1
Open the participant plan
Open the participant, choose Plans, then open the current active plan. Review total allocation, used amount, remaining amount and plan dates.
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Plans, budgets and goals
How to track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
Coordinators, managers and finance users
7 minutes
App area: /dashboard/participants/[id]/plans
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm the active plan is accurate.
- Make sure billable case notes and invoices use the right participant and support items.
- Use finance permissions if you need to view financial values across the organisation.
Steps
Follow this workflow.
2
Review category health
Check each budget category for underspend, overspend, high burn rate or expiry risk. Capacity Building categories usually need closer category level review.
3
Compare utilisation with time remaining
Look at the plan end date and remaining funds together. A high burn rate early in the plan or large underspend late in the plan may need coordinator follow up.
4
Investigate unusual movements
Use case notes, invoices and communication records to understand why spend changed. Correct data entry issues before raising them with the participant or plan manager.
5
Create a follow up task
If a budget risk needs action, create a task for the coordinator or manager and link it to the participant.
Expected outcome
You can explain plan utilisation clearly and act before the participant has a plan review or funding issue.
Related CordoCare guides
How to generate plan review evidence
Prepare plan review material using goals, budgets, case notes, reports, documents and AI summaries.
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
Related feature pages
Want another workflow?
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