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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 Scenario page at /fa/budget-scenarios/new provides a form for creating a budget scenario, including optional scenario lines, that can be used for what-if financial analysis.

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Overview

Navigating to /fa/budget-scenarios/new loads BudgetScenarioNewPage. The form uses BudgetScenarioForm and calls useCreateBudgetScenario followed by useCreateScenarioBudgetLine (batch) for any lines provided. The scenario is created with status: "draft". On success the user is redirected to /fa/budget-scenarios/:id.

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Who it’s for

Requires permission fa.budget_scenarios.create.

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Before you start

  • Determine the scenario name, type, and optional description.
  • Know which base budget (if any) you are modeling from.
  • Prepare any scenario assumptions and notes.

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Steps

  1. Navigate to Finance & Revenue → Budgeting → Scenarios and select New Scenario, or go to /fa/budget-scenarios/new.
  2. Fill in the scenario name, type, description, and optional base budget.
  3. Add scenario lines if applicable, specifying account, period, and budget amount per line.
  4. Select Create. The scenario header and lines are saved in a single batch operation.
  5. You are redirected to the new scenario’s detail page.

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Key concepts

Scenario type — Controls how the scenario is categorized and compared. assumptions — A JSON object stored with the scenario. Scenario lines — Individual budget line amounts per account/period/dimension combination.

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/BudgetScenarioNewPage.tsx
  • src/cores/fa/hooks/useBudgetScenarioMutation.ts
  • src/cores/fa/components/BudgetScenarioForm.tsx