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Update a budget

Finance module

PATCH/budgets/{id}budgets.update

A project budget, structured as a chart of accounts by department and discipline. Updates the fields sent; omitted fields are unchanged. Requires `If-Match` with the current `ETag`: a stale tag returns 412 and a missing tag returns 428.

  • Requires the capability finance.budget.write.
  • OAuth scopes: finance.
  • Send If-Match with the ETag you read. A stale tag returns 412; a missing tag returns 428.
  • Error statuses: 400, 401, 404, 412, 422, 428, 429. Errors are RFC 9457 problem details.

Path and query parameters

budgets.update: Path and query parameters
FieldTypeRequiredDescription
idstring (uuid)YesIdentifier of the budget.

Request body: BudgetUpdate

budgets.update: BudgetUpdate
FieldTypeRequiredDescription
namestringNoBudget name.Constraints: length 1 to 300
currency_codestringNoISO 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.
{
  "name": "Gate 3 Budget",
  "currency_code": "USD",
  "is_baseline": false
}

Response 200: Budget

budgets.update: 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 PATCH "$XOS_BASE_URL/budgets/0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f" \
  -H "Authorization: Bearer $XOS_API_KEY" \
  -H 'If-Match: W/"etag-from-your-last-read"' \
  -H "Content-Type: application/json" \
  -d '{"name":"Gate 3 Budget","currency_code":"USD","is_baseline":false}'
const { data, etag } = await xos.budgets.update("0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f", {
    "name": "Gate 3 Budget",
    "currency_code": "USD",
    "is_baseline": false
  }, { ifMatch: etag });
response = xos.budgets.update("0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f", {"name": "Gate 3 Budget", "currency_code": "USD", "is_baseline": False}, if_match=etag)
xos budgets update 0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f --data '{"name":"Gate 3 Budget","currency_code":"USD","is_baseline":false}' --if-match auto