Tendering - User Permissions
Tendering
Important
| | 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.
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a New Companies and Contacts to the Company Directory from the Tendering Tool |
  |
Users must also have 'Admin' level permission to the Project level Directory tool to complete this action. | |||
|
Add a New Company to the Directory from the Tendering Tool |
|
Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
|
Add a New Contact to the Directory from the Tendering Tool |
|
Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
|
Add Tenderers to a Tender Form |
|
||||
|
Add Notes to the Tender List |
|
|
|
||
|
Award a Winning Tender and Convert it into a Purchase Order |
|
||||
|
Award a Winning Tender and Convert it into a Subcontract |
|
||||
|
Award a Tender and Convert it to a Subcontract or Purchase Order |
|
Users must also have 'Admin' level permissions on the project's Commitments tool. |
|||
|
Configure Advanced Settings: Tendering |
|
||||
|
Copy Tender Forms from a Previous Tender Package |
|
You can only copy tender packages from projects that you have access to. | |||
|
Create a Tender Form |
|
||||
|
Create a Tender Package |
|
||||
|
Delete a Tender Form |
|
||||
|
Delete a Tender Package |
|
||||
|
Delete Tender Notes |
|
|
|
||
|
Edit a Tender Form |
|
||||
|
Edit a Tender Package |
|
||||
|
Edit Tender Notes |
|
|
|
||
|
Export a Tender Package |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Tender Packages' Tender Files |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Tender Package's Tender List |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Export a Tender Sheet |
|
|
|
For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
|
|
|
Edit Tenderers on the Tender Invitation |
|
||||
|
Filter and Group the Tender List |
|
|
'Standard' level users must be added to the tender package's distribution list. | ||
|
Filter and Sort Tendering Information |
|
|
|
||
|
Import Tender Forms to the Tendering Tool |
|
||||
|
Invite Tenderers |
|
||||
|
Level Tenders for a Tender Form |
 |
|
|
Users with 'Read Only' or 'Standard' permissions can only view leveled tenders. | |
|
Preview a Tender Form |
|
||||
|
Re-invite Users to Tender |
|
||||
|
Resend Invitations to Tender |
|
||||
|
Respond to Pre-Tender Questions |
|
||||
|
Retrieve a Tender Package from the Recycle Bin |
|
||||
|
Review Submitted Tenders |
|
||||
|
Search for and Filter Companies to Add to a Tender Form |
|
||||
|
Search for and Invite Tenderers |
|
||||
|
Send a New Correspondence in the Tendering Tool |
|
||||
|
Send Bulk Correspondences |
|
||||
|
Show or Hide Blind Tenders on a Tender Package |
|
|
|
Users must also be assigned as the Blind Tendering Manager on the tender package. | |
|
Soft Award a Tender |
|
||||
|
Update and Redistribute Tender Package |
|
||||
|
Update Tender Documents |
|
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. | |||
|
View a Tender Form |
|
||||
|
View a Tender Package |
|
|
|
'Read Only' and 'Standard' users must also be added to the Tendering CC group. | |
|
View an Activity Log |
|
||||
|
View Leveled Tenders for a Tender Form |
|
|
|
||
|
View and Manage Tenderers on a Tender Form |
|