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PSA-Sysadmin PSA System Administrator 2023 Question and Answers

Question # 4

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?

A.

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

B.

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.

C.

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.

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Question # 5

What is the best way for a System Administrator to Schedule Backlog in Lightning?

A.

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

B.

From the PSA Administration tab click on Schedule Backlog Calculation

C.

From the Developer Console run a script to Calculate Backlog

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Question # 6

What is the best practice for limiting permissions in a FinancialForce Permission Set Group?

A.

Create a Muting Permission Set and add it to the Group

B.

Clone the Permission Set Group and remove unwanted permissions

C.

Build your own permissions or Permission Set Groups

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Question # 7

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.

Utilization Ermine checkbox is deselected under Utilization custom settinqs

B.

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

C.

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

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Question # 8

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

A.

Search Resources Global

B.

Timecard Entry Ul Personal

C.

Assignment Settings

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Question # 9

In your company, you are responsible for reviewing/maintaining Workspaces. You need to adjust the Default FinancialForce Navigation in the Service Delivery Workspace. You know you need to use the "Navigation Configuration Builder" screen, but you do not see this option available in the "App Launcher".

Which of the following is a possible reason?

A.

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

B.

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

C.

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

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Question # 10

Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?

A.

Transaction Reconciliation

B.

User Management

C.

Manage Accounts

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Question # 11

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?

A.

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

B.

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

C.

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

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Question # 12

Your company hired its first part-time employee that needs to be set up as a Consultant in PSA. They will work about 20 hours a week instead of the normal 40 hours a week.

Which of the following steps should you take to ensure this consultant's utilization calculation will be calculated correctly?

A.

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

B.

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

C.

Create a new "Utilization Calculation" labeled Part Time

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Question # 13

You configured a new Salesforce approval process on the "Timecard" object. What is needed to make a user a Timecard approver in this process?

A.

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

B.

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

C.

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

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Question # 14

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

B.

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

C.

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

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Question # 15

Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?

A.

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

B.

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

C.

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

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Question # 16

One of the Project Managers in your company has reached out to you to resolve an issue. Many of the Timecards that were approved in the last week against projects are not reflecting back on the Project Actuals.

You check that the Actuals Configuration Group > Calculation Mode option is set to "Scheduled".

What is the next step you should take?

A.

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

B.

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

C.

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

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Question # 17

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?

A.

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"

B.

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"

C.

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"

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Question # 18

A manager was looking at utilization for a resource for the last two months. The resource was identified as 80% utilized for each month, but the subtotal section showed 160% for the user for that same two month period.

How can the report be fixed to show 80% instead of 160%?

A.

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

B.

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

C.

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

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