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 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.