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Procore

配置高级设置:会议

目标

配置项目会议工具的高级设置。

需要考虑的事项

  • 所需用户权限:
    • 项目会议工具的“管理员”级别权限。
  • 其他信息:
    • 如果你尝试更改其权限的用户出现灰色“x”,则该用户可能是公司管理员,或者其权限是使用模板管理的。请参阅管理项目权限模板

步骤

配置会议设置

  1. 导航到项目的会议工具。
  2. 点击配置设置icons-settings-gear.png 图标。
    configure-meeting-settings.png
  3. 打开或关闭以下设置以进行配置:
  • Meeting View: Choose 'Category' (this is the default setting) or 'Old and New Business' from the drop-down list. Notes: If you choose 'Category', meeting creators will be able to organize the business items added to a meeting by meeting categories. See Create a Meeting Category. Also, if you select 'Category', meeting creators will be able to create a meeting from a template. See Create a Meeting from a Template

  • Enable Old/New Business Column: The system adds a column to the meeting items table that indicates whether the item is old or new business when the meeting is in category view. Note: Most Procore customers choose to keep this setting disabled. 

  • Set Meeting as Private by default: Meetings will be created private by default.

  • Show Previous Minutes on the PDF: Mark this checkbox to add any "automatically shown previous minutes" and "starred minutes" on an exported meeting PDF.

  • Enable Cost Codes on Meeting Items: Includes a cost code field on all meeting items.

  • Enable Descriptions on Meeting Items: Includes a description field on all meeting items.

  • Enable Attendee Approval and Comments: Attendees can approve and comment on minutes.

  • Use Meeting Wide Numbering: If this setting is selected, meeting numbering will stay the same throughout the entire meeting series regardless of re-arranging meeting items within a meeting. The meeting item numbering under the "Topic #" column will show as (meeting #).(meeting item # - in the order the items were created). Note: The "Agenda #" and "Meeting Origin" columns are replaced with "Topic #" and the meeting category number will no longer be displayed in this mode. 

  1. 自定义字段下,输入要添加到会议的可选额外字段。
  2. 所有更改都会自动保存。

配置会议的用户权限

  1. 导航到项目的会议工具。
  2. 点击配置设置icons-settings-gear.png 图标。
  3. 点击权限表。
  4. 设置每个用户的权限:
    • 只读
    • 标准
    • 管理员
      注意:如果无法进行更改,你尝试更改其权限的用户可能是公司管理员,或者其权限是使用模板管理的。请参阅管理项目权限模板

后续步骤

另请参阅