Meeting Types

Meeting Types can be used for grouping and filtering the meeting list and when printing log reports.

Example Meeting Types

  • Coordination
  • Design
  • Owner/Architect/Contractor
  • Subcontractors
  • Safety

View And Add Meeting Types

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Feature Settings | Documentation.
  4. Navigate to the Meeting Types section.
  5. To add a Meeting Type option, click the Add button above the grid.
  6. Navigate to the grid footer and enter the Meeting Type.
  7. Click the Save button below the grid.

Note: An option cannot be deleted if it is referenced on a project record.