Rate Cards Overview

Rate cards 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. provide bill rates and cost rates when requesting resources during the sales process. You can set up discounting rules around rate cards, as well as different rate cards for resource roles in a 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..

Rate cards 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. are 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. Rate cards can also be applied to particular date ranges to accommodate changes of rates over time, and you can set up discounting rules. Rate cards are automatically matched to resource requests based on the resource role, start date, region, practice, group, and account on the resource request. For more information, see Setting up Rate Cards and Applying Rate Card Discounts.