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Procore

Permissions

Bidding

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

icon-mindtouch-table-check-grey.png - 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       icon-mindtouch-table-check.png5
Add Notes to the Bid List   icon-mindtouch-table-check-grey.png1 icon-mindtouch-table-check-grey.png1 icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Bidding       icon-mindtouch-table-check.png
Create a Bid Package       icon-mindtouch-table-check.png
Delete a Bid Package       icon-mindtouch-table-check.png
Edit Bid Package       icon-mindtouch-table-check.png
Export a Bid Package's Bid List to a PDF or CSV       icon-mindtouch-table-check.png
Reinvite Users to Bid       icon-mindtouch-table-check.png
Respond to Pre-Bid Questions       icon-mindtouch-table-check.png
Retrieve a Bid Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Bids       icon-mindtouch-table-check.png
Search for and Invite Bidders       icon-mindtouch-table-check.png
Send a New Correspondence in the Bidding Tool       icon-mindtouch-table-check.png
Update and Redistribute Bid Package       icon-mindtouch-table-check.png
Update Bid Documents       icon-mindtouch-table-check.png
Upload Bid Documents     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png2
View Bid Package   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png
Tasks Performed by Bidders with Planroom Tool None Read-Only Standard Admin
Check the Status of your Bid   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Download Bid Documents   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Indicate your Intention to Bid   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Submit a Bid   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Submit a Pre-Bid Question   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Update a Submitted Bid   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3

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. 

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-mindtouch-table-check.png      
Company Administrator       icon-mindtouch-table-check.png
Engineer icon-mindtouch-table-check.png      
Owner / Construction Manager icon-mindtouch-table-check.png      
Project Manager       icon-mindtouch-table-check.png
Subcontractor icon-mindtouch-table-check.png      
Superintendent icon-mindtouch-table-check.png      

 

 

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