1
Start a new plan from the participant profile
Open the participant, go to Plans, then choose New Plan. Enter plan number, start date, end date and funding management details.
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Plans, budgets and goals
How to create or edit an NDIS plan manually
Create a plan when AI upload is not available, add categories and keep active plan status accurate.
Coordinators, managers and admins
15 minutes
App area: /dashboard/participants/[id]/plans/new
Before you start
Check these items before changing participant, billing or compliance records.
- Have the plan PDF or official plan details in front of you.
- Confirm the plan start date, end date, funding type and plan number.
- Know whether this plan replaces an existing active plan.
Steps
Follow this workflow.
2
Add budget categories
Create each Core, Capacity Building and Capital category from the plan. Enter the category name, number and allocated amount exactly as shown.
3
Add line items where needed
For support coordination and other stated supports, add line items with support item numbers, units, rate and allocation. This helps future billing and reporting.
4
Set plan status carefully
Use draft while checking data, active when the plan is current and expired when it is no longer used. Do not make older plans active unless they are genuinely current.
5
Save, then compare totals
Save the plan and compare plan totals with the source document. Fix any mismatch before coordinators rely on budget utilisation.
Expected outcome
The participant plan can be used for budget tracking, plan review preparation and service delivery context.
Related CordoCare guides
How to upload an NDIS plan with AI
Upload a participant NDIS plan PDF, review extracted details, check budget categories and create the plan safely.
How to track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
How to track participant goals
Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.
Related feature pages
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