Project Meetings

This article walks through how to add a meeting to a project record.

Add a Meeting to a Project

1. Sign in to your site
2. Navigate to Projects System, expand Meetings, and select Add Record
   
   
3. Fill out the Meeting Details
   
   
   • Meeting Number: Automatically generated by the system
   • Status: Choose a status from the drop-down
   • Meeting Type: Select the appropriate meeting type
   • Meeting Date / Time: Set the date and time of the meeting
   • Location: Enter the address of the meeting
   • Meeting Name / Description: Add a name or short description for the meeting
   • Apply to Scheduler: Select to apply the meeting to the Scheduler Tool
4. Select Associated Projects
   
   
   Note: The system will allow the user to select multiple projects that will be discussed at the meeting. A copy of the meeting will be placed in each project record automatically by the system.
5. Select the Attendees for the meeting from the list or type their names into the box provided
   
6. Fill out the Agenda for the meeting
   
   
   Note: Click Add Agenda Topic to include additional meeting agenda items that do not relate to a project.
7. Upload any Documents for the meeting
   
8. Select Save Meeting
   
   
9. The meeting will now be displayed under the Meeting Minutes tab of the project record(s) it was associated with
   

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Edit an Existing Meeting

1. Sign in to your site
2. Navigate to Projects System, expand Meetings, and select Search
   
   
3. Search for the meeting and select Details
   
   
4. Adjust the Meeting Details and Associated Projects, as needed
   
5. Note the meeting Attendees
   
   
6. Enter the Meeting Minutes Notes
   
   
7. Fill out the Meeting Overall Vote section and add any additional notes
   
8. Click Save Meeting
   
   

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