In your organization, you always send 2 separate invoices to your customers â€“ one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?
What is the best way for a System Administrator to Schedule Backlog in Lightning?
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
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.)
Which of the following custom settings can be specific to a User?
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?
Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?
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?
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?
You configured a new Salesforce approval process on the "Timecard" object. What is needed to make a user a Timecard approver in this process?
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?
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?
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?
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 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%?