Create Pipeline Projects

Administrator Guide

Create suppliers.

You can build and manage a sourcing project pipeline with planned, active, and completed

Projects

Navigate to your

Pipeline

and click the

Create Project

Quick-Add

button.

Give your new project a name, and add details in the remaining columns.

As you complete the project details, consider:

Option	Description
Project Details	Identify the basics for your Project , such as: Category Project Description Project Type
Attach Documents	You and your stakeholders can upload supplier records and documents, up to a 5GB per file limit.
Financial Details	Add an estimate of spending and savings for your project.
Sourcing Events	Create and manage all Sourcing Events related to your project. You can launch new Sourcing Events , such as: Auctions RFIs RFPs
Related Projects	Link your project to an existing project or create a new project linked to your current project.
Stakeholders	Invite others from your sourcing team or other colleagues to collaborate in the project and sourcing events.

You can create sourcing events from your pipeline projects.

Set and regularly update the

Project Status

of your project.