View this page in the latest version of Appian. CW Features Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Contract Writing, which must be purchased separately from the Appian base platform. The Appian Contract Writing solution contains a wide range of features that allows your contract personnel to manage your procurement processes and activities. The table 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 CW Version Appian Platform* Contract Writing Site My Workspace Landing Page First page that the logged in user lands on. Currently built out with the primary CO, CS, and CM personas in mind. Allows them to see procurements and checklist items specifically assigned to them so they can log in and immediately take action. All users 1.0 22.4 Contract Writing Site My Workspace Tab - Requirements Subtab Requirements that are in the status of "Accepted" or "Procurement Created", or that are assigned to the logged in user. CO, CS, CM, IT, Legal, Policy, GAM Admin, GCW Admin 1.5 23.3 Contract Writing Site My Workspace Tab - Solicitations Subtab Ability to assign a review type task to the assigned CO on the solicitation, which changes the solicitation status from "Draft" to "Under Review". The CO must select "Approve" in order to move the solicitation from "Draft" to "Approved" status in the workflow. A selection of "Reject" or "Request Changes" results in the solicitation reverting back to "Draft" status. All users 1.0 22.4 Contract Writing Site My Workspace Tab - Awards Subtab Awards that are in one of the following statuses: "Draft", "Under Review", "Approved", Awaiting Signature, or Assigned. All users 1.2 23.1 Contract Writing Site Procurements Tab - Requirements Subtab Requirements that are in the "Accepted" or "Procurement Created" status. CO, CS, CM, IT, Legal, Policy, GAM Admin, GCW Admin 1.5 23.3 Contract Writing Site Procurements Tab - Solicitations Subtab Ability to assign a review type task to the assigned CO on the solicitation, which changes the solicitation status from "Draft" to "Under Review". The CO must select "Approve" in order to move the solicitation from "Draft" to "Approved" status in the workflow. A selection of "Reject" or "Request Changes" results in the solicitation reverting back to "Draft" status. All users (viewers can only see the records they have access to) 1.0 22.4 Contract Writing Site Procurements Tab - Awards Subtab Solicitations that are in one of the following statuses: "Draft", "Under Review", or "Approved", or that are assigned to the logged in user. All users (viewers can only see the records they have access to) 1.2 23.1 Contract Writing Site Directory Tab - Vendors Subtab List of vendor records in the system in alphabetical order by Vendor Name, with links to the Vendor Profile. CO, CS, CM, PM, IT, Legal, Policy, Recipient, GAM Admin, GCW Admin 1.4 23.3 Contract Writing Site Directory Tab - Programs Subtab List of programs in the system in alphabetical order by Program Name, with links to the Program summary. CO, CS, CM, PM, IT, Legal, Policy, GAM Admin, GCW Admin 1.0 22.4 Contract Writing Site Directory Tab - Offices Subtab List of offices (sometimes referred to as AAC or DoDAAC) in the system in alphabetical order by Office Name, with links to the Office Summary view. CO, CS, CM, PM, IT, Legal, Policy, Recipient, GAM Admin, GCW Admin 1.0 22.4 Contract Writing Site Directory Tab - Contacts Subtab List of contacts in the system in alphabetical order by first name, with links to the Contact Summary. CO, CS, CM, PM, IT, Legal, Policy, Recipient, GAM Admin, GCW Admin 1.3 23.2 Contract Writing Site Directory Tab - Users Subtab List of users in the system in alphabetical order by first name, with links to the User Summary. CO, CS, CM, PM, IT, Legal, Policy, Recipient, GAM Admin, GCW Admin 1.0 22.4 Contract Writing Site Create Solicitation Ability to create a new solicitation from scratch. The default status is set to "Draft". CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Update Solicitation Ability to update details about a solicitation that is in "Draft" status. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Submit for Review - Solicitation Ability to assign a review type task, with a required due date, to a group or an individual user to review the solicitation. CO, CS, CM, GAM admin 1.0 22.4 Contract Writing Site Request CO Approval Ability to assign a review type task to the assigned CO on the solicitation, which changes the solicitation status from "Draft" to "Under Review". The CO must select "Approve" in order to move the solicitation from "Draft" to "Approved" status in the workflow. A selection of "Reject" or "Request Changes" results in the solicitation reverting back to "Draft" status. