- DATE:
- AUTHOR:
- The Eightfold team
Resource Management improvements
WHAT'S INCLUDED
This release brings four improvements to Resource Management, delivered together. Staffing and demand views default to the period you're looking at instead of every past and future demands; you can search the staffing overview by an employee's name or email to see everywhere they're staffed; a resource-to-demand match score now opens the same AI explanation already available in Talent Acquisition; and a green New badge marks recently created entities (such as programs, projects, demands) so nothing new gets missed.
WHY IT MATTERS
Current-period demand views — Staffing overview, demand insights, an individual's own bookings and the team planning view now show only the demands and bookings that overlap the period you've selected, instead of every past and future record. An in-view switch between Current period only and Full period sits on the page itself rather than behind the filter side-panel — so long lists stop filling up with entries that are not relevant in the current period.
Search staffing by employee — In the staffing overview you can now search by a resource's name or email and see every demand they're staffed on, instead of scanning one project at a time to find where someone is booked.
Explainable match scores in Resource Management — A resource-to-demand match score now opens the same AI-generated explanation already available in Talent Acquisition — a plain-language breakdown of why the resource fits the demand, with supporting evidence — wherever a match score appears in Resource Management. Reviewers get the reasoning behind a score, not just the number.
"New" badge on recent records — A small green New badge marks programs, projects and demands created recently, so anyone scanning a long list can see at a glance what has appeared — especially useful when records arrive automatically from an upstream system. The badge appears and clears on its own as records age past a configured window; nothing has to be tracked or cleared by hand. Demands also show a second badge, Pipeline updated, configured the same way; hovering it shows when the last pipeline activity (stage advancement) occurred. By default the window is 3 days; a Customer Admin can change it in the Admin Console, and set a different window for each entity type (program, project, demand).
FEATURE DETAILS
Who can access | Resource Managers, Managers, Employees, Customer Admins |
Feature type | Default On (Non-deferrable) |
Requirements | None |
GETTING STARTED
Admins: No configuration effort required to enable these enhancements.
By default, staffing and demand views open on Current period only. Users can switch to Full period from the views control at any time. To make Full period the default instead, a Customer Admin configures it in the Admin Console. To configure the Staffing view, read Staffing view.
To configure the visual entity badges further, read Visually highlight newly created RM entities.
End users: These enhancements are available in your environment by default. You’ll notice the Current period only / Full period switch on staffing and demand views, and the person-based search in the staffing overview. An explainable match score opens its AI explanation from wherever the score is shown in Resource Management, and the green New badge appears on recently created demands, programs and projects and disappears on its own as they age out.
To know more about match score, read Match score explanation in Resource Management.
