Adding Support Budget in a Plan

Jun 15, 2025 1 month ago 5 Steps
Adding Support Budget in a Plan
When adding Support budget in a plan now supports capturing the Plan Detail Start and Plan Detail End dates

Step-by-Step Guide

1 After you have added the Plan for Participant then click Add Support
After you have added the Plan for Participant then click Add Support
2 Add Support Details

Notice that there are 2 new date fields to capture the Plan Detail Start and Plan Detail End dates. These default to the Plan Start and Plan End dates initially which you can change

Add Support Details
3 Review the added Plan Detail

In the Plan Detail section you will now see the Start and End Date of the Support.

Review the added Plan Detail
4 Adding overlapping Plan Support Budgets

You cannot add overlapping Plan Support Budget. You will get an error.

Adding overlapping Plan Support Budgets
5 Adding another Plan Detail Support Budget

You are now able to add the same Support Category for a different date range

Adding another Plan Detail Support Budget
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