Estimating - User Permissions
Estimating
Important
Permissions
| Action | None | Read Only | Standard | Admin | Notes |
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Add 3D Model Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add 3D Model Takeoffs Using Auto-Mapping |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Add an Estimate |
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Add and Manage Internal Notes in a Bid Board Project |
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Add and Manage Tasks in a Bid Board Project |
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Add Inclusions and Exclusions |
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Add Items to a Cost Catalog |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | ||
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Add a Change Order for an Estimate |
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Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
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Assign a Budget Code from an Estimate |
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Configure Estimating Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Configure Settings for an Estimate in the Estimating Tab |
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Copy a Group to Another Project |
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Copy or Move a Group to Another Estimate |
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Copy a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Copy Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Create a Prime Contract from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Create a Purchase Order from an Estimate |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Delete Documents from a Bid Board Project |
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Delete a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Delete Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Download Documents from 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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Edit Custom Fields for a Bid Board Project |
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Edit Customer Information for a Bid Board Project |
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Edit the Estimate Overview for a Bid Board Project |
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Expand or Collapse Takeoff Groups |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Export a Bid |
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Export an Estimate |
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Generate a Bid Proposal |
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Lock and Unlock Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Manage Inclusion and Exclusion Libraries |
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Merge Estimates |
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Move Takeoff Layers to a New Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Rename a Takeoff Group |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Respond to a Bid Invitation |
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Run Automated Area Takeoffs |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Search for Model Objects in Estimating |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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Send a Change Order to the Change Events Tool |
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Users also need 'Standard' level permissions or higher to the Project level Change Events tool. | ||
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Send an Estimate to the Budget |
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Users also need 'Admin' level permissions or higher to the Project level Budget tool. | |||
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Set the Drawing Scale for Takeoffs |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Show or Hide Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Split Takeoff Layers |
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Users also need 'Standard' level permissions or higher to the project's Drawings tool. | ||
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Upload Documents from a Bid Board Project |
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View 3D Models in Estimating |
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Users also need 'Read Only' level permissions or higher to the project's Models tool. | ||
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View an Estimate |
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