---
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


---

# Pipeline project record tabs and UI actions

# Pipeline project record tabs and UI actions {#ariaid-title1}

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

View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.

## Pipeline project record form {#pipeline-form-tabs-actions__section_j3s_n3f_zfc}

Figure 1. Pipeline project record form

The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form.
{#pipeline-form-tabs-actions__table_j2z_dgf_zfc__entry__2}

| Form component | Description |
|-|-|
| State and progress bar | Shows the current state of the pipeline project. |
| Tabs ||
| Overview | The Overview tab includes the following sections: * Project savings: Displays savings related tiles for: * Estimated spend: Populated from the corresponding field on the pipeline project. * Targeted savings: Populated from the corresponding field on the pipeline project. * Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project. {#pipeline-form-tabs-actions__ul_qpy_lhf_zfc} * Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project. {#pipeline-form-tabs-actions__ul_ep5_hhf_zfc} |
| Details | Displays all the information that you provided when creating a pipeline project. |
| Sourcing | Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline. |
| Purchase Lines | Lists the purchase lines belonging to all the associated sourcing requests. |
| Contracts | Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline. |
| Related Work | Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline. Note: If the SPO and Contract Management Pro integration is enabled, this tab also includes contract requests. |
| Emails | Displays a list of emails in both Draft and Sent status. |
| UI actions ||
| Add | Use this drop-down list to add existing objects to the pipeline project. Available options: * Existing sourcing request * Existing sourcing event * Existing contract {#pipeline-form-tabs-actions__ul_jrq_33f_zfc} |
| Create | Use this drop-down list to create new objects for the pipeline project. Available options: * New sourcing request * New sourcing event * New contract {#pipeline-form-tabs-actions__ul_pxp_j3f_zfc} |
[ ]

{#pipeline-form-tabs-actions__table_j2z_dgf_zfc}
**Related concepts**   

* [Domain separation and Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/wNDMOrMQece9u1ntGjMozA "Domain separation is unsupported for Sourcing and Procurement Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.")
* [Sourcing and Procurement Operations glossary](https://servicenow-prod.fluidtopics.net/709U7dJVJUX4kdlDiSsPWQ#spo-glossary "Learn about the terms and concepts used in Sourcing and Procurement Operations (SPO).")  
**Related reference**   

* [Create New Pipeline Project form](https://servicenow-prod.fluidtopics.net/9Xy__pN2tRgrERvJ2nDWVQ "Use the Create New Pipeline Project form to provide details about the pipe project.")
* [Savings opportunity fields](https://servicenow-prod.fluidtopics.net/Agclb7pbR7CN1HaFnYnNpg "Reference for the fields on the savings opportunity record in the Savings Opportunities (sn_spend_gen_ai_savings_opportunities) table.")