Create a pipeline project manually

  • Release version: Yokohama
  • Updated October 14, 2025
  • 1 minute to read

    • Create a pipeline project manually to record project details that aren’t automatically generated through an intake request.

    Before you begin

    Role required: sn_shop.procurement_specialist or admin

    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 > Pipeline projects.
      • Navigate to Lists > All work > Pipeline projects.
    3. Select New.
      The Create New Pipeline Project form is displayed. For a description of the field values, see Create New Pipeline Project form.
    4. Select Save.
      The pipeline project is created in the Planned state.

      Pipeline project in Planned state.

      For more information about the tabs and UI actions available in the pipeline project record, see Pipeline project record tabs and UI actions.