AM Features

This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 23.3 and may not reflect the interfaces or functionality of other Appian versions.

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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