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| Topic |
Details |
| Topic 1 |
- Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs
|
| Topic 2 |
- 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 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 (Q44-Q49):
NEW QUESTION # 44
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?
- 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.
Answer: B
Explanation:
* Understanding Resource Request Permissions in PSA:
* ASales Associatemust have the appropriatePermission Controlto create aResource Request.
* TheResource Request Entry checkboxin Permission Control allows access.
* Options Analysis:
* Option A:"Assign the Resource Request Entry Permission Set."#Incorrect. There isno specific permission setfor Resource Request Entry.
* Option B:"Create a Permission Control record and select the Resource Request Entry checkbox."
#Correct! Permission Control records managespecific functional access, including Resource Request Entry.
* Option C:"Ensure the Resource Request Entry checkbox is selected on the User."#Incorrect. The User record does not contain this setting; it is part ofPermission Controls.
* Steps to Grant Resource Request Entry Permission:
* Navigate toPSA - Admin App.
* Click onPermission Controls.
* Create anew Permission Controlfor the Sales Associate.
* EnableResource Request Entry.
* Save and verify by attempting to create aResource Request.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 45
Your current setup of utilization automatically subtracts PSA Holidays from the total number of hours defined in a resource's "Work Calendar." How can utilization be configured so Holidays are not automatically subtracted?
- A. Go to App Launcher > navigate to "Utilization Calculation" > select the calculation you want modified > set "subtract holidays from total hours" to false
- B. Go to App Launcher > navigate to "PSA Administration" > select "Schedule Utilization" > Navigate to the Information section > set "subtract holidays from total hours" to false
- C. Go to App Launcher > navigate to "Configuration Groups" > select "Utilization" > select "subtract holidays from total hours" > set to false
Answer: A
NEW QUESTION # 46
In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?
- A. Enable "Self-Nominate for Work" custom setting > add the "PSA Self-Nomination" Lightning component to the Project Detail Page
- B. Enable "Candidates Can Self-Nominate for Work" custom setting > add the "PSA Resource Self- Nomination" Lightning component to the Lightning Home page
- C. Enable "Self-Nominate for Resource Request" custom setting > add the "PSA Resource Self- Nomination" Lightning component to the Resource Request Detail Page
Answer: C
Explanation:
* Understanding Self-Nomination for Resource Requests
* PSA allows resources to express interest in upcoming projects using theSelf-Nominationfeature.
* This feature can be enabled through aCustom Setting, which then allows the"PSA Resource Self-Nomination"Lightning component to be used.
* How to Enable Self-Nomination for Resource Requests
* Step 1:Navigate toSetupin Salesforce.
* Step 2:Search forCustom Settingsand select it.
* Step 3:Find and enable"Self-Nominate for Resource Request".
* Step 4:Open theLightning App Builderand edit theResource Request Detail Page.
* Step 5:Add the"PSA Resource Self-Nomination"Lightning component to the page.
* Step 6:Save and activate the page.
* Why This Works?
* The"Self-Nominate for Resource Request"setting allows resources to nominate themselves for work using the Lightning component.
* By adding this component to theResource Request Detail Page, eligible resources can easily apply for available projects.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.
References:
NEW QUESTION # 47
Project Managers would like to display several fields prominently on the Project Lightning Page. Which PSA Lightning Component could you use to meet this need?
- A. FF Highlights
- B. FF Field Overview
- C. FF PSA Field Summary
Answer: A
NEW QUESTION # 48
One of the Project Managers in your company has reached out to you to resolve an issue. Many of the Timecards that were approved in the last week against projects are not reflecting back on the Project Actuals.
You check that the Actuals Configuration Group > Calculation Mode option is set to "Scheduled".
What is the next step you should take?
- A. Navigate to "Error Logs", and check the details of the error in the "Message" field for each error log record
- B. Navigate to "Logs", and check the details of the error in the "Message" field.for each log record
- C. Navigate to "App Logs", and check the details of the error in the "Message" field for each agg log record
Answer: C
NEW QUESTION # 49
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