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 gray '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.
Steps
Configure the Meeting Settings
- Navigate to the project's Meetings tool.
- Click the Configure Settings
icon.

- Toggle the following settings on or off to configure:
-
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.
-
Enable Old/New Business Column: 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.
-
Set Meeting as Private by default: Meetings will be created private by default.
-
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: Includes a cost code field on all meeting items.
-
Enable Descriptions on Meeting Items: Includes a description field on all meeting items.
-
Enable Attendee Approval and Comments: Attendees can approve and comment on minutes.
-
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.
- Under Custom Fields, enter optional extra fields to add to your meeting.
- All changes are autosaved.
Configure User Permissions for Meetings
- Navigate to the project's Meetings tool.
- Click the Configure Settings
icon.
- Click Permissions Table.
- Set each user's permissions:
- None
- Read Only
- Standard
- Admin
Note: If you are unable to make changes, 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.