Pass the Certinia PSA Certified PSA-Sysadmin Questions and answers with ExamsMirror

Best practice for limiting permissions in a FinancialForce Permission Set Group:

Use Muting Permission Sets:

Muting Permission Setsdisable specific permissionswithin a Permission Set Group.

Instead of modifying or duplicating a permission set,mute only the permissions you do not need.

Why This is the Best Practice:

Itavoids unnecessary duplicationof Permission Set Groups.

It providesgranular controlover permissions without affecting other users.

Incorrect Answer Explanation:

B. Clone the Permission Set Group and remove unwanted permissions → Incorrect

Cloning isnot recommendedas it createsredundantpermission sets.

C. Build your own permissions or Permission Set Groups → Incorrect

This istime-consuming and unnecessarywhenMuting Permission Setscan achieve the same result efficiently.

PSA System Administration Guide

References:

Understanding Utilization Calculation and Holidays

TheUtilization Calculationprocess considers various factors, including work calendars and holidays.

Thedefault behavioris to subtract holidays from the total work hours when computing utilization. This is controlled by theConfiguration Option:"subtract-holidays-from-total-hours = true".

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

How to Change This Setting

Step 1:Open theApp Launcherin Salesforce.

Step 2:Navigate toConfiguration 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 tofalseand save changes.

Why This Works?

By setting"subtract holidays from total hours"tofalse, 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 aglobal PTO projectinstead of deducting from standard hours.

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

References:

Certinia PSA hascustom settingsthat 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 settingcan be specific to a user. It allows users to customize theirtimecard 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 toassignments and resource managementat a broader level, not specific to an individual user.

SinceTimecard Entry UI Personalisuser-specific, the correct answer isB. Timecard Entry UI Personal.

References:

PSA Sys Admin Essentials Student Guide Fall 20​

PSA Data Dictionary Spring 2023

Toopt in for push updatesoradjust the schedule of updatesfor FinancialForce applications:

Go to System Administrator Workspacein the FinancialForce Community.

Check for push upgrade schedules– FinancialForce typically pushes major releasestwice a year (Spring and Fall)and minor service packs periodically.

Modify settings if neededto control when updates are received.

Option A (PSA Administration)is incorrect because it handles system configurations but not update scheduling.

Option C (Foundations Admin App)is incorrect as it focuses on system-wide configurations, not update schedules.

Thus, the correct answer isB.

References:

PSA Sys Admin Essentials Student Guide Fall 20

AResource Recordis a critical entity in PSA that allows individuals to be allocated to projects and log their time and expenses.

Being Assigned to a Project:

A resource must be registered as aPSA Resourceto be allocated to a project.

Assignments linkResourcestoProjects and Tasksfor scheduling and workload planning.

Entering a Timecard and Expense Report:

Resources must exist in PSA fortime and expense entry.

If a Resource Record is missing, userscannot log timecards or submit expenses.

What a Resource Record is NOT Required For:

Creating a milestonedoesnotrequire a Resource Record. Milestones arefinancial eventslinked to a project, not individual resources.

PSA System Administration Guide

References:

Understanding Permission Sets and Visibility in PSA:

In PSA, permission sets control whichtabs and featuresa user can see.

If Kevin, a Type 1 employee,sees the Project Planner tab, he likely has aProject Manager-related permission setassigned​.

Options Analysis:

Option A:"Ensure Kevin is not assigned to the Project Manager Permission Set"✅Correct! TheProject Manager Permission Setgrants access to theProject Planner.

Option B:"Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission"❌Incorrect.Permission Controlsmanage functional access, notUI visibility.

Option C:"Ensure that the Project Planner is not Visible on Kevin's user profile"❌Incorrect. Profiles in PSA providebase access, butpermission setsdeterminefeature visibility.

Steps to Remove Project Planner Access for Kevin:

Navigate toSetup→Permission Set Assignments.

Search for Kevin’sassigned permission sets.

IfProject Manager Permission Setis assigned, remove it.

Log in as Kevin to verify that theProject Planner tabis no longer visible.

References:

PSA Sys Admin Essentials Student Guide​.

Understanding Timecard Approval Process

When a user submits aTimecard, it follows aSalesforce Approval Process.

The approver can be defined based on aDelegated Approver setting.

How to Set Up a Timecard Approver

Step 1:Navigate toSetup > Users.

Step 2:Select the user who needs an approver.

Step 3:Scroll to theDelegated Approverfield.

Step 4:Assign a manager or team lead as theDelegated Approver.

Step 5:Save and test by submitting aTimecard Approval Request.

Why Not Other Options?

Option A:The role hierarchydoes not automatically grant approval rights.

Option B:Read permissions on the "Timecard" objectdo not make a user an approver.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 53​.

References:

Toupdate Resource Roles in PSA, you need to modify thepicklists of two objects:

Contact Object– This contains the primary Resource Role field, which determines a resource's default role.

Assignment Object– This ensures that resource role updates apply to assignments where resources are staffed.

Option B (Work Calendars)is incorrect because Work Calendars define availability, not Resource Roles.

Thus, the correct answers areA and C.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Understanding App Logs in PSA:

App Logscapture errors related to actuals, billings, timecard rollups, and other processes.

Excessive logscan cause system performance issuesand should be cleaned up regularly​.

Options Analysis:

Option A:"PSA Administration"✅Correct!App Log Cleanup Jobin PSA Administration allows bulk deletion of old logs​.

Option B:"System Administrator Workspace"❌Not specific to PSA logs.

Option C:"Backlog Details"❌Irrelevant; backlog pertains to revenue forecasting.

Steps to Delete App Logs in Bulk:

Navigate toPSA Administration.

FindApp Log Cleanup Job.

Run the cleanup job to remove outdated logs.

Alternatively, useDataloader.iofor bulk deletion.

References:

PSA Sys Admin Essentials Student Guide​.

Everything you need to know about FinancialForce Project Actuals​.

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​.