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Procore

Planroom - User Permissions

Planroom

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

 Important

Bidders must be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.

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.

   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.

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

Action None Read Only Standard Admin Notes

Check the Status of your Bid 

 Web

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Configure Advanced Settings: Planroom

 Web

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Download Bid Documents

 Web

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Indicate your Intention to Bid

 Web

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Submit a Bid

 Web

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Submit a Pre-Bid Question

 Web

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Update a Submitted Bid

 Web

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View a bid package you have been invited to

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View the Planroom tool   check-green2.png check-green2.png check-green2.png