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Procore

What granular permissions are available for the project's Bidding tool?

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. The table below shows the granular permissions that are available for the project's Bidding tool.

Answer

Granular Permission Name Granular Permission Description
Create Bid Notes Grants users the privilege to create bid notes.  See Add Notes to the Bid List.
Edit Bid Notes Grants users the privilege to edit bid notes.
Delete Bid Notes Grants users the privilege to delete bid notes.
Note: Users with 'Standard' or 'Read Only' level permissions to the Bidding tool will also need to be added to the Bid Package's distribution list to see the bid package and perform the actions above.