2025 Updated Certinia PSA-Sysadmin Certification Study Guide Pass PSA-Sysadmin Fast
PSA-Sysadmin Dumps PDF 2025 Program Your Preparation EXAM SUCCESS
Certinia PSA-Sysadmin Exam Syllabus Topics:
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NEW QUESTION # 10
You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
- A. As PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.
- B. As the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.
- C. Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.
Answer: C
NEW QUESTION # 11
Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?
- A. Go to the Milestone object > Fields Sets > Project Field Set > Update fields
- B. Go to the Milestone object > Milestone Page Layout > Project Related List > Update fields
- C. Go to the Project object > Project Page Layout > Milestones Related List > Update fields
Answer: C
NEW QUESTION # 12
You recently activated a Project Management Workspace and are notified that some users are seeing the following error on the navigation component:
Error: "You do not have access to the Apex class named 'wksp_navigation'." Which permission do you need to add for the user?
- A. Add the Apex Class "wksp navigation" to the User's Permission Set or Profile
- B. Create a Permission Control for the user for "Workspaces" for their Region, Practice, or Group
- C. Add the "PSA Workspace Navigation Apex Class" Permission Set to the User
Answer: B
NEW QUESTION # 13
In your organization, you always send 2 separate invoices to your customers - one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?
- A. 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.
- B. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.
- C. 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.
Answer: B
NEW QUESTION # 14
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
- A. Feature Console
- B. PSA Admin App
- C. PSA Administration
Answer: C
Explanation:
* Understanding Backlog and Utilization Calculation in PSA:
* Backlog Calculation:Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.
* Utilization Calculation:Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization.
* Options Analysis:
* Option A:"Feature Console"#Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.
* Option B:"PSA Administration"#Correct! PSA Administration is used to schedule backlog and utilization calculations.
* Option C:"PSA Admin App"#Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.
* Steps to Schedule Backlog and Utilization Calculation:
* Navigate toPSA Administration Tab.
* LocateSchedule Backlog CalculationandSchedule Utilization Calculation.
* Configure the scheduling parameters (e.g., frequency, time period).
* Save and monitor scheduled jobs inApex Jobsin Salesforce.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 15
You recently activated a Project Management Workspace and are notified that some users are seeing the following error on the navigation component:
Error: "You do not have access to the Apex class named 'wksp_navigation'." Which permission do you need to add for the user?
- A. Add the Apex Class "wksp navigation" to the User's Permission Set or Profile
- B. Create a Permission Control for the user for "Workspaces" for their Region, Practice, or Group
- C. Add the "PSA Workspace Navigation Apex Class" Permission Set to the User
Answer: A
Explanation:
* Understanding the "wksp_navigation" Error in PSA Workspaces:
* The error occurs when a user does not have the necessaryApex Class permissionsfor the Project Management WorkspaceNavigation Component.
* Options Analysis:
* Option A:"Add the 'PSA Workspace Navigation Apex Class' Permission Set to the User"
#Incorrect. No such predefined permission set exists.
* Option B:"Create a Permission Control for the user for 'Workspaces' for their Region, Practice, or Group"#Incorrect. Permission controls manageregional accessbut do not grant access to Apex Classes.
* Option C:"Add the Apex Class 'wksp_navigation' to the User's Permission Set or Profile"
#Correct! The missing access must be manually added viaProfiles or Permission Sets.
* Steps to Fix the Issue:
* Navigate toSetup#Permission Sets.
* Select the relevantPermission Setfor affected users.
* Click onApex Class Accessand add"wksp_navigation".
* Save and test workspace access.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 16
Your company has asked you as the Sysadmin to edit a few Timecards that have already been approved.
There are no Billing Events associated with the Timecards. What specific system permission allows you to perform this action?
- A. None - PSA does not allow any updates to approved Timecards
- B. The Timecard Ops Edit Permission Control
- C. The System Administrator Profile
Answer: B
Explanation:
Editing approved Timecardsin PSA is restricted by permissions. However, if noBilling Eventsare associated with the timecard, an administrator with the correct permission control can make changes.
* Timecard Ops Edit Permission Control:
* Allows users with this permission toedit approved timecardswhen necessary.
* Ensures that financial records remainaccuratewhile allowing flexibility for adjustments.
* System Administrator Profile Does NOT Automatically Grant This:
* TheSystem Administrator profile alone does not provide accessto modify approved timecards.
