Add a pipeline project to a sourcing request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.

    Antes de Iniciar

    Role required: sn_shop.procurement_specialist or admin

    Por Que e Quando Desempenhar Esta Tarefa

    You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state.

    Procedimento

    1. Navigate to Source-to-Pay Workspace.
    2. Select the list icon (List icon.) and do one of the following:
      • Navigate to Lists > My work > Sourcing requests.
      • Navigate to Lists > All work > Sourcing requests.
    3. Select the link to the sourcing request under the Number column.
    4. Select Add to pipeline project.
      Add to pipeline project option.
    5. In the Add to pipeline project dialog box, do one of the following:
      To Do this
      Add the sourcing request to an existing pipeline project.

      Add SR to existing pipeline project.

      • Select Add to an existing pipeline project.
      • From the Pipeline project list, search for and select a project.
        Nota:
        The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request.
      Add the sourcing request to a new pipeline project.

      Add SR to new pipeline project.

      • Select Add to a new pipeline project.
      • In the Short description field, enter a brief summary of the pipeline project.
      • In the Description field, enter detailed project information.
      • From the Project type list, select one of the following options:
        • Supplier Optimization
        • Contract Optimization
        • Savings Potential
        • Spend Optimization
        • Risk Reduction
      • In the Estimated Start Date field, enter the target start date for the pipeline project.
      • In the Spend Category field, select the spend category that matches that of the sourcing request.
    6. Select Add.
      The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the Sourcing Requests tab of the pipeline project.