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
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:
|
| 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. 注: 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:
|
| Create | Use this drop-down list to create new objects for the pipeline project. Available options:
|