Certinia PSA-Sysadmin Exam - Topic 3 Question 56 Discussion

Configuration Groups

What are they?

Configuration Groups allow administrators to group related settings together.

Each Configuration Group contains multiple options that control how different PSA features behave.

Where to find them?

Navigate to App Launcher > Configuration Groups.

Select the relevant Configuration Group based on the feature you want to modify (e.g., Utilization, Billing, Timecards).

Example Usage:

Modifying how holidays affect utilization.

Adjusting billing event generation behavior.

Custom Settings

What are they?

Custom Settings store global or user-specific configurations for PSA.

Unlike Configuration Groups, these settings often apply across multiple objects or functions in PSA.

Where to find them?

Navigate to Setup > Custom Settings.

Look for PSA-specific settings such as 'PSA Utilization Settings' or 'PSA Timecard Settings'.

Example Usage:

Setting personalized time entry options for different teams.

Controlling data visibility and field access.

Why Not PSA Administration Page?

While PSA Administration Page provides access to reports, jobs, and utilities, most system settings reside within Configuration Groups and Custom Settings.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 58-60.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 64-67.