- Yes, up to two: the current plan and the next one. This lets you set up the new plan before the old one ends.
Follow these steps
Step 1:
Go to Budget Details while the current plan is still running.
Step 2:
Click Add NDIS Plan and fill in the new plan.
Step 3:
Click Save. Both plans now exist.
What happens next?
The new plan is completely separate, with its own dates, budgets, line item allocations and Funding Periods.
Creating it doesn’t change the current plan, its shifts or its invoices.
Nothing moves to the new plan by itself. You choose which shifts and case notes to move.
You can’t add a third plan until the old one is archived.