Troubleshooting meetings

A meeting is missing

1. Confirm the Project Management package is active.
2. Confirm View all meetings permission.
3. For participant-restricted access, confirm you are the creator, host, or an attendee.
4. For a Draft, confirm View draft meetings.

Draft Meeting or edit actions are missing

You need Create new meetings, make changes to existing meetings.

Attendees were not notified

Publishing and finishing notify the attendee list. Confirm attendees were added before changing status. The confirmation shows No attendees will be notified when the list is empty.

A smart section contains completed work

Open RFIs and Open Submittals update while the meeting is active. Starting a meeting removes already closed or completed smart items. Source RFIs and submittals are not deleted.

Create Next Meeting is disabled

It is available only on a Finished meeting and is disabled when that meeting already has a next meeting.

An attendee is missing from the next meeting Draft

Create Next Meeting retains attendees only while they can still access the project. Confirm the person remains on the Project Team or has All Projects access, then add them to the new Draft if needed.

Prior notes are missing from the PDF

In Export Meeting to PDF, select Include prior meeting notes and choose one, two, three, or all prior meetings. Prior notes depend on a connected meeting series.