Pipeline Home Page
To view the Pipeline App home page, navigate to the Pipeline app using the app manager icon in the top left and select Pipeline.
The home page tab will allow you to view summary level information via reporting dashboards that relate to Pipeline records in the system. It also provides a number of quick action buttons to create new pipeline records.
This page will have been customised during implementation to your specific requirements and therefore may look different than the example below.
View Pipelines & Pipeline Records
To access your Pipeline records, click on the Pipelines tab to open up the list view page for records. Click on the record name to view a specific record page and the details entered into the system.
Pipeline is often highly customised by Atamis clients to suit their specific requirements and how they manage pipeline and procurement planning internally. This may include altering language used throughout the system to better adapt to their own workflow. If you don't see Pipelines as a tab, it is likely that this was renamed for your system and you should reach out to an Atamis Super User at your organisation for clarifications on your system specific configuration.
See our additional articles on List Views for more information.
Pipeline Record Layout
Below are the system standard layout for a pipeline record. View the individual Pipeline articles provided for more in-depth guidance about each area of a pipeline record.
Depending on your screen-size, some tabs may be condensed into a dropdown called More.
Tabs
| Pipeline Record Tab Name | Overview |
| Details | Pipeline fields for reporting and data management |
| Business Case* | Record and view any business cases for running the Project |
| Stages | Split the Pipeline into Stages to aid with resource management |
| Financials | Log Budgets against Pipeline and monitor expenditure |
| Expected Value | Record and view any expected Savings/Benefits that will be achieved for this Pipeline |
| Sourcing to Contract | Record any contracts that are created from this Pipeline |
| Risk* | Record any Risk/Issues against the Pipeline and link to any active Contracts or Suppliers |
| Associations | Link existing Contracts to the Pipeline record |
| Approvals (Programme Record Type Only) | A breakdown of the Approval history for the record if Approval Processes are active |
| Sub-Pipelines (Programme Record Type Only) | Any individual pipeline records under the umbrella of the Programme record |
*Business Case and Risk are enhancers and will only be visible if purchased.
Additional Tabs
On the right hand side of the page, there is a separate component available that remains visible and includes the following tabs related to Core Functionality areas.
| Additional Tab Name | Overview |
| Discussion | Chatter feed linked to the record where users can collaborate and post updates |
| Activities | Allows users to create Events or Tasks linked to the record and assigned to team members. |
| Files | Area to upload any relevant documentation related to the Pipeline record |
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