| This content applies solely to Requirements 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 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.
| Area | Feature | Description | User/Group Access | RM Version | Appian Platform* |
|---|---|---|---|---|---|
| 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+ |
| 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+ |
| 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+ |
| 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+ |
| 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+ |
| 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 duplciate line items that increments line item number 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+ |
| 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+ |
| Settings | Create/Edit/Delete checklist categories | Ability to create, edit and delete checklist categories | Admin | v1.0 | 20.1+ |
| Settings | Create/Edit checklist items | Ability to create and edit checklist items | 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 recommendation | 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 | Setup requirement reviews based on requirement details | Admin | v1.3 | 21.1+ |
| Settings | Setup automated document reviews | Setup 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 questionnaire 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 questionnaire 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 more quickly write messages | Admin | v1.7 | 23.3+ |
| 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 user to provide review decision 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 Item | Add custom checllist item to a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.0 | 20.1+ |
| Requirement Related Actions | Add Checklist | Add checklists adhoc to a requirement | Requestor, Requestor Manager, CO, CS, CM | v1.7 | 23.4+ |
| Requirement Related Actions | Save Procurement to Requirement | Save procurements from search or recommendations to a requirement | Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User | v1.9 | 24.1+ |
| Integrations | Contract Writing | Ability to retrieve procurement data from and add requirement data to Contract Writing | Requestor, Requestor Manager, CO, CS, CM | v1.7 | 23.4+ |
| Procurement Search | 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+ |
| Procurement Search | 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+ |
| Procurement Search | 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+ |
| 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 will be used in "Chat with Procedure document" feature | CM, Admin | v2.0 | 24.2+ |
| AI Copilot | Chat with Procedure Document | Ability to select document form list and ask questions to get insights(using AI) from document | 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+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
RM Features
