PSA-Sysadmin Exam Info and Free Practice Test Professional Quiz Study Materials
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Certinia PSA-Sysadmin Exam Syllabus Topics:
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NEW QUESTION # 15
Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?
- A. User Management
- B. Manage Accounts
- C. Transaction Reconciliation
Answer: A
NEW QUESTION # 16
On the Resource Request Lightning page, your team is requesting changes to the Filter panel on the right side of the page, and would like to know what configurations are possible.
Which two of the following configurations are available for the Filter panel? (Choose two.)
- A. Add or Remove the Start and End Date fields
- B. Add or Remove the Skills filters
- C. Add or Remove Region. Practice, and Group filters
Answer: A,C
Explanation:
TheResource Request Lightning page filter panelallows certain configurations, including:
* Adding or Removing Start and End Date fields- Users can modify these fields to filter based on availability.
* Adding or Removing Region, Practice, and Group filters- These filters enable resource selection based on organizational structure.
* Option C (Adding or Removing Skills filters)is incorrect because Skills filters are not configurable within the Resource Request Lightning page filter panel; they are managed in a different PSA module.
Thus, the correct answers areA and B.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
NEW QUESTION # 17
In your company, you are responsible for reviewing/maintaining Workspaces. You need to adjust the Default FinancialForce Navigation in the Service Delivery Workspace. You know you need to use the "Navigation Configuration Builder" screen, but you do not see this option available in the "App Launcher".
Which of the following is a possible reason?
- A. You need to have the "Configuration Builder Menu" setting set to "TRUE" on the SalesForce User setup screen
- B. You do not have the "FF Configuration Builder" Permission Set assigned
- C. You need to have "System Administrator" Permission Control record assigned
Answer: B
Explanation:
If youcannot see the "Navigation Configuration Builder"in theApp Launcher, possible reasons include:
* Missing Permission Set:
* You must have the"FF Configuration Builder"permission set assigned to your user profile.
* Without this, theNavigation Configuration Builderwill not be accessible.
* How to Assign the Permission Set:
* Navigate toSetup > Users > Permission Sets.
* LocateFF Configuration Builderand assign it to your user profile.
* Other Possible Causes:
* If permissions are correct but it's still missing, checkuser roles and profilesto ensure proper access.
* Ensure that theConfiguration Builder featureis enabled in PSA settings.
* PSA Sys Admin Essentials Student Guide
References:
NEW QUESTION # 18
In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?
- A. Enable "Candidates Can Self-Nominate for Work" custom setting > add the "PSA Resource Self- Nomination" Lightning component to the Lightning Home page
- B. Enable "Self-Nominate for Resource Request" custom setting > add the "PSA Resource Self- Nomination" Lightning component to the Resource Request Detail Page
- C. Enable "Self-Nominate for Work" custom setting > add the "PSA Self-Nomination" Lightning component to the Project Detail Page
Answer: B
Explanation:
* Understanding Self-Nomination for Resource Requests
* PSA allows resources to express interest in upcoming projects using theSelf-Nominationfeature.
* This feature can be enabled through aCustom 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 toSetupin Salesforce.
* Step 2:Search forCustom Settingsand select it.
* Step 3:Find and enable"Self-Nominate for Resource Request".
* Step 4:Open theLightning App Builderand edit theResource 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 theResource Request Detail Page, eligible resources can easily apply for available projects.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.
References:
NEW QUESTION # 19
The consultants in your organization will be entering time against the project task and everyone else will enter time against the project/milestone.
Which of the following correctly identifies the steps you will need to complete?
- A. Navigate to Time Card Entry Ul Global custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"
- B. Navigate to Time Card Entry Ul Switch custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"
- C. Navigate to Time Card Entry Ul Personal custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"
Answer: B
NEW QUESTION # 20
Where would you go to delete App Logs in bulk?
- A. System Administrator Workspace
- B. PSA Administration
- C. Backlog Details
Answer: B
Explanation:
* Understanding App Logs in PSA:
* App Logscapture errors related to actuals, billings, timecard rollups, and other processes.
