RM Features Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.3 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. Feature matrix 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 the list of all messages received or sent by the user with the 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 a draft when creating a new message. View list of all drafts created by the 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 codes 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 a 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 the 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 the history of a 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 a list of recommended BIC contracts for requirements 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 a 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 task 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 duplicate line items that increment line item numbers 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 (tasks) Ability to create and edit checklist items (tasks). Admin v1.0 20.1+ Settings Delete/Duplicate Tasks Ability to delete and duplicate tasks. Admin v2.1 24.3+ Settings Create/Edit checklists Ability to create and edit checklists. Admin v1.0 20.1+ Settings Delete/Duplicate Checklists Ability to delete and duplicate checklists. Admin v2.1 24.3+ Settings Create/Edit/Delete checklist recommendation Ability to create, edit, and delete checklist recommendations. Admin v1.5 21.4+ Settings View history for categories, tasks and checklists View the history of changes done to categories, tasks, and checklists. Admin v2.1 24.3+ 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+ GAM Integrations Contract Writing Ability to create a solicitation or award from requirements. View related procurement in Requirement Summary. Requestor, Requestor Manager, CO, CS, CM v1.7 23.4+ GAM Integrations Award Management Ability to create a solicitation or award from requirements. View related procurements in a requirement summary. Requestor, Requestor Manager, CO, CS, CM v2.1 24.3+ ProcureSight 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+ ProcureSight 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+ ProcureSight 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+ ProcureSight Chat with Procurement Document View a summary of the document with the ability to get insights from a document using AI. Requestor, Requestor Manager, CO, CS, CM,IT/Policy/Legal Group User v2.1 24.3+ 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. Feedback Was this page helpful? SHARE FEEDBACK Loading...
