Certinia PSA-Sysadmin Exam Dumps

Understanding PSA Resourcing Component Field Set

The PSA Resourcing Lightning Component displays a list of resources with key attributes such as name, role, availability, and cost rate.

The fields displayed are determined by a Field Set, which is a predefined group of fields configured on the Contact Object.

The 'Default Cost Rate' column is controlled within the Field Set configuration.

How to Remove 'Default Cost Rate' from the Component

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Object Manager and open it.

Step 3: Locate and select 'Contact' object.

Step 4: Navigate to Field Sets under the Contact Object.

Step 5: Identify the Field Set used for the PSA Resourcing Component.

Step 6: Edit the Field Set and remove the 'Default Cost Rate' field.

Step 7: Save changes and refresh the component in the Lightning App Builder.

Why This Works?

The Lightning Component dynamically retrieves its columns from the Field Set.

Removing the 'Default Cost Rate' from the Field Set ensures it will no longer be displayed.

This prevents unauthorized users or managers from seeing cost-related data directly within the Resourcing Component.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 85.

Understanding Time Periods in PSA

PSA requires predefined time periods to process timecards, utilization, and forecasting.

If time periods are not extended into the future, forecasting and utilization calculations will stop working beyond the last defined time period.

How to Extend Time Periods to 2030

Step 1: Create a .csv file with the appropriate time slices (years, quarters, months, weeks).

Step 2: Use Salesforce Data Import Wizard or Dataloader.io to import the records.

Step 3: Ensure the imported time periods align with your company's fiscal year.

Step 4: Verify in PSA that new time periods are correctly set up and available for reports.

Why Not Contact FinancialForce Support? (Option C)

FinancialForce Support is not required to create time periods. This is a standard admin task that can be completed using Salesforce tools.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.

To customize your workspaces in Certinia PSA, you can use the following tools:

Navigation Configuration Builder:

Allows you to configure the workspace navigation and define available links.

Customizes the layout and sections of workspaces.

Lightning App Builder:

Enables customization of Lightning pages, including adding/removing components.

Used to adjust the UI and layout of the workspace.

PSA Administration Tool:

Allows administrators to configure PSA-specific settings.

Used for advanced PSA configurations and settings.

These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.

PSA Sys Admin Essentials Student Guide

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click on App Launcher in Salesforce.

Search for and select PSA Administration.

Locate the App Log Cleanup Job:

Go to PSA Batch Processes.

Look for App Log Cleanup Job.

Execute the Cleanup Job:

Click on Run Now to initiate the job.

This will delete old app logs related to Actuals, Billing, and EVAs.

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule the App Log Cleanup Job to run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc Adjustments, follow these steps:

Navigate to Configuration Groups Billing.

Locate the setting 'separateMiscellaneousAdjustments'.

Set the value to 'True' to ensure Misc Adjustments are separated into a different Billing Event.

Save and apply the changes.

Option B (manually selecting checkboxes in each billing cycle) is incorrect because it requires manual intervention and does not automate the process.

Option C (changing the 'Include Misc Adjustments' setting in Billing custom settings) is incorrect because this setting does not control the separation of billing events.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20