Permissions

Tendering

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

+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.

Task	None	Read Only	Standard	Admin
Add New Companies and Contacts to the Company Directory from the Tendering Tool 5
Add Notes to the Tender List 1		+	+
Award a Winning Tender and Convert it into a Purchase Order
Award a Winning Tender and Convert it into a Subcontract
Configure Advanced Settings: Tendering
Create a Tender Package
Delete a Tender Package
Edit Tender Package
Export a Tender Package's Tender List to a PDF or CSV
Reinvite Users to Tender
Respond to Pre-Tender Questions
Retrieve a Tender Package from the Recycle Bin
Review Submitted Tender
Search for and Invite Tenderders
Send a New Correspondence in the Tendering Tool
Update and Redistribute Tender Package
Update Tender Documents
Upload Tender Documents2
View Tender Package4
Tasks Performed by Tenderers with Planroom Tool	None	Read Only	Standard	Admin
Check the Status of your Tender3
Download Tender Documents3
Indicate your Intention to Tender3
Submit a Tender3
Submit a Pre-Tender Question3
Update a Submitted Tender3

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

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

³ The tendering-related tasks are performed by tenderers (i.e., subcontractors) using the Company level Planroom tool. See Planroom.

⁴ Users with 'Read-only' or above permissions on the project's Tendering tool can complete this function. 

⁵ 'Admin' level permission is required on the project's Directory tool to complete this function.