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Certinia PSA-Sysadmin Exam Syllabus Topics:

Topic
Details

Topic 1

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 2

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 3

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.

Topic 4

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 5

Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs

Certinia PSA System Administrator 2023 Sample Questions (Q13-Q18):

NEW QUESTION # 13
Your company wants to regularly update the current Time Period for all Region, Practices, Groups, Projects, and Resources (RPGPR). Which is the best option to meet this requirement?

A. Enable the RPGPR Time Period auto update feature in Setup
B. Schedule the RPGPR Maintenance Batch in PSA Administration
C. Manually update the Time Period on all RPGPR records

Answer: A

NEW QUESTION # 14
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?

A. PSA Admin App
B. PSA Administration
C. Feature Console

Answer: B

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
When setting up a Utilization calculation, what does the "Is Report Master" field mean?

A. Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"
B. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
C. Calculated utilization value from this job gets surfaced on the Contact record

Answer: C

Explanation:
The"Is Report Master"field in utilization calculation determines whether the results of the calculation are displayed on theContact (Resource) record.
* Purpose of "Is Report Master":
* Ifchecked, the calculated utilization values appear directly on theContact recordfor each resource.
* Ifunchecked, the utilization calculation is still processed but is not displayed on the resource's profile.
* Utilization Calculation Process:
* Utilization is calculated usingtimecards (historical utilization)andassignments (scheduled utilization).
* The system determines billable and available hours based onWork Calendarsand time-tracked activities.
* Common Use Cases:
* Organizations oftencheck "Is Report Master"to ensureresource utilizationis visible on Contact records for reporting purposes.
* If unchecked, utilization can still be accessed via reports and dashboards butwon't appear on the Contact record.
* Certinia PSA Utilization Calculation Guide
* PSA System Administration Essentials
References:

NEW QUESTION # 16
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?

A. Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted
B. Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field
C. Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission

Answer: C

NEW QUESTION # 17
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. Create a Muting Permission Set and add it to the Group
C. Build your own permissions or Permission Set Groups

Answer: B

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 # 18
......

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