This content applies solely to Award Management, which must be purchased separately from the Appian base platform. |
The Award Management Solution contains a wide range of features that allow your organization to monitor, track, and execute the activities, actions, and workflows associated with your award contracts. The tables below provides a quick reference of the solution's available features by functional area.
Note: Only business users with the appropriate group membership can access and modify certain solution settings. This ensures that only a select few have access to sensitive processes and information.
Area | Feature | Description | User/Group Access | AM Version | Appian Platform* |
---|---|---|---|---|---|
Award Management Site | My Activities Landing Page | A view of solicitation & award records and activities associated with the logged in user | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Procurements Landing Page | A view of all solicitation, award and program records | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Reports Landing Page | A view of the Expiring Awards report | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Vendors Landing Page | A view of all vendor records | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Research Landing Page | A view of all previously run research requests | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Create Solicitation | A guided wizard to create solicitation records | CO, CS, CM | 1.4+ | 23.1+ |
Award Management Site | Create Award | A guided wizard to create award records | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Import Award | Ability to import award records using a structured spreadsheet | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Add Checklist | Ability to add checklists to solicitation & award records | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Release Award | Ability to release an award by automatically creating a review task | CO, CS, CM | 1.5+ | 23.2+ |
Award Management Site | Close Award | Ability to close an award | CO, CS, CM | 1.5+ | 23.2+ |
Award Management Site | Upload Documents | Ability to upload documents to awards and solicitations | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.2+ | 21.3+ |
Award Management Site | Add Item | Ability to add individual items to solicitation & award records | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Submit for Review | Ability to create a review task for an award record | CO, CS, CM | 1.5+ | 23.2+ |
Award Management Site | Submit Document for Review | Ability to create a review task for a previously uploaded document | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Sync with USASpending | Ability to pull award data from USASpending | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Create Document from Template | Ability to use the Office 365 integration to create a document based on an existing template | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Update Alerts | Ability to create alerts on an award record | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Award Management Site | Responsibility/Qualification Research | Ability to initiate a request for vendor information using the sam.gov integration | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Update Viewers | Ability to manage viewers on an award | CO, CS, CM, COR | 1.0+ | 20.3+ |
Award Management Site | Associate Requirements | Ability to create a link with an existing requirement record in RM | CO, CS, CM | 1.1+ | 20.4+ |
Award Management Site | Request Requirements | Ability to create a requirement record in RM | CO, CS, CM, PM, COR | 1.1+ | 20.4+ |
Award Management Site | Edit Award Decision and Risk | Ability to update the award decision and risk for a specific award | CO, CS, CM | 1.3+ | 22.4+ |
Award Management Site | New Vendor | Ability to add a new vendor | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Submit Research Request | Ability to submit research requests for GSA, ICD or SBA | CO, CS, CM | 1.0+ | 20.3+ |
Award Management Site | Expiring Awards Report | Report showing awards approaching their expiration date or end of options | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 22.4+ |
Records | Award | Defines a award record | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Records | Solicitation | Defines a solicitation record | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Records | Research | Defines a research request and the result of the research | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Records | Vendor | Defines a vendor record | CO, CS, CM, PM, COR, IT/Policy/Legal | 1.0+ | 20.3+ |
Integrations | USASpending | Ability to pull award information from USASpending.gov | Admin | 1.0+ | 20.3+ |
Integrations | Office365 | Ability to open and edit documents in Office 365 | Admin | 1.0+ | 20.3+ |
Integrations | SAM.gov | Ability to integrate with SAM.gov to retrieve Responsibility/Qualification information for a vendor | Admin | 1.0+ | 20.3+ |
Solutions Hub | Due and Overdue Email Schedule | Ability to define the frequency of due and overdue email notifications | Admin | 1.0+ | 20.3+ |
Solutions Hub | Enable/Disable USASpending Sync | Ability to enable or disable the USASpendign sync | Admin | 1.3+ | 22.4+ |
Solutions Hub | Enable/Disable State and local Government (SLG) Bundle | Ability to enable or disable the use of the SLG specific bundle file | Admin | 1.6+ | 23.3+ |
Solutions Hub | Show/Hide Solicitation and NIGP | Ability to show or hide solicitation related records, interfaces, etc and the ability to show or hide NIGP data | Admin | 1.5+ | 23.2+ |
Award Management Settings site | Categories | Ability to define categories used for tasks/checklists | Admin | 1.0+ | 20.3+ |
Award Management Settings site | Checklist Items | Ability to define items used in checklists | Admin | 1.0+ | 20.3+ |
Award Management Settings site | Checklists | Ability to define checklists, what items are included, and any precedents | Admin | 1.0+ | 20.3+ |
Award Management Settings site | Reviews | Ability to define review processes based on document template and threshold amount | Admin | 1.0+ | 20.3+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
AM Features