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.
What tools can you use to customize your workspaces?
To customize your workspaces in Certinia PSA, you can use the following tools:
Navigation Configuration Builder:
Allows you to configure the workspace navigation and define available links.
Customizes the layout and sections of workspaces.
Lightning App Builder:
Enables customization of Lightning pages, including adding/removing components.
Used to adjust the UI and layout of the workspace.
PSA Administration Tool:
Allows administrators to configure PSA-specific settings.
Used for advanced PSA configurations and settings.
These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.
PSA Sys Admin Essentials Student Guide
An Administrator can find the majority of settings for PSA in which two of the following areas? (Choose two.)
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.
Your current setup of utilization automatically subtracts PSA Holidays from the total number of hours defined in a resource's "Work Calendar." How can utilization be configured so Holidays are not automatically subtracted?
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.
Your current setup of utilization automatically subtracts PSA Holidays from the total number of hours defined in a resource's "Work Calendar." How can utilization be configured so Holidays are not automatically subtracted?
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.
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