Free Preparation Discussions
MENU
Certinia Exam PSA-Sysadmin Topic 2 Question 46 Discussion
Topic #: 2
You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards. Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?
Step-by-Step Comprehensive Detailed Explanation
Understanding the Timecard Approval Process in PSA
By default, the timecard approval process in Certinia PSA (formerly FinancialForce PSA) follows a specific hierarchy.
If the project is a billable project and the Project Manager field is filled, the Project Manager is automatically assigned as the approver for timecards.
If the Project Manager field is blank or the project is non-billable, PSA uses the resource's manager as the approver (based on the Manager field in the Salesforce User record).
How Flows Work in Assigning Approvers
If you have created a Flow to automatically assign the resource's manager as the timecard approver, it means you are trying to override the default approval process.
However, if the Assign Project Manager To Timecard Approver configuration option is enabled, PSA will still prioritize the Project Manager over the resource's manager, regardless of your Flow settings.
This would explain why submitted timecards are still being assigned to the Project Manager instead of the resource's manager.
Why the Other Options Are Incorrect
A . PSA requires that only Project Managers can approve Timecards
This is incorrect because PSA allows timecards to be approved by either the Project Manager or the Resource's Manager, depending on the project settings.
B . The process builder to assign the resource's manager is not active
While this could be a factor, the main reason is the configuration setting that forces the Project Manager to be the default approver.
Even if the Flow was working correctly, the Assign Project Manager To Timecard Approver setting would still take precedence.
How to Fix the Issue
Navigate to PSA Configuration Settings and check the Assign Project Manager To Timecard Approver setting.
If it is set to True, change it to False to allow the Flow to correctly assign the resource's manager as the approver.
Test by submitting a new timecard and verifying the assigned approver.
Reference and Verified Certinia PSA Documentation
PSA System Administration Guide: Timecard Approval Process.
FinancialForce PSA Approval Workflow: Default Approver Rules.
Charolette
10 days agoPeggie
11 days agoSylvie
13 days agoAnnita
19 days agoAdolph
20 days agoAndree
7 days agoYoko
9 days agoWillard
1 months agoLavina
18 days ago