Using Sourcing Pipeline Management

Use Pipeline Sourcing Management to create pipeline projects that capture key financial and opportunity data while providing end-to-end visibility into all sourcing activities.

• 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.
• Create a pipeline project manually
  Create a pipeline project manually to record project details that are not automatically generated through an intake request.
• Report savings when awarding a supplier
  When awarding a supplier, enter the spend and savings data for the sourcing event associated with the pipeline project.
• Report savings when awarding multiple suppliers
  When awarding multiple suppliers, enter the spend and savings data for the sourcing event associated with the pipeline project.
• Close a pipeline project
  As a sourcing manager, you can close the pipeline project when all the activities related to the sourcing pipeline project have been completed.
• Create a pipeline project from an expiring contract
  As a sourcing manager, you can create a pipeline project directly from an expiring contract using a guided, decision-based workflow.

Related concepts

• Using Shopping Hub Mobile
• Using Procurement Case Management
• Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace
• Using Spend and Savings Management

Related tasks

• Create a Universal Request

Related reference

• Using Shopping Hub