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Certinia PSA-Sysadmin Exam Syllabus Topics:
Topic
Details
Topic 1
- Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs
Topic 2
- Schedule
- Review
- Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.
Topic 3
- Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.
Topic 4
- PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
- or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
- importing Regions-Practices-Groups.
Topic 5
- User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.
Certinia PSA System Administrator 2023 Sample Questions (Q42-Q47):
NEW QUESTION # 42
In your organization, you always send 2 separate invoices to your customers - one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?
- A. You would set the "Include Misc Adjustments" settings in the "Billing" custom settings to "False", so those are included in a separate Billing Event from Timecards & Expenses.
- B. In the first Billing cycle, the Billing team would deselect the "Include Misc Adjustment" checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select "Include Misc Adjustment" and deselect "Include Timecards and Expenses", resulting in two separate Billing Events.
- C. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.
Answer: C
NEW QUESTION # 43
Your organization has decided to change the default scheduling strategy to be used as a starting point when creating an Assignment on the Project.
Which of the following tasks do you need to perform to accommodate this requirement?
- A. Adjust the Configuration Value record for Scheduling
- B. Delete the Configuration Value record for Scheduling
- C. Remove scheduling strategy options that will not be used by adjusting the Assignment custom setting.
Answer: A
Explanation:
To change the default scheduling strategy used when creating an assignment on a project:
* Navigate to Configuration Options:
* Go toApp Launcherin Salesforce.
* Search for and openPSA Administration.
* LocateConfiguration Options.
* Find the Scheduling Configuration Group:
* Look for the configuration group related toScheduling.
* Open theConfiguration Value recordfor Scheduling.
* Adjust the Default Scheduling Strategy:
* Modify theDefault Scheduling Strategyto the new preferred value.
* Save changes.
* Test the Configuration:
* Create a new Assignment on a Project.
* Verify that the newdefault scheduling strategyis applied.
* PSA System Administration Guide
* Certinia PSA Data Dictionary and Configuration Guide
References:
NEW QUESTION # 44
How would you determine what version of PSA your organization is on?
- A. Go to Setup > Installed Packaqes > FinancialForce Central
- B. Go to Setup > Installed Packages > PSA Core
- C. Go to Setup > Installed Packages > PS Enterprise
Answer: B
Explanation:
* Where to Find the PSA Version
* Step 1:Navigate toSetupin Salesforce.
* Step 2:Search forInstalled Packages.
* Step 3:Look for"PSA Core"in the list of installed packages.
* Step 4:Check theversion numberdisplayed next to "PSA Core".
* Why Not PS Enterprise or FinancialForce Central?
* "PS Enterprise"includes additional components but does not display the main PSA version.
* "FinancialForce Central"is unrelated to PSA versioning.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.
References:
NEW QUESTION # 45
Your company has both full time and part time resources. From a Human Resources perspective, part time resources can work any number of hours per week. From a Resource Planning perspective, management has agreed that part time workers can be estimated at 20 hours per week.
Based on this information, how many work calendars should be created?
- A. One full time work calendar, and one part time work calendar
- B. One full time work calendar, and one work calendar for each unique part time contract
- C. One full time work calendar, one part time work calendar, and one generic flexible work calendar
Answer: A
Explanation:
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.
NEW QUESTION # 46
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. Calculated utilization value from this job gets surfaced on the Contact record
- C. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
Answer: B
Explanation:
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:
NEW QUESTION # 47
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