RM Features
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| This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. |
The Requirements Management Solution contains a wide range of features that allow your organization to collaborate, update, and execute their acquisition requirements. 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.
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| Area | Feature | Description | User/Group Access | RM Version | Appian Platform* |
|---|---|---|---|---|---|
| AI Copilot | Toggle on or off AI Copilot Features | 3 toggles each for procurement copilot, summarize requirement document, and chat with requirement document. | CM, Admin | v2.0 | 24.2+ |
| AI Copilot | Upload Reference Documents | Upload new documents and manage existing documents that are used in the "Chat with Procedure document" feature. | CM, Admin | v2.0 | 24.2+ |
| AI Copilot | Chat with Procedure Document | Ability to select documents from a list and ask questions to get insights(using AI). | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v2.0 | 24.2+ |
| AI Copilot | Summarize Requirement Document | Get AI generated summary for documents part of a requirement. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| AI Copilot | Chat with Requirement Document | Get answers to questions with the ability to chat with documents in requirements. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| AI Copilot | View Analytics on Questions Answered | View insights on all questions asked and answers provided by AI in a single console. | Requestor Manager, CO, CM, Admin | v2.0 | 24.2+ |
| Checklist Management | Select checklist | Ability to select one among pre configured checklists for a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Checklist Management | Complete checklist items | Ability to complete (Approve, confirm, reject, request for changes) a checklist item in a requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Checklist Management | Add custom checklist item | Ability to add checklist items to a requirement ad-hoc | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Checklist Management | Claim checklist item | Ability to claim ownership for a checklist item in a requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Checklist Management | Reassign checklist item | Ability to reassign a checklist item to another POC in a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Checklist Management | Edit Due date | Ability to edit a checklist item's due date | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.3 | 21.1+ |
| Collaboration | Create/Edit/Delete comments | Ability to create, edit, and delete comments. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Creating or Updating a Requirement | Create Requirement | Interface for creating a requirement | Requestor, Requestor Manager | v1.0 | 20.1+ |
| Creating or Updating a Requirement | Update Requirement | Interface for updating a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Creating or Updating a Requirement | Edit sections from Summary Page | Individual interfaces for updating specific sections of a requirement. There are edit actions available for: - Category - Priority - Description - Key Dates - Estimated Contract Value - Requirement Addresses - Codes | Requestor, Requestor Manager, CO, CS, CM | v1.6 | 23.3+ |
| Creating or Updating a Requirement | PSC and NAICS code search integration | Intelligent search for identifying relevant PSC and NAICS code for a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.5 | 21.4+ |
| Document Management | View Document Summary | View a document's preview, title, description and folder | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Document Management | View existing review process | View the documents's review process including, reviewers, review date, review decision and comments | Requestor, Requestor Manager, CO, CS, CM | v1.8 | 23.4+ |
| Document Management | Upload Document | Ability to upload a document to a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Document Management | Submit Document for Review | Create a review process for a document in a requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.4 | 21.3+ |
| Document Management | Delete Document | Ability to delete a document | Requestor, Requestor Manager, CO, CS, CM | v1.8 | 23.4+ |
| GAM Integrations | Contract Writing | Ability to create a solicitation or award from requirements. View related procurement in the requirement summary. | Requestor, Requestor Manager, CO, CS, CM | v1.7 | 23.4+ |
| Landing Page | My Requirements Tab - Requirements Grid | View of Requirements created by or assigned to logged in user. | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Landing Page | My Requirements Tab - KPIs | Summary of Requirements in the My requirements tab. There are two charts: - Number of Requirements by Contract value range - Number of Requirements by Priority | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Landing Page | My Checklists Tab - Checklists grid | View of checklist items assigned to the logged in user | Requestor, Requestor Manager, CO, CS, CM, IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Landing Page | My Checklists Tab - KPIs | Summary of checklist items in the My Checklist item tab. There are two charts: - Number of checklist items by due date category - Number of checklist items by item type | Requestor, Requestor Manager, CO, CS, CM, IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Landing Page | Requirements Page | View a list of all requirements created in the solution. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Landing Page | People page | View a list of all users and contacts in the solution | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Landing Page | Locations page | View list of all addresses in the solution | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Landing Page | Messages page | View list of all messages recieved or sent by the user with ability to create a new message and send it to users | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.7 | 23.3+ |
| Landing Page | Save Message as draft | Ability to save a message as draft when creating a new message. View list of all drafts created by user | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v2.0 | 24.2+ |
| Landing Page | Reports page | View of workload reports and task completion reports | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.3 | 21.1+ |
| Line items | Add/Edit line items | Ability to add new line items or edit existing line items | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Line items | Line Item grid with KPIs | Updated line item grid with new fields and new KPIs at the top. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v2.0 | 24.2+ |
