Linking Rate Card Sets

Link rate cards in sets and apply a set to a project or opportunity to control project rates.

Associating Rate Cards to Rate Card Sets

To associate a rate card from a rate set:

1. Click Associate New Rate Card.
2. In the Available Rate Cards popup, from the Rate Card Role drop-down list, select a rate card role.
3. From the list displayed, select one or more rate cards to include in the set and click Associate. PSA associates the cards with the set. See default-role-on-rate-card-set for information on configuring the default role.
4. Repeat the steps above for any other rate cards you want to add.
5. [Optional] Click Associate New Rate Card and in the Available Rate Cards popup, from the Rate Card Role drop-down list, select None from the drop-down list and associate one of the rate cards displayed with the set. This rate card is applied to any roles that do not have an explicit rate card in the set.
6. Click the Rate Card Sets tab to return to the list of sets available.

Disassociating Rate Cards From Rate Card Sets

You must have the delete permission on the Rate Card Set Junction object to disassociate rate cards from rate card sets.

To disassociate a rate card from a rate set:

1. On the Rate Card Sets page, select a rate card set name.
2. From the list displayed in the Associated Rate Cards section, select one or more rate cards in the Action column you want to disassociate from the rate card set.
3. Click Disassociate. PSA disassociates the cards with the set.
4. Repeat the steps above for any other rate cards you want to disassociate.
5. Click the Rate Card Sets tab to return to the list of sets available.