---
title: Pipeline project record tabs and UI actions
description: View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/pipeline-form-tabs-actions.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Reference, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Pipeline project record tabs and UI actions

View project financial details, add existing procurement objects to pipeline projects, or create new procurement objects from the Pipeline project record form.

## Pipeline project record form

\[Omitted image "pipeline-record-page.png"\] Alt text: Pipeline project record form tabs and UI actions

The following table provides descriptions of the available tabs and UI actions in the Pipeline project record form.

<table id="table_j2z_dgf_zfc"><thead><tr><th>

Form component

</th><th>

Description

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

State and progress bar

</td><td>

Shows the current state of the pipeline project.

</td></tr><tr><td class="sub-head" colspan="2">

Tabs

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

Overview

</td><td>

The Overview tab includes the following sections:-   Project savings: Displays savings related tiles for:
    -   Estimated spend: Populated from the corresponding field on the pipeline project.
    -   Targeted savings: Populated from the corresponding field on the pipeline project.
    -   Realized savings: Sum of Hard savings, Cost avoidance, and Other savings on the pipeline project.
-   Sourcing summary: Displays list views of sourcing requests, sourcing events, and contracts associated with the pipeline project.

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

Details

</td><td>

Displays all the information that you provided when creating a pipeline project.

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

Sourcing

</td><td>

Contains separate subtabs, each listing sourcing requests, sourcing events, and negotiations associated with the pipeline.

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

Purchase Lines

</td><td>

Lists the purchase lines belonging to all the associated sourcing requests.

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

Contracts

</td><td>

Contains separate subtabs, each listing draft contracts, signed contracts, and other legal documents associated with the pipeline.

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

Related Work

</td><td>

Contains separate subtabs, each listing purchasing tasks, cases, and purchasing SLAs associated with the pipeline.**Note:** If the SPO and Contract Management Pro integration is enabled, this tab also includes contract requests.

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

Emails

</td><td>

Displays a list of emails in both Draft and Sent status.

</td></tr><tr><td class="sub-head" colspan="2">

UI actions

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

Add

</td><td>

Use this drop-down list to add existing objects to the pipeline project. Available options:-   Existing sourcing request
-   Existing sourcing event
-   Existing contract

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

Create

</td><td>

Use this drop-down list to create new objects for the pipeline project. Available options:-   New sourcing request
-   New sourcing event
-   New contract

</td></tr></tbody>
</table>**Parent Topic:**[Sourcing and Procurement Operations reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/spo-reference.md)

**Related topics**  


[Base system procurement case type reference]()

[Create New Pipeline Project form]()

[Savings opportunity fields]()

[Purchase requisition, purchase order, and sourcing request states]()

[Purchase requisition state model]()

[Purchase order state model]()

[SPO and Asset Management data model mappings]()

[Primary data tables for Sourcing and Procurement Operations]()

[Domain separation and Sourcing and Procurement Operations]()

[Sourcing and Procurement Operations glossary]()

[Address deletion permissions]()