Indexation usually happens by NDIA in mid-July, and where applicable, Participant budgets are updated by the NDIA.
After Indexation has occurred:
- PACE Plans will show the increase in funding automatically.
- Non PACE (Legacy) Plans with Budget Consent will show the new approved funding.
- The Service Bookings will not have updated automatically. You will need to edit Service Bookings to allocate the additional funding allowance
- Non PACE (Legacy) Plans without Budget Consent will not show the new approved funding. You will need to edit existing Service Bookings and apply a higher amount to receive a response from the NDIS displaying how much is available in the category.
See Edit Service Booking
and Budget vs Actual in more detail
To identify unallocated funds, follow these steps:
- Navigate to 'All Plans' in Planability
- Search using the filters: ACTIVE = Yes; PACE = No; Budget Consent = Yes
- The amounts shown in Approved Budget and SB Allocated should match. If indexation has been applied (or you have not allocated all approved Plan Managed funding), there will be a variance.
