Bidding
Bid Management Enhanced Experience
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
Some actions that impact this tool are done in other Procore tools.
||このアクションは、Procore のウェブ、iOS、Android アプリケーションで利用できます。クリックすると記事が表示されます。
ユーザーは、この権限レベルでアクションを実行できます。
ユーザーは、この権限レベルと、 アクセス権限などの 1 つ以上の追加要件を使用して、このアクションを実行できます。
Bidding Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Bidders to a Bid Form |
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Add Bid Leveling Notes to a Bidder |
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| Users with 'Read Only' or 'Standard' level permissions to the project's Bidding tool can only View Bid Leveling Notes. | |
Add Bid Recipients |
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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 |
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Adjust Columns in a Bid Form |
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Adjust Columns in a Bid Package |
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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 |
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Configure Columns for Bid Leveling |
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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 |
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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 |
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Create a Bidding Report |
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Delete a Bid Form |
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Delete a Bid Package |
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Delete Bid Notes |
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Edit a Bid Form |
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Edit a Bid Package |
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Edit Bid Notes |
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Enable Public Discovery |
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Export a Bid Package |
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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 |
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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 |
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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 |
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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 Leveled Bids |
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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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Import Bid Forms to the Bidding Tool |
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Invite Bidders |
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Level Bids for a Bid Form |
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Link Leveled Bid Values to the Estimate |
| Users must also have 'Admin' level permissions on the project's Estimating tool. | |||
Manage Procore Construction Network Bid Requests |
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Preview a Bid Form |
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Remove Bid Recipients |
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Resend Invitations to Bid |
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Respond to Pre-Bid Questions |
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Retrieve a Bid Package from the Recycle Bin |
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Search for and Filter Bid Package Information |
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Search for and Filter Bidders on a Bid Form |
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Send a New Correspondence in the Bidding Tool |
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Soft Award a Bid |
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Submit a Bid on Behalf of a Bidder |
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Update and Redistribute a Bid Package |
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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 |
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View a Bid Package |
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| 'Read Only' and 'Standard' users must also be added to the Bid Submission Notifications field. | |
View an Activity Log |
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View and Manage Bidders on a Bid Form |
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View Leveled Bids |
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