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Completing Needs

CapitalForecastDirect offers two different status choices to use when completing Needs: Complete and Closed. It is a personal preference which status you choose to use, as they both function the same way in the system. You can make edits or additions to a Need that has been marked as Complete or Closed, but you will not be able to change the status of those Needs.

How to Change the Status of a Need

If you need to change the status of a Need, including marking it Complete or Closed, you can do so from the Update Need form.

• If you know the Need ID, use the Search for box to enter the ID number and open the Need.
• Under the Details section, select the appropriate status from the Status drop down list.
• Click Save.

 

 

• If you do not know the Need ID, click on the Needs tab at the top of the page.
• Use the Location, Building, System, and Description filters to look up your Need.
• Click on the Need ID to access the Update Need form and change the status.