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Support Home > Products > Procore > Procore User Guide > Project Level > Meetings > Tutorials > Configure Advanced Settings: Meetings

Configure Advanced Settings: Meetings

Objective

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

Things to Consider

  • Required User Permission:
    • 'Admin' level permission 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 his or her permissions are managed using a template. See Manage Permission Templates instead. 

Steps

Configure the Meeting Settings

  1. Navigate to the project's Meetings tool.
    This reveals the 'Current Meetings' or 'All Meetings' page.
  2. Click the Configure Settings  icon.
    This reveals the Meeting Settings page. 
  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. Note: 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

  • 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.

  • Show Historical Minutes in Old Business: Select this checkbox so that historical minutes are displayed for old business items on the meeting 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?

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

  • Enable Descriptions on Meeting Items: Mark this checkbox 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.
    This reveals the 'Current Meetings' or 'All Meetings' page.
  2. Click the Configure Settings  icon.
    This reveals the Meeting Settings page.
  3. Click Permissions Table in the right side pane.
    This reveals the 'User Permissions for Meetings' table.
  4. Set each user's permissions:  
    •  Access
    • User Permissions - x.png No Access
      Note: If a gray 'x' appears for a user, the user whose permissions you are trying to change may be either a Company Administrator or his or her permissions are managed using a template. See Manage Permission Templates instead. 

Next Steps

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Last modified
13:49, 30 Aug 2017

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