What tools can you use to customize your workspaces?
Answer : A
To customize your workspaces in Certinia PSA, you can use the following tools:
Navigation Configuration Builder:
Allows you to configure the workspace navigation and define available links.
Customizes the layout and sections of workspaces.
Lightning App Builder:
Enables customization of Lightning pages, including adding/removing components.
Used to adjust the UI and layout of the workspace.
PSA Administration Tool:
Allows administrators to configure PSA-specific settings.
Used for advanced PSA configurations and settings.
These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.
PSA Sys Admin Essentials Student Guide
How would you determine what version of PSA your organization is on?
Answer : A
Where to Find the PSA Version
Step 1: Navigate to Setup in Salesforce.
Step 2: Search for Installed Packages.
Step 3: Look for 'PSA Core' in the list of installed packages.
Step 4: Check the version number displayed 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.
Your company hired its first part-time employee that needs to be set up as a Consultant in PS
Answer : B
To ensure that a part-time consultant's utilization is calculated correctly, the best approach is to:
Create a new Work Calendar with a 20-hour work week (e.g., 4 hours per day for a 5-day workweek).
Assign the new work calendar to the part-time consultant.
Ensure utilization calculations respect the work calendar, as PSA calculates utilization based on available hours from the assigned work calendar.
Option A (Creating a new 'Role') is incorrect because roles do not impact utilization calculations directly.
Option C (Creating a new Utilization Calculation) is incorrect because utilization calculations apply broadly and should not be created for individual cases.
Thus, the correct answer is B.
PSA Sys Admin Essentials Student Guide Fall 20
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)
Answer : B, C
Issue: Missing Availability Column in Resource Planner
The Resource Planner displays resource availability, but missing settings can cause the column to disappear.
Cause 1: Resource Availability Column is Not Selected (Correct - Option B)
Step 1: Open the Resource Planner.
Step 2: Click on the Columns List settings.
Step 3: Ensure that 'Resource Availability' is selected as one of the displayed columns.
Step 4: Save changes and refresh the planner.
Cause 2: Field-Level Access Restrictions (Correct - Option C)
Step 1: Navigate to Setup > Object Manager.
Step 2: Search for the Contact Object (which holds Resource Availability data).
Step 3: Go to Field-Level Security and check if 'Resource Availability' is visible for managers.
Step 4: If necessary, update Field Permissions to grant access.
Incorrect Option (A: Utilization Ermine Setting)
There is no setting named 'Utilization Ermine' under Utilization Custom Settings.
Utilization settings do impact availability calculations, but they do not hide the column from the Resource Planner.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 75-77.
A Services manager has asked you to set up a unique "FF Navigation" lightning component on the "Services Delivery Workspace" that will provide separate options to users based on which team (business unit) they belong to.
Which two of the following actions would successfully accomplish the required setup? (Choose two.)
Answer : B, C
Understanding the FF Navigation Component
The FF Navigation component provides a tailored navigation experience for users.
It can be customized based on business units (teams) to show different navigation options.
Option 1: Clone the Page for Each Team (Correct - Option B)
Step 1: Navigate to Lightning App Builder.
Step 2: Clone the existing Service Delivery Workspace page.
Step 3: Modify the FF Navigation component in each cloned page to fit the respective team's needs.
Step 4: Assign different pages to different teams using Lightning Page Assignments.
Option 2: Use Component Visibility Rules (Correct - Option C)
Step 1: Open Lightning App Builder.
Step 2: Add two instances of the 'FF Navigation' component to the Service Delivery Workspace page.
Step 3: Configure component visibility rules based on User Profile, Role, or Business Unit.
Step 4: Save and activate the page.
Incorrect Option (A: Hide Navigation Sections)
The 'Hide Navigation Sections' setting does not support team-based navigation customization.
Instead, cloning pages or using visibility rules is the correct approach.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 78-80.
Currently Project Managers and Resource Managers are using Gantt. You do not want your Project Managers creating assignment, resource requests or milestones from the Gantt. Which of the following custom settings should you configure to hide these buttons?
Answer : B
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
Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?
Answer : A
To allow end-users to add their assignments to build their 'Experience', the following configuration setting must be enabled:
Navigate to Configuration Options.
Locate the setting 'enable-skills-experience'.
Ensure that the 'Enable Experience' checkbox is selected.
Save and apply changes.
Option B (Skills Management custom setting) is incorrect because experience tracking is not controlled at the custom settings level.
Option C (Enable Experience on PSA Contact record) is incorrect because this setting does not exist on the contact record.
Thus, the correct answer is A.
PSA Sys Admin Essentials Student Guide Fall 20