Add header text to uploading budget template PSM

[BAKKET]

I’m reaching out for assistance with an issue we’re facing in our SAP S/4HANA Public Cloud environment (Public Sector scope).

We’re currently uploading budgets for specific cost centers using the “Public Sector: Run Application Job” functionality. The job runs successfully and the budget documents appear in the “Manage Budget Documents” app. However, when we go to the Manage Budget Documents app, we see that the document description in the header is always set to “Generated Automatically” (see attached screenshot). We would like to add our own description during the upload (For example: Budget round June 2025), so that the documents are easier to recognize afterwards. 

So far, I’ve tried the following:

1. Adding a custom column in the upload template → either ignored or causes an error

1. Renaming the job title → only shows in the job log, not as the document header text

1. Creating budget documents manually via the app → works, but not feasible for bulk uploads

1. Looking into APIs or extensibility options → seems overly complex or unavailable in standard public cloud

My questions:

1. Is there a standard way to include a document header text when uploading budgets via the application job?

1. If so, how can this be configured or enabled?

1. If not, what would be the best alternative to ensure uploaded documents are easily distinguishable?

Looking forward to your guidance.

[IreneLiu]

Hi BAKKET, Thank you for joining the community. I have informed the potential expert in this area for answering your question. Best Regards, Irene