Create RFP: Meeting Agenda – Meeting Evolution

Instructions for the Meeting Agenda page. This article covers:

Enable Meeting Space
Create Agenda Function
Edit Agenda Item
Copy Agenda Item
Move Agenda Item
Delete Agenda Item
Repeat Over Multiple Days
Edit Linked Items

Select Meeting Space from the RFP Checklist to begin.

Enable Meeting Space

Note: confirm the RFP Dates first to see the Meeting Space option and enable it.

Create Agenda Function

Select +Function to begin

Complete the Agenda Function Form:

Agenda Form Guide
Function Name:	Name for the function
Attendees:	Estimated attendance for the function
Function Type:	Select function type from drop-down list. Type the function name in the search to filter results.
Room Set-Up:	Select room set-up from drop-down list. Type the function name in the search to filter results. Select the Setups icon to view images of common room set-up options. A default room set-up may appear based on the Function Type. For example, Round Tables is the default set-up for meal functions.
Start and End Times:	Enter the start and end times of the function. Default Times may appear based on the Function Type. For example, the default time for Lunch is 12:00 pm - 1:00 pm.
Area Sq. Ft.	Enter the square footage needed for the function. This may be automatically calculated based on the room set up and number of attendees using standard industry formulas.
Ceiling Height:	Optional if a minimum ceiling height is needed.
24 Hour Hold?	Select Yes or No.
Space Required:	Unselect if the function will be held off-site.
Function and A/V Notes:	Notes about the function will be shown on the RFP Specifications.

Save when all required fields (*) are completed.

Edit Agenda Item

Select an agenda item to update it. Save changes when complete.

Copy Agenda Item

Select the Copy icon to create a duplicate agenda item. The new agenda function will appear below the original function and can be moved to another day on the agenda.

Move Agenda Item

Use the to select a function and move it. You can re-order functions within each day or move the function to a different day.

Delete Agenda Item

Use the Trash Can icon to delete an agenda item.

Repeat a Function Over Multiple Days

Use Repeat Over Days to create functions that will be repeated over multiple days of the event.

Select Repeat Over Days in the Agenda Function editor:

When all required fields (*) are completed, Select Days To Save to proceed.

Select which days the function should repeat on. Use Toggle Days to select or un-select all days or choose days individually. Save when complete.

The function will be repeated over the selected days. The Link icon indicates repeated functions that are linked together for editing.

Editing Linked Functions

Select a Linked Function for editing, then Select Days to Save.

Select which days to update. Use Toggle Days to select or un-select all days or choose days individually.

Save/Update Days will save changes to all selected days. Save Only This Day will not update any other linked days.

Return to RFP Page when complete.

Proceed to Create RFP: Select Suppliers for next step.