Admin Guide - Resource LWC - BETA - Rate Cards

Last Modified On: June 13, 2025

What are Rate Cards?

In project and resource management, a rate card typically refers to a set of predefined rates associated with different types of work, roles, or resources.

A rate card helps define:

• Billing rates based on factors like resource type, location, skill level, or customer agreements.

• Cost rates for internal tracking (what it costs your company to employ the resource) vs. billable rates (what you charge the client).

Why it’s useful:

• Ensures consistent pricing for services across projects.

• Makes it easier to generate accurate project budgets, quotes, and invoices.

• Supports more advanced reporting and profitability analysis.

This help article will walk you through the necessary configurations to support your ability to use Rate Cards in Inspire Planner.

Please note:

You must be a Salesforce System Administrator to complete the steps outlined in this help article as it requires access to Salesforce Setup.

Grant Access to Rate Card Object and Fields

Access to the Rate Card object and its fields are already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, you will need to edit them to grant access to the Rate Card object and its fields. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on your custom permission set. The image below is just an example.
   
   
    
3. Click on Object Settings.
   
   
    
4. Go to Rate Cards.
   
   
    
5. Click on Edit.
   
   
    
6. Enable the following object permissions:
   
   Read
   Create 
   Edit
   Delete
   View All Records
   
   
    
7. Enable Read Access and Edit Access for all fields in this object.
   
   
    
8. Click on Save when you are finished.

Grant Access to Cost Rate and Rate Card Fields in Project Team Object

Access to the Project Team object, and its fields is already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, you will need to edit them to grant access to Project Team fields used by this feature. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
 

1. In your custom permission set, click on Object Settings.
   
   
    
2. Go to Project Teams.
   
   
    
3. Click on Edit.
   
   
    
4. Enable Read Access and Edit Access for all fields in this object, including Cost Rate and Rate Card.
   
   
    
5. Click on Save when you are finished. 

Grant Access to Labor Cost Field in Project Task Object

Access to the Project Task object, and its fields is already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, you will need to edit them to grant access to Project Task fields used by this feature. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
 

1. In your custom permission set, click on Object Settings.
   
   
    
2. Go to Project Tasks.
   
   
    
3. Click on Edit.
   
   
    
4. Enable Read Access and Edit Access for the Labor Cost field.
   
   
    
5. Click on Save when you are finished. 

Grant Access to Labor Cost Field in Task Object

Access to Inspire Planner Fields in the Task object is already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, you will need to edit them to grant access to Inspire Planner fields in the Task object used by this feature. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
 

1. In your custom permission set, click on Object Settings.
   
   
    
2. Go to Tasks.
   
   
    
3. Click on Edit.
   
   
    
4. Enable Read Access and Edit Access for the Labor Cost field.
   
   
    
5. Click on Save when you are finished. 

Grant Access to Labor Cost Field in Time Entries Object

Access to the Time Entries object and its fields is already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

If you are using custom permission sets, you will need to edit them to grant access to the Time Entries object fields used by this feature. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
 

1. In your custom permission set, click on Object Settings.
   
   
    
2. Go to Time Entries.
   
   
    
3. Click on Edit.
   
   
    
4. Enable Read Access and Edit Access for the Cost Rate field.
   
   
    
5. Click on Save when you are finished.

Grant Access to Apex Classes

Access to all Apex Classes is already included with the following Inspire Planner Standard Permission Sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.

1. In your custom permission set, click on Apex Class Access.
   
   
    
2. Add the following Apex Classes:
   
   inspire1.RateCardTriggerHandler
   inspire1.RateCardTriggerHandlerTest
   inspire1.ResourceProfileTriggerHandler
   inspire1.ResourceProfileTriggerHandlerTest
   
   
    
3. Click on Save when you are finished. Repeat all the steps above for all custom permission sets assigned to Inspire Planner users.

Enable the Integrated Resource Profile

Before you can use rate cards, you’ll need to enable the integrated Resource Profile feature in Inspire Planner.

The Resource Profile allows you to define each resource’s Default Billable Rate and Default Cost Rate, which are essential for rate card functionality.

Complete all the steps in the Admin Guide - Resource LWC - BETA - Enable the Integrated Resource Profile.