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Create a budget

Finance module

POST/budgetsbudgets.create

A project budget, structured as a chart of accounts by department and discipline. Creates a budget. Requires `Idempotency-Key`; a replay returns the original response. The organization is derived from the credential or the parent row, never from the body.

  • Requires the capability finance.budget.write.
  • OAuth scopes: finance.
  • Send an Idempotency-Key header. A replay with the same key returns the original response.
  • Error statuses: 400, 401, 409, 422, 429. Errors are RFC 9457 problem details.

Request body: BudgetCreate

budgets.create: BudgetCreate
FieldTypeRequiredDescription
project_idstring (uuid)YesIdentifier of the project.
namestringYesBudget name.Constraints: length 1 to 300
currency_codestringYesISO 4217 currency code of every money field.Constraints: pattern ^[A-Z]{3}$
is_baselinebooleanNoWhether this is the gate 3 baseline the final cost report compares against.
{
  "project_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "name": "Gate 3 Budget",
  "currency_code": "USD",
  "is_baseline": false
}

Response 201: Budget

budgets.create: Budget
FieldTypeRequiredDescription
idstring (uuid)YesIdentifier of the budget.
org_idstring (uuid)YesIdentifier of the owning organization, derived from the parent row and never accepted from the caller.
created_atstring (date-time)YesWhen the row was created.
created_bystring (uuid) | nullYesIdentifier of the person who created the row; null when a seed, platform or system process created it.
updated_atstring (date-time)YesWhen the row was last updated.
updated_bystring (uuid) | nullYesIdentifier of the person who last updated the row; null when a seed, platform or system process updated it.
project_idstring (uuid)YesIdentifier of the project.
namestringYesBudget name.Constraints: length 1 to 300
currency_codestringYesISO 4217 currency code of every money field.Constraints: pattern ^[A-Z]{3}$
is_baselinebooleanYesWhether this is the gate 3 baseline the final cost report compares against.
{
  "id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "org_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "created_at": "2026-10-08T14:30:00Z",
  "created_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "updated_at": "2026-10-08T14:30:00Z",
  "updated_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "project_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "name": "Gate 3 Budget",
  "currency_code": "USD",
  "is_baseline": false
}

Code samples

curl -X POST "$XOS_BASE_URL/budgets" \
  -H "Authorization: Bearer $XOS_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{"project_id":"0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f","name":"Gate 3 Budget","currency_code":"USD","is_baseline":false}'
const { data } = await xos.budgets.create({
    "project_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
    "name": "Gate 3 Budget",
    "currency_code": "USD",
    "is_baseline": false
  });
response = xos.budgets.create({"project_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f", "name": "Gate 3 Budget", "currency_code": "USD", "is_baseline": False})
xos budgets create --data '{"project_id":"0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f","name":"Gate 3 Budget","currency_code":"USD","is_baseline":false}'