Project Rate Cards Security Permission

Three Security Permissions are available to control:

• Who can View, Modify, Create, and/or Delete Rate Cards at the System level.
• Who can modify Project Rate Cards
• Who can modify Client Rate Cards

You can also manage who can access and modify Rate Cards at the Project level based on the Hidden and/or Lock Tab Security settings.

This article details how to grant the Project Rate Cards Security permission.

Note: Your PSA page may differ slightly or significantly from what you see in this article, due to being on a different version, your organization having opted for different modules, having been granted different security rights, AND/OR terminology/naming convention having been modified to suit your respective organization. But, essentially the features/functionality referred to, herein, are still the same across the board.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the menu click System.
4. From the System page click the Security button to access the Security setup page.

   

5. Click the expand button () located against a User Security Role Placeholder, if applicable to view the available Security Roles.
6. Select a Security Profile.

   

7. Upon the Security Profile page displaying, select Setup from the menu.
8. From the available options select Work.
9. If not already, select the Yes/No selection box against Can Modify Project Rate Cards permission.

   Note: By default, the Can Modify Project Rate Cards right is granted to the Administrator security profile only.

10. Click Save and then Back to save your changes and return to the previous page.>

    

Impact of your changes:

1. Users with the permission:
   1. Can select an option for the Used Rate Cards selection box located within the Project Edit page. This field allows users to specify which Rate Card will be applied to the Project. The available options are:
      1. None: Default selection.
      2. Client: When selected, the active Rate Card defined at the Client level will automatically apply to the hourly billing rates of the Project.

         Note: Client-level Rate Cards will be visible from Project Edit, however, you can not modify them. The active Rate Card will be displayed in bold to distinguish it from the non-active ones and are applied as Actual and Forecast Rates in the Financial Planner.

      3. Project: When selected, the active Rate Card defined at the Project level will automatically apply to the hourly billing rates of the Project.

         Note: The default value for this selection box is None.

   2. Access and modify Project-level Rate Cards.

      

2. For users without this permission, the Used Rate Cards selection box will be read-only, and the Rate Cards tab will be hidden, ensuring appropriate access control.