Utilisation

Overview

The Utilisation page within a Participant's profile shows a Funding Utilisation table for the selected Plan. Each Service row includes the remaining amount, remaining percentage, optional remaining units, and an underspending or overspending status.

Expand a Service row to view its detailed funding period or plan utilisation information, including released funds spent and any reconciliation details.

Tasks and supports show the same Services on a Funding Utilisation card, which also counts charges that are scheduled but not yet spent. See Funding Utilisation.

To learn more about organisation-wide Utilisation reporting, see the Utilisation Report.

Seeing the Utilisation of a Previous Plan Period

When Plan selection is enabled for your account, use the Plan dropdown to view Utilisation for a previous Plan period.