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| Topic |
Details |
| Topic 1 |
- 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 2 |
- 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 3 |
- 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 4 |
- Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs
|
| Topic 5 |
- 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.
|
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Certinia PSA System Administrator 2023 Sample Questions (Q42-Q47):
NEW QUESTION # 42
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 Edit
- C. Expense Ops Edit
Answer: B
NEW QUESTION # 43
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 Project object > Project Page Layout > Milestones Related List > Update fields
- B. Go to the Milestone object > Fields Sets > Project Field Set > Update fields
- C. Go to the Milestone object > Milestone Page Layout > Project Related List > Update fields
Answer: A
NEW QUESTION # 44
Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?
- A. User Management
- B. Transaction Reconciliation
- C. Manage Accounts
Answer: A
NEW QUESTION # 45
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 # 46
You receive a requirement to add a secondary approval for Expense Reports whenever an Expense amount exceeds the set threshold amount.
How would you configure this?
- A. Go to Setup > Object Manager > Expense Reports > Lightning Page > Edit the "Approval Process" Component to add an Approval Step
- B. Go to Setup > Custom Settings > Expense Settings > edit the "Secondary Approval" setting
- C. Go to Setup > Approval Processes > Expense Reports > Create a new Approval Process with Entry Criteria for the Expense Amount
Answer: C
Explanation:
To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:
* Navigate to Approval Processes:
* Go toSetupin Salesforce.
* EnterApproval Processesin the Quick Find box.
* SelectApproval Processesunder Process Automation.
* Create a New Approval Process for Expense Reports:
* ClickNew Approval Processand selectUse Standard Setup Wizard.
* SelectExpense Reportas the object.
* Enter aProcess NameandUnique Name.
* Set Entry Criteria for High-Value Expense Reports:
* Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.
* Example:Expense Amount > 1000.
* Define the Approval Steps:
* Step 1: Assign thePrimary Approval(e.g., Line Manager).
* Step 2: Create a conditional approval step for theSecondary Approval.
* Set entry criteria: Expense Amount > 1000.
* Assign approver (e.g., Finance Manager or CFO).
* Ensure that this step only triggers when the condition is met.
* Activate the Approval Process:
* ClickActivateto apply the approval workflow.
* FinancialForce PSA System Administration Guide
* PSA Approval Processes Configuration Documentation
References:
NEW QUESTION # 47
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