> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meridian.study/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance budgets (Phase 2)

> Tenant budget templates, org budgets, multi-stage review, and Atlas finance queue

## Overview

Phase 2 of [CMS parity modernization](/atlas/cms-parity-modernization) adds **organization budgets** inside each tenant:

* **Templates** define line items (currency, number, or text) and which **workflow preset** applies.
* **Workflow presets** are a **linear** list of stages: `org_permission` (officers with `manage_finances`) then `platform_admin` (campus staff in Atlas).
* Each **org budget** stores line values, status, embedded workflow progress, **revision snapshots** on submit / revision requests, and **comments**.

## Data model

See [Atlas data model](/atlas/data-model): `FinanceConfig` (`financeConfigs`) and `OrgBudget` (`orgBudgets`).

## Admin UI (Atlas)

* **Settings → Budget templates**: edit `budgetTemplates` and `workflowPresets` as JSON (validated on save).
* **Budgets** (top-level nav): cross-org list; **Approve / Request revision / Reject** when the current stage is `platform_admin`. CSV export link per row.

## Club dashboard UI

**Settings → Budgets**: create drafts from a template, edit line items, **Submit for review**, run **officer-stage** actions when the budget is `in_review` and the current stage is `org_permission`. Download CSV or JSON exports.

## Permissions

* **`view_finances`**: list/read budgets and export.
* **`manage_finances`**: create, edit, submit, comment, and complete **org-side** approval stages.

Assign these on `Org.positions[]` for treasurer/officer roles as needed. Owners already have `all`.

## API summary

Full paths and auth are documented under [Atlas backend](/atlas/backend#finance-cms-phase-2) (`/org-budgets` and `/org-management/finance/...`).

## Default template

On first access, the backend seeds a default `annual_club` template and a **two-stage** preset: officer review → finance office (platform admin).