Certinia PSA-Sysadmin - PSA System Administrator 2023

To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:

Navigate to Approval Processes:

Go toSetupin Salesforce.

EnterApproval Processesin the Quick Find box.

SelectApproval Processesunder Process Automation.

Create a New Approval Process for Expense Reports:

ClickNew Approval Processand selectUse Standard Setup Wizard.

SelectExpense Reportas the object.

Enter aProcess NameandUnique Name.

Set Entry Criteria for High-Value Expense Reports:

Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.

Example:Expense Amount > 1000.

Define the Approval Steps:

Step 1: Assign thePrimary Approval(e.g., Line Manager).

Step 2: Create a conditional approval step for theSecondary Approval.

Set entry criteria: Expense Amount > 1000.

Assign approver (e.g., Finance Manager or CFO).

Ensure that this step only triggers when the condition is met.

Activate the Approval Process:

ClickActivateto apply the approval workflow.

FinancialForce PSA System Administration Guide

PSA Approval Processes Configuration Documentation

References:

How to Add the "Gantt" Button

Step 1:Navigate toSetupin Salesforce.

Step 2:Go toObject Managerand selectProject.

Step 3:OpenPage Layoutsand select the active page layout.

Step 4:Find the"Mobile & Lightning Actions"menu.

Step 5:Drag and drop the"Gantt"button onto the layout.

Step 6:Save and verify the changes in the Project record.

Why Not Other Options?

Option A:Custom Settings (Page Preferences)does not control button visibility.

Option B:Lightning Record Pages requireDynamic Forms, which arenot in usein this scenario.

FF-PSA v15 Customer Overview.pdf, Page 6​.

References:

To automaticallygenerate two separate invoices—one forTimecards & Expensesand another forMisc 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 isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Toupdate Resource Roles in PSA, you need to modify thepicklists of two objects:

Contact Object– This contains the primary Resource Role field, which determines a resource's default role.

Assignment Object– This ensures that resource role updates apply to assignments where resources are staffed.

Option B (Work Calendars)is incorrect because Work Calendars define availability, not Resource Roles.

Thus, the correct answers areA and C.

References:

PSA Sys Admin Essentials Student Guide Fall 20

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click onApp Launcherin Salesforce.

Search for and selectPSA Administration.

Locate the App Log Cleanup Job:

Go toPSA Batch Processes.

Look forApp Log Cleanup Job.

Execute the Cleanup Job:

Click onRun Nowto initiate the job.

This will delete old app logs related toActuals, Billing, and EVAs.

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule theApp Log Cleanup Jobto run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide

References:

When Miscellaneous Adjustments records are not picked up in theBilling 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'sEffective Datemust fall within thetime period specifiedin the Billing Event Generation process. If the date is outside this range, the record will be excluded from the billing event.

Transaction Category Mapping:TheTransaction Categoryon the Miscellaneous Adjustments record must be included in theBillingCategories 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 isA and C.

References:

PSA Sys Admin Essentials Student Guide Fall 20​

FF-PSA-v15-Customer-Overview_1.0

Best practice for limiting permissions in a FinancialForce Permission Set Group:

Use Muting Permission Sets:

Muting Permission Setsdisable specific permissionswithin a Permission Set Group.

Instead of modifying or duplicating a permission set,mute only the permissions you do not need.

Why This is the Best Practice:

Itavoids unnecessary duplicationof Permission Set Groups.

It providesgranular controlover permissions without affecting other users.

Incorrect Answer Explanation:

B. Clone the Permission Set Group and remove unwanted permissions → Incorrect

Cloning isnot recommendedas it createsredundantpermission sets.

C. Build your own permissions or Permission Set Groups → Incorrect

This istime-consuming and unnecessarywhenMuting Permission Setscan achieve the same result efficiently.

PSA System Administration Guide

References:

To update theMilestones related liston the Project page with the most useful fields:

Go to Setup→ Object Manager.

Find and open the "Project" object.

Navigate to Page Layoutsand select the active layout.

Scroll to the "Milestones" related list.

Modify the fields displayed(e.g., Target Date, Amount, Status, etc.).

Save the changes and refresh the page.

Option B (Updating the Milestone Page Layout instead of Project Page Layout)is incorrect because the Milestone object does not control related lists on the Project page.

Option C (Updating the Project Field Set on the Milestone object)is incorrect because field sets control default field visibility, not related lists.

Thus, the correct answer isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20

If youcannot see the "Navigation Configuration Builder"in theApp Launcher, possible reasons include:

Missing Permission Set:

You must have the"FF Configuration Builder"permission set assigned to your user profile.

Without this, theNavigation Configuration Builderwill not be accessible.

How to Assign the Permission Set:

Navigate toSetup > Users > Permission Sets.

LocateFF Configuration Builderand assign it to your user profile.

Other Possible Causes:

If permissions are correct but it's still missing, checkuser roles and profilesto ensure proper access.

Ensure that theConfiguration Builder featureis enabled in PSA settings.

PSA Sys Admin Essentials Student Guide

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