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 Directory5 |  |
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| Add Notes to the Bid List1 | + |
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| Award a Winning Bid and Convert it into a Purchase Order | |
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| Award a Winning Bid and Convert it into a Subcontract | |
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| Configure Advanced Settings: Bidding | |
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| Create a Bid Package | |
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| Delete a Bid Package | |
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| Edit Bid Package | |
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| Export a Bid Package's Bid List to a PDF or CSV | |
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| Reinvite Users to Bid | |
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| Respond to Pre-Bid Questions | |
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| Retrieve a Bid Package from the Recycle Bin | |
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| Review Submitted Bids | |
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| Search for and Invite Bidders | |
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| Send a New Correspondence in the Bidding Tool | |
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| Update and Redistribute Bid Package | |
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| Update Bid Documents | |
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| Upload Bid Documents2 | |
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| View Bid Package4 | |
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| Tasks Performed by Bidders with Planroom Tool | None | Read Only | Standard | Admin |
| Check the Status of your Bid3 | |
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| Download Bid Documents3 | |
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| Indicate your Intention to Bid3 | |
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| Submit a Bid3 | |
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| Submit a Pre-Bid Question3 | |
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| Update a Submitted Bid3 | |
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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.