Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Questions

Answer : B

To ensure that a part-time consultant's utilization is calculated correctly, the best approach is to:

Create a new Work Calendar with a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).

Assign the new work calendar to 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 is B.

PSA Sys Admin Essentials Student Guide Fall 20

Answer : A

The 'Is Report Master' field in utilization calculation determines whether the results of the calculation are displayed on the Contact (Resource) record.

Purpose of 'Is Report Master':

If checked, the calculated utilization values appear directly on the Contact record for each resource.

If unchecked, the utilization calculation is still processed but is not displayed on the resource's profile.

Utilization Calculation Process:

Utilization is calculated using timecards (historical utilization) and assignments (scheduled utilization).

The system determines billable and available hours based on Work Calendars and time-tracked activities.

Common Use Cases:

Organizations often check 'Is Report Master' to ensure resource utilization is visible on Contact records for reporting purposes.

If unchecked, utilization can still be accessed via reports and dashboards but won't appear on the Contact record.

Certinia PSA Utilization Calculation Guide

PSA System Administration Essentials

Answer : B

To generate a report on a Project's Margin, Revenue, and Costs for a specific period, the best approach is:

Use the 'Project Actuals' object, as it contains real-time financial data for projects.

Include the fields: Billings, Margin, and Total Costs.

Group by Project to summarize data per project.

Filter by Time Period to ensure reports show data for a specific timeframe.

Option A (Using the 'Project' object) is incorrect because it lacks direct financial calculations.

Option C (Using 'Backlog Detail') is incorrect because backlog relates to future revenue rather than actuals.

Thus, the correct answer is B.

PSA Sys Admin Essentials Student Guide Fall 20

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 : 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

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

Where to Find the PSA Version

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Installed Packages.

Step 3: Look for 'PSA Core' in the list of installed packages.

Step 4: Check the version number displayed next to 'PSA Core'.

Why Not PS Enterprise or FinancialForce Central?

'PS Enterprise' includes additional components but does not display the main PSA version.

'FinancialForce Central' is unrelated to PSA versioning.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.