Permissions
Learn which user permissions are required to take the described actions in this tool.
Bidding
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.
| | 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 |
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Add a New Companies and Contacts to the Company Directory from the Bidding Tool Legacy Web |
| 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 Bidding Tool Web |
| 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 Bidding Tool Web |
| 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 Bidders to a Bid Form Web |
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Add Notes to the Bid List Web |
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Award a Winning Bid and Convert it into a Purchase Order Legacy Web |
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Award a Winning Bid and Convert it into a Subcontract Legacy Web |
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Award a Bid and Convert it to a Subcontract or Purchase Order Web |
| Users must also have 'Admin' level permissions on the project's Commitments tool. | |||
Configure Advanced Settings: Bidding Web |
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Copy Bid Forms from a Previous Bid Package Web |
| You can only copy bid packages from projects that you have access to. | |||
Create a Bid Form Web |
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Create a Bid Package Web |
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Delete a Bid Form Web |
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Delete a Bid Package Web |
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Delete Bid Notes Web |
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Edit a Bid Form Web |
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Edit a Bid Package Web |
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Edit Bid Notes Web |
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Export a Bid Package Web |
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| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Packages' Bid Files Web |
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| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Package's Bid List Web |
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| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Sheet Web |
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| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Edit Bidders on the Bid Invitation Legacy Web |
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Filter and Group the Bid List Legacy Web |
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| 'Standard' level users must be added to the bid package's distribution list. | ||
Filter and Sort Bidding Information Web |
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Import Bid Forms to the Bidding Tool Web |
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Invite Bidders Web |
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Level Bids for a Bid Form Web |
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Preview a Bid Form Web |
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Re-invite Users to Bid Legacy Web |
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Resend Invitations to Bid Web |
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Respond to Pre-Bid Questions Web |
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Retrieve a Bid Package from the Recycle Bin Web |
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Review Submitted Bids Legacy Web |
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Search for and Filter Companies to Add to a Bid Form Web |
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Search for and Invite Bidders Legacy Web |
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Send a New Correspondence in the Bidding Tool Web |
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Send Bulk Correspondences Legacy Web |
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Show or Hide Blind Bids on a Bid Package Web |
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| Users must also be assigned as the Blind Bidding Manager on the bid package. | |
Soft Award a Bid Web |
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Update and Redistribute Bid Package Web |
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Update Bid Documents Web |
| 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 Bid Form Web |
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View a Bid Package Web |
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| 'Read Only' and 'Standard' users must also be added to the Bidding CC group. | |
View an Activity Log Web |
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View and Manage Bidders on a Bid Form Web |
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