Use the PM Meeting Minutes form to create and maintain project meeting agendas and minutes. Project meeting agendas and minutes include the meeting date, time, and attendance, and a range of notes, and they are broken into items, each with fields to identify the persons initiating and responsible for the item and dates for tracking. You can open this form in two ways:

• PM Work Center - Document Control > Meeting Minutes > Click the Create New Item () icon to create a new meeting, or click the icon to open an existing meeting.

• Main Menu - Project Management > Programs > PM Meeting Minutes

The workflow for creating and recording meetings is as follows:

Each meeting is assigned a Meeting Type (as defined in PM Document Types), a Minutes Type (Agenda or Minutes), and a meeting number. Multiple meetings can be set up for any given date, as long as the meeting number is different.

Meeting numbers can be assigned manually or using the auto-generate feature. If using the auto-generate feature, the system will assign the next sequential number based on how you have set the Auto-Generate Meeting Minutes using option for the project (in PM Projects).

• Project – If generating meetings using this option, the system will assign the next sequential number based on all meetings for the project.
• Project/Type – If generating meetings using this option, the system will assign the next sequential number based on project and meeting type.

• The Attendees tab is used to set up meeting attendees.
• The Items - Info tab is used to enter the items of business.
• The Lines tab is used to enter additional detailed information about a meeting minute item.