---
title: Add a pipeline project to a sourcing request
description: Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/add-pipeline-sourcing-request.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using Sourcing Pipeline Management, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# 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.

## Before you begin

Role required: sn\_shop.procurement\_specialist

## About this task

You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state.

## Procedure

1.  Navigate to **Source-to-Pay Workspace**.

2.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\) and do one of the following:

    -   Navigate to **Lists** > **My work** > **Sourcing requests**.
    -   Navigate to **Lists** > **All work** > **Sourcing requests**.
3.  Select the link to the sourcing request under the Number column.

4.  Select **Add to pipeline project**.

    \[Omitted image "pipeline-add-option.png"\] Alt text: Add to pipeline project option.

5.  In the Add to pipeline project dialog box, do one of the following:

<table id="table_xms_qbk_wfc"><thead><tr><th>

To

</th><th>

Do this

</th></tr></thead><tbody><tr><td>

Add the sourcing request to an existing pipeline project.

</td><td>

\[Omitted image "pipeline-existing-sourcing.png"\] Alt text: Add SR to existing pipeline project.

 -   Select **Add to an existing pipeline project**.
-   From the **Pipeline project** list, search for and select a project.

**Note:** The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request.

</td></tr><tr><td>

Add the sourcing request to a new pipeline project.

</td><td>

\[Omitted image "pipeline-new-sourcing.png"\] Alt text: Add SR to new pipeline project.

 -   Select **Add to a new pipeline project**.
-   In the **Short description** field, enter a brief summary of the pipeline project.
-   In the **Description** field, enter detailed project information.
-   From the **Project type** list, select one of the following options:
    -   Supplier Optimization
    -   Contract Optimization
    -   Savings Potential
    -   Spend Optimization
    -   Risk Reduction
-   In the **Estimated Start Date** field, enter the target start date for the pipeline project.
-   In the **Spend Category** field, select the spend category that matches that of the sourcing request.


</td></tr></tbody>
</table>6.  Select **Add**.

    The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the **Sourcing Requests** tab of the pipeline project.


**Parent Topic:**[Using Sourcing Pipeline Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/use-pipeline-sourcing-mgmt.md)