Project Meetings

Learning > Record Pages > Project Meetings

Background

The Project Meetings record allows users to document important meetings and capture any relevant details such as meeting participants and agenda items.

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Meetings records:

To request additional training or documentation, please submit a Help Request in PMWeb.

Record Guidance

The Meetings Record requires that a Project is selected, that a Record # is assigned, and that a Subject is entered to open the record functionality.
Click Save once the Project, Record #, and Subject fields are populated.
Once a record is saved, users can add meeting participants from PMWeb with the provided table.

4. Once the Meetings record is saved, additional record tabs become available for use.

Meeting Details and Participants

5. Document the specific Meeting time and date details using the provided fields.

6. Click +Add or +Add Multiple to add single or multiple meeting participants in the provided table. Click Save within the table once complete.

7. Click +Add in the Meeting Details table to add meeting details including agenda items. Repeat this process as needed to enter all meeting details. Click Save within the table once complete.

8. Click the Save icon to save all of the changes.

9. (Not Shown in Image) The Create Next button in the record header duplicates the record but only carries over agenda items that have not yet been closed.

Report Guidance

The Meetings Minutes report is available for this record in "BI Reporting".

Workflow Guidance

There is no Workflow process associated with this record.

Integration and Trigger Guidance

The Meetings record has no integrations or triggers.

FAQs

There are currently no FAQs.

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