Table of Contents
Overview
How it Works
How to Connect (Demand) To an Assignment
1. Team Members Section in Project Profile
2. Demand Calendar Section in Project Profile
3. Demand Calendar in Calendar Tab
4. Project Budget in Project Profile
Connect to an Assignment (Step-By-Step)
How to Connect To Demand
1. Budget Section in Project Profile
2. Team Calendar in Project Profile
3. Team Members Calendar in Calendar Tab
4. Projects Calendar in Calendar Tab
5. Calendar Section in Staffer’s Profile in Team Members Tab
Connect To Demand (Step-By-Step)
Filtering Rules
By Assignment(s) Connected/Unconnected to a Demand
By Date
Troubleshooting: Inability to Connect Assignment To Demand
Overview
There may be situations where you create assignments and want to connect them to Demand. Foresight Connect offers a feature that allows you to connect an assignment or assignments to a demand easily.
To connect assignments with existing demand, navigate to the Link icon.
How it Works
Only one demand can be connected to an assignment. However, an infinite number of assignments can be connected to one demand.
How to Connect (Demand) To an Assignment
You can connect one or multiple assignments to a demand in several places in Foresight. Below is a list of locations across the system.
Team Members Section in Project Profile:
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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 the Connect to Assignment Button |
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 the Connect to Assignment Button |
Demand Calendar in Calendar Tab:
| 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 right mouse button ▶ Click the Connect to Assignment |
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 option on the ribbon |
Project Budget in Project Profile:
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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 an 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.
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:
Budget Section in Project Profile
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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 |
Team Calendar in Project Profile
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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 the assignment to the demand |
Team Members Calendar in Calendar Tab
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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 |
Projects Calendar in Calendar Tab
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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 ▶ Right click on the mouse on the tile ▶ Click the Link icon from the ribbon to connect the assignment in this project to the demand |
Calendar Section in Staffer’s Profile in Team Members Tab
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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. The system disables the Link icon and displays relevant information if the assignment is connected to a demand.
Filtering Rules
By Assignment(s) Connected/Unconnected to a Demand
| ➡ |
While connecting a demand to an assignment, you’ll notice the Add Filter button above. This filter cannot be removed. The list of assignments that you can connect to a demand will show either assignments that already have a demand or assignments that do not have a demand.
| Displaying a list of assignments without demand | Assignment Without Demand: Equals True |
| Displaying a list of assignments with demand | Assignment Without Demand: Equals False |
The Equals must be set to “true” to see a list of assignments without demand. If you want to see a list of assignments with demands, the filter must be “false.” You cannot remove this filter, but you can change it depending on what kind of information you’d like to see. You cannot simultaneously set the list to display assignments with and without demand.
By Date
If Demand is selected for the date filter, all assignments with demand will be displayed, even if their dates only partially overlap.
Let's say we added a demand between 01/01/2024 and 05/31/2024. We have three assignments that we could connect to the demand.
- Assignment from June 1st, 2024,
- Assignment from December 12th to April 1st, 2024,
- Assignment from January 1st to May 31st, 2024.
The first one will not be displayed on the list because it does not start on the dates required by the demand dates.
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: