External Program and Project creation API

• Default on

This release adds a new API endpoint to allow external systems to programmatically create two specific unit types: 'program' and 'project'. This capability streamlines the synchronization of organizational demand structures, enabling external resource planning tools to automatically populate the system with necessary program and project data.

Users

Customer Admins

Requirements

• The creation of a 'project' type Org Unit is conditionally mandatory on the existence of its parent structure.

• If the Org Unit type is 'project', the ‘parentExtId’ field is conditionally mandatory and must refer to an existing parent program.

Value

• Customers need a robust, reliable, and automated method for synchronizing organizational demand structures, such as programs and projects, directly from external planning or ERP systems. Relying solely on manual data entry for demand structure creation is inefficient and susceptible to error.

• With this feature, external systems can automatically create new 'program' or 'project' type Org Units with all mandatory fields (extOrgUnitId, status, title, createdBy) and numerous optional fields (startDate, endDate, description, tags, customFields) through a single API call.

• Using this feature, customers may notice the following benefits:

  1. Improved data synchronization and accuracy

  2. Increased operational efficiency

  3. Seamless Integration with external resource planning and demand tracking systems

For more details on this feature, read the Eightfold API Documentation.

Initial setup

This feature will be available to customers by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.