Customers · Article 3 of 4

Support plans & funding

A support plan in Navigator represents an NDIS plan for a participant — its dates, funding type, budget categories and amounts. This is what drives budget tracking, statement generation, monthly fee calculations, and budget alerts.

6 min read Last updated April 2026

"Support plan" vs "Funding" In the Navigator UI, a support plan is usually shown as Funding — the heading on the customer profile reads "Funding · Plan [dates]", and the "add" button is labelled Add funding. The underlying record is called a support plan.

What a support plan contains

Each support plan record has:

Funding type — either NDIS PACE or NDIS PRODA, depending on which NDIS system the plan lives in.
Start date and end date — the period the NDIS plan covers.
Contract reference — an optional free-text reference.
Budgets — one or more allocations across NDIS support categories (described below).
Funding periods — for plans released in stages, the schedule of when funding becomes available.
Plan document — an optional PDF of the plan can be uploaded.
Spend tracking — automatically maintained as invoices are claimed.

The plan's name is generated automatically from the customer's name, funding type, and plan dates — there's no name field to fill in.

Budget categories

NDIS plans are divided into four broad funding categories. Navigator tracks each separately, and within each category, individual NDIS support items (line items with specific codes and price limits) are tracked underneath.

Category	What it covers
Core — Flexible	Day-to-day supports that can be used flexibly across support items within this category.
Core — Stated	Core supports that are locked to specific items — cannot be flexibly redirected.
Capital	Equipment, home modifications, and assistive technology.
Capacity Building	Supports that build the participant's independence and skills over time.

Viewing a customer's support plans

Open the customer's profile.
Scroll to the Funding section in the main area.
Click the plan heading (e.g. "Funding · Plan 14 Jan 2026 — 13 Jan 2027") to open a dropdown and switch between support plans if the customer has more than one.
Review the metrics. Seven tiles summarise the plan — Spent, Owing, Allocated, Unallocated, Remaining, Utilisation, and Time elapsed.
Click Statement to open the full budget statement for the plan, or Edit to change plan details.

Adding or editing a support plan

From the Funding section, click the plan dropdown and choose Add additional funding. Or, if the customer has no plan yet, click Add funding.
Pick the funding type — NDIS PACE or NDIS PRODA.
Enter the start and end dates.
Add the budgets. For each budget, choose the NDIS support category, enter the total amount, and add funding periods if the funding is released in stages.
Upload the plan document if you have a PDF from the participant.
Save.

Get the dates and amounts right Support plan dates and budgets drive monthly fees, statement generation, and budget alerts. An incorrect date here can mean fees aren't charged, statements are wrong, or alerts fire at the wrong time.

Budget tracking — allocated, spent, owing, remaining

As invoices are processed and claimed against a plan, Navigator updates the spend figures automatically. The four numbers you'll see repeatedly:

Metric	What it means
Allocated	The total amount in the plan for this item or category.
Spent	The amount already successfully claimed from the NDIS.
Owing	Approved invoices that haven't yet been submitted as claims.
Remaining	What's left — allocated minus spent minus owing.

Utilisation (spent + owing as a percentage of allocated) and time elapsed (how far through the plan period you are) are also shown on the profile, so you can see at a glance whether spend is on track.

Funding periods

Some NDIS plans release funding in stages rather than all at once. Each stage is recorded as a funding period with its own start date, end date, and amount. Navigator uses these to check whether the current funding period has enough funding available, not just the overall plan.

Plans without funding periods are treated as a single budget across the full plan period.

Budget alerts

Navigator monitors budget utilisation and sends alerts as spend approaches the budget. Different rules apply depending on whether the plan has funding periods.

Plan type	When alerts fire
Plans without funding periods	At 50%, 80%, and 90% of the allocated budget.
Plans with funding periods	At 50%, with a dynamic calculation based on the average funding period amount — so alerts fire when a funding period is tracking ahead of expected usage.

Alerts compare spending to time elapsed in the plan, with a buffer — so they only fire when spend is genuinely ahead of where you'd expect. They can be sent as email notifications to the customer and their contacts, or as tasks for your team to review manually — depending on the account's budget alert settings. See Email & communication settings for how to configure budget alert notifications.

See the emails: Budget alert · Budget funding period alert · Funds released.

Support plan dates and monthly fees

Monthly plan management fees are calculated based on the anniversary of the support plan's start date — the same day of each month. If a plan doesn't cover the full month being billed, the fee may be partial or skipped depending on your account's settings. See Understanding monthly fees for details.