Managing Regions

Published on June 15, 2026 QuoteX

Set Up and Manage PSC Regions

This guide details how to set up and manage PSC Regions. Regions are essential for categorizing rate cards and defining specific work capacities for resources based on their location or group.

The PSC Regions tab in the PSC Admin application.

What you will learn: how to create a region, designate it as Offshore or Nearshore, and define the default capacity hours that drive Timeline autofill and rate card filtering.

Create a PSC Region

To set up regions in the PSC Admin application, follow these steps:

1. Open the PSC Regions tab and select '+ New PSC Region' from the dropdown menu.
2. Name the region so it aligns with your business, such as a geographical location or specific country.
3. Select a parent region (optional). If you want to use parent regions, set them up first and select the appropriate parent region for the current region.
4. Designate the location. Check the box next to 'Offshore' or 'Nearshore' to designate the region's location.
   
   Offshore and Nearshore designation checkboxes on the region record.
5. Add a description. Provide a brief description of the region.
6. Enter the 'Default Capacity per Time Frequency' for Weekly, Monthly, Quarterly, and Yearly time frequencies. This setting allows the autofill feature to override org level settings and use allocation hours defined on the resource region.
   
   Default Capacity per Time Frequency fields for Weekly, Monthly, Quarterly, and Yearly.
7. Click 'Save.'

Success check: Once saved, the new region is available as a category on your rate cards and can be used to filter rate card searches.

Regional Designations

You can categorize regions to better track delivery models and resource types:

1. Is Offshore? Check this box if the region represents an offshore delivery center.
2. Is Nearshore? Check this box for regions designated as nearshore locations.

Why this matters: These designations allow the system to calculate and display "Offshore %" metrics in your Quote Highlights, giving visibility into the delivery mix.

Regional Capacity Settings

Every region has its own standard for "full-time" hours. Configuring these ensures the "Autofill" feature accurately calculates resource availability. Input the standard working hours for a single resource in this region across different timeframes:

Overriding Global Settings

By defining these capacities at the regional level, the system can override organization-wide defaults. When a resource is assigned to a specific region, the PSC Timeline will use these regional allocation hours instead of the global PSC Setup values. This is critical for global teams where standard work weeks vary by country.

Good to know: PSC Regions become categories for your rate cards, and you can filter your rate card search by region. In the Timeline, the autofill feature gives preference to the hours defined in the region; otherwise it uses existing org settings. This setting also impacts quotes in the template library.

Next Step: Manage Practices

Knowledge Article Number: KA-00009