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Before you start

Have the participant’s NDIS plan document ready. You’ll need the plan start and end dates, the support categories approved, and the dollar amounts for each category.

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Steps

1

Go to the participant's Plans tab

Open the participant profile and click Plans in the left sidebar.
2

Click Add Plan

Click Add Plan in the top-right corner of the Plans tab.
3

Enter the plan dates

Set the Plan Start Date and Plan End Date from the participant’s NDIS plan document. These are usually a 12-month period, or the PACE funding period dates for PACE participants.
4

Set the plan type

Choose Standard for a regular NDIS plan, or PACE if the participant is on a PACE plan. PACE plans use funding period tracking instead of annual cycles.
5

Set the plan management type

Select how the plan is managed overall:
Claims go directly to the NDIA via PRODA. Your organisation invoices the NDIA using the bulk payment request (PRODA CSV) exported from CoordHub and uploaded to the myPlace portal. Payment comes directly from the NDIA to your bank account.This is the most common management type for Support Coordination budgets.
This can be overridden at the individual budget level if different categories within the same plan have different management types.
6

Add support budgets

For each support category in the participant’s plan, click Add Budget. Enter:
  • Support category (e.g. Support Coordination — Category 07)
  • Allocated amount (the dollar amount in the plan for this category)
  • Management type (if different from the plan-level setting)
  • Funding administrator (the plan manager or NDIA, depending on management type)
7

Save the plan

Click Save. The plan is created and becomes the participant’s active plan. If there was an existing active plan, CoordHub supersedes it automatically.

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What happens next

Budget tracking starts immediately. Approved activities will draw from the correct budget category based on their support item code. Go to Tracking spend to see how utilisation is calculated.
Adding a new plan supersedes any existing active plan for this participant. The superseded plan becomes historical and is no longer available for new activities or invoices. Make sure all billing for the old plan is finalised before adding a new one.
What if the participant has a plan manager for some budgets but not others? This is common — a participant might have their Support Coordination budget as NDIA-managed but their Core Supports as plan-managed. Set the plan-level management type to the most common type, then override the management type on individual budgets that are different. CoordHub routes invoices and PRODA exports correctly based on the budget-level management type.The plan document shows a total amount — how do I split it into categories? The participant’s plan document (available from myGov or provided by the NDIA planner) should list each support category separately with individual dollar amounts. If only a total is shown, ask the participant for the plan schedule or contact their LAC or NDIA planner for a breakdown.Can I edit a plan after it’s been saved? Yes — open the plan from the participant’s Plans tab and click Edit Plan. You can update allocated amounts, dates, and management types. Changes affect budget utilisation calculations from the time of the change — they don’t retroactively alter historical records.