Bidding
Bid Management Enhanced Experience
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore 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.
Bidding Tutorials | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Add Bidders to a Bid Form |
| ||||
Add Bid Recipients |
| ||||
Add a New Company to the Directory from the Bidding Tool |
| Users must also have 'Read Only' level permissions or higher to the project's 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 |
| Users must also have 'Read Only' level permissions or higher to the project's Directory tool tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
Add Notes to the Bid List |
|
|
| ||
Adjust Columns in a Bid Form |
|
|
| ||
Adjust Columns in a Bid Package |
|
|
| ||
Award a Bid 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: Bidding |
| ||||
Copy Bid Forms from a Previous Bid Package |
| You can only copy bid packages from projects that you have access to. | |||
Copy Bid Forms from a Template Collection |
| You can only copy bid packages from projects that you have access to. | |||
Create a Bid Form |
| ||||
Create a Bid Package from an Estimate |
| Users must also have 'Admin' level permissions on the project's Estimating tool. | |||
Create a Bid Package with Bid Management Enhanced Experience |
| ||||
Create a Bidding Report |
| ||||
Delete a Bid Form |
| ||||
Delete a Bid Package |
| ||||
Delete Bid Notes |
|
|
| ||
Edit a Bid Form |
| ||||
Edit a Bid Package |
| ||||
Edit Bid Notes |
|
|
| ||
Enable Public Discovery |
| ||||
Export a Bid Package |
|
|
| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
| |
Export a Bid Packages' Bid Files |
|
|
| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
| |
Export a Bid Package's Bid List |
|
|
| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
| |
Export a Bid Sheet |
|
|
| For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
| |
Import Bid Forms to the Bidding Tool |
| ||||
Invite Bidders |
| ||||
Level Bids for a Bid Form |
| ||||
Manage Procore Construction Network Bid Requests |
| ||||
Preview a Bid Form |
| ||||
Remove Bid Recipients |
| ||||
Resend Invitations to Bid |
| ||||
Respond to Pre-Bid Questions |
| ||||
Retrieve a Bid Package from the Recycle Bin |
| ||||
Search for and Filter Bid Package Information |
|
|
| ||
Search for and Filter Bidders on a Bid Form |
| ||||
Send a New Correspondence in the Bidding Tool |
| ||||
Soft Award a Bid |
| ||||
Submit a Bid on Behalf of a Bidder |
| ||||
Update and Redistribute a Bid Package |
| ||||
Update Bid 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 Bid Files |
| 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 |
| ||||
View a Bid Package |
|
|
| 'Read Only' and 'Standard' users must also be added to the Bid Submission Notifications field. | |
View an Activity Log |
| ||||
View and Manage Bidders on a Bid Form |
|
