Certinia PSA-Sysadmin Exam Practice Test Instant Access

Question 1

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 2

An Administrator can find the majority of settings for PSA in which two of the following areas? (Choose two.)

AConfiguration Groups

BCustom Settings

CPSA Administration Page

Answer : A, B

Configuration Groups

What are they?

Configuration Groups allow administrators to group related settings together.

Each Configuration Group contains multiple options that control how different PSA features behave.

Where to find them?

Navigate to App Launcher > Configuration Groups.

Select the relevant Configuration Group based on the feature you want to modify (e.g., Utilization, Billing, Timecards).

Example Usage:

Modifying how holidays affect utilization.

Adjusting billing event generation behavior.

Custom Settings

What are they?

Custom Settings store global or user-specific configurations for PSA.

Unlike Configuration Groups, these settings often apply across multiple objects or functions in PSA.

Where to find them?

Navigate to Setup > Custom Settings.

Look for PSA-specific settings such as 'PSA Utilization Settings' or 'PSA Timecard Settings'.

Example Usage:

Setting personalized time entry options for different teams.

Controlling data visibility and field access.

Why Not PSA Administration Page?

While PSA Administration Page provides access to reports, jobs, and utilities, most system settings reside within Configuration Groups and Custom Settings.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 58-60.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 64-67.

Question 3

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?

AUse the Missing Timecards Scheduled Job and Email Alert

BUse the Time Variance Scheduled Job and Email Alert

CUse a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email

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.

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

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 6

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 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 Practice Test