Funding and Budget Management Dashboard

The Funding and Budget Management Dashboard shows a clear view of client funding, budgets, and planned spending to help track how funds are allocated and used over a selected period. It helps make better budgeting decisions, improve forecasting accuracy, and use funds effectively before they expire.

This topic provides an overview of the Funding and Budget Management Dashboard.

Keywords: funding and budget management dashboard, budget management, client funding, care management funding, funding allocation, budget tracking, financial forecasting, aged care funding, rollover funds, funding reporting

How to Access

In the left navigation pane, click Dashboards > Funding & Budget Management.

To expand the dashboard to full screen, click the gray arrow in the lower-left corner of the screen.

Summary Cards

The dashboard displays summary cards for pooled funding, total available for services, total planned, and funds lost if not spent. It provides a clear overview to support budgeting decisions and effective use of funds.

Card	Description
Pooled Funding	The total amount of all pooled allocations deducted from individual client budgets and combined into a single shared funding pool.  For more information, see Pooled Funding.
Total Available for Services	The total amount of funding available to pay for services (excluding Care Management) for the selected period.
Total Planned	The total value of planned amounts representing the estimated cost of future services that are included in the care plan but not yet delivered. This value is used for forecasting and assessing budget sufficiency, not for payments.
Funds Lost if Not Spent	The amount of funding that will expire or be forfeited if it is not used within the selected period.

Key Columns

The dashboard displays the following columns. Refer to the table for a description of each column.

Column	Description
Name	Name of the client.
Funding Type	Type based on the funding source, such as SAH, CHSP, or NDIS.
Funding Name	Specific name of the funding source.
Period	The defined funding period grouping (monthly, quarterly, annually).
Period End	The end of the defined funding period.
Start Date	For basic funding, the funding source start date. For advanced funding, the funding period start date.
End Date	For basic funding, the funding source end date. For advanced funding, the funding period end date.
Total Budget	Total of all funding fee items grouped by subsidy type. Total Budget = Primary Subsidy + Supplements + Others
Primary Subsidy	Base funding determined by the participant’s package classification.
Supplements	Additional funds provided on top of the primary subsidy.
Other	Any remaining funding amounts not classified as primary subsidy or supplements.
Case Management	Portion allocated for care management. Care Management = 10% of Primary Subsidy
Total Available for Services	Funds available to pay for services excluding care management. Total Available for Services = Total Budget - Case Management
Total Planned	Estimated cost of future services included in the care plan but not yet delivered; used for forecasting, not payments.
Balance Expected	Remaining funds after planned spending. Balance Expected = Total Available for Services - Total Planned
Amount of Rollover At End	Allowable rollover amount. Amount of Rollover At End = max(10% of Total Available for Services) or 1000, whichever is higher
Funds Lost If Not Spent	Funds that will not carry over. Funds Lost If Not Spent = Balance Expected - Amount of Rollover At End
Rollover Funds	Total value of funds carried over into the next period

Key Actions

Refresh: Click the refresh icon to update the dashboard.

Filter: Click the filter icon to apply filters based on your preferences.

You can select filters based on your preferences to control what is displayed on the dashboard. The Date Range Preset defaults to This Quarter.

Filter	Description
Start Date	For basic funding, filters by the funding source start date. For advanced funding, filters by the funding period start date.
End Date	For basic funding, filters by the funding source end date. For advanced funding, filters by the funding period end date.
Date Range Preset	Quick selection of predefined date ranges; default is This Quarter, with options including Last Week, Last Month, Last Quarter, This Week, This Month, Next Week, Next Month, and Next Quarter
Funding Type	Filter results by the type of funding source (such as SAH, CHSP, NDIS)
Mode	Filter by funding configuration: Basic: for standard funding sources Advanced: for Support at Home funding sources All: to include both
Client	Select one or more clients using the checkbox to filter results
Period	Filter by funding period frequency, such as annually, daily, monthly, once off, quarterly, quarterly date, or weekly

Export: Click the export icon to download the Funding & Budget Management data as a CSV file.

This topic introduced the Funding and Budget Management Dashboard to help track funding usage clearly and support more informed financial planning.

For information or feedback, contact the CareVision Support Team.

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