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Certinia PSA System Administrator 2023 Sample Questions (Q40-Q45):
NEW QUESTION # 40
When setting up a Utilization calculation, what does the "Is Report Master" field mean?
- A. Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"
- B. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
- C. Calculated utilization value from this job gets surfaced on the Contact record
Answer: C
NEW QUESTION # 41
Where would you go to opt in for push updates, or to update the schedule of when an update will be pushed for FinancialForce applications?
- A. Foundations Admin Agg
- B. System Administrator Workspace
- C. PSA Administration
Answer: B
Explanation:
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
NEW QUESTION # 42
You receive a requirement to add a secondary approval for Expense Reports whenever an Expense amount exceeds the set threshold amount.
How would you configure this?
- A. Go to Setup > Object Manager > Expense Reports > Lightning Page > Edit the "Approval Process" Component to add an Approval Step
- B. Go to Setup > Custom Settings > Expense Settings > edit the "Secondary Approval" setting
- C. Go to Setup > Approval Processes > Expense Reports > Create a new Approval Process with Entry Criteria for the Expense Amount
Answer: C
NEW QUESTION # 43
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?
- A. An "Accounting Log" record
- B. A "Revenue Item" record
- C. A 'Transaction Delta" record
Answer: C
Explanation:
When a timecard is entered into the system, aTransaction Deltarecord is generated. This record is essential for calculating actuals.
* What is a Transaction Delta Record?
* It is a record that tracks the impact of approvedtimecards, budgets, billable milestones, and other financial elements.
* It signals whichfields need to be updatedin project actuals.
* Process Flow in Scheduled Mode:
* When a timecard isapproved, the system creates aTransaction Delta record.
* TheActuals Jobpicks up this delta record and updates actuals.
* TheTransaction Delta recordis deleted once the update is complete.
* Where to Monitor Transaction Delta Records?
* Add the following related lists to the Project page layout:
* Project Actuals
* Transaction Log
* Transaction Deltas
* Troubleshooting Errors with Actuals:
* If actuals are not reflecting, check for unprocessedTransaction Delta records.
* Manually trigger theActuals Calculation Jobfrom thePSA Administration tab.
* Certinia PSA Actuals Processing Guide
* Certinia PSA System Administration Essentials
References:
NEW QUESTION # 44
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 "Utilization Calculation" > select the calculation you want modified > set "subtract holidays from total hours" to false
- B. Go to App Launcher > navigate to "Configuration Groups" > select "Utilization" > select "subtract holidays from total hours" > set to false
- C. Go to App Launcher > navigate to "PSA Administration" > select "Schedule Utilization" > Navigate to the Information section > set "subtract holidays from total hours" to false
Answer: B
Explanation:
* 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 project instead of deducting from standard hours.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 117-118.
References:
NEW QUESTION # 45
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