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Certinia PSA-Sysadmin Exam Syllabus Topics:

Topic
Details

Topic 1

PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
importing Regions-Practices-Groups.

Topic 2

User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.

Topic 3

Schedule
Review
Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.

Topic 4

Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.

Topic 5

Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs

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Certinia PSA System Administrator 2023 Sample Questions (Q30-Q35):

NEW QUESTION # 30
You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PSA. Since the historical data volume is relatively low, you have decided to migrate the data manually and not use the Data Loader tool.
Using the Manager Skills and Certification lightning component, you first select the internal resource's name for whom you want to capture the "Skills and Certification" ratings. However, you notice you do not have the option to "Add" new skills and Certification for that resource on the screen. You are one of the Salesforce/PSA System Administrators for your company and have the System Administrator profile.
Of the following, which one could explain why you are unable to migrate skills data for that resource?

A. You do not have the "Skills and Certification Entry" Permission Control set to TRUE
B. You do not have the required Skills and Certification Entry Permission Set assigned to the resource
C. You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings

Answer: C

NEW QUESTION # 31
Your company wants to regularly update the current Time Period for all Region, Practices, Groups, Projects, and Resources (RPGPR). Which is the best option to meet this requirement?

A. Enable the RPGPR Time Period auto update feature in Setup
B. Manually update the Time Period on all RPGPR records
C. Schedule the RPGPR Maintenance Batch in PSA Administration

Answer: A

NEW QUESTION # 32
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?

A. Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org
B. Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org
C. Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years 2025-2030 into your org

Answer: B

NEW QUESTION # 33
You have received a requirement to add the "Gantt" button to the Project page layout. Dynamic Forms are not in use. How would you configure this change?

A. Go to Setup > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page
B. Go to Setup > Object Manager > Project > Lightning Record Pages > select the assigned lightning page > Edit the page > navigate to the "Buttons" component > drag the "Gantt" button onto the page
C. Go to Setup > Object Manager > Project > page layouts > open the assigned page layout > navigate to the "Mobile & Lightning Actions" menu > drag the "Gantt" button onto the page

Answer: C

NEW QUESTION # 34
In your organization, you always send 2 separate invoices to your customers - one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?

A. You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that
"Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.
B. You would set the "Include Misc Adjustments" settings in the "Billing" custom settings to "False", so those are included in a separate Billing Event from Timecards & Expenses.
C. In the first Billing cycle, the Billing team would deselect the "Include Misc Adjustment" checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select "Include Misc Adjustment" and deselect "Include Timecards and Expenses", resulting in two separate Billing Events.

Answer: A

Explanation:
To automaticallygenerate two separate invoices-one forTimecards & Expensesand another forMisc 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 isA.
References:
* PSA Sys Admin Essentials Student Guide Fall 20

NEW QUESTION # 35
......

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