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 from the Bidding Tool 5
Add Notes to the Bid List 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 Documents2
View Bid Package4
Tasks Performed by Bidders with Planroom Tool	None	Read Only	Standard	Admin
Check the Status of your Bid3
Download Bid Documents3
Indicate your Intention to Bid3
Submit a Bid3
Submit a Pre-Bid Question3
Update a Submitted Bid3

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 Bidding CC Group can complete this function. 

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