Defining Practices
Published on June 15, 2026 QuoteX
Setting Up and Managing PSC Practices
This guide explains how to set up and manage PSC Practices. Practices allow you to categorize your organization's service lines or technical specialties, making it easier to manage and search for specific rate cards.
| What is a Practice? A Practice represents a service line or technical specialty within your organization (for example, "Salesforce") or a subcontractor/vendor to your company having predefined rates & costs. Practices act as a primary filter when users search for resources or rate cards during the scoping process. |
The PSC Practice tab in the Pre Sales Cloud Admin App.
Designing Your Practices
Similar to Regions, Practices should be designed to align with your organization's internal delivery structure. They act as a primary filter when users are searching for resources or rate cards during the scoping process.
You can also set up parent relationships with your practices. Rate cards can be assigned to a practice, and you can search rate cards by practice.
| Important: Parent practices should be set up first, before any child practices that depend on them. |
Creating a PSC Practice
- Click ‘+ New PSC Practice’ from the PSC Practice tab dropdown.
- Give the practice a name.
- Select the parent practice, if applicable.
- Click ‘Save.’
The New PSC Practice form with name and parent practice fields.
Practical Application
Once your practices are established, they serve two primary functions:
- Rate Card Assignment: You can assign specific rate cards to a practice. For example, a "Senior Consultant" rate card might be specific to the "Salesforce" practice.
- Efficient Searching: When technical architects or sales reps are building a quote, they can filter the rate card library by Practice, significantly speeding up the resource selection process.
| Tip: Aligning practices with your internal delivery structure helps quote builders find the right rate cards faster and keeps scoping consistent across teams. |
Next Step: Manage Skills
Knowledge Article Number: KA-00010