Pipeline management tab

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Pipeline management tab

    The Pipeline management tab in the Source-to-Pay Workspace provides ServiceNow customers with comprehensive insights into savings and pipeline projects. This functionality enhances visibility, tracking, and collaboration across procurement and sourcing teams, enabling better management of ongoing and upcoming projects as well as contract expiration monitoring.

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    Access to the Pipeline management tab requires the snspendpipeline.sourcingpipelineuser role and installation of the Spend and Savings Management and Sourcing Pipeline Management applications.

    Key Features

    • My work: Displays personalized pipeline project metrics for the logged-in user, including:
      • New pipeline projects started this week
      • Pipeline projects starting within 30 days
      • Contracts expiring within 180 days where the user is contract administrator
      • Active projects overview via ring chart and priority-based bar graph
      • List of active pipeline projects sorted by priority
    • My savings: Shows financial impact of pipeline projects assigned to the user, broken down into:
      • Hard Savings Year-to-Date (YTD): Confirmed savings from closed and completed projects within the current year
      • Cost Avoidance YTD: Costs prevented by completed projects during the current year, representing expenditures not incurred
      • Planned Savings (Current Year): Projected savings from approved but not yet started projects, based on targeted savings
      • Active Savings (Current Year): Estimated savings from in-progress projects with savings targets but not yet finalized

    Key Outcomes

    By leveraging the Pipeline management tab, ServiceNow customers can:

    • Gain real-time visibility into pipeline projects and contract statuses, enabling proactive management and prioritization
    • Track both realized and projected savings to measure procurement impact accurately
    • Improve collaboration by focusing on projects assigned to individual users and their specific savings goals
    • Make informed decisions based on clear, role-specific metrics and graphical visualizations

    The Pipeline management tab enables you to get insights into savings and pipeline projects, improving visibility, tracking, and collaboration across teams.

    To view the Pipeline management tab in the Source-to-Pay Worksapce, you must have the sn_spend_pipeline.sourcing_pipeline_user role and have the following applications installed:

    • Spend and Savings Management (sn_spend_mgmt)
    • Sourcing Pipeline Management (sn_spend_pipeline)
    Figure 1. Pipeline management tab
    Pipeline management tab

    Components in the Pipeline management tab

    Table 1. Components in Pipeline management tab
    Title Type Description
    My work
    New pipeline projects this week Single score Displays the projects that are new this week and assigned to the logged-in user.
    Pipeline projects starting withing 30 days Single score Displays the pipeline projects assigned to the logged-in user with an estimated start date due in 30 days or less.
    Contracts expiring within 180 days Single score Displays the contracts with an expiration date in 180 days or less, where the logged-in user is the contract administrator.
    Active projects Ring chart Displays the active projects assigned to the logged-in user, excluding projects in the Closed completed or Closed cancelled states.
    Active projects by priority Bar graph Displays the projects by priority assigned to the logged-in user, excluding projects in the Closed completed or Closed cancelled states.
    My pipeline projects List Displays a list of all active pipeline projects assigned to the logged-in user, sorted by priority and excluding projects in the Closed completed or Closed cancelled states.
    My savings
    Hard savings YTD Single score Displays the total hard savings from closed and completed pipeline projects assigned to the logged-in user, where the savings end date is greater than or equal to the current year.
    Note:
    The My Savings section displays the savings scores calculated from the annualized data entered on the pipeline object.

    For more information about how the Hard Savings YTD metric is calculated, see Hard Savings YTD metric calculation.
    Cost avoidance YTD Single score Sum of all the Cost avoidance on the Closed Completed pipeline projects assigned to the logged in user, where the savings end date is greater than or equal to the current year.

    For more information about how the Cost Avoidance YTD metric is calculated, see Cost Avoidance YTD metric calculation.
    Planned savings - Current year Single score Total estimated savings (estimated hard savings + estimated cost avoidance) from planned pipeline projects assigned to the logged-in user, where the estimated end date falls within the current year.

    For more information about how the Planned Savings (Current Year) metric is calculated, see Planned Savings (Current Year) metric calculation.
    Active savings - Current year Single score Displays the total estimated savings (estimated hard savings + estimated cost avoidance) from in-progress pipeline projects assigned to the logged-in user, where the estimated end date falls within the current year.

    For more information about how the Active Savings (Current Year) metric is calculated, see Active Savings (Current Year) metric calculation.