Before you start
- 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.
Step 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.
Step 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.
Step 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.
Step 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.
Step 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.
What you should have now
The participant plan can be used for budget tracking, plan review preparation and service delivery context.