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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 Project page at /fa/projects/new provides a form for creating a project record used in project accounting, grant tracking, or other cost-allocation workflows.

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Overview

Navigating to /fa/projects/new renders ProjectCreatePage, which wraps ProjectForm. On submit, useCreateProject is called with the form data plus organization_id. On success the user is redirected to /fa/projects/:id.

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Who it’s for

Requires permission fa.projects.create.

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Before you start

  • Know the project name, type, and funding source.
  • Confirm any linked grant, program, or department information is available.

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Steps

  1. Navigate to Finance & Revenue → Projects and select New Project, or go to /fa/projects/new.
  2. Complete the project form fields as required.
  3. Select Create (or the form submit action).
  4. On success you are taken to the new project’s detail page.

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Key concepts

Project — A cost-accounting container that can track budgets, expenses, revenue, and grant drawdowns. The project_number is assigned by the system.

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/ProjectCreatePage.tsx
  • src/cores/fa/hooks/useProjects.ts
  • src/cores/fa/components/projects/ProjectForm.tsx