Prequalifications

了解执行此工具中描述的操作需要哪些用户权限。

重要提示

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.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

要邀请用户参与资格预审,需要将用户添加到公司级别目录中。一旦他们受邀参与资格预审,将自动获得资格预审门户工具的"只读"权限。

Prequalifications Tutorials

Action

None

Read Only

Standard

Admin

Notes

Add a Comment on a Prequalification Form
Web

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Users with 'Standard' level permissions cannot view response data for the Financials category.

Assign a Prequalification Primary Contact
Web

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Bulk Invite Companies to Prequalify
Web

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Users must also have 'Standard' level permissions or higher to the Company Directory tool.

Configure Advanced Settings: Prequalifications
Web

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Create a Change Request for a Prequalification Form
Web

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Create a Custom Prequalification Question
Web

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Users must also have 'Admin' level permissions to the Company Admin tool.

Customize the Column Display in the Prequalification Tool
Web

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Delete a Comment You Created on a Prequalification Form
Web

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Delete any Comment on a Prequalification Form
Web

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Edit a Custom Prequalification Question
Web

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Edit the Prequalification Form
Web

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Filter Prequalification Forms
Web

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Invite a Company to Prequalify
Web

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Users must also have 'Standard' level permissions or higher to the Company Directory tool.

Preview the Prequalification Form
Web

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Review a Submitted Prequalification Form
Web

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Users with 'Standard' level permissions cannot view response data for the Financials category.

Set the Status on a Prequalification Form
Web

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View a Comment on a Prequalification Form
Web

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View a Company's Prequalification Information
Web

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View the Change History of a Prequalification Form
Web

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View the Prequalification Company List
Web

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