How It Works
How to Connect To Demand
Budget Section in Project Profile
Team Calendar in Project Profile
Team Members Calendar in Calendar Tab
Projects Calendar in Calendar Tab
Calendar Section in Staffer’s Profile in Team Members Tab
Connect To Demand Step-By-Step
Troubleshooting: Inability to Connect Assignment To Demand
How It Works
There may be situations in which you want to connect assignments to an existing demand.
To match assignments with existing demand, look for the LINK icon:
NOTE: An infinite number of assignments can be connected to one demand.
How to Connect To Demand
In Foresight, you can connect an assignment to one demand in several places. Below is a list of locations across the system and flows:
1. Budget Section in Project Profile
| Log in to the Manager Account in Foresight ▶ Click the Projects Tab in the left navigation bar ▶ Find the proper project and click on it ▶ You’ll be redirected to Project Profile ▶Go to the BUDGET section ▶ Click the LINK icon |
2. Team Calendar in Project Profile
| Log in to the Manager Account in Foresight ▶Click the Projects Tab in the left navigation bar ▶ Find the proper project and click on it ▶ You’ll be redirected to Project Profile ▶ Go to the Team Calendar section ▶ Find the proper assignment ▶ Click the right mouse button on the tile ▶ Click the LINK icon from the ribbon to connect assignments to demand |
3. Team Members Calendar in Calendar Tab
| Log in to the Manager Account in Foresight ▶ Click the Calendar Tab in the left navigation bar ▶ Click the Team Members section on the ribbon ▶ Find the proper staffer ▶ Click the right mouse button on the tile, ▶ Click the LINK icon from the ribbon to connect the assignment to the demand |
4. Projects Calendar in Calendar Tab
| Log in to the Manager Account in Foresight ▶ Click the Calendar Tab in the left navigation bar ▶ Click the Projects section on the ribbon ▶ Find the proper project ▶ Click the right mouse button on the tile ▶ Click the LINK icon from the ribbon to connect the assignment in this project to the demand |
5. Calendar Section in Staffer’s Profile in Team Members Tab
| Log in to the Manager Account in Foresight ▶ Click the Team Members Tab in the left navigation bar ▶ Find the proper staffer ▶ Go to the Calendar section ▶ Click the right mouse button on the assignment tile ▶ Click the LINK icon from the ribbon to connect the assignment in this project to the demand |
Connect To Demand Step-By-Step
1. Press the CONNECT TO DEMAND button.
2. A single-selection list will open. Select the demand you want to connect to a given assignment. Click the CONNECT DEMAND button on the right:
3. If the assignment is connected to a demand, the system disables the LINK icon and displays relevant information.
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: