The following table highlights which user permissions are required to perform the described user action.
- Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
|Add Notes to the Bid List||1||1,|
|Award a Winning Bid and Convert it into a Commitment|
|Configure Advanced Settings: Bidding|
|Create a Bid Package|
|Delete a Bid Package|
|Edit Bid Package|
|Export a Bid Package's Bid List to a PDF or CSV|
|Reinvite Users to Bid|
|Respond to Pre-Bid Questions|
|Retrieve a Bid Package from the Recycle Bin|
|Review Submitted Bids|
|Search for and Invite Bidders|
|Send a New Correspondence in the Bidding Tab|
|Update and Redistribute Bid Package|
|Update Bid Documents|
|Upload Bid Documents||2||2|
|View Bid Package||4||4|
|Tasks Performed by Bidders with Planroom Tool||None||Read-Only||Standard||Admin|
|Check the Status of your Bid||3||3||3|
|Download Bid Documents||3||3||3|
|Indicate your Intention to Bid||3||3||3|
|Submit a Bid||3||3||3|
|Submit a Pre-Bid Question||3||3||3|
|Update a Submitted Bid||3||3||3|
1 Users with 'Standard' level permission can view Bid Notes by default.
2 'Standard' or 'Admin' level permissions are required on the project's Documents tool to complete this function.
3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.
4 Users with 'Read-only' or above permissions on the Company level Planroom tool, added to the project's Directory and the Bid Package Distribution List can complete this function.
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|