Concur Budget for Approvers

[MICHAELPARSONS]

We are working with Concur on this topic but I am lost in translation.  We are wanting to set up Concur Budget to allow approvers to have a set budget for all people that they are responsible for approving.  In our case, this is typically the manager of the team and typically has BI Manager role.  How would we configure Concur Budget to allow these approvers to have there own Team Budget?  I ask because I am currently being directed to create a new custom field that contains the BI Manager for each person and base the budget on this.  There has to be another way to do something of this nature.

[PoojaKumatkar]

Hi @MICHAELPARSONS ,

Your query is bit confusing for me to understand. 

Could you please clarify whether the budget should be tracked:

1. for all employees in Concur OR
2. only for the team members who report to the approver?

If your requirement is for point #2 then refer below budget admin guide on how to Add a New Team Budget.

https://help.sap.com/docs/SAP_CONCUR/159ac1d52d834e35a9241412009a8a52/296c980b210d4d41925fc1d8f5fac9...

Hope this helps!

If this answers your query, then please mark solution as accepted.

[KevinD]

@MICHAELPARSONS hmmm...the BI Manager field is used for Cognos reporting purposes and from my limited knowledge about Budget, I don't recall any mention of BI Manager. 

Are you being directed to do this by a team here at SAP Concur or someone else?

[PoojaKumatkar]

Hi @KevinD ,

Your understanding is correct. The BI Manager is primarily used for reporting purposes, and there are no specific settings in the Budget module that directly utilize the BI Manager field.

However, in most implementations, the BI Manager is configured to be the same person as the Default/Expense Approver. As a result, @MICHAELPARSONS 's budget requirement would typically be addressed indirectly through the existing budget and approval structure. Therefore, there is generally no need to account for the BI Manager separately from a budget configuration perspective.

Please let me know if this makes sense.

If this answers your query, then please mark solution as accepted.

[MICHAELPARSONS]

@PoojaKumatkar  and @KevinD - I think I understand what you are saying and I apologize for the confusing note.  So by having a manager create a team budget it will automatically create the budget to roll up to the manager (approver).  If this is how we can get the approvers to have a budget, is there a way to create this with the excel upload or does the approver have to create the Team Budget on their own?