Certinia PSA-Sysadmin PSA System Administrator 2023 Exam Practice Test

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Total 60 questions
Question 1

Your organization has decided to change the default scheduling strategy to be used as a starting point when creating an Assignment on the Project.

Which of the following tasks do you need to perform to accommodate this requirement?



Answer : B

To change the default scheduling strategy used when creating an assignment on a project:

Navigate to Configuration Options:

Go to App Launcher in Salesforce.

Search for and open PSA Administration.

Locate Configuration Options.

Find the Scheduling Configuration Group:

Look for the configuration group related to Scheduling.

Open the Configuration Value record for Scheduling.

Adjust the Default Scheduling Strategy:

Modify the Default Scheduling Strategy to the new preferred value.

Save changes.

Test the Configuration:

Create a new Assignment on a Project.

Verify that the new default scheduling strategy is applied.


PSA System Administration Guide

Certinia PSA Data Dictionary and Configuration Guide

Question 2

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?



Answer : C

Project Managers who want to display several fields prominently on the Project Lightning Page should use the FF PSA Field Summary component. This component allows users to highlight key fields related to their projects, improving visibility and accessibility within the Lightning interface.

FinancialForce PSA provides several Lightning components, but among them:

FF Field Overview: This component is not specifically designed for summarizing multiple fields in a prominent way.

FF Highlights: This component typically provides a brief summary but does not allow for multiple field customization.

FF PSA Field Summary: This is the most appropriate component, as it allows displaying multiple PSA fields prominently on the Project Lightning Page.

Thus, the correct answer is C. FF PSA Field Summary.


PSA Sys Admin Essentials Student Guide Fall 20

Question 3

Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?



Answer : A

To allow end-users to add their assignments to build their 'Experience', the following configuration setting must be enabled:

Navigate to Configuration Options.

Locate the setting 'enable-skills-experience'.

Ensure that the 'Enable Experience' checkbox is selected.

Save and apply changes.

Option B (Skills Management custom setting) is incorrect because experience tracking is not controlled at the custom settings level.

Option C (Enable Experience on PSA Contact record) is incorrect because this setting does not exist on the contact record.

Thus, the correct answer is A.


PSA Sys Admin Essentials Student Guide Fall 20

Question 4

Where would you go to opt in for push updates, or to update the schedule of when an update will be pushed for FinancialForce applications?



Answer : B

To opt in for push updates or adjust the schedule of updates for FinancialForce applications:

Go to System Administrator Workspace in the FinancialForce Community.

Check for push upgrade schedules -- FinancialForce typically pushes major releases twice a year (Spring and Fall) and minor service packs periodically.

Modify settings if needed to control when updates are received.

Option A (PSA Administration) is incorrect because it handles system configurations but not update scheduling.

Option C (Foundations Admin App) is incorrect as it focuses on system-wide configurations, not update schedules.

Thus, the correct answer is B.


PSA Sys Admin Essentials Student Guide Fall 20

Question 5

Where would you go to delete Actuals, Billing, and EVAs app logs?



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

Question 6

Currently Project Managers and Resource Managers are using Gantt. You do not want your Project Managers creating assignment, resource requests or milestones from the Gantt. Which of the following custom settings should you configure to hide these buttons?



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

Question 7

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?



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.

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Total 60 questions