Get Certinia PSA-Sysadmin Exam Practice Questions - Real and Updated

Answer : C

When a timecard is entered into the system, a Transaction Delta record is generated. This record is essential for calculating actuals.

What is a Transaction Delta Record?

It is a record that tracks the impact of approved timecards, budgets, billable milestones, and other financial elements.

It signals which fields need to be updated in project actuals.

Process Flow in Scheduled Mode:

When a timecard is approved, the system creates a Transaction Delta record.

The Actuals Job picks up this delta record and updates actuals.

The Transaction Delta record is deleted once the update is complete.

Where to Monitor Transaction Delta Records?

Add the following related lists to the Project page layout:

Project Actuals

Transaction Log

Transaction Deltas

Troubleshooting Errors with Actuals:

If actuals are not reflecting, check for unprocessed Transaction Delta records.

Manually trigger the Actuals Calculation Job from the PSA Administration tab.

Certinia PSA Actuals Processing Guide

Certinia PSA System Administration Essentials

Answer : A

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.

Answer : A

To customize your workspaces in Certinia PSA, you can use the following tools:

Navigation Configuration Builder:

Allows you to configure the workspace navigation and define available links.

Customizes the layout and sections of workspaces.

Lightning App Builder:

Enables customization of Lightning pages, including adding/removing components.

Used to adjust the UI and layout of the workspace.

PSA Administration Tool:

Allows administrators to configure PSA-specific settings.

Used for advanced PSA configurations and settings.

These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.

PSA Sys Admin Essentials Student Guide

Answer : A

To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc 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 is A.

PSA Sys Admin Essentials Student Guide Fall 20

Answer : A, C

When Miscellaneous Adjustments records are not picked up in the Billing Event Generation process, the issue is often related to the system settings. The following conditions must be met:

Effective Date Range: The Miscellaneous Adjustments record's Effective Date must fall within the time period specified in the Billing Event Generation process. If the date is outside this range, the record will be excluded from the billing event.

Transaction Category Mapping: The Transaction Category on the Miscellaneous Adjustments record must be included in the BillingCategories configuration option. This ensures that the system correctly categorizes and includes the Miscellaneous Adjustments in the billing process.

On the other hand:

Option B ('The person running the Billing Event Generation process does not have Billing Miscellaneous Adjustments permission control for the Region, Account, or Project') is incorrect. While permission controls impact user access, they do not directly affect whether Miscellaneous Adjustments records are picked up by the billing process.

Thus, the correct answer is A and C.

PSA Sys Admin Essentials Student Guide Fall 20

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