AM Features

This content applies solely to Award Management, 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 Award Management Solution contains a wide range of features that allow your organization to monitor, track, and execute the activities, actions, and workflows associated with your award contracts. The tables 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	AM Version	Appian Platform*
Award Management Settings site	Categories	Ability to define categories used for tasks and checklists.	Admin	1.0+	20.3+
Award Management Settings site	Checklist Items	Ability to define items used in checklists.	Admin	1.0+	20.3+
Award Management Settings site	Checklists	Ability to define checklists, what items are included, and any precedents.	Admin	1.0+	20.3+
Award Management Settings site	Reviews	Ability to define review processes based on document template and threshold amount.	Admin	1.0+	20.3+
Award Management Site	My Activities Landing Page	A view of solicitation and award records and activities associated with the logged in user.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Procurements Landing Page	A view of all solicitation, award, and program records.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Reports Landing Page	A view of the Expiring Awards report.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Vendors Landing Page	A view of all vendor records.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Research Landing Page	A view of all previously run research requests.	CO, CS, CM	1.0+	20.3+
Award Management Site	Create Solicitation	A guided wizard to create solicitation records.	CO, CS, CM	1.4+	23.1+
Award Management Site	Create Award	A guided wizard to create award records.	CO, CS, CM	1.0+	20.3+
Award Management Site	Import Award	Ability to import award records using a structured spreadsheet.	CO, CS, CM	1.0+	20.3+
Award Management Site	Add Checklist	Ability to add checklists to solicitation and award records.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Release Award	Ability to release an award by automatically creating a review task.	CO, CS, CM	1.5+	23.2+
Award Management Site	Close Award	Ability to close an award.	CO, CS, CM	1.5+	23.2+
Award Management Site	Upload Documents	Ability to upload documents to awards and solicitations.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.2+	21.3+
Award Management Site	Add Item	Ability to add individual items to solicitation and award records.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Submit for Review	Ability to create a review task for an award record.	CO, CS, CM	1.5+	23.2+
Award Management Site	Submit Document for Review	Ability to create a review task for a previously uploaded document.	CO, CS, CM	1.0+	20.3+
Award Management Site	Sync with USASpending	Ability to pull award data from USASpending.	CO, CS, CM	1.0+	20.3+
Award Management Site	Create Document from Template	Ability to use the Office 365 integration to create a document based on an existing template.	CO, CS, CM	1.0+	20.3+
Award Management Site	Update Alerts	Ability to create alerts on an award record.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Award Management Site	Responsibility/Qualification Research	Ability to initiate a request for vendor information using the SAM.gov integration.	CO, CS, CM	1.0+	20.3+
Award Management Site	Update Viewers	Ability to manage viewers on an award.	CO, CS, CM, COR	1.0+	20.3+
Award Management Site	Associate Requirements	Ability to create a link with an existing requirement record in RM directly from the AM solution.	CO, CS, CM	1.1+	20.4+
Award Management Site	Request Requirements	Ability to create a requirement record in RM.	CO, CS, CM, PM, COR	1.1+	20.4+
Award Management Site	Edit Award Decision and Risk	Ability to update the award decision and risk for a specific award.	CO, CS, CM	1.3+	22.4+
Award Management Site	New Vendor	Ability to add a new vendor.	CO, CS, CM	1.0+	20.3+
Award Management Site	Submit Research Request	Ability to submit research requests for GSA, ICD, or SBA.	CO, CS, CM	1.0+	20.3+
Award Management Site	Expiring Awards Report	Report showing awards approaching their expiration date or end of options.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	22.4+
Integrations	USASpending	Ability to pull award information from USASpending.gov.	Admin	1.0+	20.3+
Integrations	Office365	Ability to open and edit documents in Office 365.	Admin	1.0+	20.3+
Integrations	SAM.gov	Ability to integrate with SAM.gov to retrieve vendor Responsibility and Qualification information.	Admin	1.0+	20.3+
Records	Award	Defines a award record.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Records	Solicitation	Defines a solicitation record.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Records	Research	Defines a research request and the research result.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Records	Vendor	Defines a vendor record.	CO, CS, CM, PM, COR, IT, Policy, Legal	1.0+	20.3+
Solutions Hub	Due and Overdue Email Schedule	Ability to define the frequency of due and overdue email notifications.	Admin	1.0+	20.3+
Solutions Hub	Enable/Disable USASpending Sync	Ability to enable or disable the USASpendign sync.	Admin	1.3+	22.4+
Solutions Hub	Enable/Disable State and local Government (SLG) Bundle	Ability to enable or disable the use of the SLG specific bundle file.	Admin	1.6+	23.3+
Solutions Hub	Show/Hide Solicitation and NIGP	Ability to show or hide solicitation related records and interfaces and show or hide NIGP data.	Admin	1.5+	23.2+

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

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