Modify Meeting dialog box

Use this dialog box to edit a project-related meeting (phone call, client meeting, contractor meeting, conversation, conference call, task, or site visit) in 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.

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Details tab/Meeting Content tab/Email Log tab/Supporting Documents tab/Related Items tab/Change Log tab

Refer to the Create Meeting dialog box topic for a description of these tabs.

 

Related Items tab

This tab lists all Project Center items related to the meeting.

Create Related > Action Item

Click to open the Identify an Action Item dialog box to create a new action item and link it to the current meeting.

Create Related > Transfer > Via Email

Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.

Create Related > Transfer > Via Info Exchange

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current meeting.

Create Related > Transmittal > Via Email

Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current meeting.

Create Related > Transmittal > Via Info Exchange

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current meeting.

Create Related > Contract Management > Contract Management Item

Click to open the Create Contract Management Item dialog box for the type of contract management item you selected to create a new item and link it to the current meeting.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected meeting. This gives you the ability to link two items that are related together. (For example, a markup session 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. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and tab.

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).

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to this meeting that you can use for filtering.

Unlink from Outlook Calendar

Mark this checkbox to unlink this meeting from Microsoft Outlook. All fields will become editable.

If you mark this checkbox then re-file this item from Microsoft Outlook, any changes made to this meeting in this dialog box will be overwritten.

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

Select a meeting, then click Modify from the Tasks panel of the Project Timeline activity center or the Meeting Minutes activity center.