Plan Management PACE Budget Management Update

Based on valuable feedback from our customers, our team has been working on a significant update to the Plan Management system. This enhancement will enable budgets to be managed at the CORE level - eliminating the need to manually move funds between categories - and will also ensure budget balances are aligned with those displayed in PACE.

This update delivers several key benefits:

Consistent participant experience: Participants will see the same budget balances on their statements as those shown in the NDIS app, improving clarity and confidence.
Reduced administrative workload: With the introduction of release periods, managing provider budget allocations has become increasingly time‑consuming. This update is designed to streamline processes and reduce administrative overhead.
Simplified fund management: Moving funds between categories within plans that use release periods has presented challenges. By managing budgets directly at the CORE level, this update removes the need for category‑level adjustments and minimises potential errors.

Budget Management Update

We have also invested considerable effort into redesigning and refining the budget view in Brevity to consolidate the Budget, Provider Allocation, and Funding Period breakdown information. This work has resulted in a new, streamlined Budget view available on the plan screen.

Plan Overview

The following overview screen has been added to the Plan screen to provide a quick snapshot of plan budgets, including the total CORE budgets.

Budget Breakdown

A new Breakdown view has been introduced to provide clearer visibility into budgets - showing released, utilised, allocated, and remaining amounts - across each period.

Provider Budget Allocation

Provider Budget Allocations for CORE categories will be managed on a CORE level.

CORE Budget Utilisation

Following the update, Budget Utilisation validation for CORE categories will also be managed at the overall CORE level. A new Core Total line will indicate budget availability and utilisation at the Core level when processing invoices.

Participant Budget View

Budget view for clients and their nominees at the Core level will be sumarised at the Core level following the update.