AM Features

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.

Feature matrix

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.

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