# Participant Portal v1.1 - Web Budget Summaries Quick Start Guide

Created 5/11/2018

##### Introduction

Welcome to Participant Portal v1.1 with new web-based Budget Summaries!

Highlights of what's new:

- Summaries are now updated nightly. There is no need to wait until Monday for a new summary.
- Amounts on the summary are accurate as of our most recent processing runs and unprocessed bills and staff time may not be reflected
- It's now easy to pick a summary and download it by budget year.
- The stop and start dates of plans within a budget year are clearly indicated by different color blocks for easy viewing, so you can see exactly when a new budget took effect.
- Overages are highlighted for easy identification with a red box

##### View All Budget Summaries

On the portal dashboard for the participant, click the *View Summaries* button:

[![image-1751987020032.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751987020032.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751987020032.jpg)

##### Download by Budget Year

Choose which summary to download:

[![image-1751988298006.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988298006.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988298006.jpg)

- - Click *Download PDF* for the summary you want.
    - The Budget Summary will open in a new tab of your browser, where you can use the browser controls to scroll, zoom, or print the summary.
    - Not that the PDF will be 2 pages long, with Medicaid budget lines on page 1 and State budget lines on page 2.

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##### Multiple Budget Years

Color coding is now used to indicate when a budget was amended. The original budget's months are displayed with a white background. Subsequent amended budget months are displayed using different colors, for easy identification of when one budget ended and another began:

[![image-1751988312263.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988312263.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988312263.jpg)

A legend in the upper right-hand corner displays the start date of the new budget (for example, the pink months indicate a budget that started 10/1/2017):

[![image-1751988319330.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988319330.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988319330.jpg)

- - Note the date this was last updated also appears in the upper right-hand corner -- in this case, May 8, 2018.

##### Budget Funding Start & End Within A Plan

A gray hash is used to indicate when a budget line was ended:

[![image-1751988325524.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988325524.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988325524.jpg)

##### Overspent Budget Lines

Budget lines that are overspent are surrounded by a red line for easy identification:

[![image-1751988334200.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988334200.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988334200.jpg)

##### IRA

If your participant lives in an IRA, the related budget lines and applicable months will have a red triangle at the top, and the start date will be indicated with a thick red vertical line:

[![image-1751988341088.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988341088.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988341088.jpg)

##### Exceptions & Hospital Stays

A hospital stay is indicated with a red hash and the start date will be indicated with thick red vertical lines:

[![image-1751988350657.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988350657.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988350657.jpg)

- - This exception example also illustrates budget dollars spent during the hospitalization

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##### Inactive Status

When a participant becomes inactive / terminates from the program, a solid gray bar is used to indicate the date the inactivation was effective:

[![image-1751988366038.jpg](https://help.issny.org/uploads/images/gallery/2025-07/scaled-1680-/image-1751988366038.jpg)](https://help.issny.org/uploads/images/gallery/2025-07/image-1751988366038.jpg)

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##### Conclusion

The new web-based Budget Summaries are easy to use and are more accurate since the reflect more recent processing. Furthermore, they clearly show funding consumed by budget year.

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##### Still Need Help?

If you still have questions, please reach out to your Self Direction Coordinator. If you are experiencing problems with the website, please email websupport@issny.org.