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. |
If you're new to the Appian Award Management solution and want to get started quickly using it to manage your acquisition life cycle, then the Award Management (AM) Quick Start Guide is for you!
This guide walks you through the most common views and actions you’ll use to manage your award processes and activities. It’s designed to get you up and running so that you can use AM to track all your award requirements and quickly execute your award tasks.
After reviewing this guide, you’ll understand how to:
Before using AM, be sure you have access to the appropriate user groups for viewing and editing the awards you manage. See Groups Reference Page for more information about group types and visibility.
The Award Management site comprises five pages allowing you to easily access the views and information for your awards: MY ACTIVITIES, AWARDS, REPORTS, VENDORS, and RESEARCH.
When you log in to the AM solution, it automatically opens on the MY ACTIVITIES page to give you immediate access to all of your awards, checklist items, and research requests. This page is organized into three tabs: MY AWARDS, MY CHECKLIST ITEMS, and MY RESEARCH. Use this real-time data in these tabs to quickly evaluate where your awards and any associated checklist items are at any point in the acquisition process.
Click between the three tabs under MY ACTIVITIES to:
The AWARDS page provides a complete list of your organization's awards and any programs created to group and track related awards in the acquisition pipeline. This page has two tabs: Awards and Programs.
Both tabs allow you to quickly get the information you need, including a list of awards associated with a particular department, matching specific criteria or programs, and more.
The Awards is the default view for this page and allows contracting officers and specialists to view, sort, and filter a list of all awards for their organization.
Navigate to this tab when you want to:
The Programs tab allows you to view a list of all the programs created by a contracting officer or specialist in your organization. From here, you can Add or remove awards, edit program details, or export a complete or filtered programs list. Quickly determine if a program is still active, its valuation, and the start and end dates.
Navigate to this tab when you want to:
Need to see a list of all expiring awards for your organization so you can take action? The REPORTS page provides a list of all expiring awards with critical information about each award, like the award expiration date, amount, decision, risk, and more. This report can help you prioritize your work and make critical decisions about awards approaching their contract end date or their end option exercise deadline.
Navigate to this page when you want to:
Need to see more details about a specific vendor or create a new vendor record? The VENDORS page provides a complete list of vendor records to help determine which vendors are already registered with your organization. Search for a specific vendor in the list, then click on their record to drill down into their profile summary view to get the information you need.
Navigate to this page when you want to:
The RESEARCH page lists all of the research requests associated with your organization's awards.
Navigate to this page when you want to:
Creating a new award is one of the first tasks you may need to tackle in your organization's award management process. Manually creating an award can be extremely time-consuming. AM simplifies this process by providing a guided experience that walks you through inputting the award data.
Create a new award by clicking CREATE AWARD directly from MY AWARDS. A guided configuration walks you through entering the award data required to create a new award record.
After entering basic award details, including dates and funding information for your award, you can SAVE AND CLOSE the award. If the USASpending Sync toggle is enabled, you can sync AM with USASpending from the Related Actions tab to collect additional award data.
When you've finished creating a new award, the Award Confirmation dialog provides a link that allows you to go directly to the award Summary view and confirm the award data you entered.
Award Management allows users to upload related documents to an award record, such as the actual awards document, award justification, determination, and evaluation documents, and any research and checklist documentation required for the award. Contracting officers, specialists, and managers can create, review, upload, download, and delete documents associated with an award.
The Delete Document action also allows contracting officers and specialists to delete award documents in bulk by selecting all or multiple documents on the Award record and clicking DELETE.
Do you want to increase the visibility of your related awards for better tracking? AM provides a guided configuration experience that lets you quickly create a program to track your associated awards. With programs, you can group awards that are part of a larger initiative or awards that share a common goal to increase visibility.
Quickly create a new program by clicking CREATE PROGRAM from the Programs tab.
Enter program details into the corresponding fields and click Next. Then select and add the awards you want to associate with the program and SAVE your new program.
Now that you have the basics, you can start using AM to manage your award activities! See Using AM for information.
AM Quick Start Guide