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Procore

Permissions

Planroom

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Configure Advanced Settings: Planroom       icon-mindtouch-table-check.png
Download Bid Documents icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a bid package you have been invited to icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Planroom tool icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

* 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.