Work Paper Analysis - Complete a Meeting & Interview Work Paper in the Project Workbench

The meeting and interview work paper allows you to capture meeting and interview notes as well as log who attended the meeting and when it was conducted.

1. Access the work papers from the Project Workbench.
2. Click the meeting work paper.
3. Click Edit.

   

4. Update the work paper status, name and description, if necessary.
5. Click Calendar and then click a date when the meeting was held.
6. Enter any meeting notes.
7. Click Save.

Note: This form can be configured with additional fields, if necessary. For more information, see Configuring the Project Workbench.