| Help for BTBuilder | © BuildTopia 2009 |
Revised October 24, 2008
The bidding & contracting roles and permissions are defined by the company, exclusive of the system defined Administrator role. The Bidding/Contracting Administrator role has full permissions on all functionality within the Bidding and Contracting module. This role is not editable.
Bidding Roles are available to BT Builder customers only.
Below lists the different permissions available and a brief description of what each permission. Please note that messages are not permission based. Messages allows to control the messages sent to users within BuildTopia.
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Permissions |
Description |
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Turnkey Bids |
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Send Bid Pkg |
Ability to send a bid package to an online trade partner |
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Modify Bid Docs |
Ability to modify documents associated to a bid |
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Modify Bid Forms |
Ability to modify the bid form, draw percentages |
|
Manage Budgets |
Ability to change budget numbers |
|
View Bids |
Ability to view bids |
|
Delete Bids |
Ability to delete bids |
|
Add Manual Bids |
Ability to create new bid |
|
Manage Bids |
Provides access to the bid tab |
|
Unit-of-Measure (UM) Bids |
|
|
View |
Ability to view UM bids |
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Create |
Ability to create UM bids |
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Edit |
Ability to edit UM bids |
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Create Contract |
Ability to create a UM contract from a bid |
|
View Comments |
Ability to view comments |
|
Add Comments |
Ability to add comments |
|
Close |
Ability to close a bid |
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Reopen |
Ability to reopen a bid |
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Send |
Ability to send a bid to a trade partner for updates |
|
Receive/Merge |
Ability to review the sent bid from a trade partner and merge cost information |
|
Edit Projects |
Ability to add or remove project association |
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Turnkey Contracts |
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Create Contracts |
Ability to turn a bid into a contract |
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Send Contracts |
Ability to request updated on a contract from a trade partner |
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Terminate Contracts |
Ability to terminate a contract |
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View Contracts |
Ability to view a contract |
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Edit Contracts |
Ability to edit contract cost |
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Change Contract Order |
Ability to modify the order of contracts |
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Finalize Contracts |
Ability to finalize a contract |
|
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UM Contracts |
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|
View |
Ability to view UM contracts |
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Edit/Expire |
Ability to edit and or expire UM contracts |
|
Promote/Demote |
Ability to promote/demote UM contracts |
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Terminate |
Ability to terminate a UM contract |
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Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |