Certinia PSA-Sysadmin Exam Dumps

The Resource Request Lightning page filter panel allows certain configurations, including:

Adding or Removing Start and End Date fields -- Users can modify these fields to filter based on availability.

Adding or Removing Region, Practice, and Group filters -- These filters enable resource selection based on organizational structure.

Option C (Adding or Removing Skills filters) is incorrect because Skills filters are not configurable within the Resource Request Lightning page filter panel; they are managed in a different PSA module.

Thus, the correct answers are A and B.

PSA Sys Admin Essentials Student Guide Fall 20

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 to PSA Administration Tab.

Locate Schedule Backlog Calculation and Schedule Utilization Calculation.

Configure the scheduling parameters (e.g., frequency, time period).

Save and monitor scheduled jobs in Apex Jobs in Salesforce.

PSA Sys Admin Essentials Student Guide.

To allow end-users to add their assignments to build their 'Experience', the following configuration setting must be enabled:

Navigate to Configuration Options.

Locate the setting 'enable-skills-experience'.

Ensure that the 'Enable Experience' checkbox is selected.

Save and apply changes.

Option B (Skills Management custom setting) is incorrect because experience tracking is not controlled at the custom settings level.

Option C (Enable Experience on PSA Contact record) is incorrect because this setting does not exist on the contact record.

Thus, the correct answer is A.

PSA Sys Admin Essentials Student Guide Fall 20

The 'Is Report Master' field in utilization calculation determines whether the results of the calculation are displayed on the Contact (Resource) record.

Purpose of 'Is Report Master':

If checked, the calculated utilization values appear directly on the Contact record for each resource.

If unchecked, the utilization calculation is still processed but is not displayed on the resource's profile.

Utilization Calculation Process:

Utilization is calculated using timecards (historical utilization) and assignments (scheduled utilization).

The system determines billable and available hours based on Work Calendars and time-tracked activities.

Common Use Cases:

Organizations often check 'Is Report Master' to ensure resource utilization is visible on Contact records for reporting purposes.

If unchecked, utilization can still be accessed via reports and dashboards but won't appear on the Contact record.

Certinia PSA Utilization Calculation Guide

PSA System Administration Essentials

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