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Procore

Permissions

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Tender Board

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

Task None Read Only Standard Admin
Add a Tender Board Project to the Portfolio Tool       icon-mindtouch-table-check.png 1
Add a Project to the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Estimates in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add or Manage Takeoffs in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Tender Board List View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Tenders from the Tender Board       icon-mindtouch-table-check.png
Rename Project Stages on the Tender Board       icon-mindtouch-table-check.png
Respond to a Tender from the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Projects on the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload Documents to a Project in the Tender Board Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Tender Board   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

1  Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects.