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.
|Add New Companies and Contacts to the Company Directory5|
|Add Notes to the Bid List1||+||+|
|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 Bid Package Distribution List can complete this function.
5 'Admin' level permission is required on the project's Directory tool to complete this function.