Certinia PSA-Sysadmin Practice Exam Questions & Answers

Understanding Time Periods in PSA

PSA requires predefined time periods to process timecards, utilization, and forecasting.

If time periods are not extended into the future, forecasting and utilization calculations will stop working beyond the last defined time period.

How to Extend Time Periods to 2030

Step 1: Create a .csv file with the appropriate time slices (years, quarters, months, weeks).

Step 2: Use Salesforce Data Import Wizard or Dataloader.io to import the records.

Step 3: Ensure the imported time periods align with your company's fiscal year.

Step 4: Verify in PSA that new time periods are correctly set up and available for reports.

Why Not Contact FinancialForce Support? (Option C)

FinancialForce Support is not required to create time periods. This is a standard admin task that can be completed using Salesforce tools.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.

To prevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt, the Gantt Global Settings must be configured:

Navigate to Custom Settings Gantt Global Settings.

Modify the settings to 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 is B.

FF-PSA-v15-Customer-Overview_1.0

If a Utilization Report is missing data for the last few weeks, consider these potential causes:

1. Time Period Issues:

Problem:

Time Periods may be missing, duplicated, or incorrectly configured.

Solution:

Navigate to PSA Administration > Time Periods and verify that all expected time periods exist without duplicates or gaps.

2. Utilization Calculation Job Failure:

Problem:

The scheduled Utilization Calculation job may have failed or stopped running.

Solution:

Navigate to Setup > Apex Jobs.

Check for errors or failures in the Utilization Calculation job.

If necessary, manually rerun the job to recalculate utilization.

Incorrect Answer Explanation:

PSA System Administration Essentials

Utilization Calculation Troubleshooting Guide

Certinia PSA has custom settings that can be applied at different levels: globally, at the profile level, or at the user level. Among the given options:

Search Resources Global -- This is a global setting and is not specific to an individual user.

Timecard Entry UI Personal -- This setting can be specific to a user. It allows users to customize their timecard entry UI, such as setting default values, modifying the number of rows displayed, or defining how time entry should behave.

Assignment Settings -- This setting applies to assignments and resource management at a broader level, not specific to an individual user.

Since Timecard Entry UI Personal is user-specific, the correct answer is B. Timecard Entry UI Personal.

PSA Sys Admin Essentials Student Guide Fall 20

PSA Data Dictionary Spring 2023

Why is Utilization Reporting Showing Inflated Hours?

Inflated utilization hours often occur when the report aggregates hours incorrectly.

Cause 1: Report Not Grouped by Resource (Correct - Option B)

If the Resource grouping is missing, billable, calendar, and credited hours might be summed multiple times.

Solution: Edit the report and add 'Resource' as a grouping field.

Cause 2: Incorrect Time Period Type Filter (Correct - Option C)

Utilization calculations are based on specific time period types (month, quarter, year).

If a report is missing the correct filter, hours might be duplicated across different time periods.

Solution: Apply a filter for the correct 'Time Period Type' (e.g., Month, Quarter, or Year).

Why Not the 'End Date' Filter? (Option A Incorrect)

The End Date filter controls the date range but does not impact hour duplication.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 113-116.

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

Use Muting Permission Sets:

Muting Permission Sets disable specific permissions within 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:

It avoids unnecessary duplication of Permission Set Groups.

It provides granular control over permissions without affecting other users.

Incorrect Answer Explanation:

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

Cloning is not recommended as it creates redundant permission sets.

C . Build your own permissions or Permission Set Groups Incorrect

This is time-consuming and unnecessary when Muting Permission Sets can achieve the same result efficiently.

PSA System Administration Guide

The Time Entry Permission Control determines who can create and submit timecards in PSA.

Primary Function:

Grants users the ability to enter time on behalf of another user.

Typically assigned to managers or team leads who report time for their teams.

Why This is Important:

Some organizations require managers or admins to log time entries when team members forget.

Ensures accurate utilization tracking and reporting.

Incorrect Answer Explanation:

A . It allows users to create a timecard for themselves Incorrect

This is default behavior; users do not need a special permission for this.

C . It allows users to create a timecard for specific projects Incorrect

Time Entry permission is not project-specific but rather user-specific.

PSA System Administration Guide