Permissions
Bid Board/Portfolio Planning
Learn which user permissions are required to take the described actions in this tool.
ImportantSome actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
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 Bid Board tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add a Bid Board Project to the Portfolio Tool Web |
| Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
Add a Change Order for an Estimate Web |
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Add an Estimate Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add and Manage Internal Notes in a Bid Board Project Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add and Manage Tasks in a Bid Board Project Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add Adjustments to an Estimate Web |
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Add Inclusions and Exclusions Web |
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Add Items to a Cost Catalog from Estimating Web |
| Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
Add Notes to Individual Line Items on an Estimate Web |
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Add Takeoffs Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Apply a Template in the Bid Board Tool Web |
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Assign a Budget Code from an Estimate Web |
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Configure Bid Board Tool Settings Web |
| Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
Configure Columns for an Estimate Web |
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| Configure Columns for an Estimate Web | |
Configure Settings for an Estimate in the Estimating Tab Web |
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Copy a Group to Another Project Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Copy or Move a Group to Another Estimate Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Copy a Takeoff Group Web |
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Copy a Takeoff Layer Web |
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Create a Project in the Bid Board Web |
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Create a Purchase Order from an Estimate Web |
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Delete a Project on the Bid Board Web |
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Delete Documents from a Bid Board Project Web |
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Delete a a Takeoff Group Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Delete Takeoff Layers Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Download Documents from a Bid Board Project Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Edit a Bid Board Project Web |
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Edit a Bid Proposal with the Proposal Builder Web |
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Edit an Estimate Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Edit Project Stages on the Bid Board Web |
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Expand or Collapse Takeoff Groups Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export a Bid Proposal Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export an Estimate Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export the Bid Board List View Web |
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Generate Bid Estimates Web |
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Lock and Unlock Takeoff Layers Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Manage Bids from the Bid Board Web |
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Manage Inclusion and Exclusion Libraries Web |
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Merge Estimates Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Move a Group of Takeoff Layers to a New Estimate Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Move a Group of Takeoff Layers to a New Group Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Rename a Takeoff Group Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Respond to a Bid from the Bid Board Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Run Automated Area Takeoffs Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Search for and Filter Projects on the Bid Board Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Set a Bid Board Project as a Template Web |
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Set the Drawing Scale for Takeoffs Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Show or Hide Takeoff Layers Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Split Takeoff Layers Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Submit a Bid Proposal Web |
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Upload Documents to a Bid Board Project Web |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
View an Estimate Web |
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View Any Bid Board Project Web |
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View Bid Board Projects as the Assigned 'Estimator' Web |
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Free Procore Accounts
Show/Hide Permissions
Limited ReleaseFree Procore accounts are currently only available in the United States and Canada.
Free Procore accounts are currently only available in the United States and Canada.
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 Web |
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Add Takeoffs Web |
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Apply a Template in the Bid Board Tool Web |
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Configure Columns for an Estimate Web |
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| Configure Columns for an Estimate Web | |
Configure Settings for an Estimate in the Estimating Tab Web |
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Copy a Takeoff Group Web |
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Copy Takeoff Layers Web |
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Create a Project in the Bid Board Web |
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Delete a Takeoff Group Web |
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Delete Takeoff Layers Web |
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Delete a Project on the Bid Board Web |
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Edit Project Stages on the Bid Board Web |
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Edit an Estimate Web |
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Expand or Collapse Takeoff Groups Web |
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Export a Bid Proposal Web |
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Export an Estimate Web |
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Export the Bid Board List View Web |
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Generate Bid Estimates Web |
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Lock and Unlock Takeoff Layers Web |
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Manage Bids from the Bid Board Web |
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Move a Takeoff Layer to a New Group Web |
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Rename a Takeoff Group Web |
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Respond to a Bid from the Bid Board Web |
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Set a Bid Board Project as a Template Web |
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Set the Drawing Scale for Takeoffs Web |
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Show or Hide Takeoff Layers Web |
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Submit a Bid Proposal Web |
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| Users also must be designated as a Bid Contact. | |
Upload Documents to a Bid Board Project Web |
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View an Estimate Web |
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View Bid Board Projects Web |
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