You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
PSA allows for the creation of multiple work calendars to accommodate different regional working hours. The best approach to handle the 35-hour work week for French Resources is:
Create a separate Work Calendar specifically for France with a 35-hour work week.
Define the correct daily working hours (e.g., 7 hours per day for a standard 5-day workweek).
Include French holidays in the work calendar to ensure scheduling accuracy.
Assign the work calendar to all French resources so that utilization calculations and resource assignments reflect the correct working hours.
Option A (PSA only allows one work calendar) is incorrect because PSA supports multiple work calendars.
Option B (using a 40-hour calendar and adjusting utilization calculations manually) is incorrect because it leads to inconsistent resource utilization and planning errors.
Thus, the correct answer is C.
PSA Sys Admin Essentials Student Guide Fall 20
Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.
What is the best method to use within PSA to enable this?
Understanding Missing Timecards Notification in PSA:
PSA tracks missing timecards to ensure compliance with time entry policies.
The system can automatically notify resources who have not submitted their timecards.
Options Analysis:
Option A: 'Use the Missing Timecards Scheduled Job and Email Alert' Correct! PSA provides a scheduled job to detect missing timecards and send automated email alerts.
Option B: 'Use the Time Variance Scheduled Job and Email Alert' Incorrect! Time Variance is used to compare planned vs actual hours worked.
Option C: 'Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email' Possible, but not the best method since it requires manual intervention.
Steps to Schedule Missing Timecards Notification:
Go to PSA Administration Tab.
Find Missing Timecards Scheduled Job.
Configure the job:
Week End Date: Auto-filled.
Include Sublevels: Yes (for hierarchical reporting).
Type: Last Week (ensures past week's time compliance).
Schedule Frequency: Weekly (e.g., Monday 9 AM).
Set up an email alert template to notify employees.
Monitor missing timecards via reports.
PSA Sys Admin Essentials Student Guide.
In your organization, you always send 2 separate invoices to your customers -- one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?
To automatically generate two separate invoices---one for Timecards & Expenses and another for Misc 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 is A.
PSA Sys Admin Essentials Student Guide Fall 20
The consultants in your organization will be entering time against the project task and everyone else will enter time against the project/milestone.
Which of the following correctly identifies the steps you will need to complete?
To allow consultants to enter time against the project task, while everyone else enters time against the project/milestone, you need to:
Go to Setup Custom Settings.
Locate Time Card Entry UI Personal and click 'New'.
Create a setting specific to the Consultant profile.
Set the 'Task Time Entry Mode' to 'Calculated'.
Save and apply the changes.
Option B (Time Card Entry UI Switch custom setting) is incorrect because this setting is not used for defining time entry modes.
Option C (Time Card Entry UI Global custom setting) is incorrect because it applies organization-wide rather than for specific user profiles.
Thus, the correct answer is A.
FF-PSA-v15-Customer-Overview_1.0
Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?
To update the Milestones related list on the Project page with the most useful fields:
Go to Setup Object Manager.
Find and open the 'Project' object.
Navigate to Page Layouts and 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 is A.
PSA Sys Admin Essentials Student Guide Fall 20
Kenneth Nguyen
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