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Test Certinia PSA-Sysadmin Objectives Pdf - PSA-Sysadmin Interactive Questions

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Certinia PSA-Sysadmin Exam Syllabus Topics:

Topic
Details

Topic 1

User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.

Topic 2

Schedule
Review
Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.

Topic 3

Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.

Topic 4

Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs

Topic 5

PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
importing Regions-Practices-Groups.

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Certinia PSA System Administrator 2023 Sample Questions (Q58-Q63):

NEW QUESTION # 58
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)

A. Resource Availability column is not selected under the Resource Planner columns list
B. Managers don't have the field level access to Resource Availability
C. Utilization Ermine checkbox is deselected under Utilization custom settinqs

Answer: A,B

Explanation:
* Issue: Missing Availability Column in Resource Planner
* TheResource Plannerdisplays resource availability, but missing settings can cause the column to disappear.
* Cause 1: Resource Availability Column is Not Selected (Correct - Option B)
* Step 1:Open theResource Planner.
* Step 2:Click on theColumns Listsettings.
* Step 3:Ensure that"Resource Availability"is selected as one of the displayed columns.
* Step 4:Save changes and refresh the planner.
* Cause 2: Field-Level Access Restrictions (Correct - Option C)
* Step 1:Navigate toSetup > Object Manager.
* Step 2:Search for theContact Object(which holds Resource Availability data).
* Step 3:Go toField-Level Securityand check if"Resource Availability"is visible for managers.
* Step 4:If necessary, updateField Permissionsto grant access.
* Incorrect Option (A: Utilization Ermine Setting)
* There isno setting named "Utilization Ermine"under Utilization Custom Settings.
* Utilization settings do impact availability calculations, but they do not hide the column from the Resource Planner.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 75-77.
References:

NEW QUESTION # 59
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?

A. Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field
B. Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted
C. Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission

Answer: C

Explanation:
* Why Use an Approval Process Field Update?
* Approval ProcessesallowField Updateswhen records move between stages.
* Thebest practiceis to update theSubmitted Dateas soon as the Timecard is submitted.
* How to Configure This in Salesforce?
* Step 1:Navigate toSetup > Approval Processes.
* Step 2:Locate andedittheactive Approval Process for Timecards.
* Step 3:Under"Initial Submission Actions", click"Add New Field Update".
* Step 4:Select theSubmitted Datefield and set it toTODAY().
* Step 5:Save and test by submitting a timecard.
* Why Not Other Options?
* Option B (Workflow Rule): Salesforcerecommends Approval Processesover Workflows for approval-related field updates.
* Option C (FinancialForce Flow): No need to modify PSA Flow when Approval Processes natively support field updates.
* FF-PSA v15 Customer Overview.pdf, Page 40.
References:

NEW QUESTION # 60
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?

A. Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years
2025-2030 into your org
B. Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org
C. Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org

Answer: A

Explanation:
* Understanding Time Periods in PSA
* PSA requirespredefined time periodsto process timecards, utilization, and forecasting.
* If time periods are not extended into the future,forecasting and utilization calculations will stop workingbeyond the last defined time period.
* How to Extend Time Periods to 2030
* Step 1:Create a.csvfile with the appropriate time slices (years, quarters, months, weeks).
* Step 2:UseSalesforce Data Import WizardorDataloader.ioto import the records.
* Step 3:Ensure the imported time periods align with yourcompany's fiscal year.
* Step 4:Verify in PSA that new time periods are correctly set up and available for reports.
* Why Not Contact FinancialForce Support? (Option C)
* FinancialForce Support is not requiredto create time periods. This is astandard admin task that can be completed using Salesforce tools.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.
References:

NEW QUESTION # 61
Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?

A. The "Enable Experience" checkbox in the Skills Management custom setting is not selected
B. The "Enable Experience" checkbox in the enable-skills-experience configuration option is not selected
C. The "Enable Experience" field on the PSA contact record is not selected

Answer: C

NEW QUESTION # 62
Your current setup of utilization automatically subtracts PSA Holidays from the total number of hours defined in a resource's "Work Calendar." How can utilization be configured so Holidays are not automatically subtracted?

A. Go to App Launcher > navigate to "Utilization Calculation" > select the calculation you want modified > set "subtract holidays from total hours" to false
B. Go to App Launcher > navigate to "PSA Administration" > select "Schedule Utilization" > Navigate to the Information section > set "subtract holidays from total hours" to false
C. Go to App Launcher > navigate to "Configuration Groups" > select "Utilization" > select "subtract holidays from total hours" > set to false

Answer: A

NEW QUESTION # 63
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