Using Sourcing Pipeline Management › Use › Sourcing and Procurement Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a pipeline project to a sourcing request

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

Before you begin

Role required: sn_shop.procurement_specialist

About this task

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

Procedure

Navigate to Source-to-Pay Workspace.
Select the list icon (

Image omitted: cases-list-icon.png
List icon.\) and do one of the following:

-   Navigate to **Lists** &gt; **My work** &gt; **Sourcing requests**.
-   Navigate to **Lists** &gt; **All work** &gt; **Sourcing requests**.

Select the link to the sourcing request under the Number column.
Select Add to pipeline project.

Image omitted: pipeline-add-option.png
Add to pipeline project option.

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.

Image omitted: pipeline-existing-sourcing.png
Add SR to existing pipeline project.</p>

Select Add to an existing pipeline project.
From the Pipeline project list, search for and select a project.

Note: 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.

Image omitted: pipeline-new-sourcing.png
Add SR to new pipeline project.</p>

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.

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.

Parent Topic:Using Sourcing Pipeline Management