CW Features

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.

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. 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.	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. 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. 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. 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.	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.	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.	CO, CS, CM	1.5+	23.3+
Contract Writing Site	Duplicate Solicitation	Ability to make a copy of the solicitation.	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.	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.	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.	CO, CS, CM, GCW admin, GAM admin	1.1+	23.1+
Contract Writing Site	Add Line Item (Details) - Solicitation	Ability to add basic details on the line item.	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.	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.	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.	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.	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.	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.	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.		1.6+	23.4+
Contract Writing Site	Add Comment - Solicitation	Ability to add comments under the Collaboration tab.		1.6+	23.4+
Contract Writing Site	Add Attachments Directly in Section J of Contract File	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+
Contract Writing Site	Create Other Transaction Agreement	Ability to create an OT from the Agreements tab on My Workspace and Procurements.	AO, AS, AM	1.7+	24.1+
Contract Writing Site	View Other Transaction Agreement	Ability to view the grid and summary of OTs on the Agreements tab.	AO, AS, AM	1.7+	24.1+
Contract Writing Site	Use Chat with Document (AI) on Contract/Agreement File	Ability to ask AI questions about the content of a document in the Contract / Agreement file.	CO, CS, CM, AO, AS, AM	1.7+	24.1+
Contract Writing Site	Summarize a Document (AI) on Contract / Agreement File	Ability to use AI to summarize the content of a document in the Contract / Agreement file.	CO, CS, CM, AO, AS, AM	1.7+	24.1+
Contract Writing Site	View Document Version	Ability to see versioning history of a document.	CO, CS, CM, AO, AS, AM	1.7+	24.1+
Contract Writing Site	View Institution in Directory	Ability to see the Institution record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Add Institution in Directory	Ability to add an Institution record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Delete Institution in Directory	Ability to delete an Institution record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	View Institution on an Agreement	Ability to see the Institution record selected on an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Add Institution on an Agreement	Ability to add an Institution record to an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Delete Institution from an Agreement	Ability to delete an Institution record from an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	View Consortium in Directory	Ability to see the Consortium record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Add Consortium in Directory	Ability to add a Consortium record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Delete Consortium in Directory	Ability to delete a Consortium record in the Directory.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	View Funding Source on an Agreement	Ability to see the funding source on an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Add Funding Source to an Agreement	Ability to add a funding source to an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Site	Delete Funding Source on an Agreement	Ability to delete a funding source from an Agreement.	AO, AS, AM	1.8+	24.2+
Contract Writing Settings Site	Create/Update/Delete Task	Ability to add global tasks that are available to be added to checklists.	CM	1.9+	24.3+
Contract Writing Settings Site	Import Tasks	Ability to use an import file to bulk upload upwards of 100 tasks.	CM	1.9+	24.3+
Contract Writing Settings Site	Create/Update/Delete Checklist	Ability to create a checklist and configure the conditions, task sequence, and task depencendies for the checklist workflow.	CM	1.9+	24.3+
Contract Writing Settings Site	Create/Update/Delete Category	Ability to create new categories that can be applied to tasks.	CM	1.9+	24.3+
Contract Writing Settings Site	Create/Update/Delete Document Review Workflow	Ability to create a document review workflow and configure the conditions, reviewer groups, and review dependencies.	CM	1.9+	24.3+
Contract Writing Settings Site	Create/Update/Delete Procurement Review Workflow	Ability to create a procurement review workflow and configure the conditions, reviewer groups, and review dependencies.	CM	1.9+	24.3+
Contract Writing Site	Configure Task Workflow for Submit for Review Tasks	Ability to configure where the review workflow should restart in the review process when "Request Changes" or "Reject" are selected.	CO, CS, CM, AO, AS, AM	1.9+	24.3+
Contract Writing Site	Add Comment to Tasks	Ability to add a comment to the following task types: - Review - Attach Document - Confirmation	CO, CS, CM, AO, AS, AM	1.9+	24.3+
Contract Writing Site	Add Document to Tasks	Ability to upload a document to the following task types: - Review - Attach Document - Confirmation	CO, CS, CM, AO, AS, AM	1.9+	24.3+
Contract Writing Site	View Calendar and Task List on My Workspace	Ability to see a calendar view and select a date to view the tasks associated to that day.	All users	1.9+	24.3+
Contract Writing Site	View and Filter Task List on My Workspace	Ability to see a list view of tasks that are assigned to the logged in user or assigned to a group that the logged in user is a member of. Able to filter based on assignment.	All users	1.9+	24.3+
Contract Writing Site	Auto-populate Data on Agreement Template	Ability to auto-populate agreement text with data points that are captured as part of Agreement creation.	AO, AS, AM	1.9+	24.3+
Contract Writing Site	Add Line Item (Details) - Agreement	Ability to add basic details on the line item.	AO, AS, AM, GCW admin, GAM admin	1.9+	24.3+
Contract Writing Site	Add Line Item (Pricing) - Agreement	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.	AO, AS, AM, GCW admin, GAM admin	1.9+	24.3+
Contract Writing Site	Update Line Item - Agreement	Ability to update the details of line items for draft solicitations.	AO, AS, AM, GCW admin, GAM admin	1.9+	24.3+
Contract Writing Site	Duplicate Line Item - Agreement	Ability to duplicate a line item.	AO, AS, AM, GCW admin, GAM admin	1.9+	24.3+
Contract Writing Site	Delete Line Item - Agreement	Ability to delete a line item.	AO, AS, AM, GCW admin, GAM admin, recipient group	1.9+	24.3+
Contract Writing Site	Create Evaluation Directly from Released Solicitation	Ability to create and pre-populate data in an evaluation record from CW. Requires customer environment to have both GSS and CW solutions installed.	CO, CS, CM, GCW Admin, GAM Admin	2.0+	24.3+
Contract Writing Site	View Evaluation on Solicitation Summary	Ability to view the presence of an evaluation on the CW Solicitation Summary page.	CO, CS, CM, COR, Non-contracting personnel users	2.0+	24.3+
Contract Writing Site	Click and Access Evaluation Record from Solicitation Summary	Ability to click into the evaluation record and access its details from the CW Solicitation Summary page.	CO, CS, CM, GCW Admin, GAM Admin	2.0+	24.3+
Contract Writing Site	Add and Manage Factors on Section M for Draft Solicitations	Ability to add/update/delete factor data in Section M.	CO, CS, CM, GCW Admin, GAM Admin
Contract Writing Site	View Related Records Tab	Ability to view the Related Records tab where there is a centralized view of previous modifications/amendments, related requirement, and related award/solicitation records.	CO, CS, CM, COR, GCW Admin, GAM Admin	2.0+	24.3+
Contract Writing Site	View Previous Modifications/Amendment Record	Ability to view the snapshot of what the record was at the time it was released.	CO, CS, CM, COR, GCW Admin, GAM Admin, Viewers	2.0+	24.3+
Contract Writing Site	View Current Amendment/Modification History Tab	Ability to view the history of changes on the record for a current draft amendment/modification.	All users	2.0+	24.3+
Procurement Analytics Site	View Procurement Analytics Site	Ability for admins to access the PA site.	GCW Admin, GAM Admin	2.0+	24.3+
Procurement Analytics Site	Configure Dashboard	Ability for admins to configure the default dashboard.	GCW Admin, GAM Admin	2.0+	24.3+

*Denotes the supported Appian platform version for the corresponding solution feature.

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