Update Meeting Minute Attributes in the General Tab - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Contracts (2.03)

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English
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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to enter the meeting minutes general attributes using the General tab in the Meeting Details panel.

  1. Navigate to Contracts > Meeting Minutes.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Meeting Register tab.

  5. Select the Meeting ID hyperlink. The Meeting Details panel appears.

  6. Click the General tab.

  7. Type a name in the Meeting Name field.

  8. (Optional) Attach the meeting minutes related document.

    1. Click the Attachment ellipsis.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

      To view or save the attachment, click the attachment hyperlink.

  9. (Optional) Type the required Comment.

  10. Click SAVE.