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

To ensure that apart-time consultant's utilization is calculated correctly, the best approach is to:

Create a new Work Calendarwith a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).

Assign the new work calendarto the part-time consultant.

Ensure utilization calculations respect the work calendar, as PSA calculates utilization based on available hours from the assigned work calendar.

Option A (Creating a new "Role")is incorrect because roles do not impact utilization calculations directly.

Option C (Creating a new Utilization Calculation)is incorrect because utilization calculations apply broadly and should not be created for individual cases.

Thus, the correct answer isB.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Toopt in for push updatesoradjust the schedule of updatesfor FinancialForce applications:

Go to System Administrator Workspacein the FinancialForce Community.

Check for push upgrade schedules– FinancialForce typically pushes major releasestwice a year (Spring and Fall)and minor service packs periodically.

Modify settings if neededto control when updates are received.

Option A (PSA Administration)is incorrect because it handles system configurations but not update scheduling.

Option C (Foundations Admin App)is incorrect as it focuses on system-wide configurations, not update schedules.

Thus, the correct answer isB.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Toprevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt, theGantt Global Settingsmust be configured:

Navigate to Custom Settings→ Gantt Global Settings.

Modify the settingsto remove the ability for Project Managers to create Assignments, Resource Requests, and Milestones from the Gantt.

Save and apply the changes.

Option A (Project Task Gantt Global Settings)is incorrect because it does not control high-level permissions for assignments and requests.

Option C (Project Task Gantt Preferences)is incorrect because it only controls user-specific preferences.

Thus, the correct answer isB.

References:

FF-PSA-v15-Customer-Overview_1.0

Understanding Backlog Scheduling in PSA:

Backlog refers to the revenue from future scheduled assignments and milestones.

Scheduled backlogincludes revenue from scheduled assignments and milestones.

Unscheduled backlogis the total expected revenue minus actual billings and scheduled revenue​.

Options Analysis:

Option A:"On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate."❌This is formanual backlog calculation, not scheduling.

Option B:"From the PSA Administration tab, click on Schedule Backlog Calculation."✅Correct! This allowsautomated backlog calculationsat regular intervals.

Option C:"From the Developer Console, run a script to Calculate Backlog."❌While possible, this isnot best practicefor system administrators.

Steps to Schedule Backlog Calculation:

OpenPSA Administration Tab.

LocateSchedule Backlog Calculation.

Set up parameters, including time period types (Month, Quarter, Year, Perpetual).

Configure the job to run automatically at a defined interval (e.g., weekly).

Validate execution via SalesforceScheduled Jobs.

References:

PSA Sys Admin Essentials Student Guide​.

Recommended PSA Admin Best Practices

FinancialForce PSA Community: Providesproduct updates, discussions, and Q&A.

Trailhead Modules: Helps admins staycertified and learn new skills.

Release Previews & Webinars: Coversupcoming changes, best practices, and new tools.

PSA Documentation: Includesrelease notes, feature console changes, and support guides.

Why Not Other Options?

Option A (SF User Group Instead of Trailhead): Trailhead isdirectly tied to PSA product updates, while SF User Groups focus more ongeneral Salesforce topics.

Option C (FinancialForceX Summit Events): While valuable, they arenot the primary sourcefor ongoing PSA updates.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 134-137​.

References:

Understanding Permission Sets and Visibility in PSA:

In PSA, permission sets control whichtabs and featuresa user can see.

If Kevin, a Type 1 employee,sees the Project Planner tab, he likely has aProject Manager-related permission setassigned​.

Options Analysis:

Option A:"Ensure Kevin is not assigned to the Project Manager Permission Set"✅Correct! TheProject Manager Permission Setgrants access to theProject Planner.

Option B:"Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission"❌Incorrect.Permission Controlsmanage functional access, notUI visibility.

Option C:"Ensure that the Project Planner is not Visible on Kevin's user profile"❌Incorrect. Profiles in PSA providebase access, butpermission setsdeterminefeature visibility.

Steps to Remove Project Planner Access for Kevin:

Navigate toSetup→Permission Set Assignments.

Search for Kevin’sassigned permission sets.

IfProject Manager Permission Setis assigned, remove it.

Log in as Kevin to verify that theProject Planner tabis no longer visible.

References:

PSA Sys Admin Essentials Student Guide​.

The"Is Report Master"field in utilization calculation determines whether the results of the calculation are displayed on theContact (Resource) record.

Purpose of "Is Report Master":

Ifchecked, the calculated utilization values appear directly on theContact recordfor each resource.

Ifunchecked, the utilization calculation is still processed but is not displayed on the resource's profile.

Utilization Calculation Process:

Utilization is calculated usingtimecards (historical utilization)andassignments (scheduled utilization).

The system determines billable and available hours based onWork Calendarsand time-tracked activities.

Common Use Cases:

Organizations oftencheck "Is Report Master"to ensureresource utilizationis visible on Contact records for reporting purposes.

If unchecked, utilization can still be accessed via reports and dashboards butwon’t appear on the Contact record.

Certinia PSA Utilization Calculation Guide​

PSA System Administration Essentials

References:

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using theSelf-Nominationfeature.

This feature can be enabled through aCustom Setting, which then allows the"PSA Resource Self-Nomination"Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1:Navigate toSetupin Salesforce.

Step 2:Search forCustom Settingsand select it.

Step 3:Find and enable"Self-Nominate for Resource Request".

Step 4:Open theLightning App Builderand edit theResource Request Detail Page.

Step 5:Add the"PSA Resource Self-Nomination"Lightning component to the page.

Step 6:Save and activate the page.

Why This Works?

The"Self-Nominate for Resource Request"setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to theResource Request Detail Page, eligible resources can easily apply for available projects.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65​.

References: