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Procore (en-GB)

Permissions

Tendering

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 New Companies and Contacts to the Company Directory from the Tendering Tool 5       icon-mindtouch-table-check.png
Add Notes to the Tender List 1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Tendering       icon-mindtouch-table-check.png
Create a Tender Package       icon-mindtouch-table-check.png
Delete a Tender Package       icon-mindtouch-table-check.png
Edit Tender Package       icon-mindtouch-table-check.png
Export a Tender Package's Tender List to a PDF or CSV       icon-mindtouch-table-check.png
Reinvite Users to Tender       icon-mindtouch-table-check.png
Respond to Pre-Tender Questions       icon-mindtouch-table-check.png
Retrieve a Tender Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Tender       icon-mindtouch-table-check.png
Search for and Invite Tenderers       icon-mindtouch-table-check.png
Send a New Correspondence in the Tendering Tool       icon-mindtouch-table-check.png
Update and Redistribute Tender Package       icon-mindtouch-table-check.png
Update Tender Documents       icon-mindtouch-table-check.png
Upload Tender Documents 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Tender Package 4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Tasks Performed by Tenderers with Planroom Tool None Read Only Standard Admin
Check the Status of your Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender  3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with 'Standard' level permission can view Tender Notes by default.

2 'Standard' or 'Admin' level permissions are required to the project's Documents tool to complete this function. 

3 The tendering-related tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

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

5 Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.