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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.

The New Forecast page creates a rolling forecast record. It is accessible at route /fa/rolling-forecasts/new.

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Overview

The page renders RollingForecastForm with a PageHeader. On submit:
  1. 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"
  2. Forecast lines (if present) are created in parallel via useCreateForecastLine. Each line includes account_id, optional fund_id, department_id, program_id, site_id, period_start, period_end, forecast_amount, optional notes.
  3. Navigates to /fa/rolling-forecasts/:id on success.
Cancel navigates to /fa/rolling-forecasts. Primary mutations: useCreateRollingForecast, useCreateForecastLine Permission gate: fa.rolling_forecasts.create (route level)

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Who it’s for

Permission required: fa.rolling_forecasts.create

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Before you start

  • Know the forecast name, start date, horizon in months, update frequency, and sharing level.
  • Optionally identify a source budget to link for comparison.
  • Have account, fund, department, program, and site assignments ready for forecast lines.

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Steps

  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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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.

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/RollingForecastNewPage.tsx
  • src/cores/fa/hooks/useRollingForecastMutation.ts
  • src/cores/fa/components/RollingForecastForm.tsx