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Procore

Configure Advanced Settings: Meetings

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Objective

To configure advanced settings for the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
  • Additional Information:
    • If a grey 'x' appears for the user whose permissions you are trying to change, the user may be either a Company Administrator or their permissions are managed using a template. See Manage Project Permissions Templates instead. 

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

Configure the Meeting Settings

  1. Navigate to the project's Meetings tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
    configure-meeting-settings.png
  3. Configure the settings as follows:  
     

  • Meeting View: Choose 'Category' (this is the default setting) or 'Old and New Business' from the drop-down list. Notes: If you choose 'Category', meeting creators will be able to organise the business items added to a meeting by meeting categories. See Create a Meeting Category. Also, if you select 'Category', meeting creators will be able to create a meeting from a template. See Create a Meeting from a Template. 

  • Enable Old/New Business Column: When a mark is placed in this checkbox, the system adds a column to the meeting items table that indicates whether the item is old or new business when the meeting is in category view. Note: Most Procore customers choose to keep this setting disabled. 

  • Meetings Private by Default: Mark this checkbox so that meetings will be created private by default.

  • Automatically Show Previous Minutes: Enter how many previous meeting minutes you want to show under each meeting item.

  • Show Previous Minutes on the PDF: Mark this checkbox to add any "automatically shown previous minutes" and "starred minutes" on an exported meeting PDF.

  • Enable Cost Codes on Meeting Items: Mark this tickbox to include a cost code field on all meeting items.

  • Enable Descriptions on Meeting Items: Mark this tickbox to include a description field on all meeting items.

  • Enable Attendee Approval and Comments: Mark this checkbox so attendees can approve and comment on minutes.

  • Label for Custom Field 1 (Short): Enter a name for a custom field.

  • Label for Custom Field 2: Enter a name for a second custom field.

  • Use Meeting Wide Numbering: If this setting is selected, meeting numbering will stay the same throughout the entire meeting series regardless of re-arranging meeting items within a meeting. The meeting item numbering under the "Topic #" column will show as (meeting #).(meeting item # - in the order the items were created). Note: The "Agenda #" and "Meeting Origin" columns are replaced with "Topic #" and the meeting category number will no longer be displayed in this mode. 

  1. Click Update to save any changes.

Configure User Permissions for Meetings

  1. Navigate to the project's Meetings tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions Table.
  4. Set each user's permissions:  
    • green-check.png Access
    • red-x.png No Access
      Note: If a grey 'x' appears for a user, the user whose permissions you are trying to change may be either a Company Administrator or their permissions are managed using a template. See Manage Project Permissions Templates instead. 

Next Steps