# Participants Without Plan Manager

Source: https://docs.astalty.com.au/guide/reports/participants-without-plan-manager

> Find plan-managed Participants with no Plan Manager recorded before it causes billing issues.

## Report Overview

The [Participants Without Plan Manager Report](https://app.astalty.com.au/reports/participants/participants-without-plan-manager) lists Participants whose current plan has a plan-managed Service but who have no Plan Manager recorded. Use it to find missing setup before it causes billing or coordination issues. You can filter it by coordinator, region or team, and open a Participant or their current plan to fix the details.

To open it, select **Reports** from the left-hand menu, then **Participants Without Plan Manager** under **Participants**.

A Participant is listed when all of these are true:

- They are not archived.
- They have a current plan, meaning a plan whose start and end dates cover today.
- At least one Service on that plan has the management type **Plan Managed**.
- No Plan Manager is recorded on the Participant.

A Participant with no current plan doesn't appear, even if an expired or future plan is plan-managed.

![The Participants Without Plan Manager Report with the Participants toggle set to All Participants, and a table of each Participant's Primary Coordinator, Plan-managed services, Plan Start, Plan End, Days elapsed and Days remaining.](https://docs.astalty.com.au/assets/pm-report-2.png)

> **Need the opposite view?**
>
> To see plan-managed Participants who already have a Plan Manager recorded, along with that Plan Manager's contact details, use the [Participants With Plan Manager](https://docs.astalty.com.au/guide/reports/participants-with-plan-manager) report.

### Who Can See It

| Role           | All Participants | My Participants |
| -------------- | ---------------- | --------------- |
| Admin          | Yes              | Yes             |
| Manager        | Yes              | Yes             |
| Team Member    | No               | Yes             |
| Support Worker | No               | No              |

**My Participants** means the Participants you are the Primary Coordinator for, plus those where you are the Service Coordinator on a Service that is current today.

## Report Columns

**Participant** \

The Participant's name. Click it to open the Participant's profile.

**Primary Coordinator** \

The Primary Coordinator assigned to the Participant. This column appears in the **All Participants** view only.

**Plan-managed services** \

The number of Services on the current plan with the management type **Plan Managed**.

**Plan Start** \

The start date of the Participant's current NDIS Plan.

**Plan End** \

The end date of the Participant's current NDIS Plan.

**Days elapsed** \

How many days have passed since the current plan started.

**Days remaining** \

How many days are left until the current plan ends.

The report opens sorted by Participant name, A to Z. You can also sort by **Primary Coordinator**.

## Report Filters

![The Participants Without Plan Manager Report with an arrow pointing to the Filter button and its menu highlighted, offering the Primary Coordinator, Service Coordinator, Region and Team filters.](https://docs.astalty.com.au/assets/pm-report-3.png)

**All Participants / My Participants** \

The **Participants** filter switches between all Participants in your organisation and only your own. It appears only when you can see all Participants, and starts on **All Participants**. Team Members always see only their own Participants.

**Search Participants** \

Search for a specific Participant by name.

**Primary Coordinator** \

Show Participants with the chosen Primary Coordinator, or **Unassigned** for those with none.

**Service Coordinator** \

Show Participants whose current plan has a Service coordinated by the chosen person, or **Unassigned** where no Service on the current plan has a Service Coordinator.

**Region** \

Show Participants in the chosen regions, or **Unassigned**. Appears when Regions are enabled for your account.

**Team** \

Show Participants whose Primary Coordinator, or a Service Coordinator on their current plan, belongs to the chosen team. Appears when Teams are enabled for your account.

**Primary Coordinator**, **Service Coordinator** and **Team** appear only when you can see all Participants.

## Report Actions

![The Participants Without Plan Manager Report with an arrow pointing to a row's three-dot menu, open and highlighted to show Set Plan Manager, View Participant and View Plan.](https://docs.astalty.com.au/assets/pm-report-5.png)

Use the three-dot menu at the end of any row to act on a Participant from the report.

**Set Plan Manager**\

Opens the Participant's invoice details so you can record their Plan Manager. Shown only when you can edit Participants. Once saved, the Participant moves to the [Participants With Plan Manager](https://docs.astalty.com.au/guide/reports/participants-with-plan-manager) report.

**View Participant** \

Opens the Participant's profile page.

**View Plan** \

Opens the Participant's current NDIS Plan.