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.
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
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
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