Free Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Questions

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc Adjustments, follow these steps:

Navigate to Configuration Groups Billing.

Locate the setting 'separateMiscellaneousAdjustments'.

Set the value to 'True' to ensure Misc Adjustments are separated into a different Billing Event.

Save and apply the changes.

Option B (manually selecting checkboxes in each billing cycle) is incorrect because it requires manual intervention and does not automate the process.

Option C (changing the 'Include Misc Adjustments' setting in Billing custom settings) is incorrect because this setting does not control the separation of billing events.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

Understanding Timecard Approval Process

When a user submits a Timecard, it follows a Salesforce Approval Process.

The approver can be defined based on a Delegated Approver setting.

How to Set Up a Timecard Approver

Step 1: Navigate to Setup > Users.

Step 2: Select the user who needs an approver.

Step 3: Scroll to the Delegated Approver field.

Step 4: Assign a manager or team lead as the Delegated Approver.

Step 5: Save and test by submitting a Timecard Approval Request.

Why Not Other Options?

Option A: The role hierarchy does not automatically grant approval rights.

Option B: Read permissions on the 'Timecard' object do not make a user an approver.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 53.

Understanding Resource Request Permissions in PSA:

A Sales Associate must have the appropriate Permission Control to create a Resource Request.

The Resource Request Entry checkbox in Permission Control allows access.

Options Analysis:

Option A: 'Assign the Resource Request Entry Permission Set.' Incorrect. There is no specific permission set for Resource Request Entry.

Option B: 'Create a Permission Control record and select the Resource Request Entry checkbox.' Correct! Permission Control records manage specific functional access, including Resource Request Entry.

Option C: 'Ensure the Resource Request Entry checkbox is selected on the User.' Incorrect. The User record does not contain this setting; it is part of Permission Controls.

Steps to Grant Resource Request Entry Permission:

Navigate to PSA - Admin App.

Click on Permission Controls.

Create a new Permission Control for the Sales Associate.

Enable Resource Request Entry.

Save and verify by attempting to create a Resource Request.

PSA Sys Admin Essentials Student Guide.

To limit expenses company-wide for a particular type of expense, the best solution is:

Use the Expense Limit record -- This allows defining limits based on Expense Type at a global region level.

Set the maximum allowable amount per transaction, period, or user.

Ensure that the Expense Limit applies across all users and regions to enforce company-wide restrictions.

Option B (Using the RPG record) is incorrect because it applies only to specific regions or practice groups, not company-wide.

Option C (Using the Resource Record) is incorrect because it applies at an individual user level rather than enforcing a global limit.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

To update Resource Roles in PSA, you need to modify the picklists of two objects:

Contact Object -- This contains the primary Resource Role field, which determines a resource's default role.

Assignment Object -- This ensures that resource role updates apply to assignments where resources are staffed.

Option B (Work Calendars) is incorrect because Work Calendars define availability, not Resource Roles.

Thus, the correct answers are A and C.

PSA Sys Admin Essentials Student Guide Fall 20

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using the Self-Nomination feature.

This feature can be enabled through a Custom Setting, which then allows the 'PSA Resource Self-Nomination' Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Custom Settings and select it.

Step 3: Find and enable 'Self-Nominate for Resource Request'.

Step 4: Open the Lightning App Builder and edit the Resource Request Detail Page.

Step 5: Add the 'PSA Resource Self-Nomination' Lightning component to the page.

Step 6: Save and activate the page.

Why This Works?

The 'Self-Nominate for Resource Request' setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to the Resource Request Detail Page, eligible resources can easily apply for available projects.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.

Issue: Missing Availability Column in Resource Planner

The Resource Planner displays resource availability, but missing settings can cause the column to disappear.

Cause 1: Resource Availability Column is Not Selected (Correct - Option B)

Step 1: Open the Resource Planner.

Step 2: Click on the Columns List settings.

Step 3: Ensure that 'Resource Availability' is selected as one of the displayed columns.

Step 4: Save changes and refresh the planner.

Cause 2: Field-Level Access Restrictions (Correct - Option C)

Step 1: Navigate to Setup > Object Manager.

Step 2: Search for the Contact Object (which holds Resource Availability data).

Step 3: Go to Field-Level Security and check if 'Resource Availability' is visible for managers.

Step 4: If necessary, update Field Permissions to grant access.

Incorrect Option (A: Utilization Ermine Setting)

There is no setting named 'Utilization Ermine' under Utilization Custom Settings.

Utilization settings do impact availability calculations, but they do not hide the column from the Resource Planner.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 75-77.

Why is Utilization Reporting Showing Inflated Hours?

Inflated utilization hours often occur when the report aggregates hours incorrectly.

Cause 1: Report Not Grouped by Resource (Correct - Option B)

If the Resource grouping is missing, billable, calendar, and credited hours might be summed multiple times.

Solution: Edit the report and add 'Resource' as a grouping field.

Cause 2: Incorrect Time Period Type Filter (Correct - Option C)

Utilization calculations are based on specific time period types (month, quarter, year).

If a report is missing the correct filter, hours might be duplicated across different time periods.

Solution: Apply a filter for the correct 'Time Period Type' (e.g., Month, Quarter, or Year).

Why Not the 'End Date' Filter? (Option A Incorrect)

The End Date filter controls the date range but does not impact hour duplication.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 113-116.

If you cannot see the 'Navigation Configuration Builder' in the App Launcher, possible reasons include:

Missing Permission Set:

You must have the 'FF Configuration Builder' permission set assigned to your user profile.

Without this, the Navigation Configuration Builder will not be accessible.

How to Assign the Permission Set:

Navigate to Setup > Users > Permission Sets.

Locate FF Configuration Builder and assign it to your user profile.

Other Possible Causes:

If permissions are correct but it's still missing, check user roles and profiles to ensure proper access.

Ensure that the Configuration Builder feature is enabled in PSA settings.

PSA Sys Admin Essentials Student Guide

A Resource Record is a critical entity in PSA that allows individuals to be allocated to projects and log their time and expenses.

Being Assigned to a Project:

A resource must be registered as a PSA Resource to be allocated to a project.

Assignments link Resources to Projects and Tasks for scheduling and workload planning.

Entering a Timecard and Expense Report:

Resources must exist in PSA for time and expense entry.

If a Resource Record is missing, users cannot log timecards or submit expenses.

What a Resource Record is NOT Required For:

Creating a milestone does not require a Resource Record. Milestones are financial events linked to a project, not individual resources.

PSA System Administration Guide