Project meetings

You can track meetings and meeting topics such as project planning, cost code details, project schedules, and various risks that are involved in a project.

You can create, manage, or view all meeting records in the meetings section on the Progress page.

The following records track project meetings:

Meeting item records

Provide details about meetings, including individual elements that are discussed or reviewed in a meeting record. For example, you can create a meeting item record that provides details about the electrical issues that are discussed in the meeting.

Meeting records

Consist of all information about a meeting, including the attendees, the meeting time, place, and the meeting items. You can also associate meeting item records with a meeting record. Any unresolved issue for a meeting item can be carried over to another meeting.

Meeting series records

Group meeting records that are similar in topic.