Create a pipeline project manually

Create a pipeline project manually to record project details that are not automatically generated through an intake request.

Before you begin

Role required: sn_shop.procurement_specialist

Procedure

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon () and do one of the following:
   • Navigate to Lists > My work > Pipeline projects.
   • Navigate to Lists > All work > Pipeline projects.
3. Select New.
   The Create New Pipeline Project form is displayed. For a description of the field values, see Create New Pipeline Project form.
4. Select Save.
   The pipeline project is created in the Planned state.

   For more information about the tabs and UI actions available in the pipeline project record, see Pipeline project record tabs and UI actions.