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				5
Add Notes to the Tender List		1	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	2
View Tender Package		4	4
Tasks Performed by Tenderers with Planroom Tool	None	Read Only	Standard	Admin
Check the Status of your Tender		3	3	3
Download Tender Documents		3	3	3
Indicate your Intention to Tender		3	3	3
Submit a Tender		3	3	3
Submit a Pre-Tender Question		3	3	3
Update a Submitted Tender		3	3	3

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 and added to the Tender Package Distribution List can complete this function. 

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