Tenders Roles

There are five (5) typical roles that exist for Tenders; sales, estimator, selections, admin, advanced.


Please add these roles to your users or edit them to suit your company's configuration where required.

Alternatively, you can create your own roles using the complete list of tender operation codes at the bottom of this document.


Tender Sales

A Salesperson role level.

Creates the tender, submits it to Client, emails quote and then other Tender users with more advanced access progress the tender.

NOTE: to provide pricing override permission, the codes coloured in grey must be added but they are not required if permission isn't needed.

 

Tender Estimator

An Estimator role level. 

Approve or reject items in the tender, modify / override pricing and then other Tender users with more advanced access progress the tender.

NOTE: to provide pricing override permission, the codes coloured in grey must be added but they are not required if permission isn't needed.


Tender Selections

A Selections (Colours) consultant role level.

Creates the tender, submits it to Client, emails quote and then other Tender users with more advanced access progress the tender.

NOTE: to provide pricing override permission, the codes coloured in grey must be added but they are not required if permission isn't needed.


Tender Admin

An Office level role.

Edits and approves tender throughout process.


Tender Advanced

A System Admin level role for Tenders.

Allows all of the above as well as edit access to the administration module for Tenders.



All Tenders Operation Codes;


Tender View Permissions

Op codes that control visibility of the different Tender Statuses:

12100
Tender View Status Draft
12101
Tender View Status Client
12102
Tender View Status Estimator Review
12103
Tender View Status Edit Required
12104
Tender View Status Accepted
12105
Tender View Status Locked
12106
Tender View Status Contract
12110
Tender View Status Client Rejected
12111
Tender View Status Builder Rejected
12112
Tender View Status Expired
12113
Tender View Status Rejected Alternative
12114
Tender View Cost Price And Margins


Op codes that control edit status of the different Tender Statuses;

12201
Tender Edit Status Draft
12203
Tender Edit Estimator
12204
Tender Edit Accepted    
12205
Tender Edit Modified
12206
Tender Consultant View


Op codes that control the creation of new Tender related processes;

12300
Tender New Single Contract
Required to Create a New Tender for a Contract, and Edit in Draft.
12301
Tender New Multiple Per Contract
Required to Create a New Tender for Contracts that have an Existing Tender(s) - Without this permission, there will always be a maximum of one Live Tender per (Master) Contract.
12302
Tender New Template
Required to Create a New Tender without a Client as a Template
12303
Tender New Package For Sale
Required to Create a Tender as a Package for Sale
12304
Tender New Display Home
Required to Create a Display Home Tender


Opcodes that control Tender and Variation status changes;

12305
Change Tender Status To Locked
12306
Change Tender Status To Contract
12307
Change Variation Status To Locked
12308
Change Variation Status To Contract


Op codes that control pricing changes;

12341
Tender Pricing Override Pricing Level
12342
Tender Option Package Override Cost Price
12313Can Remove Variation Fee


Op codes that control access to Tender modules;

12401
Tender Admin

12402
Tender Admin Readonly

12403
Tender Dashboard

12404
Tender Update Expired Tender

12405
Send Client Tender Report

12406
Change Tender View

12407
Tender Print Report

12408
Tender Add Custom Option
Makes "+New Custom Option" and "+Add From Library" buttons usable in the custom options screen
12409
Tender Add Custom Build Up
Allows user to build up c



Other Tender related codes;

10108
Update Contract Value From Tender
10109Run Variation Report
10110Run Variation Report To Contract Document
10111Update Contract Value From Variation
19917Administration Facade Setup
19918Administration House Type Setup
19914Administration Areas Configuration
8403Document View
12404Update Expired Tender