Bidding - User Permissions
Bidding
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
  |
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 |
|
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 |
|
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 |
|
||||
|
Add Notes to the Bid List |
|
|
|
||
|
Award a Winning Bid and Convert it into a Purchase Order |
|
||||
|
Award a Winning Bid and Convert it into a Subcontract |
|
||||
|
Award a Bid and Convert it to a Subcontract or Purchase Order |
|
Users must also have 'Admin' level permissions on the project's Commitments tool. |
|||
|
Configure Advanced Settings: Bidding |
|
||||
|
Copy Bid Forms from a Previous Bid Package |
|
You can only copy bid packages from projects that you have access to. | |||
|
Create a Bid Form |
|
||||
|
Create a Bid Package |
|
||||
|
Delete a Bid Form |
|
||||
|
Delete a Bid Package |
|
||||
|
Delete Bid Notes |
|
|
|
||
|
Edit a Bid Form |
|
||||
|
Edit a Bid Package |
|
||||
|
Edit Bid Notes |
|
|
|
||
|
Export a Bid Package |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Packages' Bid Files |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Package's Bid List |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Bid Sheet |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Edit Bidders on the Bid Invitation |
|
||||
|
Filter and Group the Bid List |
|
|
'Standard' level users must be added to the bid package's distribution list. | ||
|
Filter and Sort Bidding Information |
|
|
|
||
|
Import Bid Forms to the Bidding Tool |
|
||||
|
Invite Bidders |
|
||||
|
Level Bids for a Bid Form |
 |
|
|
Users with 'Read Only' or 'Standard' permissions can only view leveled bids. | |
|
Preview a Bid Form |
|
||||
|
Re-invite Users to Bid |
|
||||
|
Resend Invitations to Bid |
|
||||
|
Respond to Pre-Bid Questions |
|
||||
|
Retrieve a Bid Package from the Recycle Bin |
|
||||
|
Review Submitted Bids |
|
||||
|
Search for and Filter Companies to Add to a Bid Form |
|
||||
|
Search for and Invite Bidders |
|
||||
|
Send a New Correspondence in the Bidding Tool |
|
||||
|
Send Bulk Correspondences |
|
||||
|
Show or Hide Blind Bids on a Bid Package |
|
|
|
Users must also be assigned as the Blind Bidding Manager on the bid package. | |
|
Soft Award a Bid |
|
||||
|
Update and Redistribute Bid Package |
|
||||
|
Update Bid Documents |
|
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 |
|
||||
|
View a Bid Package |
|
|
|
'Read Only' and 'Standard' users must also be added to the Bidding CC group. | |
|
View an Activity Log |
|
||||
|
View Leveled Bids for a Bid Form |
|
|
|
||
|
View and Manage Bidders on a Bid Form |
|