Skip to main content
Procore

Glossary

 

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


#

# Historical Minutes to Show on PDF

# Historical Minutes to Show on PDF: Choose how many historical minutes to show on the PDF. See Can I show the historical minutes on a meeting's PDF?

(#) Number

#: Shows the meeting item number. 

A

Absent

Absent: If the attendee was absent, place a GREEN checkmark in this column. 

Absent (View)

Absent: A checkmark indicates the person was absent from the meeting. A red 'x' indicates the person was NOT absent from the meeting.

Assignment

Assignment: Type the name of a person to assign that person responsibility for completing the item. When you start typing, the system searches the Project Directory for the person who matches your entry. To be assigned to a meeting item, the person must be added to the Project Directory. See Add a Person to the Project Directory

Assignment (View)

Assignment: Shows the name of the vendor/company that is assigned to the meeting item. 

Attachments

Attachments. Attach any relevant files. You have these options:

  • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
    OR
  • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
Automatically Show Previous Minutes

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

B

C

Carry Over Minutes from the Previous Meeting

Carry Over Minutes from the Previous Meeting: If this is a follow-up meeting, click this link to use the minutes from the previous meeting. Then update the previous minutes as desired. Note: If previous minutes are available, they appear directly below the 'Minutes' box. 

Category

Category: Select the category for your meeting item. If you create a meeting item in a specific category, they system will display that category by default. Other selections display in alphabetical order. If you have not yet named a category, the selection 'Uncategorized' will display by default.

CC

CC: You send a carbon copy of the meeting email to an person who has been added to the Project Directory (see Add a Person to the Project Directory). 

Company

Company: The scheduled attendee's company name.

Conference

Conference: If the individual was a remote attendee (i.e., via conference call or other third-party meeting software), place a GREEN checkmark in this column. 

Conference (View)

Conference: A checkmark indicates the person was a remote attendee. A red 'x' indicates the person was NOT a remote attendee.

D

Description

Description: Write a description for the meeting item that describes the item in fuller detail than the title.

Draft Meeting

Draft Meeting: Mark this checkbox to save the new meeting as a 'Draft.'

Due Date

Due Date: Use the calendar control to specify a due date for the meeting item.

Due Date (View)

Due Date: Shows the due date for the meeting item. 

E

 

Enable Attendee Approval and Comments

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

Enable Cost Codes on Meeting Items

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

Enable Descriptions on Meeting Items

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

Enabled Old/New Business Column

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. 

End Time

End Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.

F

Finish Time

Finish Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.

For Distribution Only

For Distribution Only: If the attendee was included on the invite for informational purposes only, place a GREEN checkmark in this column. 

For Distribution Only (View)

For Distribution Only: A checkmark indicates a schedule attendee is not a required to attend the meeting, but has been added to the meeting as a member of the distribution group

G

H

I

J

K

L

 

Label for Custom Field 1 (Short)

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

Label for Custom Field 2

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

Leave a Comment

Leave a Comment: Type a comment in the space provided. 

M

Meeting #

Meeting #: Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note: This field does not support the entry of letters, symbols, and leading zeros. 

Meeting Date

Meeting Date: Use the calendar control to set the date for a meeting.

Meeting Location

Meeting Location: The the location where the meeting will be held (e.g., Conference Room A, Conference Room B, and so on). 

Meeting Name

​​​​​Meeting Name: Type a name, title, or descriptive subject line for the meeting.

Meeting View

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 organize 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

Meetings Private by Default

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

Message

Message: Enter a message for the body of the email. 

Minutes

Minutes: Enter a summary of what was discussed for this meeting item in this box.

N

Notes

Notes: Displays any additional meeting notes. 

O

Overview

Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview. 

P

Person

Person: The scheduled attendees name. 

Present

Present: If the attendee was physically present, place a GREEN checkmark in this column.

Present (View)

Present: A checkmark indicates the person was present at the meeting. A red 'x' indicates the person was NOT present at the meeting. 

Priority

Priority: Set the priority as 'High', 'Medium', or 'Low'. Setting the priority of a meeting items gives responsible parties a better idea about which items should be addressed first, and which items can be addressed last and/or pushed to a follow-up meeting.

Priority (View)

Priority: Shows the priority assigned to the item. 

Private Meeting

Private Meeting: Mark this checkbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool. 

Q

R

S

Scheduled Attendees

Scheduled Attendees: Add meeting attendees by selecting people from this drop-down list. To appear as a selection in this list, a person must have a Procore user profile in the Project Directory. Additionally, if a permission template is applied to the person, the permissions must include 'Read Only' or higher on the Meetings tool. 

Show Historical Minutes in Old Business

Show Historical Minutes in Old Business: Mark this checkbox so that historical minutes are displayed for old business items on the meeting PDF.

Show Previous Meeting Minutes

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

Show Previous Minutes on the PDF

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

Start Time

Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.

Status

Status: Set the status as 'Open', 'On Hold', or 'Closed'. This lets the responsible parties designated in the Assignment field know whether or not they need to take additional action. The default setting for a new meeting item is 'Open.'

Status (View)

Status: Shows the status assigned to the meeting item.

Subject

Subject: The subject field will auto-populate with the subject you had listed when creating the meeting.

T

Timezone

Timezone: Select a timezone for the meeting.

Title

Title: Enter a descriptive meeting title.

Title (View)

Title: Shows the title of the meeting item. 

To

To: By default, this field is populated with the names of the 'Scheduled Attendees' for the meeting. If you want to add other people from the Project Directory to the email message, do so now. Note: This does not add those people to the 'Scheduled Attendee' list.

U

Use Meeting Wide Numbering

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. 

V

W

X

Y

Z

 

  • Was this article helpful?