Certinia PSA-Sysadmin Exam Dumps

To change the default scheduling strategy used when creating an assignment on a project:

Navigate to Configuration Options:

Go to App Launcher in Salesforce.

Search for and open PSA Administration.

Locate Configuration Options.

Find the Scheduling Configuration Group:

Look for the configuration group related to Scheduling.

Open the Configuration Value record for Scheduling.

Adjust the Default Scheduling Strategy:

Modify the Default Scheduling Strategy to the new preferred value.

Save changes.

Test the Configuration:

Create a new Assignment on a Project.

Verify that the new default scheduling strategy is applied.

PSA System Administration Guide

Certinia PSA Data Dictionary and Configuration Guide

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 Timecard Approval Process

When a user submits a Timecard, it follows a Salesforce Approval Process.

The approver can be defined based on a Delegated Approver setting.

How to Set Up a Timecard Approver

Step 1: Navigate to Setup > Users.

Step 2: Select the user who needs an approver.

Step 3: Scroll to the Delegated Approver field.

Step 4: Assign a manager or team lead as the Delegated Approver.

Step 5: Save and test by submitting a Timecard Approval Request.

Why Not Other Options?

Option A: The role hierarchy does not automatically grant approval rights.

Option B: Read permissions on the 'Timecard' object do not make a user an approver.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 53.

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using the Self-Nomination feature.

This feature can be enabled through a Custom Setting, which then allows the 'PSA Resource Self-Nomination' Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Custom Settings and select it.

Step 3: Find and enable 'Self-Nominate for Resource Request'.

Step 4: Open the Lightning App Builder and edit the Resource Request Detail Page.

Step 5: Add the 'PSA Resource Self-Nomination' Lightning component to the page.

Step 6: Save and activate the page.

Why This Works?

The 'Self-Nominate for Resource Request' setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to the Resource Request Detail Page, eligible resources can easily apply for available projects.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.

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.