Portfolio Planning - User Permissions
Tender Board/Portfolio Planning
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the company's Tender Board tool?
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None | Read Only | Standard | Admin | Notes |
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Add a Tender Board Project to the Portfolio Tool |
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Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
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Add a Change Order for an Estimate |
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Add an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Add and Manage Internal Notes in a Tender Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add and Manage Tasks in a Tender Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog from Estimating |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
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Add Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Apply a Template in the Tender Board Tool |
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Assign a Budget Code from an Estimate |
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Configure Tender Board Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy or Move a Group to Another Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy a Takeoff Group |
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Copy a Takeoff Layer |
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Create a Project in the Tender Board |
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Create a Purchase Order from an Estimate |
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Delete a Project on the Tender Board |
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Delete Documents from a Tender Board Project |
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Delete a a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Delete Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Download Documents from a Tender Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Edit a Tender Board Project |
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Edit a Tender Proposal with the Proposal Builder |
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Edit an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Edit Project Stages on the Tender Board |
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Expand or Collapse Takeoff Groups |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export a Tender Proposal |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export the Tender Board List View |
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Generate Tender Estimates |
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Lock and Unlock Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Manage Tenders from the Tender Board |
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Move a Group of Takeoff Layers to a New Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Move a Group of Takeoff Layers to a New Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Rename a Takeoff Group |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Respond to a Tender from the Tender Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Run Automated Area Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Search for and Filter Projects on the Tender Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Set a Tender Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Show or Hide Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Split Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Submit a Tender Proposal |
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Upload Documents to a Tender Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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View an Estimate |
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View Any Tender Board Project |
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View Tender Board Projects as the Assigned 'Estimator' |
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Free Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
How do permissions work for free Procore accounts?
| Action | None | Member | Team Administrator | System Administrator | Notes |
|---|---|---|---|---|---|
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Tender Board Tool |
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Takeoff Group |
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Copy Takeoff Layers |
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Create a Project in the Tender Board |
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Delete a Takeoff Group |
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Delete Takeoff Layers |
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Delete a Project on the Tender Board |
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Edit Project Stages on the Tender Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Tender Proposal |
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Export an Estimate |
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Export the Tender Board List View |
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Generate Tender Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Tenders from the Tender Board |
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Move a Takeoff Layer to a New Group |
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Rename a Takeoff Group |
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Respond to a Tender from the Tender Board |
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Set a Tender Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Tender Proposal |
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Users also must be designated as a Tender Contact. | |
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Upload Documents to a Tender Board Project |
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View an Estimate |
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View Tender Board Projects |
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