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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 Project Details page at /fa/projects/:id provides a tabbed view of a project record, covering overview, budget, expenses, revenue, and drawdowns.

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Overview

The route /fa/projects/:id loads ProjectDetailPage (permission: fa.projects.view). The page has five tabs: overview, budget, expenses, revenue, and drawdowns. Tab state is URL-synced via useTabUrlState. Summary cards display key project metrics. DrawdownAlertBanner appears when useDrawdownAlert returns an alert for the project. An Edit button navigates to /fa/projects/:id/edit.

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Who it’s for

Requires permission fa.projects.view.

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Before you start

  • The project must already exist. Create via /fa/projects/new.

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Steps

  1. Navigate to Finance & Revenue → Projects and select a project, or go to /fa/projects/:id.
  2. Review the overview summary cards: project status, type, and key figures.
  3. Navigate to the Budget, Expenses, Revenue, or Drawdowns tabs as needed.
  4. If a drawdown alert banner is visible, review and address the flagged condition.
  5. Use Edit to modify project details.

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Key concepts

Project tabs — overview, budget, expenses, revenue, drawdowns. Each is lazily loaded and URL-synced. Drawdown alert — DrawdownAlertBanner is conditionally rendered based on useDrawdownAlert output for the project. ProjectStatusBadge / ProjectTypeBadge — Visual indicators for project status and type, derived from toProjectStatus and toProjectType utilities.

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/ProjectDetailPage.tsx
  • src/cores/fa/hooks/useProjects.ts
  • src/cores/fa/hooks/useGrantDrawdowns.ts