Planroom

Planroom

このツールで説明されているアクションを実行するために必要なユーザー権限について説明します。

 Important

Bidders must be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.

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.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png 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

Configure Advanced Settings: Planroom
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

Download Bid Documents
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

Indicate your Intention to Bid
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

Submit a Bid
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

Submit a Pre-Bid Question
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

Update a Submitted Bid
Web

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

View a bid package you have been invited to

check-orange-simple.png

check-green2.png

check-green2.png

check-green2.png

View the Planroom tool

check-green2.png

check-green2.png

check-green2.png