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PSA System Administrator 2023

Last Update 5 days ago
Total Questions : 60

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Question # 1

When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.

What is that record called?

Options:

A.  

An "Accounting Log" record

B.  

A "Revenue Item" record

C.  

A 'Transaction Delta" record

Discussion 0
Question # 2

In your company, you have 2 types of users:

Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner

Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner

All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.

Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.

Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?

Options:

A.  

Ensure Kevin is not assigned to the Project Manager Permission Set

B.  

Ensure Kevin does not have a Permission Control record for the "Project Planner View" permission

C.  

Ensure that the Project Planner is not Visible on Kevin's user profile

Discussion 0
Question # 3

Which of the following are currently available PSA workspaces?

Options:

A.  

Project Management Workspace, Resource Management Workspace. Services Delivery Workspace

B.  

Project Management Workspace, Task Planning Workspace. Services Delivery Workspace

C.  

Project Management Workspace Milestone Forecast Workspace Resource Management Workspace

Discussion 0
Question # 4

Your company wants to regularly update the current Time Period for all Region, Practices, Groups, Projects, and Resources (RPGPR). Which is the best option to meet this requirement?

Options:

A.  

Schedule the RPGPR Maintenance Batch in PSA Administration

B.  

Manually update the Time Period on all RPGPR records

C.  

Enable the RPGPR Time Period auto update feature in Setup

Discussion 0
Question # 5

A Sales Associate is unable to enter a Resource Request. They have a Resource Contact record with the essential values populated, and the associated User record has been properly set up as well.

Which of the following steps should you take to grant the required additional permission?

Options:

A.  

Assign the Resource Request Entry Permission Set.

B.  

Create a Permission Control record and select the Resource Request Entry checkbox.

C.  

Ensure the Resource Request Entry checkbox is selected on the User.

Discussion 0
Question # 6

An Administrator can find the majority of settings for PSA in which two of the following areas? (Choose two.)

Options:

A.  

Configuration Groups

B.  

Custom Settings

C.  

PSA Administration Page

Discussion 0
Question # 7

You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PS

A.  

Since the historical data volume is relatively low, you have decided to migrate the data manually and not use the Data Loader tool.

Using the Manager Skills and Certification lightning component, you first select the internal resource's name for whom you want to capture the "Skills and Certification" ratings. However, you notice you do not have the option to "Add" new skills and Certification for that resource on the screen. You are one of the Salesforce/PSA System Administrators for your company and have the System Administrator profile.

Of the following, which one could explain why you are unable to migrate skills data for that resource?

Options:

A.  

You do not have the required Skills and Certification Entry Permission Set assigned to the resource

B.  

You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings

C.  

You do not have the "Skills and Certification Entry" Permission Control set to TRUE

Discussion 0
Question # 8

The Finance Team is interested in limiting the amount for a particular type of expense company-wide.

Of the following, which is the best solution to accomplish this?

Options:

A.  

Set up an Expense Limit that will limit the expense based on the Expense Type on the Expense Limit record at the global region level.

B.  

Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.

C.  

Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.

Discussion 0
Question # 9

Your company has asked you as the Sysadmin to edit a few Timecards that have already been approved. There are no Billing Events associated with the Timecards. What specific system permission allows you to perform this action?

Options:

A.  

The System Administrator Profile

B.  

None - PSA does not allow any updates to approved Timecards

C.  

The Timecard Ops Edit Permission Control

Discussion 0
Question # 10

You have received a requirement to add the "Gantt" button to the Project page layout. Dynamic Forms are not in use. How would you configure this change?

Options:

A.  

Go to Setup > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page

B.  

Go to Setup > Object Manager > Project > Lightning Record Pages > select the assigned lightning page > Edit the page > navigate to the "Buttons" component > drag the "Gantt" button onto the page

C.  

Go to Setup > Object Manager > Project > page layouts > open the assigned page layout > navigate to the "Mobile & Lightning Actions" menu > drag the "Gantt" button onto the page

Discussion 0
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