Here is a description of the fields that make up a
rate card
Provides suggested bill rates and average cost rates for resource roles based on their region, practice, group, or account. Rate cards are matched to resource requests and assignments..
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 resource 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 account 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., region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or group 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. |