Bidding - User Permissions

Bidding

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a New Company to the Directory from the Bidding Tool				1
Add a New Contact to the Directory from the Bidding Tool				1
Add Bidders from the Directory to a Bid Form
Add Bidders from the Procore Construction Network to a Bid Form
Add Notes to the Bid List		+	+ 2
Award a Winning Bid and Convert it into a Purchase Order
Award a Winning Bid and Convert it into a Subcontract
Configure Advanced Settings: Bidding
Create a Bid Form
Create a Bid Package
Delete a Bid Form
Delete a Bid Package
Edit a Bid Form
Edit a Bid Package
Export a Bid Package's Bid List to a PDF or CSV
Filter and Sort Bidding Information
Import Bid Forms to the Bidding Tool
Invite Bidders
Level Bids for a Bid Form
Preview a Bid Form
Reinvite Users to Bid
Resend Invitations to Bid
Respond to Pre-Bid Questions
Retrieve a Bid Package from the Recycle Bin
Review Submitted Bids
Search for and Filter Companies to Add to a Bid Form
Search for and Invite Bidders
Send a New Correspondence in the Bidding Tool
Soft Award a Bid
Update and Redistribute Bid Package
Update Bid Documents				3
View a Bid Form
View and Manage Bidders on a Bid Form
View a Bid Package		4	4	4
Tasks Performed by Bidders in the Planroom Tool 5	None	Read Only	Standard	Admin
Check the Status of your Bid
Download Bid Documents
Indicate your Intention to Bid
Submit a Bid
Submit a Pre-Bid Question
Update a Submitted Bid

¹  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Bid Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

²  Users with 'Standard' level permission can view Bid Notes by default.

³  Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. 

⁴  Users with 'Read Only' or higher level permissions to the project's Bidding tool AND added to the Bidding CC Group can complete this function. 

⁵  These tasks are performed by bidders using the Company level Planroom tool. See Planroom.