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IN THIS ARTICLE

A Rate card is a specific set of rates (cost, price, margin) for all your roles targeted to a specific region or cost centre. Roles and rate cards are shared across your space

CONTENTS

Rate cards are located in Space > Roles.

Rate card basics

Default rate card

The default rate card is created automatically. It contains a master list of all roles in your Space, along with their baseline costs, prices and margins

All prices are calculated in the space currency

Add rate card

You can create additional rate card to group rates ****for specific regions, cost-centres or pricing strategies (e.g. rush rates). Within a deal you can select and switch between rate cards to modify the price and margin of the deal.

To add a new rate card, click **New rate card (**located at the top of the page) and enter a name.

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New rate cards inherit the all roles, costs and settings from the default rate card, however you can override the individual cost and price per role, and set different margins and round up rules per rate card.

You can reorder and rename rate cards in the top navigation, and remove any rate card except for the default rate card (i.e. the first one)

<aside> ☝️ Starter and Team plans are restricted to 1 rate card Business and Enterprise plans can have up to 10 rate cards.

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Import/export rate cards

You can import or export all your roles and rate card to a CSV file

<aside> 👉 For more information, see Roles

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