabbed interface (tab state via ?tab= search param, default lines):

• Lines tab: ForecastLineEditor for period-level forecast entries
• vs. Actual tab: ForecastVsActualTable comparing forecast to actual
• History tab: ForecastVersionHistory showing version audit trail

Action buttons for Activate (sets status to active) and Archive (sets status to archived) via useUpdateForecastStatus. A ForecastStatusBadge shows the current status. The breadcrumb displays forecast_name. Key concepts:

1. Navigate to the Budgeting Hub (/fa/budgeting?tab=forecasts) and open a rolling forecast.
2. On the Lines tab, review or edit period-level forecast entries in ForecastLineEditor.
3. On the vs. Actual tab, compare forecast to actual figures in ForecastVsActualTable.
4. On the History tab, review version history in ForecastVersionHistory.
5. Use Activate or Archive buttons to change the forecast status.
6. Click Edit to navigate to /fa/rolling-forecasts/:id/edit.

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Creating a forecast

The New Forecast page (/fa/rolling-forecasts/new) creates a rolling forecast record. Requires permission fa.rolling_forecasts.create. The page renders RollingForecastForm with a PageHeader. On submit: a fa_rolling_forecasts record is created via useCreateRollingForecast with fields forecast_name, optional forecast_description, forecast_start_date, optional source_budget_id, forecast_horizon_months, update_frequency, sharing_level, status: "draft". Forecast lines (if present) are created in parallel via useCreateForecastLine. Navigates to /fa/rolling-forecasts/:id on success. Key concepts:

• Forecast horizon: forecast_horizon_months — defines how many months the forecast covers.
• Status: Created with status: "draft".
• Source budget: Optional link to an existing budget for variance tracking.

Have account, fund, department, program, and site assignments ready for forecast lines.

1. Navigate to /fa/rolling-forecasts/new.
2. Complete the RollingForecastForm header fields (name, start date, horizon months, frequency, sharing level, optional source budget).
3. Add forecast lines if desired.
4. Submit. On success, you are redirected to the new forecast detail page.

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Editing a forecast

The Edit Forecast page (/fa/rolling-forecasts/:id/edit) allows updates to the forecast header and individual period line entries. 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: (1) calls useUpdateRollingForecast for the forecast header, (2) creates new lines via useCreateForecastLine, (3) updates changed lines via useUpdateForecastLine, (4) deletes removed lines via useDeleteForecastLine. The breadcrumb displays Edit: <forecast_name>. Before you start: the rolling forecast must be in a status that allows editing. Key concepts:

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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Related

Documentation sources

• src/routes/fa.tsx
• src/cores/fa/pages/ForecastPage.tsx
• src/cores/fa/pages/RollingForecastDetailPage.tsx
• src/cores/fa/pages/RollingForecastNewPage.tsx
• src/cores/fa/pages/RollingForecastEditPage.tsx
• src/cores/fa/hooks/useRollingForecastMutation.ts
• src/cores/fa/components/RollingForecastForm.tsx