Bidding - User Permissions

Bidding

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

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a New Company to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add Bidders from the Directory to a Bid Form       icon-mindtouch-table-check.png
Add Bidders from the Procore Construction Network to a Bid Form       icon-mindtouch-table-check.png
Add Notes to the Bid List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 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
Copy Bid Forms from a Previous Bid Package       icon-mindtouch-table-check.png
Create a Bid Form       icon-mindtouch-table-check.png
Create a Bid Package       icon-mindtouch-table-check.png
Delete a Bid Form       icon-mindtouch-table-check.png
Delete a Bid Package       icon-mindtouch-table-check.png
Edit a Bid Form       icon-mindtouch-table-check.png
Edit a Bid Package       icon-mindtouch-table-check.png
Export a Bid Package's Bid List to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Filter and Sort Bidding Information   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Import Bid Forms to the Bidding Tool       icon-mindtouch-table-check.png
Invite Bidders       icon-mindtouch-table-check.png
Level Bids for a Bid Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Preview a Bid Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
Reinvite Users to Bid       icon-mindtouch-table-check.png
Resend Invitations 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.png7 icon-mindtouch-table-check.png7 icon-mindtouch-table-check.png 
Search for and Filter Companies to Add to a Bid Form       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
Show or Hide Blind Bids on a Bid Package   icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6 icon-mindtouch-table-check.png6
Soft Award a Bid       icon-mindtouch-table-check.png
Update and Redistribute Bid Package       icon-mindtouch-table-check.png
Update Bid Documents        icon-mindtouch-table-check.png 3
View a Bid Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 
View and Manage Bidders on a Bid Form       icon-mindtouch-table-check.png
View a Bid Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Bidders in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Bid Documents icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-Bid Question  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Bid   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Bid Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

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

3  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. 

4  Users with 'Read Only' or higher level permissions to the project's Bidding tool AND added to the Bidding CC Group can complete this action. 

5  These tasks are performed by bidders using the Company level Planroom tool. See Planroom.

 Users with 'Read Only', 'Standard' or 'Admin' level permissions to the project's Bidding tool AND assigned as the Blind Bidding Manager on a bid package can complete this action. 

7  Users with 'Read Only', or 'Standard' level permissions to the project's Bidding tool are NOT able to edit bid values. However, they may still view and download bid attachments.