Pipeline project record tabs and UI actions

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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

    Figure 1. Pipeline project record form
    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.
    Remarque :
    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