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NDIS plan

Plan details, funding type, budget pools, and the Stated versus Flexible rule that drives everything downstream.

Last updated · 3 July 2026

The NDIS Plan tab is the funding behind everything. Service agreements, the utilisation view and every claim read from what you enter here, so it is worth getting right. Open the participant, then select the NDIS Plan tab.

The NDIS Plan tab showing Plan number, Plan start, Plan end and NDIS funding type, an MMM classification field, Plan notes, the Core, Capacity Building, Capital and Recurring budget pools, and a Save NDIS plan button. 1 2
1 Tick the budget pools this plan funds. At least one is required.
2 Save NDIS plan saves the plan.

Plan details

FieldRequiredNotes
Plan numberYes8 to 11 digits, no letters
Plan startYesDate picker
Plan endNoLeave blank for an ongoing plan
NDIS funding typeYesHow the plan is managed and paid
MMM classificationYesModified Monash Model remoteness level
Plan notesNoInternal notes about the plan

NDIS funding type decides which invoice contacts a service agreement will need:

  • Plan-managed: a plan manager pays your invoices, so you invoice the plan manager.
  • Self-managed: the participant (or their nominee) pays your invoices, so you invoice them.
  • NDIA-managed: you claim directly from the NDIA, so no invoice contact is needed.
  • Mixed: different budget pools are managed differently. When you pick Mixed, you set the funding management on each pool below.

MMM classification is the remoteness level (MM1 major city through to MM7 very remote). It affects NDIS price limits and how much provider travel time you can claim.

Budget pools

Tick the pools this plan funds. At least one is required. A Total allocated figure adds up the known amounts.

  • Core: flexible funding for everyday support, community participation, consumables and transport.
  • Capacity Building: per-category funding to build independence and skills over time.
  • Capital: equipment, home modifications and specialist disability accommodation.
  • Recurring: ongoing or periodic supports that sit outside the main three.

For each pool you enable, set:

  • Support type: Flexible or Stated (see below).
  • Budget amount: tick Known budget and enter the Allocated value once you have the figure. Leave it unticked while the amount is still unknown.
  • Funding management: only editable when the plan’s funding type is Mixed; otherwise it follows the plan’s funding type.

Stated versus Flexible (the one to get right)

This is the most important choice on the plan, because it changes what the service agreement requires.

Watch out

Flexible means any support in that category can be claimed, so you do not have to list specific support codes. Stated locks the budget to specific supports, so you must add the matching NDIS support codes on the service agreement. If a Stated pool has no codes, shifts that draw on it have nothing claimable and cannot be invoiced.

Save the plan

Select Save NDIS plan. You need a valid Plan number and at least one budget pool, or you will see Plan number is required., Plan number must be 8 to 11 digits. or Select at least one budget pool. Once saved, the plan can be linked to a service agreement and starts driving utilisation and claiming.