Certinia PSA-Sysadmin Exam Practice Test Instant Access

Question 1

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 2

In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?

AEnable 'Self-Nominate for Resource Request' custom setting > add the 'PSA Resource Self-Nomination' Lightning component to the Resource Request Detail Page

BEnable 'Candidates Can Self-Nominate for Work' custom setting > add the 'PSA Resource Self-Nomination' Lightning component to the Lightning Home page

CEnable 'Self-Nominate for Work' custom setting > add the 'PSA Self-Nomination' Lightning component to the Project Detail Page

Answer : A

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using the Self-Nomination feature.

This feature can be enabled through a Custom Setting, which then allows the 'PSA Resource Self-Nomination' Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Custom Settings and select it.

Step 3: Find and enable 'Self-Nominate for Resource Request'.

Step 4: Open the Lightning App Builder and edit the Resource Request Detail Page.

Step 5: Add the 'PSA Resource Self-Nomination' Lightning component to the page.

Step 6: Save and activate the page.

Why This Works?

The 'Self-Nominate for Resource Request' setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to the Resource Request Detail Page, eligible resources can easily apply for available projects.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.

Question 3

The consultants in your organization will be entering time against the project task and everyone else will enter time against the project/milestone.

Which of the following correctly identifies the steps you will need to complete?

ANavigate to Time Card Entry Ul Personal custom setting, click 'New' and create a setting for your Consultant profile and then change the 'Task Time Entry Mode' to 'Calculated'

BNavigate to Time Card Entry Ul Switch custom setting, click 'New' and create a setting for your Consultant profile and then change the 'Task Time Entry Mode' to 'Calculated'

CNavigate to Time Card Entry Ul Global custom setting, click 'New' and create a setting for your Consultant profile and then change the 'Task Time Entry Mode' to 'Calculated'

Answer : A

To allow consultants to enter time against the project task, while everyone else enters time against the project/milestone, you need to:

Go to Setup Custom Settings.

Locate Time Card Entry UI Personal and click 'New'.

Create a setting specific to the Consultant profile.

Set the 'Task Time Entry Mode' to 'Calculated'.

Save and apply the changes.

Option B (Time Card Entry UI Switch custom setting) is incorrect because this setting is not used for defining time entry modes.

Option C (Time Card Entry UI Global custom setting) is incorrect because it applies organization-wide rather than for specific user profiles.

Thus, the correct answer is A.

FF-PSA-v15-Customer-Overview_1.0

Question 4

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?

AAs PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.

BAs the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.

CCreate a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.

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

Question 5

You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards. Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?

APSA requires that only Project Managers can approve Timecards

BThe process builder to assign the resource's manager is not active

CThe configuration option Assign Project Manager To Time card Approver is set to True

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.

Question 6

What tools can you use to customize your workspaces?

ANavigation Configuration Builder, Lighting App Builder, PSA Administration Tool

BNavigation Configuration Builder Highlights Configuration Builder Lighting App Builder

CNavigation Configuration Builder, Lighting App Builder, Heroku App Builder

Answer : A

To customize your workspaces in Certinia PSA, you can use the following tools:

Navigation Configuration Builder:

Allows you to configure the workspace navigation and define available links.

Customizes the layout and sections of workspaces.

Lightning App Builder:

Enables customization of Lightning pages, including adding/removing components.

Used to adjust the UI and layout of the workspace.

PSA Administration Tool:

Allows administrators to configure PSA-specific settings.

Used for advanced PSA configurations and settings.

These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.

PSA Sys Admin Essentials Student Guide

Question 7

A user is having an issue where the Utilization report has inflated hours. The billable hours, calendar hours, and credited hours are double their actual values.

Which of the following is a possible cause of this issue?

AThe report filter for 'End Date' needs to be edited to a different date range

BThe report needs to be grouped by Resource

CThe report needs to be filtered by Time Period Type

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.

Certinia PSA-Sysadmin PSA System Administrator 2023 Exam Practice Test