CW Features Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Contract Writing, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions. The Appian Contract Writing solution contains a wide range of features that allows your contract personnel to manage your procurement processes and activities. 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. Feature matrix Area Feature Description User/Group Access CW Version Appian Platform* Contract Writing Site My Workspace Landing Page First page that the logged in user lands on. Currently built out with the primary CO/CS/CM personas in mind. Allows them to see procurements and checklist items specifically assigned to them so they can log in and immediately take action All users 1.0 22.4 Contract Writing Site My Workspace Tab - Requirements Subtab Requirements that are: - in the status of "Accepted" or "Procurement Created" - assigned to the logged in user CO/CS/CM/IT/Legal/Policy/GAM Admin/ GCW Admin 1.5 23.3 Contract Writing Site My Workspace Tab - Solicitations Subtab Solicitations that are: - in the status of "Draft," "Under Review," "Approved" - assigned to the logged in user All users 1.0 22.4 Contract Writing Site My Workspace Tab - Awards Subtab Awards that are: - in the status of "Draft," "Under Review," "Approved," "Awaiting Signature(s)" - assigned to the logged in user All users 1.2 23.1 Contract Writing Site Procurements Tab - Requirements Subtab Requirements that are: - in the status of "Accepted" or "Procurement Created" CO/CS/CM/IT/Legal/Policy/GAM Admin/ GCW Admin 1.5 23.3 Contract Writing Site Procurements Tab - Solicitations Subtab Solicitations that are: - in the status of "Draft," "Under Review," "Approved," "Released," and "Closed" All users (viewers can only see the records they have access to) 1.0 22.4 Contract Writing Site Procurements Tab - Awards Subtab Awards that are: - in the status of "Draft," "Under Review," "Approved," "Awaiting Signature(s)," "Released," and "Closed" All users (viewers can only see the records they have access to) 1.2 23.1 Contract Writing Site Directory Tab - Vendors Subtab List of vendor records in the system. Listed in alphabetical order by Vendor Name, which links out to the Vendor Profile. Vendors are companies that register to do business and engage in contracts with the government. They are required to register their company details through SAM.gov and obtain a unique entity ID (UEI) or CAGE code. CW can sync with SAM.gov to fetch a vendor's details, such as address, business categorizations, and registration expiry when provided with the UEI or CAGE code Permissioned users can use the Add related action to initiate new vendor record creation. CO / CS / CM / PM / IT / Legal / Policy / Recipient / GAM Admin / GCW Admin 1.4 23.3 Contract Writing Site Directory Tab - Programs Subtab List of programs in the system. A program a structured set of activities that sets the framework for achieving strategic objectives. Listed in alphabetical order by Program Name, which links our to the Program summary Permissioned users can add new Programs here. Ex. NASA Solutions for Enterprise-Wide Procurement (SEWP) is a program aimed to provide fed agencies with streamlined access to a catalog of IT products and solutions CO / CS / CM / PM / IT / Legal / Policy / GAM Admin / GCW Admin 1.0 22.4 Contract Writing Site Directory Tab - Offices Subtab List of offices (sometimes referred to as AAC or DoDAAC) in the system. There are official offices designated for each government agency, and they are assigned official codes in the Activity Address Directory or DoD AAC. Listed in alphabetical order by Office Name, which links out to the Office Summary view. Permissioned users can use the Create related action to create a new office record. CO / CS / CM / PM / IT / Legal / Policy / Recipient / GAM Admin / GCW Admin 1.0 22.4 Contract Writing Site Directory Tab - Contacts Subtab List of contacts in the system. A contact is someone who has a profile that contains bio information and ways to reach this point of contact such as company/role, phone number, email, address. We keep a record of this so contracting personnel can easily reference and select this person's information to be used recurringly on awards. This person does not necessarily have an Appian account to log in to the system. Listed in alphabetical order by first name. Links out to the Contact Summary Permissioned users can use the Create related action to create a new Contact record. CO / CS / CM / PM / IT / Legal / Policy / Recipient / GAM Admin / GCW Admin 1.3 23.2 Contract Writing Site Directory Tab - Users Subtab List of users in the system. A user is someone who has an Appian account and associated roles. This will be someone who works at the government agency that has purchased CW. We keep their contact info as well as other information related to that user's authorization (e.g., Warrant Info) on the User record. Listed in alphabetical order by first name. Links out to the User Summary Permissioned users can use the Update related action to update the editable portions of user's information, but the Create action is reserved through default Appian account creation process. Note: Name, Username, and Email are read-only as these are locked down during the Appian account creation process. CO / CS / CM / PM / IT / Legal / Policy / Recipient / GAM Admin / GCW Admin 1.0 22.4 Contract Writing Site Create Solicitation Ability to create a new solicitation from scratch. The default status is set to "Draft" CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Update Solicitation Ability to update details about a solicitation that is in draft status CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Submit for Review - Solicitation Ability to assign a Review type task to a group or an individual user to review the solicitation. Must include a due date for task completion. Multiple groups are able to be assigned and are able to be configured as precedents in the review workflow. This does not change the solicitation status from "Draft" to "Under Review" -- which is reserved for CO review CO / CS / CM / GAM admin 1.0 22.4 Contract Writing Site Request CO Approval Ability to assign a Review type task to the assigned CO on the solicitation. This changes the solicitation status from "Draft" to "Under Review" They must select "Approve" in order to move the solicitation from "Draft" to "Approved" status in the workflow. Selection of "Reject" or "Request Changes" results in the solicitation reverting back to "Draft" status. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Create Award (from a Solicitation) Ability to create an award directly off of a solicitation. It will map relevant fields over to the award so that users don't have to fill it out again/create the award from scratch. CO / CS / CM / GCW admin / GAM admin 1.5 23.3 Contract Writing Site Reassign Solicitation Ability to choose a new assignee for the Contracting Officer and/or Contract Specialist. Reassignment will result in the solicitation and its associated tasks being assigned to the new user. Leaving the value blank will unassign the solicitation and associated tasks from any user. CO / CS / CM 1.5 23.3 Contract Writing Site Duplicate Solicitation Ability to make a copy of the solicitation. Users will rely on this if there is an existing solicitation that has most of the information filled out that would be relevant for a new solicitation. This saves them from having to create the solicitation from scratch. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Delete Solicitation Ability to delete a solicitation that is in draft status. A user may have accidentally created a solicitation (e.g., erroneously duplicating one) and needs to clean up so the grid isn't cluttered. CO / CS / CM / GCW admin / GAM admin / record viewers 1.2 23.1 Contract Writing Site Update Viewers - Solicitation Ability to add or remove viewers from a solicitation. Viewers can be selected from the following business groups: IT, Legal, Policy and Program Managers. This allows the viewer to have visibility into the solicitation despite not being in the Contracting Office. They may need to review clauses and contract text. Viewers are able to be assigned tasks on the solicitation.* CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Generate Draft - Solicitation Ability to generate a preview of the contract document. Users will do this so they can review the layout of the content while it's being worked on (and in any of the pre-released statused) before actually releasing the solicitation, which conforms it and makes it an official copy that requires an entire amendment process to edit. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Add Line Item (Details) - Solicitation Abiilty to add basic details on the line item. Line items are used to organize the administration of the contract. A contracting office can outline the when/where they expect the product or service to be delivered. These are referred to by their acronym CLIN CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Add Line Item (Pricing) - Solicitation Ability to outline the pricing arrangement for the specific line item. The system performs calculations on the inputs to that roll up to totals in the KPIs. Note: There is no funding on a solicitiation as this is not a binding agreement between two contract parties yet, so no funding or obligation details are needed at this stage in the acquisition process. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Update Line Item - Solicitation Ability to update the details of line items for draft solicitations. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Duplicate Line Item - Solicitation Ability to duplicate a line item. This is a convenience so that users don't have to create CLINs from scratch if an existing one has most of the information needed for a new one. We'll see this used often when users want to add a new option on top of the base CLIN. Includes duplication of associated SLINs. