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| Topic |
Details |
| Topic 1 |
- 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.
|
| Topic 2 |
- Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs
|
| Topic 3 |
- 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 4 |
- 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 5 |
- 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.
|
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Certinia PSA System Administrator 2023 Sample Questions (Q47-Q52):
NEW QUESTION # 47
What is the best way for a System Administrator to Schedule Backlog in Lightning?
- A. From the Developer Console run a script to Calculate Backlog
- B. From the PSA Administration tab click on Schedule Backlog Calculation
- C. On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate.
Answer: B
NEW QUESTION # 48
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?
- A. Schedule the RPGPR Maintenance Batch in PSA Administration
- B. Enable the RPGPR Time Period auto update feature in Setup
- C. Manually update the Time Period on all RPGPR records
Answer: A
Explanation:
* Understanding RPGPR (Region, Practices, Groups, Projects, and Resources) Updates:
* TheCurrent Time Periodin PSA must be updated regularly to ensure accurate reporting and forecasting.
* RPGPR entities are used for structuring project and resource hierarchies, making it essential to maintain updated time periods.
* Options Analysis:
* Option A:"Schedule the RPGPR Maintenance Batch in PSA Administration"#This is the correct answer because theRPGPR Maintenance Batchresets the Current Time Period to the default value (usually "All Time Periods") and ensures all RPGPR records remain synchronized.
* Option B:"Manually update the Time Period on all RPGPR records"#This is inefficient, error- prone, and impractical for large organizations.
* Option C:"Enable the RPGPR Time Period auto-update feature in Setup"#No such direct feature exists in PSA to auto-update the RPGPR Time Period.
* Steps to Schedule RPGPR Maintenance Batch:
* Navigate toPSA Administration.
* Locate theRPGPR Maintenance Batchoption.
* Configure the job to run at a set interval (e.g., daily or weekly).
* Monitor the job execution via Apex Jobs in Salesforce.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 49
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
- A. Create a Support ticket
- B. Go to FF Community, download the package, and install it
- C. Call your FF Account Executive
Answer: A
Explanation:
If thePSA Workspaces package is not installed, follow these steps:
* Verify PSA Workspaces Installation:
* Navigate toSetup > Installed Packages.
* Search for"PSA Workspaces"to confirm if it is present.
* If Missing, Request Installation:
* PSA Workspacescannot be manually downloaded from the FinancialForce (Certinia) Community.
* Instead, you mustsubmit a support ticketto Certinia to request installation.
* How to Submit a Support Ticket:
* Go toCertinia Support Portal.
* Submit a request forPSA Workspaces package installation.
* Provide details about yourPSA versionandorganization needs.
* PSA Sys Admin Essentials Student Guide
References:
NEW QUESTION # 50
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
- A. Create a Support ticket
- B. Go to FF Community, download the package, and install it
- C. Call your FF Account Executive
Answer: C
NEW QUESTION # 51
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. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that
"Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.
- C. 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.
Answer: B
Explanation:
To automaticallygenerate two separate invoices-one forTimecards & Expensesand another forMisc Adjustments, follow these steps:
* Navigate to Configuration Groups# Billing.
* Locate the setting"separateMiscellaneousAdjustments".
* Set the value to "True"to ensure Misc Adjustments are separated into a different Billing Event.
* Save and apply the changes.
* Option B (manually selecting checkboxes in each billing cycle)is incorrect because it requires manual intervention and does not automate the process.
* Option C (changing the "Include Misc Adjustments" setting in Billing custom settings)is incorrect because this setting does not control the separation of billing events.
Thus, the correct answer isA.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
NEW QUESTION # 52
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