PSA-Sysadmin PSA System Administrator 2023 Question and Answers

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

In 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.

You 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.

On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate.

From the PSA Administration tab click on Schedule Backlog Calculation

From the Developer Console run a script to Calculate Backlog

Create a Muting Permission Set and add it to the Group

Clone the Permission Set Group and remove unwanted permissions

Build your own permissions or Permission Set Groups

Utilization Ermine checkbox is deselected under Utilization custom settinqs

Resource Availability column is not selected under the Resource Planner columns list

Managers don't have the field level access to Resource Availability

Search Resources Global

Timecard Entry Ul Personal

Assignment Settings

You need to have "System Administrator" Permission Control record assigned

You do not have the "FF Configuration Builder" Permission Set assigned

You need to have the "Configuration Builder Menu" setting set to "TRUE" on the SalesForce User setup screen

Transaction Reconciliation

User Management

Manage Accounts

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

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

Go 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

Create a new "Role" indicating the user is a Part Time Consultant

Create a new Part Time "Work Calendar" for 20 hours

Create a new "Utilization Calculation" labeled Part Time

The approver must be in the same role hierarchy as the submitter

The approver must have Read permissions on the "Timecard" object

The approver must be set up as a Delegated Approver for the submitter

Go to App Launcher > navigate to "PSA Administration" > select "Schedule Utilization" > Navigate to the Information section > set "subtract holidays from total hours" to false

Go to Ag£ Launcher > navigate to "Configuration Groups" > select "Utilization" > select "subtract holidays from total hours" > set to false

Go to Ag£ Launcher > navigate to "Utilization Calculation" > select the calculation you want modified > set "subtract holidays from total hours" to false

Go to the Project object > Project Page Layout > Milestones Related List > Update fields

Go to the Milestone object > Milestone Page Layout > Project Related List > Update fields

Go to the Milestone object > Fields Sets > Project Field Set > Update fields

Navigate to "Error Logs", and check the details of the error in the "Message" field for each error log record

Navigate to "Logs", and check the details of the error in the "Message" field.for each log record

Navigate to "Ag£ Logs", and check the details of the error in the "Message" field for each agg log record

Navigate 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"

Navigate 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"

Navigate 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"

Adjust the Resource's work calendar to 40 hours and refresh the report

Create a Summary Level formula so the subtotal is calculated and not summed

Set the "Utilization" setting for Target Utilization Approach to "Weighted"