Certinia PSA-Sysadmin Exam Questions

Understanding Utilization Calculation and Holidays

The Utilization Calculation process considers various factors, including work calendars and holidays.

The default behavior is to subtract holidays from the total work hours when computing utilization. This is controlled by the Configuration Option: 'subtract-holidays-from-total-hours = true'.

If the company does not want PSA to subtract holidays automatically, this setting must be changed to false.

How to Change This Setting

Step 1: Open the App Launcher in Salesforce.

Step 2: Navigate to Configuration Groups.

Step 3: Select 'Utilization' from the list of configuration groups.

Step 4: Locate the option 'subtract holidays from total hours'.

Step 5: Set this value to false and save changes.

Why This Works?

By setting 'subtract holidays from total hours' to false, PSA will stop deducting holidays from the available hours in the resource's utilization calculation.

This is useful for companies that manage leave differently, such as through a global PTO project instead of deducting from standard hours.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 117-118.

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.