Configure Advanced Settings: Meetings

Configure the Meeting Settings

1. Navigate to the project's Meetings tool.
2. Click the Configure Settings  icon.
   
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. 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: 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.

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

• 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: 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. 

4. Click Update to save any changes.