Overview

Demand Calibration is the step in Eightfold Resourcing where you define what a demand requires — skills, capacity, dates, and team — before staffing begins. The Demand Manager fills in the requirements, then the Resource Manager reviews and confirms them.

Calibrating a demand creates a shared source of truth for both roles, so resource matching starts from confirmed requirements instead of assumptions. It also produces a change log you can refer back to if requirements shift.

Prerequisites

Before you start, make sure:

• A demand is created and has a demand ID.
• You have one of these roles: Demand Manager, Resource Manager, or RM Admin.
• The roles you plan to associate are configured in the Role Library.
• The Service Line and Sub-Service Line custom fields are configured for your tenant.

Steps

Steps 1–9 are completed by the Demand Manager. Steps 10–11 are completed by the Resource Manager.

1. Open the demand. Go to /demand/calibration?pid=<demandID>, or open the demand from your Resourcing list, and click Calibrate Demand.

2. Complete the required fields in the Demand Title section:

   • Demand Title
   • Number of Openings
   • Demand Capacity (hrs/week) — Total Capacity calculates automatically from openings × capacity
   • Demand Start Date and Demand End Date
   • Demand Service Line and Demand Sub Service Line
   • Demand Status

   

3. Associate a role. In the Role field, select the role this demand is for. The role drives skill suggestions and Role Assistant matches.

4. (Optional) Copy from a similar calibration. In the Role Assistant section, review matched calibrations from comparable roles. To reuse one, select Copy Calibration. You can edit the copied requirements before sharing.

5. Assign the resourcing team. In the Resourcing Team section, set the Demand Manager, Resource Manager, and any followers.

6. Associate a program and project. In the Program and Project section, select the program this demand belongs to, and the project within it. This association is read by the booking workflow downstream.

7. Add skills and proficiency. In the Skills section, select skills the role requires and set the proficiency level for each. Add new skills as needed.

8. Add the demand description. Write the job description in the Demand Description section, then select Save demand description.

9. Share the demand with the Resource Manager. Select Share With Resource Manager. The demand is now ready for review.

10. Confirm the calibration (Resource Manager). Open the demand. Review the requirements, skills, and team assignments. If everything is correct, select Confirm Calibration. If anything needs to change, edit the fields before confirming, or coordinate with the Demand Manager.

11. Move to staffing. After the calibration is confirmed, select View Resources to start matching candidates against the confirmed requirements.

Where program and project information appears

The program and project you associate during calibration carry forward into the booking workflow:

• Create Booking form. When a Resource Manager creates a booking against this demand, the program and project appear in the Demand Details section of the form (alongside start date, end date, capacity, and staffing info). The values are read-only on the booking form.
  

• Booking table. Program and project names appear inside the Demand column on the booking table. Whether the names are clickable depends on access:

  • If you have access to both the parent demand and the specific program or project, the name renders as a link. Selecting it opens the program or project's staffing overview in a new tab.
  • If you don't have access to the demand or to the linked program or project, the name renders as plain text instead of a link. If the demand itself isn't accessible, the table shows a "Do not have access to the demand" tooltip.

View calibration history

To see what has changed during calibration — including role association changes — open the calibration log by clicking Calibration History from the top-right menu of the Demand.

Note:

• Logs appear after about 10 minutes. Recent edits won't show up immediately. Wait roughly 10 minutes after a change before checking the history page.
• Only changes made through the Eightfold calibration UI are captured. Changes made through other sources — file ingestion, the API server, or the WFA framework — are not recorded in the calibration history.