Permissões
Saiba quais são as permissões de usuário necessárias para executar as ações descritas nesta ferramenta.
Important
Some actions that impact this tool are done in other Procore tools.
| | A ação está disponível no aplicativo do Procore para Web, iOS e/ou Android. Clique para visualizar o artigo.
Os usuários podem executar a ação com esse nível de permissão.
Os usuários podem executar essa ação com esse nível de permissão E um ou mais requisitos adicionais, como permissões granulares.
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) |
| 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 |
| 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 |
| 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 |
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Add Notes to the Bid List |
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Award a Winning Bid and Convert it into a Purchase Order (Legacy) |
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Award a Winning Bid and Convert it into a Subcontract (Legacy) |
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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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Copy Bid Forms from a Previous Bid Package |
| 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 |
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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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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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Edit Bidders on the Bid Invitation (Legacy) |
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Filter and Group the Bid List (Legacy) |
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| 'Standard' level users must be added to the bid package's distribution list. | ||
Filter and Sort Bidding Information |
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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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Preview a Bid Form |
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Re-invite Users to Bid (Legacy) |
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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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Review Submitted Bids (Legacy) |
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Search for and Filter Companies to Add to a Bid Form |
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Search for and Invite Bidders (Legacy) |
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Send a New Correspondence in the Bidding Tool |
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Send Bulk Correspondences (Legacy) |
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Show or Hide Blind Bids on a Bid Package |
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| Users must also be assigned as the Blind Bidding Manager on the bid package. | |
Soft Award a Bid |
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Update and Redistribute 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 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 Bidding CC group. | |
View an Activity Log |
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View and Manage Bidders on a Bid Form |
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