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Committees Setup for a Project
Committee setup of project allows you to provide information on:

Committee

You can add and update committee information related to the project such as name, mailing list, committee website, permissions and description.
To add a committee for a project, perform the following steps:
1.Click on the required project and click Committees.
Committee
2.The Committee page appears. Click +Add Committee to add the committee details.
Add Committee
3.The Create Committee page appears. Update the following details and click Next and click Save to create a committee.
Field
Action
Add Committee Name
Enter the name of the committee
Description
Provide the description on the committee
Type
Select the type of committee that you want to create
Enable Voting
Toggle the Enable Voting to enable the voting for the committee
Committee Documentation/Website
Enter the committee website URL of the committee which can provide the committee details such as policies, meetings and schedules
If you want to update the existing committee details, click the edit
icon.
If you want to delete the existing committee, click the delete
icon.
Creating a Committee

Adding Members to a Committee

After you setup the committee, you can add members to that committee who can exercise various responsibilities that are assigned to the members.
To add a member to a committee, perform the following steps:
1.Click on the required project and click Committees.
2.The Committees page appears with the list of committees that are created for the project. Click Add from the required committee where you want to add the members.
Add Member
4.The Add Committee Member dialog box appears. Update the following details and click Save:
Field
Action
Name
Enter the name of the member
Email ID
Enter the email ID of the member
Company
Enter the name of the company
Job Title
Enter the title for the member
Appointed By
Select the required appointed by
Voting Status
Select the required voting status
Voting Start Date
Select the voting start date
Voting End Date
Select the voting end date
Role
Select the required role for the member
Role Start Date
Select the role start date
Role End Date
Select the role end date
If you want to update the existing member details, click the edit
icon.
If you want to send an email to a member, click the mail
icon.
Add Committee Member
After adding a first member to a committee, if you want to add another member to a committee, you need to click the Committee and then click Add Member to add additional members to the committee.
Add Member

Deleting a Committee

You can delete a committee if you want to. Deleting a committee will also remove all the members added in the committee.
To delete a committee, perform the following steps:
1.Click on the required project and click Committees.
2. You can see the list of committees that are created for the project. Click the
icon available under Manage tab and select Delete Committee.
Delete Committee
3.The Delete Committee confirmation dialog box appears. Click Delete to delete the committee. A confirmation toast message appears informing that the committee has been deleted.
Confirm Delete

Deleting a Member from a Committee

You can delete a member from a committee as and when required.
To delete a member, perform the following steps:
1.Click on the required project and click Committees.
2.You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
Committee
3.The Committee page appears with list of members in it. Click the edit
icon
Member List
4.The Manage Committee Member dialog box appears. Click Delete to remove a member from the committee.
Delete Confirmation

Managing Meetings

Meetings related to committees are listed in the committees list under Upcoming Meetings tab. You can see the scheduled meetings and as well as schedule a meeting. On click of Schedule, the page navigates to Meeting Management to schedule a meeting.
Configuring Meetings

Managing Mailing List

You can configure mailing list for your committees. On click of Configure available under Mailing List, the page navigates to Mailing List.
Configuring Mailing List

Committee Overview

The Committee overview section provides the overview information on:
  • Total number of committees formed for the project
  • Total number of members added in the committees
  • Percentage average meeting attendance of the committee members
  • A donut chart that provides the number of committee members registered for the recurring meetings
Committee Overview