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Delete Line Item - Solicitation Ability to delete a line item which includes associated SLINs CO / CS / CM / GCW admin / GAM admin/recipient group 1.2 23.1 Contract Writing Site Add Subline Item - Solicitation Ability to associate a subline item to a contract line item. These are used to help further organize contract administration. For example, you may have a CLIN for Workstations and SLINs underneath it that outline monitors, keyboards, optical mouse, desk chairs. Note: SLINs cannot exist as orphans independent from a CLIN. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Add Delivery Details - Solicitation Ability to add delivery details, such as quantity, address, deliver by date, and point of contact for the delivery at the CLIN/SLIN level. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Add Contract Text - Solicitation Ability to add custom contract text to FAR-based sections of the contract document. Users will use this when they need to provide specific context for different sections beyond what is outlined in the FAR-prescribed clauses that will print out in the contract. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Reorder Contract Text Subsection - Solicitation Ability to change the sequence of contract text within a single FAR-based section. This allows users to reorder the blocks of text. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Delete Contract Text - Solicitation Ability to delete custom contract text. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Add Clauses - Solicitation Ability to add clause sets to the contract document. Note: The Clauses tab is visible to customers who have purchased and have licenses for GCA. CO / CS / CM / GCW admin / GAM admin 1.1 23.1 Contract Writing Site Update Clause Set - Solicitation Ability to update the clauses for the contract document. CO / CS / CM / GCW admin / GAM admin/ record viewers 1.1 23.1 Contract Writing Site Validation Clause Set - Solicitation Ability to validate the completion of clauses included in the contract document. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site View Clause Set History - Solicitation Ability to view audit history tracking changes to clauses. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site View Contract File Tab - Solicitation Ability to view the Contract File tab. Note: For some users, this will appear as "Documents" and visibility will be limited to only those documents they have uploaded themselves. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Upload Documents - Solicitation Ability to upload documents to the contract file. They will have the ability to mark the document as being an official attachment included in the contract document itself, the file location of where the document should be stored, and description. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Submit Document for Review - Solicitation Ability to create a Review type task that has the selected document attached. Users can assign this like they would the Submit for Review task. CO / CS / CM / GCW admin / GAM admin 1.0 22.4 Contract Writing Site Add Checklist - Solicitation Ability to select a checklist to add to the solicitation. CO / CS / CM / GCW admin / GAM admin / record viewers 1.0 22.4 Contract Writing Site Add Checklist Item - Solicitation Ability to add an ad hoc checklist item to the solicitation. CO / CS / CM / GCW admin / GAM admin / record viewers 1.0 22.4 Contract Writing Site View Checklist Item History - Solicitation Ability to view audit history tracking changes to tasks. CO / CS / CM / GCW admin / GAM admin / record viewers / recipient 1.2 23.1 Contract Writing Site View Solicitation History Ability to view audit history tracking changes to the overall solicitation. CO / CS / CM / GCW admin / GAM admin / record viewers / recipient 1.2 23.1 Contract Writing Site View Collaboration Tab - Solicitation Ability to view the Collaboration tab. Allows users to see any previous comments entered on the solicitaiton. Contract Writing Site Add Comment - Solicitation Ability to add comments under the Collaboration tab. Contract Writing Site Add Attachments Ability to add attachments via RA within the Contract Text for Section J. Documents uploaded directly here will automatically be tagged as Section J in the contract file. CO / CS / CM / GCW admin / GAM admin / record viewers 1.6 23.4 Contract Writing Site View When Section J Tag was Applied Ability to manage Section J tag and view whether it was applied while the file was uploaded on the solic/amend/award/mod. CO / CS / CM / GCW admin / GAM admin / record viewers 1.6 23.4 AI Copilot Site Upload Documents to Procurement Database Ability to upload documents that are used as reference for AI to parse through in the Document Database. CM 1.6 23.4 AI Copilot Site View Analytics Dashboard Ability to view history of questions asked and key analytics about Procurement Copilot interaction. CO / CS / CM 1.6 23.4 *Denotes the supported Appian platform version for the corresponding solution feature. Feedback Was this page helpful? SHARE FEEDBACK Loading...
