What tools can you use to customize your workspaces?
What does the Time Entry permission control do?
In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner
Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner
All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?
Your current setup of utilization automatically subtracts PSA Holidays from the total number of hours defined in a resource's "Work Calendar." How can utilization be configured so Holidays are not automatically subtracted?
Managers want to be able to edit expenses once they are marked as approved, "Include in Financials" is selected, but before the Billing Events are created. Which of the following options do you choose under the Permission Control record?
Actuals are the result of calculations run on transactions that occur in a business record. PSA tracks Actuals by incrementing values in specified amounts for each time period. Actuals include which of the following?
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?
In your company, you are responsible for reviewing/maintaining Workspaces. You need to adjust the Default FinancialForce Navigation in the Service Delivery Workspace. You know you need to use the "Navigation Configuration Builder" screen, but you do not see this option available in the "App Launcher".
Which of the following is a possible reason?
You configured a new Salesforce approval process on the "Timecard" object. What is needed to make a user a Timecard approver in this process?