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NEW QUESTION # 13
Which of the following are currently available PSA workspaces?
- A. Project Management Workspace, Resource Management Workspace. Services Delivery Workspace
- B. Project Management Workspace Milestone Forecast Workspace Resource Management Workspace
- C. Project Management Workspace, Task Planning Workspace. Services Delivery Workspace
Answer: B
NEW QUESTION # 14
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?
- A. A "Revenue Item" record
- B. An "Accounting Log" record
- C. A 'Transaction Delta" record
Answer: C
NEW QUESTION # 15
To update Resource Roles in PSA, you will need to update the picklists of which two of the following objects? (Choose two.)
- A. Work Calendars
- B. Assignment
- C. Contact
Answer: B,C
NEW QUESTION # 16
As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?
- A. Join FinancialForce PSA Community, review the newTrailhead modules, attend FinancialForce release previews/webinars, access PSA documentation
- B. Join FinancialForce PSA Community, attend FinancialForceX Summit events, attend FinancialForce release previews/webinars, access PSA documentation
- C. Join FinancialForce PSA User Group, attend FinancialForce release previews/webinars, access PSA documentation, join the official SF user group
Answer: B
NEW QUESTION # 17
What is the best way for a System Administrator to Schedule Backlog in Lightning?
- A. From the PSA Administration tab click on Schedule Backlog Calculation
- B. On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate.
- C. From the Developer Console run a script to Calculate Backlog
Answer: A
NEW QUESTION # 18
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
- A. Create a Support ticket
- B. Go to FF Community, download the package, and install it
- C. Call your FF Account Executive
Answer: C
NEW QUESTION # 19
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?
- A. Ensure that the Project Planner is not Visible on Kevin's user profile
- B. Ensure Kevin does not have a Permission Control record for the "Project Planner View" permission
- C. Ensure Kevin is not assigned to the Project Manager Permission Set
Answer: B
NEW QUESTION # 20
Currently Project Managers and Resource Managers are using Gantt. You do not want your Project Managers creating assignment, resource requests or milestones from the Gantt. Which of the following custom settings should you configure to hide these buttons?
- A. Gantt Global Settings
- B. Project Task Gantt Preferences
- C. Project Task Gantt Global Settings
Answer: A
NEW QUESTION # 21
Your company's leadership noticed that the "PSA Resourcing" Lightning Component is displaying a "Default Cost Rate" column. They asked you to remove this column from the component. You edited the Resource Request Lightning Page, selected the "PSA Resourcing" component, and identified the "Column Field Set" setting.
What is the next step to complete this change?
- A. Go to Setup > navigate to the "PSA User" Permission Set > open the "Resource Request" object settings > remove field level security for the "Default Cost Rate" field
- B. Go to Setup > navigate to Custom Settings > open the "Resource Request" setting > populate the Field Set in the "Resource Grid Field Set"
- C. Go to Setup > navigate to the Object Manager for "Contact" > select Field Sets > remove the "Default Cost Rate" field from the field set
Answer: C
NEW QUESTION # 22
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?
- A. Expense Edit
- B. Expense Ops Edit
- C. Expense Entry
Answer: A
NEW QUESTION # 23
You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
- A. As PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.
- B. As the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.
- C. Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.
Answer: C
NEW QUESTION # 24
Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.
What is the best method to use within PSA to enable this?
- A. Use the Missing Timecards Scheduled Job and Email Alert
- B. Use the Time Variance Scheduled Job and Email Alert
- C. Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email
Answer: B
NEW QUESTION # 25
You configured a new Salesforce approval process on the "Timecard" object. What is needed to make a user a Timecard approver in this process?
- A. The approver must be in the same role hierarchy as the submitter
- B. The approver must have Read permissions on the "Timecard" object
- C. The approver must be set up as a Delegated Approver for the submitter
Answer: C
NEW QUESTION # 26
You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards. Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?
- A. The configuration option Assign Project Manager To Time card Approver is set to True
- B. PSA requires that only Project Managers can approve Timecards
- C. The process builder to assign the resource's manager is not active
Answer: B
NEW QUESTION # 27
Your company has asked you as the Sysadmin to edit a few Timecards that have already been approved. There are no Billing Events associated with the Timecards. What specific system permission allows you to perform this action?
- A. The Timecard Ops Edit Permission Control
- B. None - PSA does not allow any updates to approved Timecards
- C. The System Administrator Profile
Answer: A
NEW QUESTION # 28
Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?
- A. Go to the Milestone object > Milestone Page Layout > Project Related List > Update fields
- B. Go to the Milestone object > Fields Sets > Project Field Set > Update fields
- C. Go to the Project object > Project Page Layout > Milestones Related List > Update fields
Answer: C
NEW QUESTION # 29
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 > Object Manager > Project > page layouts > open the assigned page layout > navigate to the "Mobile & Lightning Actions" menu > drag the "Gantt" button onto 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 > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page
Answer: A
NEW QUESTION # 30
A manager was looking at utilization for a resource for the last two months. The resource was identified as 80% utilized for each month, but the subtotal section showed 160% for the user for that same two month period.
How can the report be fixed to show 80% instead of 160%?
- A. Create a Summary Level formula so the subtotal is calculated and not summed
- B. Set the "Utilization" setting for Target Utilization Approach to "Weighted"
- C. Adjust the Resource's work calendar to 40 hours and refresh the report
Answer: B
NEW QUESTION # 31
What tools can you use to customize your workspaces?
- A. Navigation Configuration Builder, Lighting App Builder, Heroku App Builder
- B. Navigation Configuration Builder, Lighting App Builder, PSA Administration Tool
- C. Navigation Configuration Builder Highlights Configuration Builder Lighting App Builder
Answer: C
NEW QUESTION # 32
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 required Skills and Certification Entry Permission Set assigned to the resource
- B. You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings
- C. You do not have the "Skills and Certification Entry" Permission Control set to TRUE
Answer: B
NEW QUESTION # 33
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
- A. The user is missing the PSA - Project Manager Permission Set
- B. The user is missing the Project Management Workspace Permission Control
- C. The user is not identified as the Project Manager on any projects
Answer: B
NEW QUESTION # 34
A Services manager has asked you to set up a unique "FF Navigation" lightning component on the "Services Delivery Workspace" that will provide separate options to users based on which team (business unit) they belong to.
Which two of the following actions would successfully accomplish the required setup? (Choose two.)
- A. The system admin can add the "FF Navigation" component to the page twice and setup component visibility rules to ensure the right team sees their navigation
- B. The system admin can enable the "Hide Navigation Sections" setting within the "FF Navigation" lightning component to support different teams
- C. The system admin can clone the page and create two unique pages that have the "FF Navigation" lightning component configured for their respective team
Answer: A,C
NEW QUESTION # 35
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