Certinia PSA-Sysadmin Exam Dumps

If you cannot see the 'Navigation Configuration Builder' in the App Launcher, possible reasons include:

Missing Permission Set:

You must have the 'FF Configuration Builder' permission set assigned to your user profile.

Without this, the Navigation Configuration Builder will not be accessible.

How to Assign the Permission Set:

Navigate to Setup > Users > Permission Sets.

Locate FF Configuration Builder and assign it to your user profile.

Other Possible Causes:

If permissions are correct but it's still missing, check user roles and profiles to ensure proper access.

Ensure that the Configuration Builder feature is enabled in PSA settings.

PSA Sys Admin Essentials Student Guide

How FinancialForce Handles PSA Upgrades

Some enhancements and fixes are enabled automatically ( True).

Any features that might impact data are disabled by default ( True).

Not all features are enabled by default ( False).

Why Not All Features Are Enabled?

New features are controlled via Feature Console, allowing admins to enable them after testing.

Certain features require manual activation due to potential impact on existing workflows.

How to Check and Enable New Features?

Step 1: Navigate to App Launcher > Feature Console.

Step 2: Locate new features marked as 'Available'.

Step 3: Read documentation and test before enabling in production.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.

Actuals in PSA are the result of calculations run on transactions that occur in business records. They track incremental changes over time and 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 between Revenue and Costs, indicating project profitability.

Certinia PSA Actuals Processing Guide

PSA Data Dictionary and System Administration Guide

Step-by-Step Comprehensive Detailed Explanation

Understanding the Timecard Approval Process in PSA

By default, the timecard approval process in Certinia PSA (formerly FinancialForce PSA) follows a specific hierarchy.

If the project is a billable project and the Project Manager field is filled, the Project Manager is automatically assigned as the approver for timecards.

If the Project Manager field is blank or the project is non-billable, PSA uses the resource's manager as the approver (based on the Manager field in the Salesforce User record).

How Flows Work in Assigning Approvers

If you have created a Flow to automatically assign the resource's manager as the timecard approver, it means you are trying to override the default approval process.

However, if the Assign Project Manager To Timecard Approver configuration option is enabled, PSA will still prioritize the Project Manager over the resource's manager, regardless of your Flow settings.

This would explain why submitted timecards are still being assigned to the Project Manager instead of the resource's manager.

Why the Other Options Are Incorrect

A . PSA requires that only Project Managers can approve Timecards

This is incorrect because PSA allows timecards to be approved by either the Project Manager or the Resource's Manager, depending on the project settings.

B . The process builder to assign the resource's manager is not active

While this could be a factor, the main reason is the configuration setting that forces the Project Manager to be the default approver.

Even if the Flow was working correctly, the Assign Project Manager To Timecard Approver setting would still take precedence.

How to Fix the Issue

Navigate to PSA Configuration Settings and check the Assign Project Manager To Timecard Approver setting.

If it is set to True, change it to False to allow the Flow to correctly assign the resource's manager as the approver.

Test by submitting a new timecard and verifying the assigned approver.

Reference and Verified Certinia PSA Documentation

PSA System Administration Guide: Timecard Approval Process.

FinancialForce PSA Approval Workflow: Default Approver Rules.

Understanding the System Administrator Workspace:

The System Administrator Workspace provides tools for PSA admins to manage system-wide tasks, including user access, permissions, and system maintenance.

Options Analysis:

Option A: 'Transaction Reconciliation' Incorrect. Transaction reconciliation is a finance-related task, not a frequent system administration function.

Option B: 'User Management' Correct! User management, including creating, updating, and deactivating users, is a core task in the System Administrator Workspace.

Option C: 'Manage Accounts' Incorrect. Managing accounts is typically a function performed in Salesforce CRM, not a frequent task in the System Administrator Workspace.

Steps for User Management in the System Administrator Workspace:

Open System Administrator Workspace.

Use User Management tools to:

Assign permissions.

Activate/deactivate users.

Manage PSA access.

PSA Sys Admin Essentials Student Guide.