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Create Award (from a Solicitation) Ability to create an award directly off of a solicitation. It will map relevant fields over to the award so that users don't have to fill it out again or create the award from scratch. CO, CS, CM, GCW Admin, GAM Admin 1.5 23.3 Contract Writing Site Reassign Solicitation Ability to choose a new assignee for the Contracting Officer and/or Contract Specialist. Reassignment will result in the solicitation and its associated tasks being assigned to the new user. Leaving the value blank sets the solicitation and associated tasks to unassigned. CO, CS, CM 1.5 23.3 Contract Writing Site Duplicate Solicitation Ability to make a copy of a solicitation. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Delete Solicitation Ability to delete a solicitation that is in "Draft" status. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers 1.2 23.1 Contract Writing Site Update Viewers - Solicitation Ability to add or remove viewers from the following business groups: IT, Legal, Policy and Program Managersa solicitation from a solicitation. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Generate Draft - Solicitation Ability to generate a preview of the contract document. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Add Line Item (Details) - Solicitation Ability to add basic details on the line item. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Add Line Item (Pricing) - Solicitation Ability to outline the pricing arrangement for the specific line item. The system performs calculations on the inputs that roll up to totals in the KPIs. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Update Line Item - Solicitation Ability to update the details of line items for draft solicitations. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Duplicate Line Item - Solicitation Ability to duplicate a line item. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Delete Line Item - Solicitation Ability to delete a line item and associates solicitation line items (SLIN). CO, CS, CM, GCW Admin, GAM Admin, Recipient Group 1.2 23.1 Contract Writing Site Add Subline Item - Solicitation Ability to associate a subline item to a contract line item. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Add Delivery Details - Solicitation Ability to add delivery details like quantity, address, deliver by date, and point of contact for the delivery at the contract line item contract line item (CLIN) and solicitation line item (SLIN) level. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Add Contract Text - Solicitation Ability to add custom contract text to FAR-based sections of the contract document. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Reorder Contract Text Subsection - Solicitation Ability to reorder blocks of contract text in a single FAR-based section. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Delete Contract Text - Solicitation Ability to delete custom contract text. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Add Clauses - Solicitation Ability to add clause sets to the contract document. CO, CS, CM, GCW Admin, GAM Admin 1.1 23.1 Contract Writing Site Update Clause Set - Solicitation Ability to update the clauses for the contract document. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers 1.1 23.1 Contract Writing Site Validation Clause Set - Solicitation Ability to validate the completion of clauses included in the contract document. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site View Clause Set History - Solicitation Ability to view audit history tracking changes to clauses. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site View Contract File Tab - Solicitation Ability to view the Contract File tab. or some users, this will appear as "Documents" and visibility will be limited to only those documents they have uploaded themselves. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Upload Documents - Solicitation Ability to upload documents to the contract file. Users can specify where the document should be stored, document description, and whether the document is an official attachment included in the contract document itself. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Submit Document for Review - Solicitation Ability to create a review type task that has the selected document attached and allow users to assign it for review. CO, CS, CM, GCW Admin, GAM Admin 1.0 22.4 Contract Writing Site Add Checklist - Solicitation Ability to select a checklist to add to the solicitation. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers 1.0 22.4 Contract Writing Site Add Checklist Item - Solicitation Ability to add an ad hoc checklist item to the solicitation. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers 1.0 22.4 Contract Writing Site View Checklist Item History - Solicitation Ability to view audit history tracking changes to tasks. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers, Recipient 1.2 23.1 Contract Writing Site View Solicitation History Ability to view audit history tracking changes to the overall solicitation. CO, CS, CM, GCW Admin, GAM Admin, Record Viewers, Recipient 1.2 23.1 *Denotes the supported Appian platform version for the corresponding solution feature. Feedback Was this page helpful? SHARE FEEDBACK Loading...
