Rate Cards

Rate cards provide guidance on 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 consultants in a 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..

Rate cards represent information on suggested bill rates and average cost rates for different services roles within different regions, practices or groups within the services organization. These rates are used for information purposes within resource requests.

In FinancialForce PSA you can create rate cards by resource role, with suggested bill rates and average cost rates. You can then assign 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. to a region, practice, group or account. Your administrator can also configure PSA to automatically link a rate card to a resource requestA means of asking for resources for a project or an opportunity. in precedence order, when there are multiple matching rate cards.

You can automatically attach rate cards to resource requests. To do this you must specify a Resource Role and an account, region, practice, or group to which the rate card is to be applied. You can also create global rate cards where a Resource Role is specified, but the RPGAbbreviation of region, practice, group. fields are all blank. Global rate cards are not automatically attached to resource requests.

Related Concepts

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

Actuals

App Log

About Contacts and Resources

Currency

Overrides

Permission Controls

Regions, Practices and Groups

Managing Profiles, Security and Sharing

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Field Sets

Related Tasks

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Services Forecasting

Setting up Planners

Setting up Projects

Configuring Bottom Up Planning

Setting up Timecards

Setting up Rate Cards

Reference

Configuration Settings

PSA Administration

Rate Card Fields

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