* Excessive logscan cause system performance issuesand should be cleaned up regularly.
* Options Analysis:
* Option A:"PSA Administration"#Correct!App Log Cleanup Jobin PSA Administration allows bulk deletion of old logs.
* Option B:"System Administrator Workspace"#Not specific to PSA logs.
* Option C:"Backlog Details"#Irrelevant; backlog pertains to revenue forecasting.
* Steps to Delete App Logs in Bulk:
* Navigate toPSA Administration.
* FindApp Log Cleanup Job.
* Run the cleanup job to remove outdated logs.
* Alternatively, useDataloader.iofor bulk deletion.
References:
* PSA Sys Admin Essentials Student Guide.
* Everything you need to know about FinancialForce Project Actuals.
NEW QUESTION # 21
A user has reported that their Utilization Report doesn't have data for the last few weeks.
Which two of the following are possible causes of this issue? (Choose two.)
- A. The "Utilization Calculation" scheduled job has an error and stopped running properly
- B. The "Estimates vs Actuals" scheduled job has an error and stopped running properly
- C. There is an issue with "Time Periods" for the relevant date range (for example, duplicate Time Periods]
Answer: A,C
Explanation:
If aUtilization Reportis missing data for the last few weeks, consider these potential causes:
* Problem:
* Time Periods may be missing, duplicated, or incorrectly configured.
* Solution:
* Navigate toPSA Administration > Time Periodsand verify that all expected time periods existwithout duplicates or gaps.
* Problem:
* The scheduledUtilization Calculation jobmay have failed or stopped running.
* Solution:
* Navigate toSetup > Apex Jobs.
* Check for errors or failures in theUtilization Calculation job.
* If necessary, manually rerun the job to recalculate utilization.
* C. "Estimates vs. Actuals" job failure is incorrectbecause it is unrelated to utilization calculations. It deals with project estimates compared to actual performance,not utilization tracking.
* PSA System Administration Essentials
* Utilization Calculation Troubleshooting Guide
1. Time Period Issues:2. Utilization Calculation Job Failure:Incorrect Answer Explanation:References:
NEW QUESTION # 22
A Sales Associate is unable to enter a Resource Request. They have a Resource Contact record with the essential values populated, and the associated User record has been properly set up as well.
Which of the following steps should you take to grant the required additional permission?
- A. Assign the Resource Request Entry Permission Set.
- B. Ensure the Resource Request Entry checkbox is selected on the User.
- C. Create a Permission Control record and select the Resource Request Entry checkbox.
Answer: C
Explanation:
* Understanding Resource Request Permissions in PSA:
* ASales Associatemust have the appropriatePermission Controlto create aResource Request.
* TheResource Request Entry checkboxin Permission Control allows access.
* Options Analysis:
* Option A:"Assign the Resource Request Entry Permission Set."#Incorrect. There isno specific permission setfor Resource Request Entry.
* Option B:"Create a Permission Control record and select the Resource Request Entry checkbox."
#Correct! Permission Control records managespecific 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 ofPermission Controls.
* Steps to Grant Resource Request Entry Permission:
* Navigate toPSA - Admin App.
* Click onPermission Controls.
* Create anew Permission Controlfor the Sales Associate.
* EnableResource Request Entry.
* Save and verify by attempting to create aResource Request.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 23
What is the best way for a System Administrator to Schedule Backlog in Lightning?
- A. From the PSA Administration tab click on Schedule Backlog Calculation
- B. From the Developer Console run a script to Calculate Backlog
- C. On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate.
Answer: A
Explanation:
* Understanding Backlog Scheduling in PSA:
* Backlog refers to the revenue from future scheduled assignments and milestones.
* Scheduled backlogincludes revenue from scheduled assignments and milestones.
* Unscheduled backlogis the total expected revenue minus actual billings and scheduled revenue.
* Options Analysis:
* Option A:"On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate."
#This is formanual backlog calculation, not scheduling.
* Option B:"From the PSA Administration tab, click on Schedule Backlog Calculation."#Correct!
This allowsautomated backlog calculationsat regular intervals.
