View a Meeting

Objective

To view a meeting in the project's Meetings tool.

Things to Consider

• Required User Permissions:
  • To view a meeting, 'Read Only' level permissions or higher on the project's Meetings tool.
  • To view a meeting marked 'Draft Meeting' or 'Private', you must have:
    • 'Admin' level permissions on the project's Meetings tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the project's Meetings tool and the user must be added to the 'Scheduled Attendees' list.
• Additional Information:​​​​​​​
  • Some image attachments may include the option to view them in a map view based on the files' GPS coordinates. See Which Procore tools let me view digital image attachments in a map view?

Video

Steps

1. Navigate to the project's Meetings tool.
   This reveals the Meetings list page.
   Note: Meetings are organised into meeting sets that can be expanded or collapsed by clicking on the caret (>) to the left of the meeting title. 
   
2. Locate the desired meeting. Then click View.
   
   
   
   The system reveals the selected meeting's agenda (or minutes, if the meeting is in minutes mode). 
3. In the 'Meeting Information' area of the 'Meeting' tab, you can either view the meeting's information or click Edit to change the information as follows:

   • Meeting #: Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note: This field does not support the entry of letters, symbols and leading zeros. 

   • Meeting Location: The location where the meeting will be held (e.g., Conference Room A, Conference Room B and so on). 

   • Video Conferencing Link: Click on the video conferencing link to launch the virtual meeting.

   • ​​​​​Meeting Name: Type a name, title or descriptive subject line for the meeting.

   • Private Meeting: Mark this tickbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool. 

   • Meeting Date: Use the calendar control to set the date for a meeting.

   • Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.

   • Finish Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.

   • Timezone: Select a timezone for the meeting.

   • Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview. 

   • Attachments. Attach any relevant files. You have these options:

     • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
       OR
     • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
4. In the 'Scheduled Attendees' area, view the following information:

   • Person: The programmed attendee's name. 

   • Company: The scheduled attendee's company name.

   • Present: A tick indicates the person was present at the meeting. A red 'x' indicates the person was NOT present at the meeting. 

   • Absent: A tick indicates the person was absent from the meeting. A red 'x' indicates the person was NOT absent from the meeting.

   • For Distribution Only: A tickmark indicates a programme attendee is not a required to attend the meeting, but has been added to the meeting as a member of the distribution group. 

   • Conference: A tick indicates the person was a remote attendee. A red 'x' indicates the person was NOT a remote attendee.

5. Under the 'Meeting Items' area, view all of the meeting's items:
   Note: You can also click View to see detail about the selected item.

   • #: Shows the meeting item number. 

   • Title: Shows the title of the meeting item. 

   • Assignment: Shows the name of the vendor/company that is assigned to the meeting item. 

   • Due Date: Shows the due date for the meeting item. 

   • Priority: Shows the priority assigned to the item. 

   • Status: Shows the status assigned to the meeting item.

6. You also have these options:
   • Related Items. Click this tab to view any related items added to the meeting. See Add a Related Item to a Meeting.
   • Emails. Click this tab to view any emails associated with the meeting. See Forward a Meeting by Email and Initiate an Email Communication Thread for a Meeting.
   • Change History. Click this tab to view the meeting's history. See View the Change History of a Meeting.

See Also

• Create a Meeting
• Edit a Meeting