How can I adjust resource levels in the rate card to align with organizational roles?

Published on September 23, 2026 QuoteX

If your organization lacks defined levels for all roles, consider creating role names that include levels (e.g., Senior Developer L1, L2, L3) to simplify management. This helps avoid the complexity of maintaining multiple levels in the rate card. You can also use Resource Level picklist values to categorize roles.

Knowledge Article Number: KA-00399