Create Meeting dialog box
Use this dialog box to record a project-related meeting (phone call, client meeting, contractor meeting, conversation, conference call, task, or site visit) for meeting minutes or the project timeline.
Title
Enter the subject of the project meeting.
Start Date
Select the date and time the meeting started from the drop-down lists. You can enter the time in one-minute increments by typing in the time field.
End Date
Select the date and time the meeting ended from the drop-down lists. You can enter the time in one-minute increments by typing in the time field.
All Day Event
Mark this checkbox to make this an all day meeting. The start and end time hours will be unavailable.
Click to open the Calendar
Item Recurrence dialog box to configure the settings for the recurring
meeting.
Color
Select the color to represent this meeting from the drop-down.
Location
Enter the location where the meeting took place.
Type
Select the meeting's type from the drop-down list. It defaults to the type you selected from the Tasks panel of the Project Timeline activity center.
Details tab
Enter the details of the meeting in this tab.
Invitees
Created By
The contact who created the meeting.
Team Members
Select the project team members who were involved in this meeting. You can select the Entire Project Team, the Internal Project Team, or Selected Team Members. If you choose the Selected Team Members option, the Team Members button is activated, which you can click to open the Choose a Project Team Member dialog box to select particular project team members.
CC for Minutes
CC
Click to open the Choose a Project Team Member dialog box to select other contacts to include on the meeting. CC'd contacts will be included in forms and notifications.
Meeting Details with Attendees
Record Meeting Details
Mark this checkbox to enter the actual attendees.
Actual Start Time
Select the date and time the meeting actually started from the drop-down lists. You can enter the time in one-minute increments by typing in the time field.
Attendees
This list is populated from the Team Members list. Click to open the Choose a Project Team Member dialog box to add more project team members.
Comments
Enter any comments about the meeting in this section.
Meeting Content tab
● Enter the project items to be discussed in the Agenda panel.
● If the meeting resulted in new action items being created and more project items to be discussed, enter them in the Discussion Items panel.
● Enter the details of what was discussed at the meeting in the Meeting Notes panel.
● Click
the
icons to expand each of the sections.
● Click
the
icons to open each of the sections in a separate dialog box.
Agenda panel
Enter the agenda items in this section.
Set the Agenda for this Event
Mark this checkbox to enable this panel and open the Carry Forward Agenda Items dialog box to choose whether to carry forward the agenda and discussion items from another meeting to the current one. If you choose Yes, select the meeting containing the agenda and discussion items you want to copy from the list and then make any changes as necessary. The items will be added to this panel and the Discussion Items panel. If you choose No, you can enter items manually.
Discussion Items panel
Use this section to add action and project items to discuss at the meeting.
Copy from Another Meeting
If you did not use Set the Agenda for this Event in the Agenda panel above, click to open the Choose Project Item dialog box to copy the discussion items from another meeting into this panel. Agenda items will not be copied using this option.
Identify New Action Item
Click to open the Identify an Action Item dialog box to add a new action item for the meeting.
Link Project Items
Click to open the Select Discussion Items dialog box to add project items that need to be discussed at the meeting.
Remove
Click to remove the selected item.
Meeting Notes panel
Enter the details of the meeting in this field.
Email Log tab
This tab lists all email messages associated with this meeting. When a user clicks File as or File in Project (then chooses the Meeting option from the File as dialog box) from the legacy Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.
You can copy and paste email messages from Microsoft Outlook and Windows Explorer into this tab.
Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.
When you select an email message, a preview appears in the right pane.
Add |
Click to select an email message to add to the Email Log. |
Remove |
Click to remove the selected email message from the Email Log. |
Supporting Documents tab
Use this tab to attach files to the meeting, and to view existing files. For example, if you record a meeting, and a particular drawing is related to it, you can use this tab to attach the drawing file to the meeting.
You can copy and paste and drag and drop files from Windows Explorer into the Supporting Documents tab.
Supporting documents are live links to project files. If the file is modified, the contents in the files listed here change accordingly.
Set Order |
Click to open the Set Document Order dialog box to set the order of the documents. |
Add Files |
Click open the Add Supporting Documents dialog box to locate and attach files to the meeting. |
Share with External > Yes |
Click to allow the selected files to be shared with external project team members through Info Exchange. |
Remove |
Click to remove the selected supporting file from the meeting. |
Preview tab
A preview of the selected file appears here.
Related Items tab
This tab lists all Project Center items related to the file.
Related Items tab
This tab lists all Project Center items related to the meeting.
Relate to >
Click to select an existing project item and establish a relationship between it and this meeting. This gives you the ability to link two items that are related together. (For example, an action item that is related to a meeting.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list.
Share with External > Yes
Click to allow the selected items to be shared with external project team members through Info Exchange.
Remove
Click to unlink and remove the selected project item from the Related Items tab.
Removing a related item from the Related Items tab does not remove it from the database.
The Relation Type column has two icons to indicate the relationship type:
● The
icon indicates that the relationship was created by a user and can be
deleted (such as an action item related to a meeting).
● The
icon indicates that the relationship was created by Project Center and
cannot be deleted (such as a transmittal or record copy related to a meeting).
Change Log tab
This tab lists the dates and project team members who created and modified the meeting, and any details.
Keywords
Click to open the Choose Keywords dialog box to add keywords to this meeting that you can use for filtering.
Click to spell check the fields in
this dialog box. If any mistakes are found, the Spelling
Check dialog box opens with spelling suggestions.
View Form and Send Meeting Minutes
Mark this checkbox to open the Timeline Item form and send an email message containing a summary of the meeting to the meeting participants.
To access this dialog box
Click Add > Phone Call/Client Meeting/Contractor Meeting/Conversation/Conference Call/Task/Site Visit from the Tasks panel of the Project Timeline activity center or the Meeting Minutes activity center.
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