Planroom (Company Level)
Procore's Company level Planroom tool gives users the ability to view and submit bid packages. To use this tool, you must be invited to bid on a project.
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The following table highlights which user permissions are required to perform the described user action.
|Configure Advanced Settings: Planroom|
|Download Bid Documents||*|
|Email Bid Documents||*|
|Reading Your Bid Package||*|
|Submit a Bid||*|
|View All Bid Packages in the Company|
|View Bid Package (that they have access to)||*|
|View the Planroom Tab||*|
*Bidders need to be added to the Company level Directory in order for you to invite them to bid on a project. Once they are invited to bid, bidders will automatically be given access to the Planroom. Project managers will not need to give them access manually.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
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