These settings control all other functions within a tender that are not document dependent.
Project information
The project information permissions control access to the various reports and general project information. The permissions are split into internal and external user permissions. Some items are common between the internal and external users.
View bid evaluation
Controls access to the bid evaluation report during negotiation phase.
View Executive summary (Internal user only)
Controls access to view the executive summary
View Project timeline (internal users only)
Controls access to view the project timeline information
View estimated and actual cost
Controls access to the estimated and actual cost in the properties section
View deliverables
Controls access to view the deliverables
View delivery progress
Controls access to view the delivery/commission progress in the form of a pie chart
View reminders
Controls access to view project reminders
View attachments
Controls access to view the attachments in the Documents and Tools section, if you have this permission you can also upload attachments as part of the project.
If the permission is turned off, users that will attempt to view the attachments will be redirected to a warning page.
View evaluation score reports
Controls access to view the evaluation score report for the Advanced scoring system.
View evaluations category/headings
Controls access to view the score manager without the need to be an evaluator.
View vendor commercial responses after awarding
Controls access to view the priced items from the vendor after the tender has been awarded
View vendor commercial responses during E-bidding
Controls access to view the commercial response during E-bidding
Project settings permissions
Project permissions are internal settings that apply to editing project information
Edit project name
Controls access to edit project names when creating or editing a tender
Edit departments
Controls access to edit the project when creating a tender
Edit project ID
Controls access to turn on/off the ability to set the Project ID.
Set Publication dates.
Controls access to who can set publication dates when creating or editing a tender
Edit participation (Open/Closed)
Controls access who has can set participation when creating or editing a tender
Set project visibility
Controls access to set the visibility date for published tenders
Edit general options
Controls access to editing general options
Edit disclosure options
Controls access to setting disclosure options
Edit estimated and actual costs
Controls access to Show cost features and allows users to set/edit estimated and actual costs for the tender
Edit RFx type
Controls access to allow the user to set RFx settings
Edit category
Controls access to allow the user to edit the category when editing tender information
Edit item types
Controls access to allow user to edit item types
Edit approval options
Controls access to edit approval options
Edit currency
Controls access to allow the user to edit currencies
Edit project description
Controls access to allow user to edit the project description
Edit template additional language support
Control access to allows user to edit templates in different languages (if license allows)
Edit cost centre
Controls access to the cost centre
Select simple / advanced evaluation
Controls access to selecting simple or advance evaluation, if the user does not have this permission new tenders will always use default evaluation type that is managed in the iSpec system settings.
Technical response/evaluation
Controls access to the technical response/ evaluation permissions control access to viewing, scoring and accepting technical response for both vendor responses during negotiation phase and also evaluation reports
Score vendor technical response
Controls access to who can score vendor technical response, if this is enabled the permissions below are automatically enabled
View vendor technical response
Controls access to who can view technical information entered by a vendor.
View technical score
Controls access to who can view vendor technical score
Commercial response / evaluation
The commercial response/ evaluation permissions control access to viewing, scoring and accepting commercial responses during negotiation phase from the document and evaluation report.
Score vendor commercial responses
Controls access to who can score vendor commercial response, if this is enabled the permissions below are automatically enabled.
View vendor commercial response
Controls access to who can view commercial information entered by a vendor.
View commercial score
Controls access to who can view vendor commercial score
Acceptance options
Accept and negotiate vendor general response
Controls access to allow the user to accept and negotiate on items that have a general/technical response.
Accept and negotiate vendor pricing response
Controls access to allow the user to accept and negotiate on priced/commercial items.
Batch accept all items
Controls access to allow the user to accept all pricing and/or general responses as compliant, to accept all items as compliant you must have both Accept and negotiate vendor general and pricing responses permission if you do not either Accept and negotiate vendor general or pricing responses then batch accepting all responses will be greyed out.
Project management permissions
Export documents
Controls access to export documents from either the project overview page or directly from in the document
Make templates available
Controls access to allow users to make a template available for use
Manage linked tenders
Controls access to allow users to manage sub tenders
Rename/reorder documents
Controls access to whether documents may be dragged and dropped in the document list to re-order them
Return to preparation phase
Controls access to return tenders to preparation phase. Only applicable on tenders which have not been published yet and waiting approval
Delete/cancel/recover tender
Controls access to the functions to delete, cancel or defer a tender as well as the option to recover a tender if it has been deleted
Manage internal roles
Controls access to manage internal user roles
Manage external user roles
Controls access to manage external user roles
Start publication approval
Controls access to start the publication approval once the publication approval roles have been set up correctly
Edit vendor response options
Controls access to the vendor submission options on the heading and on the document global settings
Start financial approval
Controls access to start the financial approvals once the financial approval roles have been set up correctly
Send invitation to tender to vendors
Controls access to send the vendor invitations once the project has been approved for publication
Publish tender
Controls access to publish the tender manually in case no approvals have been specified and all the tender documents are complete
Open bids
Controls access to open bids manually in case no bid opening approval is required
Short list vendors
Controls access to short listing vendors
Set technical negotiations end date
Controls access to set the date on which technical negotiations were concluded during the negotiation phase
Set financial negotiations end date
Controls access to set the date on which the commercial negotiations were concluded during the negotiation phase
Split tender (Award to more than one vendor)
Controls access to award items to the cheapest vendor
Select wining bid (Award)
Controls access to select the vendor who has won the bid after the negotiations have been completed
Send email to unsuccessful bidders
Controls access to send mail to the unsuccessful vendors after the contract has been awarded
Set contract start date
Controls access to set the date the contract has been signed signifying the start of the contract
Manage bonds
Controls access to add/edit bonds in the tender properties after awarding
Manage payment milestones
Controls access to add/edit payment schedules
Manage invoices
Controls access to add/edit invoices after the tender has been awarded
Create repeat orders
Controls access to create a repeat order in the Tools section
Set tender completed status
Controls access to set the status of an awarded tender to completed
Manage vendor activities
Controls access to access and add vendor activities
Manage project tags
Controls access to add new Project flags
Compare tenders
Controls access to compare tenders from the Tools section
Manage project evaluations
Controls access to add new evaluation phases, start/stop evaluation phases, view ALL evaluators scores and enter moderated scores.
Reopen Evaluations
Controls access to reopening evaluation phases after they have been closed.
General options
The general options are used to control information like notifications which are available to the role. These options are similar for both the internal and external users
Receive notification of unopened correspondence
If this option is set the user would receive daily notifications of any unread correspondence that was sent to his business unit.
Receive notifications of options to accept
If this option is set the user would receive daily notifications of any options that are to be accepted on tenders under negotiation.
Receive general project notifications
If this option is set the user will receive a copy of the Invitation to Tender and Extend Tender emails.
Delete/Copy/Move email histories
If this option is set the user will be able to delete/move/copy messages
Receive delivery notifications
If this option is set the user would receive daily notifications on any delivery items that are due or overdue
Include in Third Party Inspector messaging group
If this option is set the role will be included in the TPI messaging group.
Add notes
If this option is set the role is able to create new notes, otherwise the link is disabled.