* Option C:"From the Developer Console, run a script to Calculate Backlog."#While possible, this isnot best practicefor system administrators.
* Steps to Schedule Backlog Calculation:
* OpenPSA Administration Tab.
* LocateSchedule Backlog Calculation.
* Set up parameters, including time period types (Month, Quarter, Year, Perpetual).
* Configure the job to run automatically at a defined interval (e.g., weekly).
* Validate execution via SalesforceScheduled Jobs.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 24
Which of the following is NOT true regarding version upgrades?
- A. Any features that might have a significant impact on your data are disabled by default
- B. Some enhancements and fixes are enabled automatically
- C. All features are enabled by default
Answer: C
NEW QUESTION # 25
Actuals are the result of calculations run on transactions that occur in a business record. PSA tracks Actuals by incrementing values in specified amounts for each time period. Actuals include which of the following?
- A. Bookings. Budgets. Revenue. Costs. Margin
- B. Bookings, Billings. Forecasts. Costs. Margin
- C. Bookings Billings Revenue Costs Margin
Answer: C
Explanation:
Actualsin PSA are the result of calculations run on transactions that occur in business records. They track incremental changes over timeand include the following components:
* Bookings:
* Represents confirmed revenue commitments from customers.
* Billings:
* Revenue that has been invoiced to customers.
* Revenue:
* Recognized income earned from services delivered.
* Costs:
* Expenses incurred in delivering services (e.g., employee salaries, subcontractor fees).
* Margin:
* The difference betweenRevenue and Costs, indicating project profitability.
* Certinia PSA Actuals Processing Guide
* PSA Data Dictionary and System Administration Guide
References:
NEW QUESTION # 26
You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PSA. Since the historical data volume is relatively low, you have decided to migrate the data manually and not use the Data Loader tool.
Using the Manager Skills and Certification lightning component, you first select the internal resource's name for whom you want to capture the "Skills and Certification" ratings. However, you notice you do not have the option to "Add" new skills and Certification for that resource on the screen. You are one of the Salesforce
/PSA System Administrators for your company and have the System Administrator profile.
Of the following, which one could explain why you are unable to migrate skills data for that resource?
- A. You do not have the "Skills and Certification Entry" Permission Control set to TRUE
- B. You do not have the required Skills and Certification Entry Permission Set assigned to the resource
- C. You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings
Answer: C
Explanation:
* Understanding Skills and Certification Data Entry in PSA:
* TheSkills and Certification Lightning Componentis used to manually enter skills and certifications for a resource.
* System administrators must enableSkills and Certification EntryviaCustom Settings > Permission Control Settings.
* Options Analysis:
* Option A:"You do not have the required Skills and Certification Entry Permission Set assigned to the resource"#Incorrect. The issue is related tocustom settings, not a missing permission set.
* Option B:"You do not have the 'Allow Skills and Certification Entry' set to TRUE in the Custom Settings > Permission Control Settings"#Correct! This setting must be enabled inCustom Settings for users to enter skills.
* Option C:"You do not have the 'Skills and Certification Entry' Permission Control set to TRUE"
#Incorrect.Permission Controlsmanage region- or practice-based access but do not override global settings.
* Steps to Enable Skills and Certification Entry:
* Navigate toSetup#Custom Settings.
* LocatePermission Control Settings.
* Edit and enable"Allow Skills and Certification Entry".
* Save changes and test by attempting to enter skills for a resource.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 27
Your company hired its first part-time employee that needs to be set up as a Consultant in PSA. They will work about 20 hours a week instead of the normal 40 hours a week.
Which of the following steps should you take to ensure this consultant's utilization calculation will be calculated correctly?
- A. Create a new Part Time "Work Calendar" for 20 hours
- B. Create a new "Utilization Calculation" labeled Part Time
- C. Create a new "Role" indicating the user is a Part Time Consultant
Answer: A
Explanation:
To ensure that apart-time consultant's utilization is calculated correctly, the best approach is to:
* Create a new Work Calendarwith a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).
* Assign the new work calendarto the part-time consultant.
* Ensure utilization calculations respect the work calendar, as PSA calculates utilization based on available hours from the assigned work calendar.
