PSA-Sysadmin PSA System Administrator 2023 Questions and Answers

The system admin can enable the "Hide Navigation Sections" setting within the "FF Navigation" lightning component to support different teams

The system admin can clone the page and create two unique pages that have the "FF Navigation" lightning component configured for their respective team

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

Calculated utilization value from this job gets surfaced on the Contact record

In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job

Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"

Utilization Ermine checkbox is deselected under Utilization custom settinqs

Resource Availability column is not selected under the Resource Planner columns list

Managers don't have the field level access to Resource Availability

Go to Setup > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page

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

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

Remove scheduling strategy options that will not be used by adjusting the Assignment custom setting.

Adjust the Configuration Value record for Scheduling

Delete the Configuration Value record for Scheduling

The approver must be in the same role hierarchy as the submitter

The approver must have Read permissions on the "Timecard" object

The approver must be set up as a Delegated Approver for the submitter

Go to FF Community, download the package, and install it

Call your FF Account Executive

Create a Support ticket

Project Management Workspace, Resource Management Workspace. Services Delivery Workspace

Project Management Workspace, Task Planning Workspace. Services Delivery Workspace

Project Management Workspace Milestone Forecast Workspace Resource Management Workspace

Enable "Self-Nominate for Resource Request" custom setting > add the "PSA Resource Self-Nomination" Lightning component to the Resource Request Detail Page

Enable "Candidates Can Self-Nominate for Work" custom setting > add the "PSA Resource Self-Nomination" Lightning component to the Lightning Home page

Enable "Self-Nominate for Work" custom setting > add the "PSA Self-Nomination" Lightning component to the Project Detail Page

The report filter for "End Date" needs to be edited to a different date range

The report needs to be grouped by Resource

The report needs to be filtered by Time Period Type

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.

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.

Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.

You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.

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.

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.

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

Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years 2025-2030 into your org

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

Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission

Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field

Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted

PSA Administration page > PSA Batch Processes > App Loq Cleanup Job

Foundations Set Up > Scheduled Jobs > Agp_ Log Cleanup Job

Set Up > Scheduled Jobs > Agg Log Cleanup Job