Estimating

Important

Permissions

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