* Option A (Creating a new "Role")is incorrect because roles do not impact utilization calculations directly.
* Option C (Creating a new Utilization Calculation)is incorrect because utilization calculations apply broadly and should not be created for individual cases.
Thus, the correct answer isB.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
NEW QUESTION # 28
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?
- A. Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted
- B. Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission
- C. Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field
Answer: B
NEW QUESTION # 29
Project Managers would like to display several fields prominently on the Project Lightning Page. Which PSA Lightning Component could you use to meet this need?
- A. FF Highlights
- B. FF PSA Field Summary
- C. FF Field Overview
Answer: A
NEW QUESTION # 30
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
- A. Clone the Permission Set Group and remove unwanted permissions
- B. Create a Muting Permission Set and add it to the Group
- C. Build your own permissions or Permission Set Groups
Answer: B
Explanation:
Best practice for limiting permissions in a FinancialForce Permission Set Group:
* Use Muting Permission Sets:
* Muting Permission Setsdisable specific permissionswithin a Permission Set Group.
* Instead of modifying or duplicating a permission set,mute only the permissions you do not need
.
* Why This is the Best Practice:
* Itavoids unnecessary duplicationof Permission Set Groups.
* It providesgranular controlover permissions without affecting other users.
* Incorrect Answer Explanation:
* B. Clone the Permission Set Group and remove unwanted permissions # Incorrect
* Cloning isnot recommendedas it createsredundantpermission sets.
* C. Build your own permissions or Permission Set Groups # Incorrect
* This istime-consuming and unnecessarywhenMuting Permission Setscan achieve the same result efficiently.
* PSA System Administration Guide
References:
NEW QUESTION # 31
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
- A. The user is missing the PSA - Project Manager Permission Set
- B. The user is missing the Project Management Workspace Permission Control
- C. The user is not identified as the Project Manager on any projects
Answer: B
NEW QUESTION # 32
You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards.
Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?
- A. PSA requires that only Project Managers can approve Timecards
- B. The process builder to assign the resource's manager is not active
- C. The configuration option Assign Project Manager To Time card Approver is set to True
Answer: C
Explanation:
Step-by-Step Comprehensive Detailed Explanation
* Understanding the Timecard Approval Process in PSA
* By default, the timecard approval process in Certinia PSA (formerly FinancialForce PSA) follows a specific hierarchy.
* If the project is abillable projectand theProject Manager field is filled, theProject Manager is automatically assigned as the approverfor timecards.
* If the Project Manager field is blank or the project isnon-billable, PSA uses theresource's manageras the approver (based on the Manager field in the Salesforce User record).
* How Flows Work in Assigning Approvers
* If you have created a Flow to automatically assign the resource's manager as the timecard approver, it means you are trying to override the default approval process.
* However, if theAssign Project Manager To Timecard Approverconfiguration option is enabled,PSA will still prioritize the Project Manager over the resource's manager, regardless of your Flow settings.
* This would explain why submitted timecards are still being assigned to theProject Manager instead of theresource's manager.
* Why the Other Options Are Incorrect
* A. PSA requires that only Project Managers can approve Timecards
* This is incorrect because PSA allows timecards to be approved byeither the Project Manager or the Resource's Manager, depending on the project settings.
* B. The process builder to assign the resource's manager is not active
* While this could be a factor, themain reasonis the configuration setting that forces the Project Manager to be the default approver.
* Even if the Flow was working correctly, theAssign Project Manager To Timecard Approversetting would still take precedence.
* How to Fix the Issue
* Navigate toPSA Configuration Settingsand check theAssign Project Manager To Timecard Approversetting.
* If it is set toTrue, change it toFalseto allow the Flow to correctly assign the resource's manager as the approver.
* Test by submitting a new timecard and verifying the assigned approver.
References and Verified Certinia PSA Documentation
* PSA System Administration Guide: Timecard Approval Process.
* FinancialForce PSA Approval Workflow: Default Approver Rules.
NEW QUESTION # 33
One of the Project Managers in your company has reached out to you to resolve an issue. Many of the Timecards that were approved in the last week against projects are not reflecting back on the Project Actuals.
