| This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 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.
| Area | Feature | Description | User/Group Access | AM Version | Appian Platform* |
|---|---|---|---|---|---|
| Award Management Site | My Activities Landing Page | A view of solicitation, award, invoices records and activities associated with the logged in user. | CO, CS, CM, PM, COR, IT, Policy, Legal | 1.0+ | 20.3+ |
| Award Management Site | My Invoices Landing Page | A view of my invoices records and activities associated with the logged in user. | CO, CS, CM, COR, FR | 2.0+ | 24.1+ |
| 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 | Create Invoice | A guided wizard to create invoice records. | CO, CS, CM,FR | 1.9+ | 24.1+ |
| Award Management Site | Import Award | Ability to import award records using a structured spreadsheet. | CO, CS, CM | 2.0+ | 20.3+ |
| Award Management Site | Add Checklist | Ability to add checklists to solicitation and award records. | CO, CS, CM, PM, COR, IT, Policy, Legal | 1.0+ | 20.3+ |
| Award Management Site | Message vendor link | Ability to message a vendor and link to VM application | CO, CS, CM, COR, IT, Policy, Legal, , PM | 2.0+ | 23.2+ |
| 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 and 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 | Submit for Review - Invoices | Ability to create a review task for a invoice. | CO, CS, CM,FR | 2.0+ | 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 directly from the AM solution. | 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+ |
| Award Management Site | Invoice Landing Page | A view of all Invoice records | CO, CS, CM, PM, COR, IT, Policy, Legal | 1.9+ | 24.1+ |
| 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 research result. | 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+ |
| Records | Invoices | Defines an invoice with a relationship to an Award | CO, CS, CM, PM, COR, IT, Policy, Legal | 1.9+ | 24.1+ |
| 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 vendor Responsibility and Qualification information. | 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 and interfaces and show or hide NIGP data. | Admin | 1.5+ | 23.2+ |
| Award Management Settings site | Categories | Ability to define categories used for tasks and 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+ |
| Award Management Settings site | Invoice Reviews | Ability to define review processes for invoices based on threshold amount. | Admin | 2.0+ | 24.1+ |
| Award Management Settings site | Edit/Delete Contract folders | Ability to edit and delete contract file folders for new and existing awards | Admin | 2.0+ | 24.1+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
AM Features
