Professional Services Automation Data Dictionary

pse__Rate_Card__c

Label: Rate Card

Records the suggested bill rate or average cost rate for a resource role in a region, practice, or group (for example, the bill rate for a Consultant in Europe) or for projects on an account. Use rate cards early in the staffing process, to provide information on likely billing and cost rates when creating resource requests. If configured, start and end dates on rate cards determine if the rate only applies to resource requests which lie between the given dates.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Account__c Account Pre-Spring 2018 Looks up to: Account

Lookup false
pse__Average_Cost_Rate__c Average Cost Rate Pre-Spring 2018 Currency(18,2) true 0.00
pse__Cascading_Role__c Cascading Role Pre-Spring 2018 Checkbox false
pse__Dated_Resource_Rate_Count__c (Beta) Dated Resource Rate Count Spring 2025 The number of dated resource rates on this rate card.

Summary
pse__Dated_Resource_Rate_Type__c (Beta) Dated Resource Rate Type Spring 2025 The type of dated resource rate. Bill Rate - the related dated rates apply. None - the suggested bill rate applies. Cost Rate - reserved for future use.

Picklist:
Bill Rate
Cost Rate
false
pse__End_Date__c End Date Pre-Spring 2018 The rate card will no longer be applied after the date entered here. If you enter an end date, you must also enter a start date. If there is a start date and no end date, the rate card will be applied.

Date false
pse__Group__c Group Pre-Spring 2018 Looks up to: pse__Grp__c
Lookup false
pse__Last_Modified_Child_Date__c (Beta) Last Modified Date of DRRs Summer 2025 The value of the most recently modified Last Modified Date of the Dated Resource Rates.

Summary
pse__Practice__c Practice Pre-Spring 2018 Looks up to: pse__Practice__c
Lookup false
pse__Region__c Region Pre-Spring 2018 Looks up to: pse__Region__c
Lookup false
pse__Role__c Resource Role Pre-Spring 2018 Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
false
pse__Start_Date__c Start Date Pre-Spring 2018 The rate card will take effect on the date entered here.

Date false
pse__Suggested_Bill_Rate__c Suggested Bill Rate Pre-Spring 2018 Currency(18,4) true 0.00


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