Permissions

Tendering

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

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 Tenderers
Send a New Correspondence in the Tendering Tool
Update and Redistribute Tender Package
Update Tender Documents
Upload Tender Documents 2
View Tender Package 4
Tasks Performed by Tenderers with Planroom Tool	None	Read Only	Standard	Admin
Check the Status of your Tender 3
Download Tender Documents 3
Indicate your Intention to Tender 3
Submit a Tender 3
Submit a Pre-tender Question 3
Update a Submitted Tender  3

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.