Certinia PSA-Sysadmin Exam Questions

Understanding Backlog and Utilization Calculation in PSA:

Backlog Calculation: Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.

Utilization Calculation: Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization.

Options Analysis:

Option A: 'Feature Console' Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.

Option B: 'PSA Administration' Correct! PSA Administration is used to schedule backlog and utilization calculations.

Option C: 'PSA Admin App' Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.

Steps to Schedule Backlog and Utilization Calculation:

Navigate to PSA Administration Tab.

Locate Schedule Backlog Calculation and Schedule Utilization Calculation.

Configure the scheduling parameters (e.g., frequency, time period).

Save and monitor scheduled jobs in Apex Jobs in Salesforce.

PSA Sys Admin Essentials Student Guide.

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

If approved timecards are not reflecting in Project Actuals, follow these steps:

Verify Actuals Calculation Mode:

Go to PSA Administration.

Check if the Calculation Mode is set to 'Scheduled'.

Check for Errors in Logs:

Navigate to Error Logs (App Launcher > PSA Administration > Logs).

Look for records where errors may have occurred.

Check the Message field to determine the cause.

Common Errors and Resolutions:

Unprocessed Transaction Delta Records:

If there are unprocessed Transaction Deltas, manually process them.

App Logs Indicating Failures:

If there are App Logs, review them and delete old logs if necessary.

Run Project Actuals Recalc:

If errors persist, run the Project Actuals Recalculation Job.

Use Actuals Verifier for Troubleshooting:

Run the Actuals Verifier tool to identify discrepancies.

Manually recalculate actuals if necessary.

Certinia PSA Project Actuals Guide

PSA System Administration Essentials

Understanding Time Periods in PSA

PSA requires predefined time periods to process timecards, utilization, and forecasting.

If time periods are not extended into the future, forecasting and utilization calculations will stop working beyond the last defined time period.

How to Extend Time Periods to 2030

Step 1: Create a .csv file with the appropriate time slices (years, quarters, months, weeks).

Step 2: Use Salesforce Data Import Wizard or Dataloader.io to import the records.

Step 3: Ensure the imported time periods align with your company's fiscal year.

Step 4: Verify in PSA that new time periods are correctly set up and available for reports.

Why Not Contact FinancialForce Support? (Option C)

FinancialForce Support is not required to create time periods. This is a standard admin task that can be completed using Salesforce tools.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.

Step-by-Step Comprehensive Detailed Explanation

Understanding Work Calendars in Certinia PSA

Work calendars define the default number of hours per day and week that a resource is expected to work.

They are crucial for resource scheduling, utilization calculations, and capacity planning.

Every active PSA Resource must have an associated work calendar to allow project assignments.

Scenario Analysis

Your company has both full-time and part-time resources.

Full-time resources have a standard workweek (e.g., 40 hours per week).

Part-time resources have variable work hours but are estimated at 20 hours per week for planning purposes.

This means you need at least one calendar for full-time and one for part-time workers.

Why Option B is Correct

Creating a single full-time work calendar (e.g., 40 hours per week) covers all full-time employees.

Creating one part-time work calendar (e.g., 20 hours per week) provides a consistent framework for part-time resource planning.

This approach ensures standardized reporting, scheduling, and forecasting without unnecessary complexity.

Why the Other Options Are Incorrect

A . One full-time work calendar, and one work calendar for each unique part-time contract

This would require multiple work calendars for different part-time contracts, making resource scheduling overly complex.

Since management has agreed on an estimated 20 hours per week for all part-time workers, a single part-time work calendar suffices.

C . One full-time work calendar, one part-time work calendar, and one generic flexible work calendar

A flexible work calendar is not necessary if all part-time workers are estimated at 20 hours per week.

Work calendars should align with clear scheduling rules, not individual flexibility.

Implementation in PSA

Navigate to PSA - Admin App Click Work Calendars tab.

Create the following calendars:

Full-Time Work Calendar: Set working hours to 40 per week.

Part-Time Work Calendar: Set working hours to 20 per week.

Assign the correct work calendar to each resource during onboarding.

Reference and Verified Certinia PSA Documentation

PSA Work Calendars Overview.

Setting Up Work Calendars.