Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Practice Test

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

Answer : B

To prevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt, the Gantt Global Settings must be configured:

Navigate to Custom Settings Gantt Global Settings.

Modify the settings to remove the ability for Project Managers to create Assignments, Resource Requests, and Milestones from the Gantt.

Save and apply the changes.

Option A (Project Task Gantt Global Settings) is incorrect because it does not control high-level permissions for assignments and requests.

Option C (Project Task Gantt Preferences) is incorrect because it only controls user-specific preferences.

Thus, the correct answer is B.

FF-PSA-v15-Customer-Overview_1.0

Answer : A

Understanding PSA Resourcing Component Field Set

The PSA Resourcing Lightning Component displays a list of resources with key attributes such as name, role, availability, and cost rate.

The fields displayed are determined by a Field Set, which is a predefined group of fields configured on the Contact Object.

The 'Default Cost Rate' column is controlled within the Field Set configuration.

How to Remove 'Default Cost Rate' from the Component

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Object Manager and open it.

Step 3: Locate and select 'Contact' object.

Step 4: Navigate to Field Sets under the Contact Object.

Step 5: Identify the Field Set used for the PSA Resourcing Component.

Step 6: Edit the Field Set and remove the 'Default Cost Rate' field.

Step 7: Save changes and refresh the component in the Lightning App Builder.

Why This Works?

The Lightning Component dynamically retrieves its columns from the Field Set.

Removing the 'Default Cost Rate' from the Field Set ensures it will no longer be displayed.

This prevents unauthorized users or managers from seeing cost-related data directly within the Resourcing Component.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 85.

Answer : C

PSA allows for the creation of multiple work calendars to accommodate different regional working hours. The best approach to handle the 35-hour work week for French Resources is:

Create a separate Work Calendar specifically for France with a 35-hour work week.

Define the correct daily working hours (e.g., 7 hours per day for a standard 5-day workweek).

Include French holidays in the work calendar to ensure scheduling accuracy.

Assign the work calendar to all French resources so that utilization calculations and resource assignments reflect the correct working hours.

Option A (PSA only allows one work calendar) is incorrect because PSA supports multiple work calendars.

Option B (using a 40-hour calendar and adjusting utilization calculations manually) is incorrect because it leads to inconsistent resource utilization and planning errors.

Thus, the correct answer is C.

PSA Sys Admin Essentials Student Guide Fall 20

Answer : C

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.

Answer : C

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 a billable project and the Project Manager field is filled, the Project Manager is automatically assigned as the approver for timecards.

If the Project Manager field is blank or the project is non-billable, PSA uses the resource's manager as 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 the Assign Project Manager To Timecard Approver configuration 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 the Project Manager instead of the resource'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 by either 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, the main reason is the configuration setting that forces the Project Manager to be the default approver.

Even if the Flow was working correctly, the Assign Project Manager To Timecard Approver setting would still take precedence.

How to Fix the Issue

Navigate to PSA Configuration Settings and check the Assign Project Manager To Timecard Approver setting.

If it is set to True, change it to False to allow the Flow to correctly assign the resource's manager as the approver.

Test by submitting a new timecard and verifying the assigned approver.

Reference and Verified Certinia PSA Documentation

PSA System Administration Guide: Timecard Approval Process.

FinancialForce PSA Approval Workflow: Default Approver Rules.

Answer : A

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click on App Launcher in Salesforce.

Search for and select PSA Administration.

Locate the App Log Cleanup Job:

Go to PSA Batch Processes.

Look for App Log Cleanup Job.

Execute the Cleanup Job:

Click on Run Now to initiate the job.

This will delete old app logs related to Actuals, Billing, and EVAs.

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule the App Log Cleanup Job to run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide