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 Notes to the Bid List | 1 |
1, |
 |
|
| Award a Winning Bid and Convert it into a Commitment | |
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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 Tab | |
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| Update and Redistribute Bid Package | |
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| Update Bid Documents | |
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| Upload Bid Documents | n/a | n/a | n/a | n/a |
| 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.
3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.
Job Role
| Job Role | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Architect | |
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| Company Administrator | |
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| Engineer | |
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| Owner / Construction Manager | |
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| Project Manager | |
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| Subcontractor | |
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| Superintendent | |