Rate Card Fields

Here is a description of the fields that make up a rate cardClosed Suggested bill rate or average cost rate for a resource role in a region, practice or group. You can use these rates for information purposes in resource requests..

Key: * – Mandatory field

Field   Description
Resource Role   Resource role for this rate card, such as consultant or project manager.
Suggested Bill Rate * Default bill rate for the resourceClosed A contact that works on a project. role.
Average Cost Rate * Default cost rate for the resource role.
Currency * Default currency for the rate card.
Account
Region
Practice
Group
  The accountClosed In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type., regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the rate card belongs. Set one of these for the rate card.
Cascading Role   Indicates whether to apply the rate card to all child entities.
Start Date   The date the rate card will take effect.
End Date   The date after which the rate card is not applied.
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.