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Edit a Meeting

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Objective

To edit a meeting in the project's Meetings tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Mobile:
    • Supported on iOS and Android devices.

Steps

  1. Navigate to the project's Meetings tool.
    The system reveals the Meeting Agenda/Minutes page. 
  2. Locate the desired meeting in the list. Then click Edit.
    This opens the meeting in edit mode. 
  3. Update the meeting as follows:
    • Meeting: Edit basic meeting information, like meeting date, location and start/end times. Edit scheduled attendees by adding attendees or removing attendees. Add meeting items to the meeting.
    • Related Items: Edit items related to the meeting. You can pull items from other tools (e.g. Bid, Change Order Request, Commitment Contract, Commitment Contract Change Order, etc) to include in the related items for a meeting. 
    • Emails: Edit any emails associated with the meeting. 
    • Change History: View the history of changes and edits made to that particular meeting.
  4. Click Save Changes. 
    The system saves your changes.

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Last modified
11:45, 13 Mar 2017

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