You check that the Actuals Configuration Group > Calculation Mode option is set to "Scheduled".
What is the next step you should take?
- A. Navigate to "Error Logs", and check the details of the error in the "Message" field for each error log record
- B. Navigate to "App Logs", and check the details of the error in the "Message" field for each agg log record
- C. Navigate to "Logs", and check the details of the error in the "Message" field.for each log record
Answer: A
Explanation:
If approved timecards are not reflecting inProject Actuals, follow these steps:
* Verify Actuals Calculation Mode:
* Go toPSA Administration.
* Check if theCalculation Modeis set to "Scheduled".
* Check for Errors in Logs:
* Navigate toError Logs(App Launcher > PSA Administration > Logs).
* Look for records where errors may have occurred.
* Check theMessagefield to determine the cause.
* Common Errors and Resolutions:
* Unprocessed Transaction Delta Records:
* If there are unprocessedTransaction Deltas, manually process them.
* App Logs Indicating Failures:
* If there areApp Logs, review them and delete old logs if necessary.
* Run Project Actuals Recalc:
* If errors persist, run theProject Actuals Recalculation Job.
* Use Actuals Verifier for Troubleshooting:
* Run theActuals Verifiertool to identify discrepancies.
* Manually recalculate actuals if necessary.
* Certinia PSA Project Actuals Guide
* PSA System Administration Essentials
References:
NEW QUESTION # 34
A Services manager has asked you to set up a unique "FF Navigation" lightning component on the "Services Delivery Workspace" that will provide separate options to users based on which team (business unit) they belong to.
Which two of the following actions would successfully accomplish the required setup? (Choose two.)
- A. The system admin can clone the page and create two unique pages that have the "FF Navigation" lightning component configured for their respective team
- B. The system admin can enable the "Hide Navigation Sections" setting within the "FF Navigation" lightning component to support different teams
- C. The system admin can add the "FF Navigation" component to the page twice and setup component visibility rules to ensure the right team sees their navigation
Answer: A,C
Explanation:
* Understanding the FF Navigation Component
* TheFF Navigationcomponent provides a tailored navigation experience for users.
* It can becustomized based on business units (teams)to show different navigation options.
* Option 1: Clone the Page for Each Team (Correct - Option B)
* Step 1:Navigate toLightning App Builder.
* Step 2:Clone the existingService Delivery Workspacepage.
* Step 3:Modify theFF Navigationcomponent in each cloned page to fit the respective team's needs.
* Step 4:Assigndifferent pages to different teamsusingLightning Page Assignments.
* Option 2: Use Component Visibility Rules (Correct - Option C)
* Step 1:OpenLightning App Builder.
* Step 2:Addtwo instances of the "FF Navigation"component to theService Delivery Workspacepage.
* Step 3:Configurecomponent visibility rulesbased onUser Profile, Role, or Business Unit.
* Step 4:Save and activate the page.
* Incorrect Option (A: Hide Navigation Sections)
* The "Hide Navigation Sections" setting does not support team-based navigation customization.
* Instead,cloning pagesor usingvisibility rulesis the correct approach.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 78-80.
References:
NEW QUESTION # 35
Which of the following is NOT true regarding version upgrades?
- A. Any features that might have a significant impact on your data are disabled by default
- B. Some enhancements and fixes are enabled automatically
- C. All features are enabled by default
Answer: C
Explanation:
* How FinancialForce Handles PSA Upgrades
* Some enhancements and fixes are enabled automatically(#True).
* Any features that might impact data are disabled by default(#True).
* Not all features are enabled by default(#False).
* Why Not All Features Are Enabled?
* Newfeatures are controlled via Feature Console, allowing admins toenable them after testing.
* Certain features requiremanual activationdue topotential impact on existing workflows.
* How to Check and Enable New Features?
* Step 1:Navigate toApp Launcher > Feature Console.
* Step 2:Locate new features marked as "Available".
* Step 3:Read documentation and test before enabling in production.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.
References:
NEW QUESTION # 36
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