权限
Bid Board - User Permissions
Bid Board/Portfolio Planning
了解执行此工具中描述的操作需要哪些用户权限。
Important
Some actions that impact this tool are done in other Procore tools.
Paid Procore Accounts
Show/Hide Permissions
What granular permissions are available for the company's Bid Board tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add a Bid Board Project to the Portfolio Tool |
| Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
Add a Change Order for an Estimate |
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Add an Estimate |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add and Manage Internal Notes in a Bid Board Project |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add and Manage Tasks in a Bid Board Project |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Add Adjustments to an Estimate |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog from Estimating |
| Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
Add Notes to Individual Line Items on an Estimate |
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Add Takeoffs |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Apply a Template in the Bid Board Tool |
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Assign a Budget Code from an Estimate |
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Configure Bid Board Tool Settings |
| Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
Configure Columns for an Estimate |
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| Configure Columns for an Estimate Web | |
Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Copy or Move a Group to Another Estimate |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Copy a Takeoff Group |
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Copy a Takeoff Layer |
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Create a Project in the Bid Board |
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Create a Purchase Order from an Estimate |
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Delete a Project on the Bid Board |
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Delete Documents from a Bid Board Project |
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Delete a a Takeoff Group |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Delete Takeoff Layers |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Download Documents from a Bid Board Project |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Edit a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Edit Project Stages on the Bid Board |
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Expand or Collapse Takeoff Groups |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export a Bid Proposal |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export an Estimate |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Manage Bids from the Bid Board |
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Move a Group of Takeoff Layers to a New Estimate |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Move a Group of Takeoff Layers to a New Group |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Rename a Takeoff Group |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Respond to a Bid from the Bid Board |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Run Automated Area Takeoffs |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Search for and Filter Projects on the Bid Board |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Show or Hide Takeoff Layers |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Split Takeoff Layers |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
Submit a Bid Proposal |
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Upload Documents or Drawings to a Bid Board Project |
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| Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
View an Estimate |
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View Any Bid Board Project |
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View Bid Board Projects as the Assigned 'Estimator' |
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View the Bid Board |
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Free Procore Accounts
Show/Hide Permissions
Limited Release
Free Procore accounts are currently only available in the United States and Canada.
How do permissions work for free Procore accounts?
Action | None | Member | Team Administrator | System Administrator | Notes |
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Bid Board Tool |
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Configure Columns for an Estimate |
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Takeoff Group |
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Copy Takeoff Layers |
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Create a Project in the Bid Board |
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Delete a Takeoff Group |
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Delete Takeoff Layers |
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Delete a Project on the Bid Board |
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Edit Project Stages on the Bid Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Bid Proposal |
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Export an Estimate |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Bids from the Bid Board |
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Move a Takeoff Layer to a New Group |
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Rename a Takeoff Group |
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Respond to a Bid from the Bid Board |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Bid Proposal |
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| Users also must be designated as a Bid Contact. | |
Upload Documents or Drawings to a Bid Board Project |
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View an Estimate |
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View Bid Board Projects |
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View the Bid Board |
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