Use this dialog box to add a new business item or track a topic discussed at a meeting.

Spelling

Click to spell check the information.

If a mistake is found, the Spelling dialog box opens.

Meeting Business Item:

No.

Contract Management automatically numbers the business items. You can edit the number.

Ball in Court

The person responsible for this item.

Status

Use the drop-down list to select a valid status code.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Description

Enter a description of this item, including topics discussed, and decisions made.

Due

Click the calendar and select the date on which this item must be completed.

Started

Click the calendar and select the date on which work on this item must begin.

Completed

Click the calendar and select the date on which this item was completed.

Activity ID

If you are using the P6 EPPM you can use this field to reference and update the Start/Completion dates of the change with the schedule activity's early/actual start and finish dates. Link Contract Management to a P6 EPPM project from the Schedule tab of the Project Settings Dialog Box.

To record scheduling information, click Select to open the Select Activity Dialog Box to choose the P6 EPPM activity.

Order Code

Use this field to set the sort order of the business items rows in the Business Items section of the Meeting Minutes document window.

The Order Code defaults to the default value in the item No. field above. Changing the item No. updates the Order Code, but not vice-versa.

Issues tab:

Link

Click this to open the Select Issue Dialog Box to link an issue to this item.

Issue Title and Name

The names and titles of issues linked to this item. Click to open the Issue Document Window.

Attachments tab:

Attach File

Click this to open the Attach File Dialog Box to add an attachment to this invoice.

Attach from Repository

Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.

Attach URL

Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.

Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

Attachment

The name of the attachment associated with this item. Click to open the attachment.

Subject

A brief description of the item.

Location

The location to which the file is uploaded.

Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.

Path

The full path to the file.

File Size

The size of the attached file.

Date Attached

The date the file or link was attached.

Attached By

The user who attached the file or link.

How to access this dialog box:

1. Expand the Communication folder in the Project View and click Meeting Minutes.
2. From the Meeting Minutes Log Window, either choose a Meeting Minutes document, or click Add Document to add a new Meeting Minutes document.
3. From a Meeting Minutes Document Window, click the Business Items tab, and then click edit next to a business item.

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