Professional Services Automation Data Dictionary

Rate_Card_Settings__c

Label: Rate Card Settings

Configures the PSA rate card usage. Consult with Certinia Customer Support before changing this setting.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Disable_Matching__c Disable Rate Card Matching Winter 2025 Disable the matching of rate cards against assignments, resource requests and project task assignments.

Checkbox false
Match_Assignments_Async__c Match Assignments Asynchronously Winter 2025 Check to match rate cards against assignments asynchronously.

Checkbox false
Match_Resource_Requests_Async__c Match Resource Requests Asynchronously Winter 2025 Check to match rate cards against resource requests asynchronously.

Checkbox false


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