* AdditionalTimecard Ops Edit permission controlis required.
* Why PSA Restricts Editing Approved Timecards:
* If Billing Events have been created,Timecards are lockedto prevent financial discrepancies.
* Onlyunbilledtimecards can be edited under special permissions.
* PSA System Administration Guide
References:
NEW QUESTION # 17
Actuals are the result of calculations run on transactions that occur in a business record. PSA tracks Actuals by incrementing values in specified amounts for each time period. Actuals include which of the following?
- A. Bookings, Billings. Forecasts. Costs. Margin
- B. Bookings Billings Revenue Costs Margin
- C. Bookings. Budgets. Revenue. Costs. Margin
Answer: B
Explanation:
Actualsin PSA are the result of calculations run on transactions that occur in business records. They track incremental changes over timeand include the following components:
* Bookings:
* Represents confirmed revenue commitments from customers.
* Billings:
* Revenue that has been invoiced to customers.
* Revenue:
* Recognized income earned from services delivered.
* Costs:
* Expenses incurred in delivering services (e.g., employee salaries, subcontractor fees).
* Margin:
* The difference betweenRevenue and Costs, indicating project profitability.
* Certinia PSA Actuals Processing Guide
* PSA Data Dictionary and System Administration Guide
References:
NEW QUESTION # 18
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 Entry
- B. Expense Ops Edit
- C. Expense Edit
Answer: C
NEW QUESTION # 19
A user has reported that their Utilization Report doesn't have data for the last few weeks.
Which two of the following are possible causes of this issue? (Choose two.)
- A. The "Utilization Calculation" scheduled job has an error and stopped running properly
- B. The "Estimates vs Actuals" scheduled job has an error and stopped running properly
- C. There is an issue with "Time Periods" for the relevant date range (for example, duplicate Time Periods]
Answer: A,C
Explanation:
If aUtilization Reportis missing data for the last few weeks, consider these potential causes:
* Problem:
* Time Periods may be missing, duplicated, or incorrectly configured.
* Solution:
* Navigate toPSA Administration > Time Periodsand verify that all expected time periods existwithout duplicates or gaps.
* Problem:
* The scheduledUtilization Calculation jobmay have failed or stopped running.
* Solution:
* Navigate toSetup > Apex Jobs.
* Check for errors or failures in theUtilization Calculation job.
* If necessary, manually rerun the job to recalculate utilization.
* C. "Estimates vs. Actuals" job failure is incorrectbecause it is unrelated to utilization calculations. It deals with project estimates compared to actual performance,not utilization tracking.
* PSA System Administration Essentials
* Utilization Calculation Troubleshooting Guide
1. Time Period Issues:2. Utilization Calculation Job Failure:Incorrect Answer Explanation:References:
NEW QUESTION # 20
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
- A. Clone the Permission Set Group and remove unwanted permissions
- B. Build your own permissions or Permission Set Groups
- C. Create a Muting Permission Set and add it to the Group
Answer: C
Explanation:
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:
NEW QUESTION # 21
You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
- A. As PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.
- B. As the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.
- C. Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.
Answer: C
Explanation:
PSA allows for the creation of multiple work calendars to accommodate different regional working hours. The best approach to handle the35-hour work week for French Resourcesis:
* Create a separate Work Calendarspecifically for France with a35-hour work week.
* Define the correct daily working hours(e.g., 7 hours per day for a standard 5-day workweek).
* Include French holidaysin the work calendar to ensure scheduling accuracy.
* Assign the work calendarto all French resources so that utilization calculations and resource assignments reflect the correct working hours.
* Option A (PSA only allows one work calendar)is incorrect because PSA supports multiple work calendars.
* Option B (using a 40-hour calendar and adjusting utilization calculations manually)is incorrect because it leads toinconsistent resource utilization and planning errors.
Thus, the correct answer isC.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
NEW QUESTION # 22
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. Ensure the Resource Request Entry checkbox is selected on the User.
- B. Assign the Resource Request Entry Permission Set.
- C. Create a Permission Control record and select the Resource Request Entry checkbox.
Answer: C
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 # 23
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: C
Explanation:
Project Managers who want to display several fields prominently on the Project Lightning Page should use the FF PSA Field Summarycomponent. This component allows users to highlight key fields related to their projects, improving visibility and accessibility within the Lightning interface.
