Yes, you can change an active NDIS plan’s dates and can increase category budgets after creating it.
Follow these steps
Step 1:
Go to Fund Details and Click on Edit NDIS Plan.
Step 2:
Change what you need: dates, plan dates, plan manager, documents or category budgets.
Step 3:
Click Save. RotaWiz checks your changes against existing shifts, Funding Periods and the client’s other plan.
Lowering a category budget:
- You can’t go below the higher of these two amounts: what you’ve allocated to line items, or what you’ve allocated to Funding Periods.
- Example: The Core Support budget in a client’s NDIS plan is $10,000, and $5,000 has already been allocated. If you try to reduce the Core Support budget to $4,500, RotaWiz will not allow you to save the change because the new budget is lower than the amount already allocated.
Good to know:
- Raising a budget makes the extra amount available straight away.
- Changing plan dates doesn’t change invoices you’ve already created. They keep their original plan.