Estimating - User Permissions
Estimating
Important
Permissions
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Add 3D Model Takeoffs |
![]() |
![]() |
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Add 3D Model Takeoffs Using Auto-Mapping |
![]() |
![]() |
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Add an Estimate |
![]() |
![]() |
|||
Add and Manage Internal Notes in a Tender Board Project |
![]() |
![]() |
|||
Add and Manage Tasks in a Tender Board Project |
![]() |
![]() |
|||
Add Inclusions and Exclusions |
![]() |
![]() |
|||
Add Items to a Cost Catalogue |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the Company level Cost Catalogue tool. | ||
Add a Variation for an Estimate |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
Assign a Budget Code from an Estimate |
![]() |
![]() |
|||
Configure Estimating 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 |
![]() |
||||
Copy or Move a Group to Another Estimate |
![]() |
||||
Copy a Takeoff Group |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Copy Takeoff Layers |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Create a Main Contract from an Estimate |
![]() |
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Create a Purchase Order from an Estimate |
![]() |
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Delete Documents from a Tender Board Project |
![]() |
![]() |
|||
Delete a Takeoff Group |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Delete Takeoff Layers |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Download Documents from a Tender Board Project |
![]() |
![]() |
![]() |
||
Edit a Tender Proposal with the Proposal Builder |
![]() |
![]() |
|||
Edit an Estimate |
![]() |
![]() |
|||
Edit Custom Fields for a Tender Board Project |
![]() |
![]() |
![]() |
||
Edit Customer Information for a Tender Board Project |
![]() |
![]() |
|||
Edit the Estimate Overview for a Tender Board Project |
![]() |
![]() |
|||
Expand or Collapse Takeoff Groups |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Export a Tender |
![]() |
![]() |
![]() |
||
Export an Estimate |
![]() |
![]() |
|||
Generate a Tender Proposal |
![]() |
![]() |
|||
Lock and Unlock Takeoff Layers |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Manage Inclusion and Exclusion Libraries |
![]() |
![]() |
|||
Merge Estimates |
![]() |
![]() |
|||
Move Takeoff Layers to a New Group |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Rename a Takeoff Group |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Respond to a Tender Invitation |
![]() |
![]() |
|||
Run Automated Area Takeoffs |
![]() |
![]() |
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Search for Model Objects in Estimating |
![]() |
![]() |
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
Send a Variation to the Change Events Tool |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
Send an Estimate to the Budget |
![]() |
Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
Set the Drawing Scale for Takeoffs |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Show or Hide Takeoff Layers |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Split Takeoff Layers |
![]() |
![]() |
Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
Upload Documents from a Tender Board Project |
![]() |
![]() |
![]() |
||
View 3D Models in Estimating |
![]() |
![]() |
Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
View an Estimate |
![]() |
![]() |
![]() |