Certinia PSA-Sysadmin PSA System Administrator 2023 Exam Practice Test

Answer : A

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click on App Launcher in Salesforce.

Search for and select PSA Administration.

Locate the App Log Cleanup Job:

Go to PSA Batch Processes.

Look for App Log Cleanup Job.

Execute the Cleanup Job:

Click on Run Now to initiate the job.

This will delete old app logs related to Actuals, Billing, and EVAs.

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule the App Log Cleanup Job to run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide

Answer : A

Understanding Missing Timecards Notification in PSA:

PSA tracks missing timecards to ensure compliance with time entry policies.

The system can automatically notify resources who have not submitted their timecards.

Options Analysis:

Option A: 'Use the Missing Timecards Scheduled Job and Email Alert' Correct! PSA provides a scheduled job to detect missing timecards and send automated email alerts.

Option B: 'Use the Time Variance Scheduled Job and Email Alert' Incorrect! Time Variance is used to compare planned vs actual hours worked.

Option C: 'Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email' Possible, but not the best method since it requires manual intervention.

Steps to Schedule Missing Timecards Notification:

Go to PSA Administration Tab.

Find Missing Timecards Scheduled Job.

Configure the job:

Week End Date: Auto-filled.

Include Sublevels: Yes (for hierarchical reporting).

Type: Last Week (ensures past week's time compliance).

Schedule Frequency: Weekly (e.g., Monday 9 AM).

Set up an email alert template to notify employees.

Monitor missing timecards via reports.

PSA Sys Admin Essentials Student Guide.

Answer : C

When a timecard is entered into the system, a Transaction Delta record is generated. This record is essential for calculating actuals.

What is a Transaction Delta Record?

It is a record that tracks the impact of approved timecards, budgets, billable milestones, and other financial elements.

It signals which fields need to be updated in project actuals.

Process Flow in Scheduled Mode:

When a timecard is approved, the system creates a Transaction Delta record.

The Actuals Job picks up this delta record and updates actuals.

The Transaction Delta record is deleted once the update is complete.

Where to Monitor Transaction Delta Records?

Add the following related lists to the Project page layout:

Project Actuals

Transaction Log

Transaction Deltas

Troubleshooting Errors with Actuals:

If actuals are not reflecting, check for unprocessed Transaction Delta records.

Manually trigger the Actuals Calculation Job from the PSA Administration tab.

Certinia PSA Actuals Processing Guide

Certinia PSA System Administration Essentials

Answer : B

To change the default scheduling strategy used when creating an assignment on a project:

Navigate to Configuration Options:

Go to App Launcher in Salesforce.

Search for and open PSA Administration.

Locate Configuration Options.

Find the Scheduling Configuration Group:

Look for the configuration group related to Scheduling.

Open the Configuration Value record for Scheduling.

Adjust the Default Scheduling Strategy:

Modify the Default Scheduling Strategy to the new preferred value.

Save changes.

Test the Configuration:

Create a new Assignment on a Project.

Verify that the new default scheduling strategy is applied.

PSA System Administration Guide

Certinia PSA Data Dictionary and Configuration Guide

Answer : A

To update the Milestones related list on the Project page with the most useful fields:

Go to Setup Object Manager.

Find and open the 'Project' object.

Navigate to Page Layouts and select the active layout.

Scroll to the 'Milestones' related list.

Modify the fields displayed (e.g., Target Date, Amount, Status, etc.).

Save the changes and refresh the page.

Option B (Updating the Milestone Page Layout instead of Project Page Layout) is incorrect because the Milestone object does not control related lists on the Project page.

Option C (Updating the Project Field Set on the Milestone object) is incorrect because field sets control default field visibility, not related lists.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

Answer : B

Understanding Utilization Calculation and Holidays

The Utilization Calculation process considers various factors, including work calendars and holidays.

The default behavior is to subtract holidays from the total work hours when computing utilization. This is controlled by the Configuration Option: 'subtract-holidays-from-total-hours = true'.

If the company does not want PSA to subtract holidays automatically, this setting must be changed to false.

How to Change This Setting

Step 1: Open the App Launcher in Salesforce.

Step 2: Navigate to Configuration Groups.

Step 3: Select 'Utilization' from the list of configuration groups.

Step 4: Locate the option 'subtract holidays from total hours'.

Step 5: Set this value to false and save changes.

Why This Works?

By setting 'subtract holidays from total hours' to false, PSA will stop deducting holidays from the available hours in the resource's utilization calculation.

This is useful for companies that manage leave differently, such as through a global PTO project instead of deducting from standard hours.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 117-118.

Answer : B

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