Free Practice Questions for Certinia PSA-Sysadmin Exam

Understanding the FF Navigation Component

TheFF Navigationcomponent provides a tailored navigation experience for users.

It can becustomized based on business units (teams)to show different navigation options.

Option 1: Clone the Page for Each Team (Correct - Option B)

Step 1:Navigate toLightning App Builder.

Step 2:Clone the existingService Delivery Workspacepage.

Step 3:Modify theFF Navigationcomponent in each cloned page to fit the respective team’s needs.

Step 4:Assigndifferent pages to different teamsusingLightning Page Assignments.

Option 2: Use Component Visibility Rules (Correct - Option C)

Step 1:OpenLightning App Builder.

Step 2:Addtwo instances of the "FF Navigation"component to theService Delivery Workspacepage.

Step 3:Configurecomponent visibility rulesbased onUser Profile, Role, or Business Unit.

Step 4:Save and activate the page.

Incorrect Option (A: Hide Navigation Sections)

The "Hide Navigation Sections" setting does not support team-based navigation customization.

Instead,cloning pagesor usingvisibility rulesis the correct approach.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 78-80​.

References:

To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:

Navigate to Approval Processes:

Go toSetupin Salesforce.

EnterApproval Processesin the Quick Find box.

SelectApproval Processesunder Process Automation.

Create a New Approval Process for Expense Reports:

ClickNew Approval Processand selectUse Standard Setup Wizard.

SelectExpense Reportas the object.

Enter aProcess NameandUnique Name.

Set Entry Criteria for High-Value Expense Reports:

Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.

Example:Expense Amount > 1000.

Define the Approval Steps:

Step 1: Assign thePrimary Approval(e.g., Line Manager).

Step 2: Create a conditional approval step for theSecondary Approval.

Set entry criteria: Expense Amount > 1000.

Assign approver (e.g., Finance Manager or CFO).

Ensure that this step only triggers when the condition is met.

Activate the Approval Process:

ClickActivateto apply the approval workflow.

FinancialForce PSA System Administration Guide

PSA Approval Processes Configuration Documentation

References:

Understanding App Logs in PSA:

App Logscapture errors related to actuals, billings, timecard rollups, and other processes.

Excessive logscan cause system performance issuesand should be cleaned up regularly​.

Options Analysis:

Option A:"PSA Administration"✅Correct!App Log Cleanup Jobin PSA Administration allows bulk deletion of old logs​.

Option B:"System Administrator Workspace"❌Not specific to PSA logs.

Option C:"Backlog Details"❌Irrelevant; backlog pertains to revenue forecasting.

Steps to Delete App Logs in Bulk:

Navigate toPSA Administration.

FindApp Log Cleanup Job.

Run the cleanup job to remove outdated logs.

Alternatively, useDataloader.iofor bulk deletion.

References:

PSA Sys Admin Essentials Student Guide​.

Everything you need to know about FinancialForce Project Actuals​.

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

To allow consultants to enter time against theproject task, while everyone else enters time against theproject/milestone, you need to:

Go to Setup→ Custom Settings.

LocateTime Card Entry UI Personaland click "New".

Create a setting specific to the Consultant profile.

Set the 'Task Time Entry Mode' to "Calculated".

Save and apply the changes.

Option B (Time Card Entry UI Switch custom setting)is incorrect because this setting is not used for defining time entry modes.

Option C (Time Card Entry UI Global custom setting)is incorrect because it applies organization-wide rather than for specific user profiles.

Thus, the correct answer isA.

References:

FF-PSA-v15-Customer-Overview_1.0

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 abillable projectand theProject Manager field is filled, theProject Manager is automatically assigned as the approverfor timecards​.

If the Project Manager field is blank or the project isnon-billable, PSA uses theresource’s manageras 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 theAssign Project Manager To Timecard Approverconfiguration 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 theProject Managerinstead of theresource'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 byeither 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, themain reasonis the configuration setting that forces the Project Manager to be the default approver.

Even if the Flow was working correctly, theAssign Project Manager To Timecard Approversetting would still take precedence.

How to Fix the Issue

Navigate toPSA Configuration Settingsand check theAssign Project Manager To Timecard Approversetting.

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

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

References and Verified Certinia PSA Documentation

PSA System Administration Guide: Timecard Approval Process​.

FinancialForce PSA Approval Workflow: Default Approver Rules​.

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

Navigate to Configuration Options:

Go toApp Launcherin Salesforce.

Search for and openPSA Administration.

LocateConfiguration Options.

Find the Scheduling Configuration Group:

Look for the configuration group related toScheduling.

Open theConfiguration Value recordfor Scheduling.

Adjust the Default Scheduling Strategy:

Modify theDefault Scheduling Strategyto the new preferred value.

Save changes.

Test the Configuration:

Create a new Assignment on a Project.

Verify that the newdefault scheduling strategyis applied.

PSA System Administration Guide

Certinia PSA Data Dictionary and Configuration Guide

References:

Certinia PSA providesthree primary Workspaces, designed for different user roles:

Project Management Workspace:

Provides tools forproject tracking, task management, and milestone tracking.

Ideal forProject Managers.

Resource Management Workspace:

Helps manageresource allocations, availability, and staffing.

Used byResource Managersto ensure project assignments align with capacity.

Services Delivery Workspace:

Focuses onproject execution, financial tracking, and billing integration.

Used byService Delivery teamsto monitor project performance.

These Workspaces help usersaccess critical project data quicklyand improve efficiency in managing operations.

PSA Sys Admin Essentials Student Guide

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