How it Works
How to Connect (Demand) To Assignments
Team Members Section in Project Profile
Demand Calendar Section in Project Profile
Demand Calendar in Calendar Tab
Project Budget in Project Profile
Connect to Assignment Step-By-Step
Troubleshooting: Inability to Connect Assignment To Demand
How it Works
There may be situations where you create a demand and want to connect it to an assignment or multiple assignments.
To connect assignments with existing demand, navigate to the LINK icon:
Only one demand can be connected to an assignment. However, an infinite number of assignments can be connected to one demand.
How to Connect to Assignments
You can connect one or multiple assignments to a demand in several places in Foresight. Below is a list of locations across the system and flows
1. Team Members Section in Project Profile
| Log in to the Manager Account in Foresight ▶ Click the Projects Tab in the left navigation bar ▶ Find and click the right project ▶ Stay in the Team Section ▶ Click the right mouse button on the chosen demand ▶ Click CONNECT TO ASSIGNMENT Button |
2. Demand Calendar Section in Project Profile
| Log in to the Manager Account in Foresight ▶ Click the Projects Tab in the left navigation bar ▶ Find and click the right project ▶ Proceed to the Demand Calendar Section ▶ Click the right mouse button on the chosen DEMAND ▶ Click CONNECT TO ASSIGNMENT Button |
3. Demand Calendar in Calendar Tab
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Log in to the Manager Account in Foresight ▶ Click |
Alternatively:
| Log in to the Manager Account in Foresight ▶ Click the Calendar Tab in the left navigation bar ▶ Click the Demand Section displayed on the ribbon ▶ Find the right DEMAND ▶ Click the three lines button ▶ Click the CONNECT TO ASSIGNMENT button on the ribbon |
4. Project Budget in Project Profile
| Log in to the Manager Account in Foresight ▶ Click the Projects Tab in the left navigation bar ▶ Find and click the right project ▶ Go to the Budget Section ▶ Click the CONNECT TO ASSIGNMENT button |
Connect to Assignment Step-By-Step
1. Click the CONNECT TO ASSIGNMENT button:
2. Select the assignment you want to connect to the demand:
3. Press the CONNECT button and go through the success screen. The demand bar in project planning will refresh and fill with data about the implementation.
Troubleshooting: Inability to Connect Assignment To Demand
If the assignment is connected to a demand, you cannot connect it to another DEMAND. The icon will be disabled and cannot be interacted with.
Additionally, the system will display a LINK button next to the staffer’s name to let you know that the assignment is already connected to the demand: