Budget utilisation

The Utilisation tab is a read-only view of how the plan budget is tracking, so you can see remaining funds and keep delivery in line with what is funded. Open the participant, then select the Utilisation tab.

Once the participant has a plan and delivery, the tab shows three sections, one under the other:

• Current plan: the plan period and how long is left to spend it, counted down as “N days remaining”. Inside the last 30 days it turns amber and the wording changes to “N days, expiring soon”. Once the end date has passed it reads Expired, in red.
• Budget utilisation: for each budget pool, the amount used against its allocation, with a progress bar that goes amber at 80% and red at 100%. Watch for pools nearing their limit, or sitting unused with little time left. A pool whose amount you have not confirmed reads Budget unknown, with the note that the percentage stays hidden until the budget amount is known.
• Support-level usage: a breakdown by agreed support item, with dollars used and hours delivered. It reads No service agreement supports yet. until supports are on the agreement.

Used amounts include Ready and Invoiced charges, plus review items whose current checks permit them to count towards the budget. Held charges and items with unresolved delivery or pricing checks do not count. A row awaiting budget review can therefore still contribute to committed spend. Use the Financial tab and Billing to inspect individual checks.

A selected known-zero pool is preserved in the plan editor, but it has no positive allocation to graph here. Unknown pools show Budget unknown rather than a zero allocation.

Use the tab to avoid over-delivering against a pool, or leaving funds unspent before the plan ends.

Use the figures for a review

You need Participants read access and the Invoicing workspace feature. The information available also follows your access to the related work areas. First check the current plan dates and saved pool allocations. For example, $4,000 used against a $10,000 known allocation is 40% used and $6,000 remaining within the app’s recorded charges.

Read the three levels in order: Current plan confirms the period, Budget utilisation compares recorded use with each pool, and Support-level usage shows which agreed supports contributed. If a pool reads Budget unknown, confirm its allocation before relying on a percentage or remaining amount.

Compare the pool with Support-level usage, then open Financial or Billing to investigate particular charges. This screen does not edit a budget, generate an invoice or confirm an external plan balance.

If the allocation is wrong, correct it in NDIS Plan using the actual plan. If a charge is wrong or blocked, review it in Billing. Unknown budgets hide a percentage, and an error loading finance does not establish a zero balance. Check with the participant or plan manager where other providers’ spending also affects the available funding.

If the figures cannot load

If Participant financial checks require an update. appears, the financial view has not loaded. Do not treat the blank area as no spending or no charges. Retry once, then send the exact message and affected participant to your workspace owner or OneForce Care support. Use the Billing register to inspect available individual charges while the issue is investigated.