More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any rate card number to go directly to its detail.
- Click New or New Rate Card to create a new rate card.
| Recent Choice | Description |
|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
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.