Add a sourcing request to a pipeline project

  • Release version: Yokohama
  • Updated July 31, 2025
  • 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 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 sourcing request to 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 the sourcing request to a new pipeline project.

      Add sourcing request 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’s displayed in the Sourcing Requests tab of the pipeline project.