Edit a Meeting Item (iOS)

​​​​​

• Required User Permissions:

  • You need one of the following:

    • 'Admin' level permissions on the project's Meetings tool.

    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Update Meeting' granular permission enabled on your permissions template.
      

       Note

      Users with this level of permission can only update meetings that they have access to view (either that the user created, private meetings the user is an attendee for, or public meetings that the user has access to).

• Additional Information:

  • The option to edit the meeting # is only available if there is one meeting.

  • The 'Notes' field is only available for meetings in 'Minutes' mode.
    See Convert a Meeting from Agenda to Minutes Mode.

• The new view and workflow now applies to both Purchase Orders and Subcontracts.

• Details like descriptions, inclusions, and exclusions can be expanded or collapsed to keep the view clean.

• Schedule of Values and Change Orders are now organized into independent subtabs, reducing the need for excessive scrolling.

• Attachments are displayed at the top of the commitment for quick access.

• This item can be viewed or edited offline if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.

1. Navigate to the project's Meetings tool using the Procore app on an iOS mobile device.

2. Tap the relevant meeting.

3. Tap the meeting item you want to edit.

4. Tap into a field to edit the appropriate information. For information on these fields, see Add a Meeting Item (iOS).

5. Tap Save.