Tendering - User Permissions

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Tendering

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

Task	None	Read Only	Standard	Admin
Add a New Company to the Directory from the Tendering Tool				¹
Add a New Contact to the Directory from the Tendering Tool				¹
Add Tenderers from the Directory to a Tender Form
Add Tenderers from the Procore Construction Network to a Tender Form
Add Notes to the Bid List		⁺	⁺ ²
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
Copy Tender Forms from a Previous Tender Package
Create a Tender Form
Create a Tender Package
Delete a Tender Form
Delete a Tender Package
Edit a Tender Form
Edit a Tender Package
Export a Tender Package's Tender List to a PDF or CSV
Filter and Sort Tendering Information
Import Tender Forms to the Tendering Tool
Invite Tenderers
Level Tenders for a Tender Form
Preview a Tender Form
Reinvite Users to Tender
Resend Invitations to Tender
Respond to Pre-Tender Questions
Retrieve a Tender Package from the Recycle Bin
Review Submitted Tender		⁷	⁷
Search for and Filter Companies to Add to a Tender Form
Search for and Invite Tenderers
Send a New Correspondence in the Tendering Tool
Show or Hide Blind Tenders on a Tender Package		⁶	⁶	⁶
Soft Award a Tender
Update and Redistribute Tender Package
Update Bid Documents				³
View a Tender Form
View and Manage Tenderers on a Tender Form
View a Bid Package		⁴	⁴	⁴
Tasks Performed by Tenderers in the Planroom Tool ⁵	None	Read Only	Standard	Admin
Check the Status of your Bid
Download Tender Documents
Indicate your Intention to Bid
Submit a Tender
Submit a Pre-Bid Question
Update a Submitted Bid

¹ Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Tender Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

²Users with 'Standard' level permission can view Tender Notes by default.

³ Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to.

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 action.

⁵ These tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

⁶ Users with 'Read Only', 'Standard' or 'Admin' level permissions to the project's Tendering tool AND assigned as the Blind Tendering Manager on a tender package can complete this action.

⁷Users with 'Read Only', or 'Standard' level permissions to the project's Tendering tool are NOT able to edit tender values. However, they may still view and download tender attachments.