Pass the Certinia PSA Certified PSA-Sysadmin Questions and answers with CertsForce

Understanding Missing Timecards Notification in PSA:

PSA tracksmissing timecardsto ensure compliance with time entry policies.

The system canautomatically notify resourceswho have not submitted their timecards​.

Options Analysis:

Option A:"Use the Missing Timecards Scheduled Job and Email Alert"✅Correct! PSA provides ascheduled jobto detect missing timecards and sendautomated 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, butnot the best methodsince it requires manual intervention.

Steps to Schedule Missing Timecards Notification:

Go toPSA Administration Tab.

FindMissing 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 anemail alert templateto notify employees.

Monitor missing timecards via reports.

References:

PSA Sys Admin Essentials Student Guide​.

How to Add the "Gantt" Button

Step 1:Navigate toSetupin Salesforce.

Step 2:Go toObject Managerand selectProject.

Step 3:OpenPage Layoutsand select the active page layout.

Step 4:Find the"Mobile & Lightning Actions"menu.

Step 5:Drag and drop the"Gantt"button onto the layout.

Step 6:Save and verify the changes in the Project record.

Why Not Other Options?

Option A:Custom Settings (Page Preferences)does not control button visibility.

Option B:Lightning Record Pages requireDynamic Forms, which arenot in usein this scenario.

FF-PSA v15 Customer Overview.pdf, Page 6​.

References:

Step-by-Step Comprehensive Detailed Explanation

Understanding Work Calendars in Certinia PSA

Work calendars define the default number of hours per day and week that a resource is expected to work.

They are crucial forresource scheduling, utilization calculations, and capacity planning​.

Every activePSA Resource must have an associated work calendarto allow project assignments.

Scenario Analysis

Your company hasboth full-time and part-time resources.

Full-time resources have astandard workweek(e.g., 40 hours per week).

Part-time resources havevariable work hoursbut are estimated at20 hours per week for planning purposes.

This means you needat least one calendar for full-time and one for part-time workers.

Why Option B is Correct

Creating asingle full-time work calendar(e.g., 40 hours per week) covers all full-time employees.

Creatingone part-time work calendar(e.g., 20 hours per week) provides a consistent framework for part-time resource planning​.

This approach ensuresstandardized reporting, scheduling, and forecastingwithout unnecessary complexity.

Why the Other Options Are Incorrect

A. One full-time work calendar, and one work calendar for each unique part-time contract

This would requiremultiple work calendars for different part-time contracts, making resource scheduling overly complex.

Since management has agreed on an estimated20 hours per weekfor all part-time workers, a single part-time work calendar suffices.

C. One full-time work calendar, one part-time work calendar, and one generic flexible work calendar

Aflexible work calendaris not necessary if all part-time workers are estimated at 20 hours per week.

Work calendars should align withclear scheduling rules, not individual flexibility.

Implementation in PSA

Navigate toPSA - Admin App→ ClickWork Calendarstab.

Create the following calendars:

Full-Time Work Calendar: Set working hours to 40 per week.

Part-Time Work Calendar: Set working hours to 20 per week.

Assign the correct work calendar to each resource during onboarding.

References and Verified Certinia PSA Documentation

PSA Work Calendars Overview​.

Setting Up Work Calendars​.

Best practice for limiting permissions in a FinancialForce Permission Set Group:

Use Muting Permission Sets:

Muting Permission Setsdisable specific permissionswithin a Permission Set Group.

Instead of modifying or duplicating a permission set,mute only the permissions you do not need.

Why This is the Best Practice:

Itavoids unnecessary duplicationof Permission Set Groups.

It providesgranular controlover permissions without affecting other users.

Incorrect Answer Explanation:

B. Clone the Permission Set Group and remove unwanted permissions → Incorrect

Cloning isnot recommendedas it createsredundantpermission sets.

C. Build your own permissions or Permission Set Groups → Incorrect

This istime-consuming and unnecessarywhenMuting Permission Setscan achieve the same result efficiently.

