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?
To prevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt, the Gantt Global Settings must be configured:
Navigate to Custom Settings Gantt Global Settings.
Modify the settings to remove the ability for Project Managers to create Assignments, Resource Requests, and Milestones from the Gantt.
Save and apply the changes.
Option A (Project Task Gantt Global Settings) is incorrect because it does not control high-level permissions for assignments and requests.
Option C (Project Task Gantt Preferences) is incorrect because it only controls user-specific preferences.
Thus, the correct answer is B.
FF-PSA-v15-Customer-Overview_1.0
What tools can you use to customize your workspaces?
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
Where would you go to delete App Logs in bulk?
Understanding App Logs in PSA:
App Logs capture errors related to actuals, billings, timecard rollups, and other processes.
Excessive logs can cause system performance issues and should be cleaned up regularly.
Options Analysis:
Option A: 'PSA Administration' Correct! App Log Cleanup Job in 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 to PSA Administration.
Find App Log Cleanup Job.
Run the cleanup job to remove outdated logs.
Alternatively, use Dataloader.io for bulk deletion.
PSA Sys Admin Essentials Student Guide.
Everything you need to know about FinancialForce Project Actuals.
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
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