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 | |
|||
| 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 Tab | |
|||
| 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 Company level Planroom tool, added to the project's Directory and the Bid Package Distribution List can complete this function.
Job Role
| Job Role | None | Read-only | Standard | Admin |
|---|---|---|---|---|
| Architect | |
|||
| Company Administrator | |
|||
| Engineer | |
|||
| Owner / Construction Manager | |
|||
| Project Manager | |
|||
| Subcontractor | |
|||
| Superintendent | |