Permissions
Learn which user permissions are required to take the described actions in this tool.
Important
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. This is how users with 'None' access to the Planroom tool can still perform the actions below.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
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Configure Advanced Settings: Planroom |
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Download Bid Documents |
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Indicate your Intention to Bid |
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Submit a Bid |
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Submit a Pre-Bid Question |
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Update a Submitted Bid |
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View a Bid Package You Have Been Invited To |
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View the Planroom Tool |
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