PSA-Sysadmin Certinia PSA System Administrator 2023 Free Practice Exam Questions (2025 Updated)

To delete Actuals, Billing, and EVAs app logs, follow these steps:

Navigate to PSA Administration:

Click onApp Launcherin Salesforce.

Search for and selectPSA Administration.

Locate the App Log Cleanup Job:

Go toPSA Batch Processes.

Look forApp Log Cleanup Job.

Execute the Cleanup Job:

Click onRun Nowto initiate the job.

This will delete old app logs related toActuals, Billing, and EVAs.

Schedule Automatic Cleanup (Optional):

If frequent cleanup is required, schedule theApp Log Cleanup Jobto run periodically.

PSA System Administration Guide

Certinia PSA Data Dictionary and Administration Guide

References:

To update theMilestones related liston the Project page with the most useful fields:

Go to Setup→ Object Manager.

Find and open the "Project" object.

Navigate to Page Layoutsand 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 isA.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Understanding Resource Request Permissions in PSA:

ASales Associatemust have the appropriatePermission Controlto create aResource Request.

TheResource Request Entry checkboxin Permission Control allows access​.

Options Analysis:

Option A:"Assign the Resource Request Entry Permission Set."❌Incorrect. There isno specific permission setfor Resource Request Entry.

Option B:"Create a Permission Control record and select the Resource Request Entry checkbox."✅Correct! Permission Control records managespecific functional access, including Resource Request Entry.

Option C:"Ensure the Resource Request Entry checkbox is selected on the User."❌Incorrect. TheUser record does not contain this setting; it is part ofPermission Controls.

Steps to Grant Resource Request Entry Permission:

Navigate toPSA - Admin App.

Click onPermission Controls.

Create anew Permission Controlfor the Sales Associate.

EnableResource Request Entry.

Save and verify by attempting to create aResource Request.

References:

PSA Sys Admin Essentials Student Guide​.

To change the default scheduling strategy used when creating an assignment on a project:

Navigate to Configuration Options:

Go toApp Launcherin Salesforce.

Search for and openPSA Administration.

LocateConfiguration Options.

Find the Scheduling Configuration Group:

Look for the configuration group related toScheduling.

Open theConfiguration Value recordfor Scheduling.

Adjust the Default Scheduling Strategy:

Modify theDefault Scheduling Strategyto the new preferred value.

Save changes.

Test the Configuration:

Create a new Assignment on a Project.

Verify that the newdefault scheduling strategyis applied.

PSA System Administration Guide

Certinia PSA Data Dictionary and Configuration Guide

References:

Understanding Utilization Calculation and Holidays

TheUtilization Calculationprocess considers various factors, including work calendars and holidays.

Thedefault behavioris to subtract holidays from the total work hours when computing utilization. This is controlled by theConfiguration Option:"subtract-holidays-from-total-hours = true".

If the company does not want PSA to subtract holidays automatically, this setting must be changed tofalse​.

How to Change This Setting

Step 1:Open theApp Launcherin Salesforce.

Step 2:Navigate toConfiguration 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 tofalseand save changes.

Why This Works?

By setting"subtract holidays from total hours"tofalse, 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 aglobal PTO projectinstead of deducting from standard hours.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 117-118​.

References:

If a usercannot see projectsin theProject Management Workspace, the most common reason is:

User is Not a Project Manager on Any Projects:

TheProject Management Workspaceisfilteredbased on Project Manager assignments.

If the user isnot assigned as a Project Manager, projects willnot appearin their view.

How to Fix This:

Navigate toProject Records.

Ensure the user isassigned as a Project Manager.

Incorrect Answer Explanation:

B. The user is missing the Project Management Workspace Permission Control → Incorrect

Workspaceaccess is permission-based, but missing this permission would prevent access to the workspace itself,not specific projects.

C. The user is missing the PSA - Project Manager Permission Set → Incorrect

This permission allows project-related actions butdoes not control visibilityin the workspace.

PSA System Administration Guide

References:

Understanding Missing Timecards Notification in PSA:

PSA tracksmissing timecardsto ensure compliance with time entry policies.

The system canautomatically notify resourceswho have not submitted their timecards​.

Options Analysis:

Option A:"Use the Missing Timecards Scheduled Job and Email Alert"✅Correct! PSA provides ascheduled jobto detect missing timecards and sendautomated 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, butnot the best methodsince it requires manual intervention.

Steps to Schedule Missing Timecards Notification:

Go toPSA Administration Tab.

FindMissing 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 anemail alert templateto notify employees.

Monitor missing timecards via reports.

References:

PSA Sys Admin Essentials Student Guide​.

Toopt in for push updatesoradjust the schedule of updatesfor FinancialForce applications:

Go to System Administrator Workspacein the FinancialForce Community.

Check for push upgrade schedules– FinancialForce typically pushes major releasestwice a year (Spring and Fall)and minor service packs periodically.

Modify settings if neededto control when updates are received.

Option A (PSA Administration)is incorrect because it handles system configurations but not update scheduling.

Option C (Foundations Admin App)is incorrect as it focuses on system-wide configurations, not update schedules.

Thus, the correct answer isB.

References:

PSA Sys Admin Essentials Student Guide Fall 20

Understanding Backlog Scheduling in PSA:

Backlog refers to the revenue from future scheduled assignments and milestones.