| Line items | Create/Update Line Item wizard | Ability to create or update line items with expanded fields allowing users to provide more information on line items. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| Line items | Line Item Summary | Summary page to view all information related to a line item. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| Line items | Delivery in Line items | Ability to add delivery information for each line item. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| Line items | Delete line items and deliveries | Ability to delete line items and line item deliveries. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| Line items | Duplicate Line Item | Ability to duplicate line items that increment line item numbers and dates appropriately. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| Line items | Copy line item when copying Requirement | Ability to copy over line items when copying a requirement. | Requestor, Requestor Manager, CO, CS, CM | v2.0 | 24.2+ |
| ProcureSight | Search for Past Procurements from Public Data Sources** | Integration with ProcureSight backend data service to get procurement search results. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
| ProcureSight | Collections for Procurements** | Manage collections and add procurements to collections from procurement search for reference. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
| ProcureSight | Save Procurement to Requirement** | Save procurements from search to a requirement. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
| Requirement Related Actions | Generate RFI | Ability to auto-generate RFI using Azure OpenAI based on a prompt using requirement details. | Requestor, Requestor Manager, CO, CS, CM, IT/Policy/Legal Group User | v1.6 | 23.3+ |
| Requirement Related Actions | Submit for Review | Ability to submit a requirement for review with specified groups or individuals. | Requestor | v1.3 | 21.1+ |
| Requirement Related Actions | Submit to Contracting Team for Review | Ability to submit a requirement for review with the contracting team. | Requestor, Requestor Manager | v1.3 | 21.1+ |
| Requirement Related Actions | Mark Inactive | Ability to mark a requirement inactive. | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Copy Requirement | Ability to copy and create a new requirement from the existing requirement. | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Create/Update Contact | Ability to create or update a contact. | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Update User Information | Ability for logged in user to update their information in the system. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| Requirement Related Actions | Review Requirement | Ability for the user to provide review decisions and comments for a requirement. | Requestor, Requestor Manager, CO, CS, CM | v1.3 | 21.1+ |
| Requirement Related Actions | Reassign Requestor | Ability to reassign a requirement to another requestor. | Requestor Manager, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Assign CO/CS | Ability to assign a requirement to a CO/CS. | CM | v1.0 | 20.1+ |
| Requirement Related Actions | Reassigning CO/CS | Ability to reassign a requirement to another CO or CS. | CM | v1.0 | 20.1+ |
| Requirement Related Actions | Add Task | Add custom tasks to a requirement. | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Add Checklist | Add custom checklists to a requirement. | Requestor, Requestor Manager, CO, CS, CM | v1.7 | 23.4+ |
| Requirement Related Actions | Save Procurement to Requirement** | Save procurements from searches or recommendations to a requirement. | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
| Settings | Create/Edit/Delete checklist categories | Ability to create, edit and delete checklist categories. | Admin | v1.0 | 20.1+ |
| Settings | Create/Edit checklist items (tasks) | Ability to create and edit checklist items (tasks). | Admin | v1.0 | 20.1+ |
| Settings | Create/Edit checklists | Ability to create and edit checklists. | Admin | v1.0 | 20.1+ |
| Settings | Create/Edit/Delete Checklist Recommendation | Ability to create, edit, and delete checklist recommendations. | Admin | v1.5 | 21.4+ |
| Settings | Configure Folders for Documents | Ability to configure automated filing of documents to folders. | Admin | v1.0 | 20.1+ |
| Settings | Setup Automated Requirement Reviews | Set up requirement reviews based on requirement details. | Admin | v1.3 | 21.1+ |
| Settings | Setup Automated Document Reviews | Set up document reviews based on requirement and document details. | Admin | v1.4 | 21.3+ |
| Settings | Create/Update Additional Questions | Ability to create and edit additional questions, used in questionnaires (Dropdown and radio button question types). | Admin | v1.4 | 21.3+ |
| Settings | Create/Update Additional Questions - New Question Types | Ability to create and edit additional questions used in questionnaires (Date, Integer, and Text question types). | Admin | v1.9 | 24.1+ |
| Settings | Create/Update Questionnaire based on Additional Questions | Ability to create and edit questionnaires for users while creating a requirement. | Admin | v1.4 | 21.3+ |
| Settings | Create/Update Questionnaire based on Additional Questions - Revamped for Improved UX and Better Functionality | Ability to create and edit questionnaires for users while creating a requirement. | Admin | v1.9 | 24.1+ |
| Settings | Create/Update Message Templates | Ability to configure message templates that can be referenced to write messages quickly. | Admin | v1.7 | 23.3+ |
| View Requirement details | Requirement Summary Page | Summary view of a Requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View Requirement Addresses | View of list of all addresses associated with requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View Line items | View of all line items in the requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View documents list | View of all documents related to the requirement | Requestor, Requestor Manager | v1.0 | 20.1+ |
| View Requirement details | View Contract files list | CO, CS, CM | v1.0 | 20.1+ | |
| View Requirement details | View checklist | View checklist item related statistics | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View checklist history | View history of checklist items | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View Requirement History | View history of the requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.0 | 20.1+ |
| View Requirement details | View Messages | Ability to send and receive messages related to requirements | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.7 | 23.3+ |
| View Requirement details | View BIC contract recommendations | View list of recommended BIC contracts for requirement based on PSC | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.8 | 23.4+ |
| View Requirement details | View Procurement recommendations | View list of procurement recommendations based on Requirement Title | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
**Requirements Management users need an agency-wide subscription to the ProcureSight Enterprise Edition for integration.
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