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.
Currently Project Managers and Resource Managers are using Gantt. You do not want your Project Managers creating assignment, resource requests or milestones from the Gantt. Which of the following custom settings should you configure to hide these buttons?
To prevent Project Managers from creating Assignments, Resource Requests, or Milestones from the Gantt, the Gantt Global Settings must be configured:
Navigate to Custom Settings Gantt Global Settings.
Modify the settings to remove the ability for Project Managers to create Assignments, Resource Requests, and Milestones from the Gantt.
Save and apply the changes.
Option A (Project Task Gantt Global Settings) is incorrect because it does not control high-level permissions for assignments and requests.
Option C (Project Task Gantt Preferences) is incorrect because it only controls user-specific preferences.
Thus, the correct answer is B.
FF-PSA-v15-Customer-Overview_1.0
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
Understanding Backlog and Utilization Calculation in PSA:
Backlog Calculation: Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.
Utilization Calculation: Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization.
Options Analysis:
Option A: 'Feature Console' Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.
Option B: 'PSA Administration' Correct! PSA Administration is used to schedule backlog and utilization calculations.
Option C: 'PSA Admin App' Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.
Steps to Schedule Backlog and Utilization Calculation:
Navigate to PSA Administration Tab.
Locate Schedule Backlog Calculation and Schedule Utilization Calculation.
Configure the scheduling parameters (e.g., frequency, time period).
Save and monitor scheduled jobs in Apex Jobs in Salesforce.
PSA Sys Admin Essentials Student Guide.
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
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