Rate Cards Overview

Rate cards provide suggested bill rates and average cost rates for different resource roles within different regions A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practices A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groups A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or accounts 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. in your org. You can specify date ranges on rate cards to accommodate changes of rates over time, and you can set up discounting rules.

Rate cards are automatically matched to resource requests and assignments based on that record's resource role, start date, region, practice, group, and account. For more information, see Setting up Rate Cards and Applying Rate Card Discounts.