Meeting Minutes Log                                                                                               

This page lists meetings that are logged in the current Project Center project. Select the subject of a meeting to view its details.

External users only see meetings assigned to them.

Columns

Subject

The subject of the meeting.

Type

The type of meeting. Meeting types can include phone calls, client meetings, contractor meetings, conversations, conference calls, tasks, and site visits.

Date

The date and duration of the meeting.

If there is a recurring meeting, this column will show the details of when the meeting is scheduled.

Location

The location of the meeting.

Supporting Documents

Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.

There are two possible icons that may appear in the field:

192-download-attached-files.png Attached Files

Select to view the list of files attached as supporting documents. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.

Upload Supporting Documents

Use this area to add supporting documents to the item.

This option is only available for internal (Project Center) users.

Add Files

Select to open the Choose File to Upload dialog box and select a file.

You can select multiple files using standard Windows Shift and Ctrl selection techniques.

Remove All Files

Select to remove all files selected for upload.

Drag-and-Drop Files Here

Drag and drop files directly from Windows to add them to the list of files to upload.

This option is only available if your browser supports the functionality.

Upload

Select to upload the files to the Supporting Documents field.

 188-expired.pngRequest Expired Files

Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.

Related Items

Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.

Additional fields

The following fields can be added to the Meeting Minutes log by selecting the Show/Hide Columns button to access the Field Chooser.

End Date

The meeting's end date and time.

Has Agenda

Yes indicates an agenda is included in the meeting minutes.

Has Minutes

Yes indicates minutes have been recorded.

Start Date

The meeting's start date and time.

 

Log Page Tools

The following tools are available in the Meeting Minutes log toolbar. For more information, refer to Log Page Tools.

Export

Select to export the items in this log.

Show/Hide Column Filters

Select  to toggle on/off the column filters.

Show/Hide Group By Panel

Select  to toggle on/off the group by panel.

Show/Hide Columns

Select  to access Drag to Change Columns to add or remove columns from the log grid.

 

To access this page

From the toolbar, select View > Project Information > Meeting Minutes.

 

If meeting minutes are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

 

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