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Procore

Bidding - User Permissions

Learn which user permissions are required to take the described actions in this tool.

Bidding

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a New Companies and Contacts to the Company Directory from the Bidding Tool Legacy  

 Web

      check-green2.png Users must also have 'Admin' level permission to the Project level Directory tool to complete this action.

Add a New Company to the Directory from the Bidding Tool 

 Web

      check-green2.png Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

Add a New Contact to the Directory from the Bidding Tool

 Web

      check-green2.png Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

Add Bidders to a Bid Form

 Web

      check-green2.png  

Add Notes to the Bid List 

 Web

 

icon-mindtouch-table-check.png

  • Create Bid Notes

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  • Create Bid Notes
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Award a Winning Bid and Convert it into a Purchase Order Legacy 

 Web

      check-green2.png  

Award a Winning Bid and Convert it into a Subcontract Legacy 

 Web

      check-green2.png  

Award a Bid and Convert it to a Subcontract or Purchase Order

 Web

     

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Users must also have 'Admin' level permissions on the project's Commitments tool.

Configure Advanced Settings: Bidding

 Web

      check-green2.png  

Copy Bid Forms from a Previous Bid Package

 Web

      check-green2.png You can only copy bid packages from projects that you have access to.

Create a Bid Form

 Web

      check-green2.png  

Create a Bid Package

 Web

      check-green2.png  

Delete a Bid Form

 Web

      check-green2.png  

Delete a Bid Package

 Web

      check-green2.png  

Delete Bid Notes

 Web

 

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  • Delete Bid Notes

icon-mindtouch-table-check.png

  • Delete Bid Notes
check-green2.png  

Edit a Bid Form

 Web

      check-green2.png  

Edit a Bid Package

 Web

      check-green2.png  

Edit Bid Notes

 Web

 

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  • Edit Bid Notes

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  • Edit Bid Notes
check-green2.png  

Export a Bid Package

 Web

 

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icon-mindtouch-table-check.png

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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the bid package.
  • You are a user cc'd on the bid package.
  • You are the Bid Package Manager.

Export a Bid Packages' Bid Files

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png

For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the bid package.
  • You are a user cc'd on the bid package.
  • You are the Bid Package Manager.

Export a Bid Package's Bid List

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png

For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the bid package.
  • You are a user cc'd on the bid package.
  • You are the Bid Package Manager.

Export a Bid Sheet

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png

For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the bid package.
  • You are a user cc'd on the bid package.
  • You are the Bid Package Manager.

Edit Bidders on the Bid Invitation Legacy 

 Web

      check-green2.png  

Filter and Group the Bid List Legacy 

 Web

   

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check-green2.png 'Standard' level users must be added to the bid package's distribution list.

Filter and Sort Bidding Information

 Web

  check-green2.png check-green2.png check-green2.png  

Import Bid Forms to the Bidding Tool

 Web

      check-green2.png  

Invite Bidders

 Web

      check-green2.png  

Level Bids for a Bid Form

 Web

      check-green2.png  

Preview a Bid Form

 Web

      check-green2.png  

Re-invite Users to Bid Legacy

 Web

      check-green2.png  

Resend Invitations to Bid

 Web

      check-green2.png  

Respond to Pre-Bid Questions

 Web

      check-green2.png  

Retrieve a Bid Package from the Recycle Bin

 Web

      check-green2.png  

Review Submitted Bids Legacy 

 Web

      check-green2.png  

Search for and Filter Companies to Add to a Bid Form

 Web

      check-green2.png  

Search for and Invite Bidders Legacy

 Web

      check-green2.png  

Send a New Correspondence in the Bidding Tool

 Web

      check-green2.png  

Send Bulk Correspondences Legacy

 Web

      check-green2.png  

Show or Hide Blind Bids on a Bid Package

 Web

 

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icon-mindtouch-table-check.png

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Users must also be assigned as the Blind Bidding Manager on the bid package.

Soft Award a Bid

 Web

      check-green2.png  

Update and Redistribute Bid Package

 Web

      check-green2.png  

Update Bid Documents 

 Web

     

icon-mindtouch-table-check.png

Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. 

View a Bid Form

 Web

      check-green2.png  

View a Bid Package 

 Web

 

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

check-green2.png 'Read Only' and 'Standard' users must also be added to the Bidding CC group.

View an Activity Log

 Web

      check-green2.png  

View and Manage Bidders on a Bid Form

 Web

      check-green2.png