Certinia PSA-Sysadmin Exam Dumps

When a timecard is entered into the system, a Transaction Delta record is generated. This record is essential for calculating actuals.

What is a Transaction Delta Record?

It is a record that tracks the impact of approved timecards, budgets, billable milestones, and other financial elements.

It signals which fields need to be updated in project actuals.

Process Flow in Scheduled Mode:

When a timecard is approved, the system creates a Transaction Delta record.

The Actuals Job picks up this delta record and updates actuals.

The Transaction Delta record is deleted once the update is complete.

Where to Monitor Transaction Delta Records?

Add the following related lists to the Project page layout:

Project Actuals

Transaction Log

Transaction Deltas

Troubleshooting Errors with Actuals:

If actuals are not reflecting, check for unprocessed Transaction Delta records.

Manually trigger the Actuals Calculation Job from the PSA Administration tab.

Certinia PSA Actuals Processing Guide

Certinia PSA System Administration Essentials

Understanding Missing Timecards Notification in PSA:

PSA tracks missing timecards to ensure compliance with time entry policies.

The system can automatically notify resources who have not submitted their timecards.

Options Analysis:

Option A: 'Use the Missing Timecards Scheduled Job and Email Alert' Correct! PSA provides a scheduled job to detect missing timecards and send automated email alerts.

Option B: 'Use the Time Variance Scheduled Job and Email Alert' Incorrect! Time Variance is used to compare planned vs actual hours worked.

Option C: 'Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email' Possible, but not the best method since it requires manual intervention.

Steps to Schedule Missing Timecards Notification:

Go to PSA Administration Tab.

Find Missing Timecards Scheduled Job.

Configure the job:

Week End Date: Auto-filled.

Include Sublevels: Yes (for hierarchical reporting).

Type: Last Week (ensures past week's time compliance).

Schedule Frequency: Weekly (e.g., Monday 9 AM).

Set up an email alert template to notify employees.

Monitor missing timecards via reports.

PSA Sys Admin Essentials Student Guide.

How to Add the 'Gantt' Button

Step 1: Navigate to Setup in Salesforce.

Step 2: Go to Object Manager and select Project.

Step 3: Open Page Layouts and select the active page layout.

Step 4: Find the 'Mobile & Lightning Actions' menu.

Step 5: Drag and drop the 'Gantt' button onto the layout.

Step 6: Save and verify the changes in the Project record.

Why Not Other Options?

Option A: Custom Settings (Page Preferences) does not control button visibility.

Option B: Lightning Record Pages require Dynamic Forms, which are not in use in this scenario.

FF-PSA v15 Customer Overview.pdf, Page 6.

If the PSA Workspaces package is not installed, follow these steps:

Verify PSA Workspaces Installation:

Navigate to Setup > Installed Packages.

Search for 'PSA Workspaces' to confirm if it is present.

If Missing, Request Installation:

PSA Workspaces cannot be manually downloaded from the FinancialForce (Certinia) Community.

Instead, you must submit a support ticket to Certinia to request installation.

How to Submit a Support Ticket:

Go to Certinia Support Portal.

Submit a request for PSA Workspaces package installation.

Provide details about your PSA version and organization needs.

PSA Sys Admin Essentials Student Guide

Understanding Resource Request Permissions in PSA:

A Sales Associate must have the appropriate Permission Control to create a Resource Request.

The Resource Request Entry checkbox in Permission Control allows access.

Options Analysis:

Option A: 'Assign the Resource Request Entry Permission Set.' Incorrect. There is no specific permission set for Resource Request Entry.

Option B: 'Create a Permission Control record and select the Resource Request Entry checkbox.' Correct! Permission Control records manage specific 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 of Permission Controls.

Steps to Grant Resource Request Entry Permission:

Navigate to PSA - Admin App.

Click on Permission Controls.

Create a new Permission Control for the Sales Associate.

Enable Resource Request Entry.

Save and verify by attempting to create a Resource Request.

PSA Sys Admin Essentials Student Guide.