FinancialForce PSA provides several Lightning components, but among them:
* FF Field Overview: This component is not specifically designed for summarizing multiple fields in a prominent way.
* FF Highlights: This component typically provides a brief summary but does not allow for multiple field customization.
* FF PSA Field Summary: This is the most appropriate component, as it allows displaying multiple PSA fields prominently on the Project Lightning Page.
Thus, the correct answer isC. FF PSA Field Summary.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
NEW QUESTION # 24
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 "App Logs", and check the details of the error in the "Message" field for each agg log record
- B. Navigate to "Error Logs", and check the details of the error in the "Message" field for each error log record
- C. Navigate to "Logs", and check the details of the error in the "Message" field.for each log record
Answer: A
NEW QUESTION # 25
The Finance Team is interested in limiting the amount for a particular type of expense company-wide.
Of the following, which is the best solution to accomplish this?
- A. Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.
- B. Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.
- C. 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.
Answer: C
NEW QUESTION # 26
You are notified that some approved Miscellaneous Adjustments records are not getting picked up in the Billing Event Generation process during month end billing.
Which two of the following system settings do you need to have in place for Miscellaneous Adjustments to get picked up in the billing run? (Choose two.)
- A. The Effective Date value on the Miscellaneous Adjustments records is within the Date range of the Time period used on the Billing Generation process.
- B. The Transaction Category value on the Miscellaneous Adjustments record exists in the Configuration option: BillingCategories.
- C. 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.
Answer: A,B
NEW QUESTION # 27
Which of the following custom settings can be specific to a User?
- A. Assignment Settings
- B. Timecard Entry Ul Personal
- C. Search Resources Global
Answer: B
NEW QUESTION # 28
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 Resource Request" custom setting > add the "PSA Resource Self-Nomination" Lightning component to the Resource Request 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 Work" custom setting > add the "PSA Self-Nomination" Lightning component to the Project Detail Page
Answer: A
NEW QUESTION # 29
In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?
- A. Ensure Kevin is not assigned to the Project Manager Permission Set
- B. Ensure Kevin does not have a Permission Control record for the "Project Planner View" permission
- C. Ensure that the Project Planner is not Visible on Kevin's user profile
Answer: A
Explanation:
* 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! The Project 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.
NEW QUESTION # 30
You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PSA. Since the historical data volume is relatively low, you have decided to migrate the data manually and not use the Data Loader tool.
Using the Manager Skills and Certification lightning component, you first select the internal resource's name for whom you want to capture the "Skills and Certification" ratings. However, you notice you do not have the option to "Add" new skills and Certification for that resource on the screen. You are one of the Salesforce
/PSA System Administrators for your company and have the System Administrator profile.
Of the following, which one could explain why you are unable to migrate skills data for that resource?
- A. You do not have the "Skills and Certification Entry" Permission Control set to TRUE
- B. You do not have the required Skills and Certification Entry Permission Set assigned to the resource
- C. You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings
Answer: C
Explanation:
* Understanding Skills and Certification Data Entry in PSA:
* TheSkills and Certification Lightning Componentis used to manually enter skills and certifications for a resource.
* System administrators must enableSkills and Certification EntryviaCustom Settings > Permission Control Settings.
* Options Analysis:
* Option A:"You do not have the required Skills and Certification Entry Permission Set assigned to the resource"#Incorrect. The issue is related tocustom settings, not a missing permission set.
* Option B:"You do not have the 'Allow Skills and Certification Entry' set to TRUE in the Custom Settings > Permission Control Settings"#Correct! This setting must be enabled inCustom Settings for users to enter skills.
* Option C:"You do not have the 'Skills and Certification Entry' Permission Control set to TRUE"
#Incorrect.Permission Controlsmanage region- or practice-based access but do not override global settings.
* Steps to Enable Skills and Certification Entry:
* Navigate toSetup#Custom Settings.
* LocatePermission Control Settings.
* Edit and enable"Allow Skills and Certification Entry".
* Save changes and test by attempting to enter skills for a resource.
References:
* PSA Sys Admin Essentials Student Guide.
NEW QUESTION # 31
What does the Time Entry permission control do?
- A. It allows users to create a timecard for themselves
- B. It allows users to create a timecard on behalf of another
- C. It allows users to create a timecard for specific projects
Answer: A
NEW QUESTION # 32
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