Certinia PSA-Sysadmin Exam Questions Instant Access

Question 1

In your organization, you always send 2 separate invoices to your customers -- one for Timecards & Expenses and the other for Misc Adjustment type billable records.

How could this be done automatically using FinancialForce functionality?

AYou would set the 'separateMiscellaneousAdiustments' Configuration Option to 'True', so that 'Timecards & Expenses' and 'Misc Adjustments' are included in two separate Billing events.

BIn the first Billing cycle, the Billing team would deselect the 'Include Misc Adjustment' checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select 'Include Misc Adjustment' and deselect 'Include Timecards and Expenses', resulting in two separate Billing Events.

CYou would set the 'Include Misc Adjustments' settings in the 'Billing' custom settings to 'False', so those are included in a separate Billing Event from Timecards & Expenses.

Answer : A

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc Adjustments, follow these steps:

Navigate to Configuration Groups Billing.

Locate the setting 'separateMiscellaneousAdjustments'.

Set the value to 'True' to ensure Misc Adjustments are separated into a different Billing Event.

Save and apply the changes.

Option B (manually selecting checkboxes in each billing cycle) is incorrect because it requires manual intervention and does not automate the process.

Option C (changing the 'Include Misc Adjustments' setting in Billing custom settings) is incorrect because this setting does not control the separation of billing events.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

Question 2

Which of the following custom settings can be specific to a User?

ASearch Resources Global

BTimecard Entry Ul Personal

CAssignment Settings

Answer : B

Certinia PSA has custom settings that can be applied at different levels: globally, at the profile level, or at the user level. Among the given options:

Search Resources Global -- This is a global setting and is not specific to an individual user.

Timecard Entry UI Personal -- This setting can be specific to a user. It allows users to customize their timecard entry UI, such as setting default values, modifying the number of rows displayed, or defining how time entry should behave.

Assignment Settings -- This setting applies to assignments and resource management at a broader level, not specific to an individual user.

Since Timecard Entry UI Personal is user-specific, the correct answer is B. Timecard Entry UI Personal.

PSA Sys Admin Essentials Student Guide Fall 20

PSA Data Dictionary Spring 2023

Question 3

What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?

AFeature Console

BPSA Administration

CPSA Admin App

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.

Question 4

A Project Manager wants to generate a report on the Project's Margin, Revenue, and Costs for a specific period, and to be able to reuse it.

How do you set up this requirement in the Org?

ACreate a report on the 'Project' object > add the Billings. Margin, and Total Costs > Group by Project Name > filter by Current Time Period

BCreate a report on the 'Project Actuals' object > add the Billings. Margin and Total Costs > Group by Project > filter by Time Period

CCreate a report on the 'Backlog Detail' object > add the Billings. Margin, and Total Costs > Group by Project > filter by Time Period

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

Question 5

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 6

Your company's leadership noticed that the "PSA Resourcing" Lightning Component is displaying a "Default Cost Rate" column. They asked you to remove this column from the component. You edited the Resource Request Lightning Page, selected the "PSA Resourcing" component, and identified the "Column Field Set" setting.

What is the next step to complete this change?

AGo to Setup > navigate to the Object Manager for 'Contact' > select Field Sets > remove the 'Default Cost Rate' field from the field set

BGo to Setup > navigate to Custom Settings > open the 'Resource Request' setting > populate the Field Set in the 'Resource Grid Field Set'

CGo to Setup > navigate to the 'PSA User' Permission Set > open the 'Resource Request' object settings > remove field level security for the 'Default Cost Rate' field

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.

Question 7

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.

Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Questions