Permissions

Bidding

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.

Task	None	Read Only	Standard	Admin
Add New Companies and Contacts to the Company Directory				5
Add Notes to the Bid List		1	1
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 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 Tool
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 project's Bidding tool and added to the Bid Package Distribution List can complete this function. 

⁵ 'Admin' level permission is required on the project's Directory tool to complete this function. 

Job Role

Job Role	None	Read Only	Standard	Admin
Architect
Company Administrator
Engineer
Owner / Construction Manager
Project Manager
Subcontractor
Superintendent