Adding a Meeting

Step 1: General Information

1. Click the Projects icon on the left menu.
2. Select the Project in the Quick Select section.
3. On the Project menu, select Meetings.
4. From the Actions list, select Add manually.
5. The Project # should be selected already but can be changed.
6. Optional: Select the Prime Contract.
7. The Meeting # is auto-generated but can be modified.
8. Select the Meeting Type and Date.
9. Optional: Enter the Meeting Start and Finish Time.
10. Optional: Enter the Meeting Location.
11. Enter the Meeting Subject.
12. Optional: Select the Meeting Facilitator (Coompany and Contact). Typically, this is your firm.
13. Optional: Select the Meeting Note Taker (Coompany and Contact). Typically, this is your firm as well.
14. Optional: Enter the Meeting Purpose (i.e. General Description).
15. Optional: Check Set Next Meeting Date as well?
    • Optional: Next Meeting Date
    • Optional: Next Meeting Start Time
    • Optional: Next Meeting Finish Time
    • Optional: Next Meeting Location
16. Click the Next button.

Step 2: Potential Meeting Attendees

If Meeting Attendees are not going to be added at this time, please use the Skip button shown in the footer.

1. Select the Import Contact Method from the drop-down.
   • Import Project Directory Contacts
   • Import Prior Meeting Attendees
2. Optional: Use the Search field above the contact grid to filter.
3. Select one or more Company Contacts.
4. Click the Add or Add and Next button shown below the grid.

Step 3: Prior Meeting Items

If Old Meeting Items are not going to be added at this time, please use the Skip button shown in the footer.

1. Optional: Select one or more filter options for Prior Meeting Items.
   • Meeting Type
   • Meeting #
   • Meeting Item Status
2. Select one or more Meeting Items.
3. Click the Import and Next button shown below the grid.

Step 4: Upload Related Files

Files such as images or PDFs that pertain to the Meeting can be uploaded and linked to the record. If files will not be added or uploaded at this time, please use the Skip and Finish button shown in the footer.

Upload Files from Local Hard Drive:

1. Select one or more files on your local hard drive and drag them to the Drag files here section or use the Select Local Files button shown on the right.
2. Click the Add and Finish button.

Link Existing Files that have already been uploaded to the system:

1. Click the Link Existing Files button on the right.
2. Select the View
   • Current Project / Feature
   • Current Project Drawings and Specifications
3. Select the Feature
4. Select one or more files listed in the grid using the checkbox on the left.
5. Click the Link and Close button below the grid. These files will be added automatically to the record and will not be shown in the Drag Local Files section.
6. Click the Skip and Finish button below the grid.

Next steps

• Email Meeting Invitation To Attendees List
• Add New Meeting Discussion Item