Tender Board - User Permissions
Tender Board/Portfolio Planning
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
What granular permissions are available for the company's Tender Board tool?
Action |
None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Add a Tender Board Project to the Portfolio Tool |
Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | ||||
Add a Variation for an Estimate |
|||||
Add an Estimate |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Add and Manage Internal Notes in a Tender Board Project |
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|||
Add and Manage Tasks in a Tender Board Project |
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|||
Add Inclusions and Exclusions |
|||||
Add Items to a Cost Catalogue from Estimating |
Users also need 'Standard' level permissions or higher to the Company level Cost Catalogue tool. | ||||
Add Takeoffs |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Apply a Template in the Tender Board Tool |
|||||
Assign a Budget Code from an Estimate |
|||||
Configure Tender Board Tool Settings |
Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | ||||
Configure Settings for an Estimate in the Estimating Tab |
|
|
|||
Copy a Group to Another Project |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Copy or Move a Group to Another Estimate |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Copy a Takeoff Group |
|||||
Copy a Takeoff Layer |
|||||
Create a Project in the Tender Board |
|||||
Create a Purchase Order from an Estimate |
|||||
Delete a Project on the Tender Board |
|||||
Delete Documents from a Tender Board Project |
|
||||
Delete a a Takeoff Group |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Delete Takeoff Layers |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Download Documents from a Tender Board Project |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Edit a Tender Board Project |
|
||||
Edit a Tender Proposal with the Proposal Builder |
|||||
Edit an Estimate |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Edit Project Stages on the Tender Board |
|||||
Expand or Collapse Takeoff Groups |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Export a Tender Proposal |
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|||
Export an Estimate |
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|||
Export the Tender Board List View |
|||||
Generate Tender Estimates |
|||||
Lock and Unlock Takeoff Layers |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Manage Tenders from the Tender Board |
|||||
Manage Inclusion and Exclusion Libraries |
|||||
Merge Estimates |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Move a Group of Takeoff Layers to a New Estimate |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Move a Group of Takeoff Layers to a New Group |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Rename a Takeoff Group |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Respond to a Tender from the Tender Board |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Run Automated Area Takeoffs |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Search for and Filter Projects on the Tender Board |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
Set a Tender Board Project as a Template |
|||||
Set the Drawing Scale for Takeoffs |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Show or Hide Takeoff Layers |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Split Takeoff Layers |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||||
Submit a Tender Proposal |
|||||
Upload Documents to a Tender Board Project |
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
||||
View an Estimate |
|
||||
View Any Tender Board Project |
|
|
|||
View Tender Board Projects as the Assigned 'Estimator' |
Free Procore Accounts
Show/Hide Permissions
Permissions
How do permissions work for free Procore accounts?
Action | None | Member | Team Administrator | System Administrator | Notes |
---|---|---|---|---|---|
Add an Estimate |
|||||
Add Takeoffs |
|||||
Apply a Template in the Tender Board Tool |
|||||
Configure Settings for an Estimate in the Estimating Tab |
|
|
|
||
Copy a Takeoff Group |
|||||
Copy Takeoff Layers |
|||||
Create a Project in the Tender Board |
|||||
Delete a Takeoff Group |
|||||
Delete Takeoff Layers |
|||||
Delete a Project on the Tender Board |
|||||
Edit Project Stages on the Tender Board |
|||||
Edit an Estimate |
|||||
Expand or Collapse Takeoff Groups |
|||||
Export a Tender Proposal |
|||||
Export an Estimate |
|||||
Export the Tender Board List View |
|||||
Generate Tender Estimates |
|||||
Lock and Unlock Takeoff Layers |
|||||
Manage Tenders from the Tender Board |
|||||
Move a Takeoff Layer to a New Group |
|||||
Rename a Takeoff Group |
|||||
Respond to a Tender from the Tender Board |
|||||
Set a Tender Board Project as a Template |
|||||
Set the Drawing Scale for Takeoffs |
|||||
Show or Hide Takeoff Layers |
|||||
Submit a Tender Proposal |
Users also must be designated as a Tender Contact. | ||||
Upload Documents to a Tender Board Project |
|||||
View an Estimate |
|
||||
View Tender Board Projects |
|||||