Certinia PSA-Sysadmin Dumps

Calculated utilization value from this job gets surfaced on the Contact record

In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job

Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"

As PSA only allows one work calendar, it is best to implement a 40-hour work calendar and then create a validation rule to only allow 35 hours a week.

As the Work Calendar mostly impacts Utilization, set them up with a 40-work calendar, and then include the 35-hour hour work week in your utilization calculations.

Create a separate 35-hour work calendar and associate it to the French Resources, including any specific French Holidays.

Feature Console

PSA Administration

PSA Admin App

Navigate to "Error Logs", and check the details of the error in the "Message" field for each error log record

Navigate to "Logs", and check the details of the error in the "Message" field.for each log record

Navigate to "Ag£ Logs", and check the details of the error in the "Message" field for each agg log record

There is an issue with "Time Periods" for the relevant date range (for example, duplicate Time Periods]

The "Utilization Calculation" scheduled job has an error and stopped running properly

The "Estimates vs Actuals" scheduled job has an error and stopped running properly

Go to the active Approval Process for Timecards and add a field update to update the new date field upon Initial Submission

Create a Workflow Rule when a Timecard Status changes to Submitted to update the new date field

Go to the FinancialForce Flow for Timecards and add a "Get Records" element to update the new date field when Timecards are submitted

The user is not identified as the Project Manager on any projects

The user is missing the Project Management Workspace Permission Control

The user is missing the PSA - Project Manager Permission Set

Expense Ops Edit

Expense Entry

Expense Edit

Configuration Groups

Custom Settings

PSA Administration Page

PSA Administration

System Administrator Workspace

Backlog Details

PSA Administration page > PSA Batch Processes > App Loq Cleanup Job

Foundations Set Up > Scheduled Jobs > Agp_ Log Cleanup Job

Set Up > Scheduled Jobs > Agg Log Cleanup Job

Set up an Expense Limit that will limit the expense based on the Expense Type on the Expense Limit record at the global region level.

Set up an Expense Limit that will limit the expense based on the Expense Type on the RPG record.

Set up an Expense Limit that will limit the expense based on the Expense Type on the Resource Record.

Go to Setup > Custom Settings > Expense Settings > edit the "Secondary Approval" setting

Go to Setup > Object Manager > Expense Reports > Lightning Page > Edit the "Approval Process" Component to add an Approval Step

Go to Setup > Approval Processes > Expense Reports > Create a new Approval Process with Entry Criteria for the Expense Amount

One full time work calendar, and one work calendar for each unique part time contract

One full time work calendar, and one part time work calendar

One full time work calendar, one part time work calendar, and one generic flexible work calendar

It allows users to create a timecard for themselves

It allows users to create a timecard on behalf of another

It allows users to create a timecard for specific projects

Use the Missing Timecards Scheduled Job and Email Alert

Use the Time Variance Scheduled Job and Email Alert

Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email

You would set the "separateMiscellaneousAdiustments" Configuration Option to 'True", so that "Timecards & Expenses" and "Misc Adjustments" are included in two separate Billing events.

In the first Billing cycle, the Billing team would deselect the "Include Misc Adjustment" checkbox, to exclude those records from the Billing Event. In the second Billing cycle, they would be required to select "Include Misc Adjustment" and deselect "Include Timecards and Expenses", resulting in two separate Billing Events.

You would set the "Include Misc Adjustments" settings in the "Billing" custom settings to "False", so those are included in a separate Billing Event from Timecards & Expenses.

PSA Administration

System Administrator Workspace

Foundations Admin Agg