Where to find it
Open a client profile and go to Funding → Utilisation (NDIS clients only).
If you don’t see Utilisation, confirm the client is an NDIS client and has at least one budget created.
What you’ll see at a glance
Budget selector (top)
If the client has multiple budgets, you can choose which plan period you want to view from the dropdown. Imploy will usually default to the budget that best matches “today” (based on plan dates/status).
This matters because utilisation is always calculated per selected budget.
Bucket summary cards (Core / Capacity / Capital)
At the top of the Utilisation tab you’ll see three summary cards:
Core
Capacity
Capital
Each card shows:
How many categories exist in that bucket (only categories with allocations are counted)
A quick spend summary (spent amount + percentage used)
This is the fastest way to see which bucket is consuming the most funding.
Category list (grouped by bucket)
Under the summary cards, you’ll see categories grouped under:
Core Supports
Capacity Supports
Capital Supports
Only categories with a non-zero allocation are shown, so the view stays clean and relevant.
Each category row shows:
The category name
Remaining amount
The total allocated amount it’s remaining from
You can click a category to expand it for more detail.
Expanded category view (the most useful part)
When you expand a category, you’ll see two progress views:
Funding progress (money) - this shows:
How much funding remains in that category compared to what was allocated
A progress bar indicating how much has been used
Use this to quickly identify:
Categories that are close to running out
Categories that are barely being used (potential underutilisation)
Time progress (plan timeline) - this shows:
Days remaining in the plan period
A progress bar showing how much of the plan period has elapsed
Start and end dates for the budget period
Use this to answer:
“Are we using funds too quickly for where we are in the plan?”
“Do we need to adjust services to avoid running out early?”
Common messages you might see
“No budget found”
The client doesn’t have an NDIS budget set up yet. Create a budget first in the Budget tab.
“No budget selected”
If multiple budgets exist, select one from the dropdown.
“No allocations”
A budget exists, but no category allocations were entered. Add allocations to enable category-level utilisation.
Tips for best results
Keep budgets accurate by ensuring category allocations match the plan (this makes Utilisation meaningful).
Use Utilisation alongside Budget Activity when you need a deeper audit trail (e.g., rollovers or temporary funding adjustments).
Check both funding and time together - “plenty remaining” can still be a risk if the plan is nearly finished, and “low remaining” may be okay if you’re near the end.
Next articles (recommended)
If you want to go deeper, these are covered separately: