--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Sourcing Pipeline Management # Sourcing Pipeline Management {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Sourcing Pipeline Management (sn_spend_pipeline) provides a centralized framework for creating, tracking, and executing sourcing initiatives through pipeline projects. It enhances efficiency through automated workflows, improves visibility into project progress, and simplifies savings tracking and forecasting. Sourcing Managers gain access to a unified pipeline project workspace that consolidates sourcing events, negotiations, and contract management. Each pipeline project includes dedicated tabs for these components, along with UI actions to initiate them directly. All related work, including sourcing requests, is consolidated within the pipeline, providing complete, end-to-end visibility into sourcing activities. Important: Check your entitlements to determine whether you have access to Sourcing Pipeline Management. With the pipeline_management_admin role, you can configure the Pipeline project creation rule decision table to automate the creation of pipeline projects. The default pipeline project creation rule automatically creates a pipeline project when the total price of the products being sourced exceeds $250,000. When a sourcing intake request is submitted, a pipeline project is automatically created in the Draft state when the rule conditions are met. The pipeline project is associated with the sourcing request. For more information about using Sourcing Pipeline Management, see [Using Sourcing Pipeline Management](https://www.servicenow.com/docs/S8IP30zqgsjO~F6nVGEj3A "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."). ## Plugin requirements {#spo-sourcing-pipeline-mgmt__section_jsg_y2s_3hc} Required plugin and dependency: * Required plugin: Sourcing Pipeline Management (sn_spend_pipeline) * Plugin dependency: Spend and Savings Management (sn_spend_mgmt) {#spo-sourcing-pipeline-mgmt__ul_nnw_z2s_3hc} ## Installing Sourcing Pipeline Management Install the [Sourcing Pipeline Management](https://store.servicenow.com/store/app/6ceb92461b472a942a76a643604bcb01) application from the ServiceNow Store. For more information about installing an application from the ServiceNow Store, [Install a ServiceNow Store application](https://www.servicenow.com/docs/access?context=t_InstallApplications&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US). ## Viewing pipeline projects in the Source-to-Pay Workspace {#spo-sourcing-pipeline-mgmt__section_nkp_yhd_wfc} You can view pipeline projects by navigating to the Lists tab in the Source-to-Pay Workspace. Within this tab, pipeline projects are accessible through the Pipeline projects sub-module under both the My work and All work modules. Additionally, you can access them via the Sourcing pipeline: new request submodule under the Review needed module. Fulfillers can view their assigned pipeline projects directly in the Work to review panel on the Source-to-Pay Workspace landing page. Each pipeline project appears in a dedicated tile. To filter and locate specific pipeline projects, fulfillers can use the All work types filter and select Pipeline project from the drop-down list. Fulfillers can view tasks related to pipeline projects in the Distribution of Work section of the Summary panel on the Source-to-Pay Workspace workspace landing page. Pipeline projects also appear in the Recently updated section. * **[Components installed with Sourcing Pipeline Management](https://www.servicenow.com/docs/LwR2WUIiOhb~uolF1hxGZQ)** Several types of components are installed with activation of the Sourcing Pipeline Management (sn_spend_pipeline) plugin, including user roles and tables. * **[Pipeline project creation rule for high-value sourcing requests](https://www.servicenow.com/docs/4E~xkh37LjGoTGh8eb777g)** By default, the Pipeline project creation rule decision table is used to create pipeline projects automatically in Sourcing Pipeline Management. * **[Automatic pipeline project creation via Shopping Hub or Employee Center intake requests](https://www.servicenow.com/docs/RdX~_03yy7NrIWN4YAzKVA)** When a shopper submits sourcing requests for products, pipeline projects are automatically created, provided the product price meets the budget conditions defined in the decision table. * **[Email notifications for pipeline projects](https://www.servicenow.com/docs/IkM9nhqIJVxV3uUsNOTJ9w)** Sourcing managers receive email notifications when a pipeline project is created automatically, and before its estimated start and end dates. * **[Pipeline management tab](https://www.servicenow.com/docs/kBru5VL5IgaSylTQSwLLWA)** The Pipeline management tab enables you to get insights into savings and pipeline projects, improving visibility, tracking, and collaboration across teams. **Related concepts** * [My purchases on Shopping Hub](https://www.servicenow.com/docs/5t~ZNsWYNWZH_Tag5DDi5A "As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.") * [Shopping Hub Mobile](https://www.servicenow.com/docs/uffEy6Bj5o7UMcKmNr4olQ "The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.") * [Performance Analytics for Sourcing and Procurement Operations](https://www.servicenow.com/docs/RLsMjJAKrsOeG9O68m1CTA "With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.") * [Procurement Case Management](https://www.servicenow.com/docs/XDrgia_5WzfU2ZJwmuo0NA "With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.") * [Source-to-Pay Workspace](https://www.servicenow.com/docs/iT1k4CmltMD0SgUETDW63Q "As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.") * [Spend and Savings Management](https://www.servicenow.com/docs/QIfiJ_BvM55yR63TwlaRmQ "Category management is a strategic procurement approach that involves managing a group of related products or services to maximize value, optimize costs, and enhance supplier relationships. Essentially, it’s the structured management of category taxonomy, ensuring that goods and services are categorized, sourced, and managed efficiently to drive better decision-making and operational efficiency.") * [Understanding punchout](https://www.servicenow.com/docs/wXnKMWB_9RsNTg8YcgEJYA "Punchout is a technology that connects a buyer’s eProcurement application directly to a supplier’s eCommerce site, enabling the buyer to browse products, build a cart, and then have the cart redirected into the buyer's procurement system for checkout.") * [AI Search for Sourcing and Procurement Operations](https://www.servicenow.com/docs/1a37kuiY2AvtZU9QCbLCrQ "The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.") **Related reference** * [Sourcing and Purchasing Automation](https://www.servicenow.com/docs/Mc~Py~dE0Ephniz~fyxBbA "Sourcing and Purchasing Automation for ShoppingHub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.")