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Certinia PSA System Administrator 2023 Sample Questions (Q26-Q31):
NEW QUESTION # 26
A manager was looking at utilization for a resource for the last two months. The resource was identified as 80% utilized for each month, but the subtotal section showed 160% for the user for that same two month period.
How can the report be fixed to show 80% instead of 160%?
- A. Adjust the Resource's work calendar to 40 hours and refresh the report
- B. Set the "Utilization" setting for Target Utilization Approach to "Weighted"
- C. Create a Summary Level formula so the subtotal is calculated and not summed
Answer: B
NEW QUESTION # 27
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?
- A. Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years
2025-2030 into your org - B. Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org
- C. Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org
Answer: A
Explanation:
* Understanding Time Periods in PSA
* PSA requirespredefined time periodsto process timecards, utilization, and forecasting.
* If time periods are not extended into the future,forecasting and utilization calculations will stop workingbeyond the last defined time period.
* How to Extend Time Periods to 2030
* Step 1:Create a.csvfile with the appropriate time slices (years, quarters, months, weeks).
* Step 2:UseSalesforce Data Import WizardorDataloader.ioto import the records.
* Step 3:Ensure the imported time periods align with yourcompany's fiscal year.
* Step 4:Verify in PSA that new time periods are correctly set up and available for reports.
* Why Not Contact FinancialForce Support? (Option C)
* FinancialForce Support is not requiredto create time periods. This is astandard admin task that can be completed using Salesforce tools.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.
References:
NEW QUESTION # 28
Managers want to be able to edit expenses once they are marked as approved, "Include in Financials" is selected, but before the Billing Events are created. Which of the following options do you choose under the Permission Control record?
- A. Expense Edit
- B. Expense Ops Edit
- C. Expense Entry
Answer: B
Explanation:
* Understanding Expense Editing in PSA:
* Once anexpense is approvedand the "Include in Financials" field is selected,expenses are locked for modification.
* However,managers can still edit expenses before a billing event is createdwith the correct permission control.
* Options Analysis:
* Option A:"Expense Ops Edit"#Correct! Grantsedit access to approved expensesbefore they are included in billing events.
* Option B:"Expense Entry"#Incorrect. This allows expense creation, not modification of approved expenses.
* Option C:"Expense Edit"#Incorrect. This general permission does not overridelocked expense records.
* Steps to Enable Expense Editing for Managers:
* Go toPermission ControlsinPSA Administration.
* Create a newPermission Controlfor the manager.
* AssignExpense Ops Editpermission.
* Save and test the ability to edit approved expenses.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 29
When setting up a Utilization calculation, what does the "Is Report Master" field mean?
- A. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
- B. Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"
- C. Calculated utilization value from this job gets surfaced on the Contact record
Answer: C
NEW QUESTION # 30
A Resource Record is required to perform which two of the following actions? (Choose two.)
- A. Entering a timecard and expense report
- B. Being assigned to a project
- C. Creating a milestone
Answer: A,B
NEW QUESTION # 31
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