Bidding Setup: Security

Bidders are the users who will submit competitive bids for a project. Once a bidder has been selected as the winning bidder, they will perform work determined by the project plans.

In the Security Item column in the tables below, Entity refers to the entity type the security item belongs to. Entities are parent-level modules in Lucernex. The entity types in Lucernex are Portfolio, Program / Capital Program, Prototype, Capital Project, Site, Project, Location, Parcel, Facility, Contract, and Equipment Contract. The folder structure on the Manage Security pages mirrors the page structure in each entity.

Budget Columns

Budget columns are configured at the firm-level, and may be named differently than they were originally named in our default template.

Your Bidder user class should have:

• View-access to the Bidder column types

• View-access to the Conditioning column type

• No Access to the Estimate column type

In addition to the Bidder user class, each company you do business with must have an employer record in the system. The employer record must have a company type of Vendor. A Vendor is any company that you pay. When you create the member accounts for your bidders, they must be associated to the employer.

To create an employer in the system, follow the Add an Employer procedures on the Manage Employers page.

Once you have created the Bidder user class and the Employer record for the bidder's company, you must create at least one member account for each bidder company. You can create more than one; however, only one invited bidder account will be allowed to submit a bid.

To create a member account, follow the Add a Person procedures on the Manage Members / Contacts Tab page.

The responsibilities of a Bid Manager vary depending upon the company's preferences. Typically, the Bid Manager might create bid packages and award bids, enter summary page information, upload documents, and complete schedule tasks.

In the Security Item column in the tables below, Entity refers to the entity the security item belongs to. Entities are parent-level modules in Lucernex. The entity types in Lucernex are Portfolio, Program / Capital Program, Prototype, Capital Project, Site, Project, Location, Parcel, Facility, Contract, and Equipment Contract. The folder structure on the Manage Security pages mirrors the page structure in each entity.

For example, to display the Assignees pane to Project Managers who assign Q and A, they must have Field Security > Forms > All > Edit permissions.

Budget Columns

Budget columns are configured at the firm-level, and may be named differently than they were originally named in our default template.

Your Bid Manager user class should have:

• View to your Bidding budget columns

• Edit-access to the Conditioning column type

• Edit-access to your Estimate budget column