PSA System Administration Guide

References:

Understanding the FF Navigation Component

TheFF Navigationcomponent provides a tailored navigation experience for users.

It can becustomized based on business units (teams)to show different navigation options.

Option 1: Clone the Page for Each Team (Correct - Option B)

Step 1:Navigate toLightning App Builder.

Step 2:Clone the existingService Delivery Workspacepage.

Step 3:Modify theFF Navigationcomponent in each cloned page to fit the respective team’s needs.

Step 4:Assigndifferent pages to different teamsusingLightning Page Assignments.

Option 2: Use Component Visibility Rules (Correct - Option C)

Step 1:OpenLightning App Builder.

Step 2:Addtwo instances of the "FF Navigation"component to theService Delivery Workspacepage.

Step 3:Configurecomponent visibility rulesbased onUser Profile, Role, or Business Unit.

Step 4:Save and activate the page.

Incorrect Option (A: Hide Navigation Sections)

The "Hide Navigation Sections" setting does not support team-based navigation customization.

Instead,cloning pagesor usingvisibility rulesis the correct approach.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 78-80​.

References:

To update theMilestones related liston the Project page with the most useful fields:

Go to Setup→ Object Manager.

Find and open the "Project" object.

Navigate to Page Layoutsand select the active layout.

Scroll to the "Milestones" related list.

Modify the fields displayed(e.g., Target Date, Amount, Status, etc.).

Save the changes and refresh the page.

Option B (Updating the Milestone Page Layout instead of Project Page Layout)is incorrect because the Milestone object does not control related lists on the Project page.

Option C (Updating the Project Field Set on the Milestone object)is incorrect because field sets control default field visibility, not related lists.

Thus, the correct answer isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Understanding Utilization Calculation and Holidays

TheUtilization Calculationprocess considers various factors, including work calendars and holidays.

Thedefault behavioris to subtract holidays from the total work hours when computing utilization. This is controlled by theConfiguration Option:"subtract-holidays-from-total-hours = true".

If the company does not want PSA to subtract holidays automatically, this setting must be changed tofalse​.

How to Change This Setting

Step 1:Open theApp Launcherin Salesforce.

Step 2:Navigate toConfiguration Groups.

Step 3:Select"Utilization"from the list of configuration groups.

Step 4:Locate the option"subtract holidays from total hours".

Step 5:Set this value tofalseand save changes.

Why This Works?

By setting"subtract holidays from total hours"tofalse, PSA will stop deducting holidays from the available hours in the resource’s utilization calculation.

This is useful for companies that manage leave differently, such as through aglobal PTO projectinstead of deducting from standard hours.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 117-118​.

References:

If thePSA Workspaces package is not installed, follow these steps:

Verify PSA Workspaces Installation:

Navigate toSetup > Installed Packages.

Search for"PSA Workspaces"to confirm if it is present.

If Missing, Request Installation:

PSA Workspacescannot be manually downloaded from the FinancialForce (Certinia) Community.

Instead, you mustsubmit a support ticketto Certinia to request installation.

How to Submit a Support Ticket:

Go toCertinia Support Portal.

Submit a request forPSA Workspaces package installation.

Provide details about yourPSA versionandorganization needs.

PSA Sys Admin Essentials Student Guide

References:

To allow consultants to enter time against theproject task, while everyone else enters time against theproject/milestone, you need to:

Go to Setup→ Custom Settings.

LocateTime Card Entry UI Personaland 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 isA.

References:

FF-PSA-v15-Customer-Overview_1.0

To allow end-users toadd their assignments to build their "Experience", the following configuration setting must be enabled:

Navigate toConfiguration Options.

Locate the setting"enable-skills-experience".

Ensure that the"Enable Experience" checkbox is selected.

Save and apply changes.

Option B (Skills Management custom setting)is incorrect because experience tracking is not controlled at the custom settings level.

Option C (Enable Experience on PSA Contact record)is incorrect because this setting does not exist on the contact record.

Thus, the correct answer isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20