Setting up Rate Cards

To create a new rate card 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.:

1. Do one of the following:
   • Click New on the Rate Cards tab.
   • Click New Rate Card on the Rate Cards related list of the 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. that you want to automatically associate the rate card to.
2. Complete the fields as described in Rate Card Fields.
3. [Optional] Enter a Resource Role and one of the following for PSA to populate the suggested bill rate and average cost rate automatically when another user creates a resource request A means of asking for resources for a project or an opportunity.:
   • Account
   • Region,
   • Practice
   • Group
4. Click Save.