Pipeline project record tabs and UI actions
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
Image omitted: pipeline-record-page.png
Pipeline project record form tabs and UI actions
Pipeline project record form tabs and UI actions
The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form.
| 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. - Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project. |
| 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 |
| Create | Use this drop-down list to create new objects for the pipeline project. Available options:- New sourcing request - New sourcing event - New contract |
Parent Topic:Sourcing and Procurement Operations reference
Related topics
Base system procurement case type reference
Create New Pipeline Project form
Purchase requisition, purchase order, and sourcing request states
SPO and ITAM data model mappings