- DATE:
- AUTHOR:
- The Eightfold team
Custom filters on the resourcing overview
WHAT'S INCLUDED
The resourcing overview page now supports custom filters, so the page can be filtered by dimensions specific to your organization rather than only the built-in ones. The first few custom filters sit across the top of the page; once more than three are configured, the additional filters move into a single All filters panel, keeping the page uncluttered while still giving quick access to everything.
WHY IT MATTERS
Teams can narrow the resourcing overview by the fields that matter to their organization, instead of being limited to the built-in filters.
FEATURE DETAILS
Who can access | Resource Managers, Customer Admins |
Feature type | Default Off (Config implementation required) |
Requirements | None |
GETTING STARTED
Admins: Work with Eightfold to configure the custom filters you want on the resourcing overview page, and the order they should appear in.
End users: On the resourcing overview, the configured custom filters appear across the top of the page. Choosing filter values narrows the resourcing overview to matching records, just like the built-in filters; nothing about permissions or record visibility changes.
