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. If the rate card has dated resource bill rates, this field is set to 0.00. |
| Average Cost Rate | * | Default cost rate for the resource role. |
| (Beta) Dated Resource Rate Type |
Identifies the type of dated resource rate (if any). The options are:
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| (Beta) Dated Resource Rate Count | The number of dated resource rates on the rate card. This field is for internal use. | |
| Currency | * | Default currency for the rate card. |
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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. |
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| Cascading Role | Indicates whether to apply the rate card to all child entities. | |
| Start Date |
The date the rate card will take effect. This field must be blank if Dated Resource Rate Type is "Bill Rate" or "Cost Rate". |
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| End Date |
The date after which the rate card is not applied. This field must be blank if Dated Resource Rate Type is "Bill Rate" or "Cost Rate". |