Plan details, funding type, the three budget pools, the Stated versus Flexible rule, and starting the next plan.

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.

Mavis’s saved plan BQ-2026-01 covers 9 November 2026 to 9 November 2027, Self-managed, MM1. — 1Enter the plan reference as issued.
2Record when the current plan starts.
3Check the plan’s recorded end date.
4Funding management determines the agreement’s invoice contacts.
5Record the participant’s actual remoteness classification.
Mavis’s saved plan dates, Self-managed funding and MM1 classification. Check these against the actual plan before setting budgets.

Plan details

Field	Required	Notes
Plan number	Yes	Enter the reference as issued
Plan start	Yes	Date picker
Plan end	No	Leave blank for an ongoing plan
NDIS funding type	Yes	How the plan is managed and paid
MMM classification	Yes	Modified Monash Model remoteness level
Plan notes	No	Internal 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.

An NDIA-managed plan, or a Mixed plan with an NDIA-managed budget pool, also needs your provider’s valid NDIA organisation ID. The provider owner records this under Account > Organisation.

Use the funding arrangements recorded in the actual plan, rather than the person’s contact preference. For example, Self-managed makes the agreement ask for the participant’s or nominee’s invoice name and email; Plan-managed needs a plan-manager recipient. Mixed requires checking each selected pool’s management separately.

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

A plan funds up to three claimable pools. Tick the ones this plan includes, and a card appears under the tick boxes for each. At least one is required. A Total allocated figure appears at the right of the section heading once there is something to add up, summing the known amounts across the ticked pools.

Core: everyday support, community participation, consumables and transport.
Capacity Building: per-category funding to build independence and skills over time.
Capital: assistive technology and home modifications.

The NDIA pays periodic transport allowances straight to the participant on a schedule, so there is no pool for them here: nothing is claimed against them and their balance is not visible to you.

For each pool you tick, set:

Support type: Flexible or Stated (see below).
Budget amount: tick Known budget and enter the Allocated ($) value once the amount has been confirmed. Leave it unticked while the figure is still unknown, and the pool records as unknown rather than zero.
Funding management: only editable when the plan’s funding type is Mixed; otherwise it follows the plan’s funding type.

Mavis’s Core pool is Flexible with a known $80,000 recorded allocation. This is not a live external balance. — 1Select the pools actually included in the plan.
2Core is Flexible here; Stated has different code requirements.
3Known budget means the allocation has been confirmed.
4Record the confirmed allocation; this example is $80,000.
Core is selected as Flexible with a confirmed $80,000 allocation. Known budget is different from an unknown or unselected pool.

Known zero, unknown and an unselected pool

These are separate choices:

A selected pool with Known budget ticked and Allocated ($) set to 0 is a known-zero budget. Clearing the amount while Known budget remains ticked also saves zero. The pool stays selected when you reopen the plan.
A selected pool with Known budget unticked has an unknown amount. It is not recorded as zero.
Unticking the pool itself removes it from the current selection. Its retained history does not make it selected again.

Keep at least one pool selected before saving. A known-zero selection does not provide available funds or remove billing checks.

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 allows flexibility within the plan’s permitted funding, so the agreement does not require every support code to be itemised. 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.

Core is the only pool you can set to Flexible. Capacity Building funding is allocated per support category and cannot be moved between categories, and Capital funding is tied to the specific approved items, so under NDIS rules both are always Stated. Their Support type pills still show, with Stated selected and both options locked, and the hint beside the label explains why.

Save the plan

Select Save NDIS plan. You need a valid Plan number, an NDIS funding type and at least one budget pool, or the form tells you what to fix. If the plan or one of its Mixed budget pools is NDIA-managed and the provider ID is missing or invalid, you see NDIA-managed plans require an NDIA organisation ID. Enter it in Account > Organisation, or ask the provider owner to do so, then try again. Once saved, the plan can be linked to a service agreement and starts driving utilisation and claiming.

Start a new plan at reassessment

When the participant is reassessed, do not overwrite the plan on screen. Select Start new plan in the footer instead, which appears once a plan has been saved. The form clears ready for the successor: enter the new plan number, dates and reassessed allocations, with the funding type, remoteness level and ticked pools carried across as a starting point. The footer changes to Cancel and Start new plan, so Start new plan is the button that saves it.

Note

Starting a new plan ends the current plan and creates a successor. The old plan and its budgets are kept for history, and claims already made stay linked to it, so nothing you have delivered or invoiced is disturbed. Select Cancel to back out and return to the current plan untouched.

Check your first saved plan

You need Participants edit access. Have the actual plan reference, start date, funding management and confirmed allocations ready. If an amount is not known, keep Known budget unticked rather than entering an estimate as a confirmed allocation.

For example, a plan with $20,000 in Core and an unconfirmed Capacity Building amount needs both pools selected, Core’s Known budget ticked with 20000, and Capacity Building’s Known budget unticked. Choose Stated or Flexible according to the actual plan.

After Save NDIS plan, reopen the tab and check the dates, funding and selected pools. A new participant moves to Plan set. Review the current plan before creating its agreement.

Correct a typing error by editing the current plan and saving again. Use Start new plan for a genuine successor plan. If saving is blocked, check the highlighted fields, at least one selected pool and any NDIA organisation ID requirement. A missing feature or read-only form needs the workspace owner’s review.