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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 Rolling Forecasts route (/fa/rolling-forecasts) redirects to the Budgeting Hub (/fa/budgeting?tab=forecasts). Individual forecast detail, creation, and edit pages are accessed from that hub.

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Overview

Navigating directly to /fa/rolling-forecasts redirects to /fa/budgeting?tab=forecasts (a <Navigate> redirect defined in src/routes/fa.tsx). The Budgeting Hub tab renders the RollingForecastsPage component which lists forecasts filterable by status and sharing level. Detail, creation, and edit routes (/fa/rolling-forecasts/new, /fa/rolling-forecasts/:id, /fa/rolling-forecasts/:id/edit) remain as standalone pages.

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Who it’s for

To view rolling forecasts: fa.rolling_forecasts.view. To create: fa.rolling_forecasts.create. To edit: fa.rolling_forecasts.edit.

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Before you start

  • You need fa.rolling_forecasts.view to view the forecasts tab.

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Steps

Access rolling forecasts
  1. Navigate to /fa/budgeting and select the Forecasts tab, or use /fa/rolling-forecasts which redirects automatically.
  2. Use Status and Sharing Level filters to narrow the list.
  3. Click a forecast row to open its detail page.
Create a new forecast
  1. Click New Forecast (requires fa.rolling_forecasts.create).
  2. Complete the creation form.

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Key concepts

  • Forecast: A fa_rolling_forecasts-backed record with status and sharingLevel attributes.
  • Status / Sharing Level: Observed filter dimensions in RollingForecastsPage using types ForecastStatus and ForecastSharingLevel.

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/RollingForecastsPage.tsx
  • src/cores/fa/hooks/useRollingForecasts.ts
  • src/cores/fa/hooks/useRollingForecastMutation.ts