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Permissions

Table of contents

Bidding

The following table highlights which user permissions are required to perform the described user action.

Task None Read-Only Standard Admin
Add Notes to the Bid List   icon_checkmark_h17.png2 icon_checkmark_h17.png1, 2 icon_checkmark_h17.png
Award a Winning Bid and Convert it into a Commitment        icon_checkmark_h17.png
Configure Advanced Settings: Bidding       icon_checkmark_h17.png
Create a Bid Package       icon_checkmark_h17.png
Delete a Bid Package       icon_checkmark_h17.png
Edit Bid Package       icon_checkmark_h17.png
Export a Bid Package's Bid List to a PDF or CSV       icon_checkmark_h17.png
Reinvite Users to Bid       icon_checkmark_h17.png
Respond to Pre-Bid Questions       icon_checkmark_h17.png
Retrieve a Bid Package from the Recycle Bin       icon_checkmark_h17.png
Review Submitted Bids       icon_checkmark_h17.png
Search for and Invite Bidders       icon_checkmark_h17.png
Send a New Correspondence in the Bidding Tab       icon_checkmark_h17.png
Update and Redistribute Bid Package       icon_checkmark_h17.png
Update Bid Documents       icon_checkmark_h17.png
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   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Download Bid Documents   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Indicate your Intention to Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Submit a Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Submit a Pre-Bid Question   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3
Update a Submitted Bid   icon_checkmark_h17.png3 icon_checkmark_h17.png3 icon_checkmark_h17.png3

1 Users with 'Standard' level permission can view Bid Notes by default.

2 Users with 'Read Only' or 'Standard' level permission can be granted the Create Bid Notes, Edit Bid Notes, and/or Delete Bid Notes granular permission to perform. See Grant Granular Permissions in a Permission Template. Note: These users must also be added to the Bid Package's Distribution (see Create a Bid Package or Edit a Bid Package), so they can view the bid package and perform create, edit, or delete bid action.

3 The bidding-related tasks are performed by bidders (i.e., subcontractors) using the Company level Planroom tool. See Planroom.

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      
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Last modified
12:21, 10 Aug 2017

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