MICHAELPARSONS
Occasional Member - Level 2

Concur Budget for Approvers

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.

2 REPLIES 2
PoojaKumatkar
Super User
Super User

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.

Thanks!
Regards,
Pooja
KevinD
Community Manager
Community Manager

@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?


Thank you,
Kevin
SAP Concur Community Manager
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