Support Coordinators have access to an additional budget tool - the Budget Forecast Report
Accessible from a Participant's Plan view, the Budget Forecast can be selected from the left menu:
Please note:
The Balance at Plan End and the Forecast Consumption date may show an overspend and early Consumption date if there is a high-value spend early in the Plan. This is likely to affect Capital Supports.
Download Reports
The report can be downloaded in PDF or CSV format:
For more detail about the Budget Forecast report, please read: Budget Forecast
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