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Meeting Minutes Header Fields

 
Meeting Minutes Header Fields
1

Project* Field

1. Project* Field
Required. Project Field
2

Phase Field

2. Phase Field
3

WBS Field

3. WBS Field
4

Type Field

4. Type Field
5

Record #* Field

5. Record #* Field
Required. An alphanumeric ID for the record.
6

Meeting # Field

6. Meeting # Field
Read only. This sequential number is assigned by PMWeb based on the combination of Project and Type.
7

Create Next Button

7. Create Next Button
This button is only visible if the record has a Status of "Approved" and is the highest Meeting # in the sequence. When you click this button a new record is created with much of the header data from the current record copied into the new one. The Meeting # is incremented by one. In addition, lines in the Meeting Minutes Details Tab Table that are not marked Done are copied to the new record.
8

Description Field

8. Description Field
9

Location Field

9. Location Field
Type a meeting location here
10

Reference Field

10. Reference Field
11

Category Field

11. Category Field
12

Meeting Date Field

12. Meeting Date Field
13

Started Field

13. Started Field
14

Ended Field

14. Ended Field
15

Status Field

15. Status Field
16

Revision Field

16. Revision Field
17

Date Field

17. Date Field
18

Participants Section

18. Participants Section
Use this section to track meeting participants and whether or not they attended. Add participants by clicking either the Add or Add Multiple buttons.
19

Transmittals Section

19. Transmittals Section
20

Next Meeting Location Field

20. Next Meeting Location Field
Type the location of the next meeting in the sequence here.
21

Next Meeting Meet Date Field

21. Next Meeting Meet Date Field
22

Next Meeting Start Field

22. Next Meeting Start Field