Certinia PSA-Sysadmin PSA System Administrator 2023 Exam Practice Test

Go to Setup > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page

Go to Setup > Object Manager > Project > Lightning Record Pages > select the assigned lightning page > Edit the page > navigate to the "Buttons" component > drag the "Gantt" button onto the page

Go to Setup > Object Manager > Project > page layouts > open the assigned page layout > navigate to the "Mobile & Lightning Actions" menu > drag the "Gantt" button onto the page

Search Resources Global

Timecard Entry Ul Personal

Assignment Settings

You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.

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.

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.

Navigation Configuration Builder, Lighting App Builder, PSA Administration Tool

Navigation Configuration Builder Highlights Configuration Builder Lighting App Builder

Navigation Configuration Builder, Lighting App Builder, Heroku App Builder

Project Task Gantt Global Settings

Gantt Global Settings

Project Task Gantt Preferences

Bookings. Budgets. Revenue. Costs. Margin

Bookings, Billings. Forecasts. Costs. Margin

Bookings Billings Revenue Costs Margin

Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission

Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field

Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted

Configuration Groups

Custom Settings

PSA Administration Page

The approver must be in the same role hierarchy as the submitter

The approver must have Read permissions on the "Timecard" object

The approver must be set up as a Delegated Approver for the submitter

PSA Administration

System Administrator Workspace

Foundations Admin Agg

The Effective Date value on the Miscellaneous Adjustments records is within the Date range of the Time period used on the Billing Generation process.

The person running the Billing Event Generation process does not have Billing Miscellaneous Adjustments permission control for the Region. Account, or Project selected on the Billing Generation process.

The Transaction Category value on the Miscellaneous Adjustments record exists in the Configuration option: BillingCategories.

Transaction Reconciliation

User Management

Manage Accounts

Some enhancements and fixes are enabled automatically

All features are enabled by default

Any features that might have a significant impact on your data are disabled by default

Create a report on the "Project" object > add the Billings. Margin, and Total Costs > Group by Project Name > filter by Current Time Period

Create a report on the "Project Actuals" object > add the Billings. Margin and Total Costs > Group by Project > filter by Time Period

Create a report on the "Backlog Detail" object > add the Billings. Margin, and Total Costs > Group by Project > filter by Time Period

Adjust the Resource's work calendar to 40 hours and refresh the report

Create a Summary Level formula so the subtotal is calculated and not summed

Set the "Utilization" setting for Target Utilization Approach to "Weighted"

Set up an Expense Limit that will limit the expense based on the Expense Type on the Expense Limit record at the global region level.

Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.

Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.

PSA Administration

System Administrator Workspace

Backlog Details

Creating a milestone

Being assigned to a project

Entering a timecard and expense report