Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Questions

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Question 1

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?

AAssign the Resource Request Entry Permission Set.

BCreate a Permission Control record and select the Resource Request Entry checkbox.

CEnsure the Resource Request Entry checkbox is selected on the User.

Answer : B

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.

Question 2

Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.

Which two of the following could be causing this issue? (Choose two.)

AUtilization Ermine checkbox is deselected under Utilization custom settinqs

BResource Availability column is not selected under the Resource Planner columns list

CManagers don't have the field level access to Resource Availability

Answer : B, C

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.

Question 3

You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PS

ASince 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?

AYou do not have the required Skills and Certification Entry Permission Set assigned to the resource

BYou do not have the 'Allow Skills and Certification Entry' set to TRUE in the Custom Settings > Permission Control Settings

CYou do not have the 'Skills and Certification Entry' Permission Control set to TRUE

Answer : B

Understanding Skills and Certification Data Entry in PSA:

The Skills and Certification Lightning Component is used to manually enter skills and certifications for a resource.

System administrators must enable Skills and Certification Entry via Custom 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 to custom 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 in Custom Settings for users to enter skills.

Option C: 'You do not have the 'Skills and Certification Entry' Permission Control set to TRUE' Incorrect. Permission Controls manage region- or practice-based access but do not override global settings.

Steps to Enable Skills and Certification Entry:

Navigate to Setup Custom Settings.

Locate Permission Control Settings.

Edit and enable 'Allow Skills and Certification Entry'.

Save changes and test by attempting to enter skills for a resource.

PSA Sys Admin Essentials Student Guide.

Question 4

Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.

What is the best method to use within PSA to enable this?

AUse the Missing Timecards Scheduled Job and Email Alert

BUse the Time Variance Scheduled Job and Email Alert

CUse a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email

Answer : A

Understanding Missing Timecards Notification in PSA:

PSA tracks missing timecards to ensure compliance with time entry policies.

The system can automatically notify resources who have not submitted their timecards.

Options Analysis:

Option A: 'Use the Missing Timecards Scheduled Job and Email Alert' Correct! PSA provides a scheduled job to detect missing timecards and send automated email alerts.

Option B: 'Use the Time Variance Scheduled Job and Email Alert' Incorrect! Time Variance is used to compare planned vs actual hours worked.

Option C: 'Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email' Possible, but not the best method since it requires manual intervention.

Steps to Schedule Missing Timecards Notification:

Go to PSA Administration Tab.

Find Missing Timecards Scheduled Job.

Configure the job:

Week End Date: Auto-filled.

Include Sublevels: Yes (for hierarchical reporting).

Type: Last Week (ensures past week's time compliance).

Schedule Frequency: Weekly (e.g., Monday 9 AM).

Set up an email alert template to notify employees.

Monitor missing timecards via reports.

PSA Sys Admin Essentials Student Guide.

Question 5

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?

ANavigate to 'Error Logs', and check the details of the error in the 'Message' field for each error log record

BNavigate to 'Logs', and check the details of the error in the 'Message' field.for each log record

CNavigate to 'Ag Logs', and check the details of the error in the 'Message' field for each agg log record

Answer : A

If approved timecards are not reflecting in Project Actuals, follow these steps:

Verify Actuals Calculation Mode:

Go to PSA Administration.

Check if the Calculation Mode is set to 'Scheduled'.

Check for Errors in Logs:

Navigate to Error Logs (App Launcher > PSA Administration > Logs).

Look for records where errors may have occurred.

Check the Message field to determine the cause.

Common Errors and Resolutions:

Unprocessed Transaction Delta Records:

If there are unprocessed Transaction Deltas, manually process them.

App Logs Indicating Failures:

If there are App Logs, review them and delete old logs if necessary.

Run Project Actuals Recalc:

If errors persist, run the Project Actuals Recalculation Job.

Use Actuals Verifier for Troubleshooting:

Run the Actuals Verifier tool to identify discrepancies.

Manually recalculate actuals if necessary.

Certinia PSA Project Actuals Guide

PSA System Administration Essentials

Question 6

You are notified that some approved Miscellaneous Adjustments records are not getting picked up in the Billing Event Generation process during month end billing.

Which two of the following system settings do you need to have in place for Miscellaneous Adjustments to get picked up in the billing run? (Choose two.)

AThe Effective Date value on the Miscellaneous Adjustments records is within the Date range of the Time period used on the Billing Generation process.

BThe person running the Billing Event Generation process does not have Billing Miscellaneous Adjustments permission control for the Region. Account, or Project selected on the Billing Generation process.

CThe Transaction Category value on the Miscellaneous Adjustments record exists in the Configuration option: BillingCategories.

Answer : A, C

When Miscellaneous Adjustments records are not picked up in the Billing Event Generation process, the issue is often related to the system settings. The following conditions must be met:

Effective Date Range: The Miscellaneous Adjustments record's Effective Date must fall within the time period specified in the Billing Event Generation process. If the date is outside this range, the record will be excluded from the billing event.

Transaction Category Mapping: The Transaction Category on the Miscellaneous Adjustments record must be included in the BillingCategories configuration option. This ensures that the system correctly categorizes and includes the Miscellaneous Adjustments in the billing process.

On the other hand:

Option B ('The person running the Billing Event Generation process does not have Billing Miscellaneous Adjustments permission control for the Region, Account, or Project') is incorrect. While permission controls impact user access, they do not directly affect whether Miscellaneous Adjustments records are picked up by the billing process.

Thus, the correct answer is A and C.

PSA Sys Admin Essentials Student Guide Fall 20

FF-PSA-v15-Customer-Overview_1.0

Question 7

Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?

AGo to the Project object > Project Page Layout > Milestones Related List > Update fields

BGo to the Milestone object > Milestone Page Layout > Project Related List > Update fields

CGo to the Milestone object > Fields Sets > Project Field Set > Update fields

Answer : A

To update the Milestones related list on the Project page with the most useful fields:

Go to Setup Object Manager.

Find and open the 'Project' object.

Navigate to Page Layouts and select the active layout.

Scroll to the 'Milestones' related list.

Modify the fields displayed (e.g., Target Date, Amount, Status, etc.).

Save the changes and refresh the page.

Option B (Updating the Milestone Page Layout instead of Project Page Layout) is incorrect because the Milestone object does not control related lists on the Project page.

Option C (Updating the Project Field Set on the Milestone object) is incorrect because field sets control default field visibility, not related lists.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20