How can I modify the rate associated with a specific role in Keka PSA?

A rate card is a comprehensive pricing guide that details the standard rates and fees associated with the products and services offered by a company or organization. It serves as a valuable reference for both service providers and prospective clients, helping them to grasp the cost structure and pricing information. It is important to keep in mind that the rates listed on a rate card are typically negotiable, allowing for customized pricing based on specific client needs or agreements. In Keka, you have the flexibility to modify the Rate Card either at the Resource level or according to Job Role.

First, let's explore how to edit a Rate Card by Job Role.

To begin editing a Rate Card by Job Role, navigate to the Project section (1). Next, click on the Finances tab (2) and select Rate Cards from the menu (3). Choose the specific Rate Card that contains the Roles you wish to modify. After that, click on the three dots icon (4) and select the Edit option (5) from the dropdown menu.

In the Overlay window, modify the Bill rate (1) as needed, and then click on the Update button (2) to save your changes.

To edit a Rate Card for a resource assigned to a specific project, follow these steps:

Begin by navigating to the Project section (1) and clicking on the Projects tab (2). This action will take you to the Project List (3). From there, select Active Projects (4) to see the list of currently active projects. Next, locate and click on the name of the project (5) where the employee is assigned.

In the subsequent window for the chosen project, navigate to the Team section (1). Under Active Allocation, you will see a list of employees currently assigned to the project.

To modify a resource's bill rate, simply click on the Edit (2) icon next to the employee's name.

Then select the BILL RATE (1) field and input the New Rate (2). After entering the new rate, click on the Update (3) button to apply the changes for that specific resource.

After making the necessary changes, click on the Confirm button to save your updates.

The updates will now take effect.

For further information on how to modify tasks within projects, please click here. : Adding and Modifying Tasks in Projects