Scheduled backlogincludes revenue from scheduled assignments and milestones.

Unscheduled backlogis the total expected revenue minus actual billings and scheduled revenue​.

Options Analysis:

Option A:"On the Region, click on Calculate Backlog. Fill out the fields, and click Calculate."❌This is formanual backlog calculation, not scheduling.

Option B:"From the PSA Administration tab, click on Schedule Backlog Calculation."✅Correct! This allowsautomated backlog calculationsat regular intervals.

Option C:"From the Developer Console, run a script to Calculate Backlog."❌While possible, this isnot best practicefor system administrators.

Steps to Schedule Backlog Calculation:

OpenPSA Administration Tab.

LocateSchedule Backlog Calculation.

Set up parameters, including time period types (Month, Quarter, Year, Perpetual).

Configure the job to run automatically at a defined interval (e.g., weekly).

Validate execution via SalesforceScheduled Jobs.

References:

PSA Sys Admin Essentials Student Guide​.

The"Is Report Master"field in utilization calculation determines whether the results of the calculation are displayed on theContact (Resource) record.

Purpose of "Is Report Master":

Ifchecked, the calculated utilization values appear directly on theContact recordfor each resource.

Ifunchecked, the utilization calculation is still processed but is not displayed on the resource's profile.

Utilization Calculation Process:

Utilization is calculated usingtimecards (historical utilization)andassignments (scheduled utilization).

The system determines billable and available hours based onWork Calendarsand time-tracked activities.

Common Use Cases:

Organizations oftencheck "Is Report Master"to ensureresource utilizationis visible on Contact records for reporting purposes.

If unchecked, utilization can still be accessed via reports and dashboards butwon’t appear on the Contact record.

Certinia PSA Utilization Calculation Guide​

PSA System Administration Essentials

References:

Editing approved Timecardsin PSA is restricted by permissions. However, if noBilling Eventsare associated with the timecard, an administrator with the correct permission control can make changes.

Timecard Ops Edit Permission Control:

Allows users with this permission toedit approved timecardswhen necessary.

Ensures that financial records remainaccuratewhile allowing flexibility for adjustments.

System Administrator Profile Does NOT Automatically Grant This:

TheSystem Administrator profile alone does not provide accessto modify approved timecards.

AdditionalTimecard Ops Edit permission controlis required.

Why PSA Restricts Editing Approved Timecards:

If Billing Events have been created,Timecards are lockedto prevent financial discrepancies.

Onlyunbilledtimecards can be edited under special permissions.

PSA System Administration Guide

References:

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 ofLightning pages, including adding/removing components.

Used to adjust theUI and layoutof the workspace.

PSA Administration Tool:

Allows administrators to configure PSA-specific settings.

Used for advanced PSA configurations and settings.

These tools helptailorworkspaces to fit business needs by adding relevant data, reports, and quick access links.

PSA Sys Admin Essentials Student Guide

References:

Why is Utilization Reporting Showing Inflated Hours?

Inflated utilization hours often occur when thereport aggregates hours incorrectly.

Cause 1: Report Not Grouped by Resource (Correct - Option B)

If theResource grouping is missing, billable, calendar, and credited hours might besummed multiple times.

Solution:Edit the report and add "Resource" as a grouping field.

Cause 2: Incorrect Time Period Type Filter (Correct - Option C)

Utilization calculations are based onspecific time period types(month, quarter, year).

If a report is missing the correct filter,hours might be duplicated across different time periods.

Solution:Apply a filter for the correct "Time Period Type" (e.g., Month, Quarter, or Year).

Why Not the "End Date" Filter? (Option A Incorrect)

TheEnd Date filtercontrols the date range but does not impact hour duplication.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 113-116​.

References:

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 toPSA Administration Tab.

LocateSchedule Backlog CalculationandSchedule Utilization Calculation.

Configure the scheduling parameters (e.g., frequency, time period).

Save and monitor scheduled jobs inApex Jobsin Salesforce.

References:

PSA Sys Admin Essentials Student Guide​.

Best practice for limiting permissions in a FinancialForce Permission Set Group:

Use Muting Permission Sets:

Muting Permission Setsdisable specific permissionswithin a Permission Set Group.

Instead of modifying or duplicating a permission set,mute only the permissions you do not need.

Why This is the Best Practice:

Itavoids unnecessary duplicationof Permission Set Groups.

It providesgranular controlover permissions without affecting other users.

Incorrect Answer Explanation:

B. Clone the Permission Set Group and remove unwanted permissions → Incorrect

Cloning isnot recommendedas it createsredundantpermission sets.

C. Build your own permissions or Permission Set Groups → Incorrect

This istime-consuming and unnecessarywhenMuting Permission Setscan achieve the same result efficiently.

PSA System Administration Guide

References:

Certinia PSA providesthree primary Workspaces, designed for different user roles:

Project Management Workspace:

Provides tools forproject tracking, task management, and milestone tracking.

Ideal forProject Managers.

Resource Management Workspace:

Helps manageresource allocations, availability, and staffing.

Used byResource Managersto ensure project assignments align with capacity.

Services Delivery Workspace:

Focuses onproject execution, financial tracking, and billing integration.

Used byService Delivery teamsto monitor project performance.

These Workspaces help usersaccess critical project data quicklyand improve efficiency in managing operations.

PSA Sys Admin Essentials Student Guide

References: