---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Add a sourcing request to a pipeline project

# Add a sourcing request to a pipeline project {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sn_shop.procurement_specialist or admin

## About this task

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

## Procedure

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon (![List icon.]()) and do one of the following:  
   * Navigate to ListsMy workSourcing requests.
   * Navigate to ListsAll workSourcing requests.
   {#add-pipeline-sourcing-request__ul_dwq_tzd_wfc}
3. Select the link to the sourcing request under the Number column.
4. Select Add to pipeline project.  
5. In the Add to pipeline project dialog box, do one of the following:  
   {#add-pipeline-sourcing-request__table_xms_qbk_wfc__entry__2}

   | To | Do this |
   |-|-|
   | Add the sourcing request to an existing pipeline project. | * Select Add to an existing pipeline project. * Search for and select a project from the Pipeline project list. Note: The list displays only those pipeline projects that are in either the Draft or Planned state and share spend category as the sourcing request. {#add-pipeline-sourcing-request__ul_lg1_tbk_wfc} |
   | Add the sourcing request to a 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 {#add-pipeline-sourcing-request__ul_vpt_4ck_wfc} * 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. {#add-pipeline-sourcing-request__ul_s3k_mck_wfc} |
   [ ]

   {#add-pipeline-sourcing-request__table_xms_qbk_wfc}
6. Select Add.  
   The sourcing request is associated with either an existing or a new pipeline project. It's displayed in the Sourcing Requests tab of the pipeline project.
**Related reference**   

* [Sourcing request](https://servicenow-prod.fluidtopics.net/rFBLUIP6IKj0Ks0YRNmuYg "A sourcing request is created for when an item that a shopper, employee, or requester needs, must be sourced. This record is created when an active contractual price for the product that the shopper intends to purchase doesn’t exist. This includes items in both the product catalog and off-catalog.")

*[\>]: and then