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Procore

Bid Board - User Permissions

Bid Board/Portfolio Planning

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Paid Procore Accounts 

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the company's Bid Board tool?

Action

None Read Only Standard Admin Notes

Add a Bid Board Project to the Portfolio Tool

 Web

      icon-mindtouch-table-check.png Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects.

Add a Change Order for an Estimate

 Web

      icon-mindtouch-table-check.png  

Add an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Add and Manage Internal Notes in a Bid Board Project

 Web

 

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  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add and Manage Tasks in a Bid Board Project

 Web

 

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  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add Items to a Cost Catalog from Estimating

 Web

      icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Apply a Template in the Bid Board Tool

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign a Budget Code from an Estimate

 Web

      icon-mindtouch-table-check.png  

Configure Bid Board Tool Settings

 Web

      icon-mindtouch-table-check.png Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool.

Copy a Group to Another Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy or Move a Group to Another Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy a Takeoff Layer

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Project in the Bid Board

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Purchase Order from an Estimate

 Web

      icon-mindtouch-table-check.png  

Delete a Project on the Bid Board

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Documents from a Bid Board Project

 Web

 

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  • Can Manage Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Download Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Edit a Bid Board Project

 Web

 

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  • Can Edit Project Details
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Bid Proposal with the Proposal Builder

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Edit Project Stages on the Bid Board

 Web

      icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export a Bid Proposal

 Web

 

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  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export an Estimate

 Web

 

icon-mindtouch-table-check.png

  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export the Bid Board List View

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate Bid Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Manage Bids from the Bid Board

 Web

      icon-mindtouch-table-check.png  

Merge Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Move a Group of Takeoff Layers to a New Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Move a Group of Takeoff Layers to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Run Automated Area Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Search for and Filter Projects on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Set a Bid Board Project as a Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Split Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Submit a Bid Proposal

 Web

      icon-mindtouch-table-check.png  

Upload Documents to a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

View Any Bid Board Project

 Web

 

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  • Can Access Projects for all Users

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  • Can Access Projects for all Users
icon-mindtouch-table-check.png
 

View Bid Board Projects as the Assigned 'Estimator'

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Free Procore Accounts

Limited Release
Free Procore accounts are currently only available in the United States.

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

How do permissions work for free Procore accounts? 

Action None Member Team Administrator System Administrator Notes

Add an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Apply a Template in the Bid Board Tool

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Copy Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Project in the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Project on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit Project Stages on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export the Bid Board List View

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Generate Bid Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Lock and Unlock Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manage Bids from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Move a Takeoff Layer to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set a Bid Board Project as a Template

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Submit a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also must be designated as a Bid Contact.

Upload Documents to a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Bid Board Projects

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png