Add a meeting

Step 1: Enter the general meeting information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Meetings in the Documentation section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number as needed.
5. Select the Prime Contract.
6. Optionally, update the Meeting #.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

7. Select the Meeting Type from the dropdown.
8. Optionally, update the Date.

   The default value is today's date.

9. Optionally, enter the meeting Start, Finish Time, and Location.
10. Enter the meeting Subject.
11. Optionally, select the meeting Facilitator Company and Contact.

    Usually, this is your firm.

12. Optionally, select the meeting Note Taker Company and Contact.

    Usually, this is your firm.

13. Optionally, enter the Meeting Purpose.
14. Optionally, select the Set Next Meeting Date as well? checkbox and specify the following information for the next meeting as needed:
    • Date
    • Start Time
    • Finish Time
    • Location
15. Select Next.

Step 2: Specify the potential meeting attendees

If you do not prefer to add meeting attendees in this step, select Skip.

1. Select one of the following options as the Import Method from the dropdown:
   • Import Project Directory Contacts
   • Import Prior Meeting Attendees
2. Optionally, use the Search field to filter the list.
3. Select one or more company contacts.
4. Select Add & Next.

Step 3: Import prior meeting items

If you do not prefer to add prior meeting items in this step, select Skip.

1. Optionally, select one or more of the following options to filter previous meeting items:
   • Type
   • Meeting #
   • Status
2. In the Select Meeting Items section, select one or more items from the list.
3. Select Import & Next.

Step 4: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the meeting.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.

Next steps:

• Email the meeting invitation to the attendees
• Add new meeting discussion items