Previewing a Meeting
Previewing a meeting allows modifications to both the dollar amount and the quarter in which that recommendation will be implemented without officially completing your meeting.
To preview your meeting presentation:
- Click the menu in the top right-hand corner of the page
- Click on the desired meeting under Upcoming meetings
- Under Meeting presentation, click the Preview button
During the preview mode, you will see a banner at the top of the screen.
To return back to your roadmap, click either the X in the top right corner or click the Exit Preview button.