Meetings (Project Level)
Procore's Project level Meeting tool is designed to help manage project meetings. It streamlines the process of creating a meeting agenda and quickly converts your meeting agendas to minutes. Meeting organizers can also create categories to organize their business items. A user with 'Admin' level permissions to this tool can also tailor this tool to meet specific needs for meetings within your project.
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The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
|Add a Comment to a Meeting Item|
|Add a Meeting Category|
|Add a Meeting Item|
|Add a Meeting To Your Personal Calendar|
|Add a Related Item to a Meeting|
|Add Meeting Minutes|
|Configure Advanced Settings: Meetings|
|Convert a Meeting from Agenda to Minutes Mode|
|Copy Meeting Minutes From a Previous Meeting|
|Create a Follow-up Meeting|
|Create a Meeting|
|Delete a Meeting|
|Delete a Meeting Category|
|Delete a Meeting Item|
|Distribute a Meeting Agenda|
|Distribute and Redistribute Meeting Minutes|
|Edit a Meeting Item|
|Edit a Meeting|
|Export a Meeting as a PDF|
|Forward a Meeting by Email|
|Initiate an Email Communication Thread for a Meeting||1|
|Record Meeting Attendance|
|Reorder Meeting Items and Categories|
|Search for a Meeting|
|View a Meeting|
|View the Change History of a Meeting|
1 Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread. See Initiate an Email Communication Thread for a Meeting).
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the project's Meetings tool.
Updated the Meetings tool to change how follow-up meetings are created. The create meeting button now takes you straight to the create page for a new meeting and the list page now has a button that says "Follow-up Meeting". This button will only show up when the meeting is in minutes mode. See Create a Follow-up Meeting and Why can't I create a Follow-up meeting in the Meetings tool?
If your company has enabled the Reports tools (either at the company level or on a project), you can now create custom reports that includes data from Procore's Meetings tool. For details, see Create a Custom Company Report or Create a Custom Project Report.
Updated the Meetings tool to add "Previous Meeting Minutes" to follow up meetings that are in Agenda mode. Previously, the only way for users to see previous meeting minutes was to convert their meeting to Minutes mode, then add minutes, then copy the minutes from the previous meeting. Now, users can see the meeting minutes from the most recent meeting before entering minutes mode.
Updated the 'Add a Meeting' item window to alphabetize the options in the Category drop-down list. This makes it easier to find and assign new items to a meeting category. See Add a Meeting Item.
Updated the Meetings tool to change the title of a window that appears when a user clicks the "Add Item" button. The title has changed from "Add a Business item" to "Add a Meeting Item". See Add a Meeting Item.
Added some additional space for padding between the Cancel and Save buttons in the Meeting Overview's inline editor for the Meetings list.
Updated the Meetings tool to fix a user-reported issue where a Meeting Name was changed. The new name displayed as expected in the 'Meeting Agendas/Minutes' page, but the former name would appear when in View mode. Now, users must change a Meeting Name in edit mode and the Meeting Group header will reflect the most recent Meeting Name as expected. Note that the Meeting Group header can no longer be edited inline.
Updated the Meetings tool to add collapse/expand. Now, meetings that occur prior to the current day (i.e., today) will be collapsed by default on the Meetings list page. See View a Meeting.
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