You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
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
Your company hired its first part-time employee that needs to be set up as a Consultant in PS
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
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.)
Answer : B, C
Understanding the FF Navigation Component
The FF Navigation component provides a tailored navigation experience for users.
It can be customized based on business units (teams) to show different navigation options.
Option 1: Clone the Page for Each Team (Correct - Option B)
Step 1: Navigate to Lightning App Builder.
Step 2: Clone the existing Service Delivery Workspace page.
Step 3: Modify the FF Navigation component in each cloned page to fit the respective team's needs.
Step 4: Assign different pages to different teams using Lightning Page Assignments.
Option 2: Use Component Visibility Rules (Correct - Option C)
Step 1: Open Lightning App Builder.
Step 2: Add two instances of the 'FF Navigation' component to the Service Delivery Workspace page.
Step 3: Configure component visibility rules based on User 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 pages or using visibility rules is the correct approach.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 78-80.
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
Answer : B
Understanding Backlog and Utilization Calculation in PSA:
Backlog Calculation: Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.
Utilization Calculation: Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization.
Options Analysis:
Option A: 'Feature Console' Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.
Option B: 'PSA Administration' Correct! PSA Administration is used to schedule backlog and utilization calculations.
Option C: 'PSA Admin App' Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.
Steps to Schedule Backlog and Utilization Calculation:
Navigate to PSA Administration Tab.
Locate Schedule Backlog Calculation and Schedule Utilization Calculation.
Configure the scheduling parameters (e.g., frequency, time period).
Save and monitor scheduled jobs in Apex Jobs in Salesforce.
PSA Sys Admin Essentials Student Guide.
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
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.)
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
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
Answer : A
If a user cannot see projects in the Project Management Workspace, the most common reason is:
User is Not a Project Manager on Any Projects:
The Project Management Workspace is filtered based on Project Manager assignments.
If the user is not assigned as a Project Manager, projects will not appear in their view.
How to Fix This:
Navigate to Project Records.
Ensure the user is assigned as a Project Manager.
Incorrect Answer Explanation:
B . The user is missing the Project Management Workspace Permission Control Incorrect
Workspace access is permission-based, but missing this permission would prevent access to the workspace itself, not specific projects.
C . The user is missing the PSA - Project Manager Permission Set Incorrect
This permission allows project-related actions but does not control visibility in the workspace.
PSA System Administration Guide