Rate Card Fields

Here is a description of the fields that make up a rate cardSuggested 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. record.

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 resourceA 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 accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists., regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupA 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 entities for the rate card.
Cascading Role   Indicates whether to apply the rate card to all child entities.

Concept Information

Rate Cards

Related Tasks

Setting up Rate Cards

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