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..
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. | |
| Start Date | Optionally, enter the date the rate card will take effect. | |
| End Date |
Optionally, enter the date after which the rate card will no longer be applied. If you enter an end date, you must also enter a start date. If there is a start date and no end date, the rate card will be applied. |