> ## 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.

# Rolling Forecasts

> Manage financial forecasts with rolling horizons in the Finance & Revenue core.

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.

## 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.

## Who it's for

To view rolling forecasts: `fa.rolling_forecasts.view`.

To create: `fa.rolling_forecasts.create`. To edit: `fa.rolling_forecasts.edit`.

## Before you start

* You need `fa.rolling_forecasts.view` to view the forecasts tab.

## 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.

## 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`.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/RollingForecastsPage.tsx
  * src/cores/fa/hooks/useRollingForecasts.ts
  * src/cores/fa/hooks/useRollingForecastMutation.ts
</Accordion>