Question 1

Your organization has decided to change the default scheduling strategy to be used as a starting point
when creating an Assignment on the Project.
Which of the following tasks do you need to perform to accommodate this requirement?

Accepted Answer

B

Explanation: Certinia PSA utilizes a custom object, pseConfigurationValuec, to manage system-wide application settings and defaults. To change the default scheduling strategy for new Assignments, an administrator must locate and modify the specific Configuration Value record responsible for this setting. This record typically has a pseKeyc value such as DefaultSchedulingStrategy. By updating the pseValuec field on this record to the desired strategy (e.g., "Fixed Duration & Effort"), the administrator sets a new default for the entire organization, which will be used when creating new Assignments.

Question 2

A Resource Record is required to perform which two of the following actions? (Choose two.)

Accepted Answer

B, C

Explanation: A Resource Record in Certinia PSA is the central object representing an individual who can be scheduled for and perform work on projects. Its existence is a prerequisite for two fundamental actions: being assigned to a project as a team member and tracking actuals. Assigning a resource links them to the project's work breakdown structure, making them available for tasks. Subsequently, the resource must enter timecards and expense reports against their assigned projects to record effort and costs, which is essential for project accounting, billing, and utilization tracking.

Question 3

A Services manager has asked you to set up a unique "FF Navigation" lightning component on the
"Services Delivery Workspace" that will provide separate options to users based on which team
(business unit) they belong to.
Which two of the following actions would successfully accomplish the required setup? (Choose two.)

Accepted Answer

B, C

Explanation: The requirement is to present different navigation options within the "Services Delivery Workspace" based on a user's team. This can be accomplished using standard Salesforce Lightning App Builder functionality. One valid method (C) is to place multiple instances of the "FF Navigation" component onto a single Lightning page. Each component instance is configured with the navigation links for a specific team. Then, Component Visibility rules are applied to each instance, using user attributes like Profile, Role, or a custom field indicating their team, to ensure only the relevant component is displayed to the user. Another valid method (B) is to clone the entire Lightning page. Each cloned page would contain a single "FF Navigation" component configured for a specific team. The page variations are then assigned to different user profiles or audiences, effectively showing a different page layout to each team.

Question 4

Actuals are the result of calculations run on transactions that occur in a business record. PSA tracks
Actuals by incrementing values in specified amounts for each time period. Actuals include which of
the following?

Accepted Answer

C

Explanation: In Certinia PSA, 'Actuals' are records that store the financial results of transactions based on historical business events. They are calculated and aggregated over specific time periods. The standard set of Actuals tracked includes Bookings (value of signed contracts), Billings (value of invoices), Revenue (recognized income), Costs (incurred expenses), and Margin (the difference between revenue and costs). These components provide a comprehensive view of a project's or resource's financial performance based on what has already occurred, as opposed to what is planned or forecasted.

Question 5

A Sales Associate is unable to enter a Resource Request. They have a Resource Contact record with
the essential values populated, and the associated User record has been properly set up as well.
Which of the following steps should you take to grant the required additional permission?

Accepted Answer

B

Explanation: Certinia PSA utilizes a custom object named "Permission Control" to manage granular, application-specific permissions for users. These permissions govern functional capabilities that are not controlled by standard Salesforce profiles or permission sets. To allow a user to create or enter a Resource Request, an administrator must navigate to the user's associated Permission Control record and enable the "Resource Request Entry" checkbox. If a Permission Control record does not exist for the user, one must be created.

Question 6

A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?

Accepted Answer

A

Explanation: The Project Management Workspace (PMW) is primarily designed for project managers to view and manage the projects they are responsible for. The default view, "My Projects," filters the project list to show only those projects where the logged-in user is the value in the Project Manager lookup field on the Project record. If a user is not assigned as the Project Manager on any projects, this default view will correctly display no records, leading to the reported issue.

Question 7

You are in the process of setting up your organization's Resources and learn that Resources in France
will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?

Accepted Answer

C

Explanation: Certinia PSA is designed to accommodate diverse global work schedules by allowing the creation of multiple, distinct work calendars. The correct and most efficient method is to create a specific work calendar that accurately reflects the 35-hour work week for French employees. This calendar can then be associated directly with the relevant resource records. This approach ensures that all system calculations, including resource capacity, availability for scheduling, and utilization metrics, are precise. It also provides the flexibility to add region-specific holidays, ensuring accurate project planning and resource management for that specific group.

Question 8

As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?

Accepted Answer

B

Explanation: The most effective strategy for a system administrator to stay current with Certinia (formerly FinancialForce) PSA involves leveraging a mix of official resources. The Certinia Community is the central hub for release announcements, discussions, and documentation access. Release previews and webinars provide guided demonstrations of new functionality directly from the vendor. Official PSA documentation offers in-depth technical details for configuration and use. Finally, Certinia-specific Trailhead modules provide structured, hands-on learning paths for mastering new features and platform capabilities, which is a key part of their modern enablement strategy. This combination ensures a comprehensive and practical understanding of product updates.

Question 9

Which of the following are currently available PSA workspaces?

Accepted Answer

A

Explanation: Certinia PSA provides three primary, centralized user interfaces known as workspaces, each tailored to a specific role or function within a services organization. These are the Services Delivery Workspace, offering a high-level business overview; the Project Management Workspace, for detailed project planning and execution; and the Resource Management Workspace, for managing resource allocation, availability, and skills. These workspaces consolidate key data, metrics, and actions into a unified view to enhance efficiency and decision-making for their respective users.

Question 10

You have set up a Flow to automatically assign a resource's manager to the approver field on
Timecards. Users have reported that submitted Timecards are going to the Project Manager for
approval and not the resource's manager. Of the following, which could be a reason for this?

Accepted Answer

C

Explanation: The Certinia PSA application includes a specific configuration setting named Assign Project Manager To Timecard Approver within the Timecard Entry settings. When this checkbox is set to True, the system automatically assigns the Project Manager from the timecard's primary project as the approver. This built-in PSA configuration takes precedence over custom automation, such as the described Flow. Therefore, even though a Flow is designed to assign the resource's manager, this system-level setting overrides it, resulting in the timecard being routed to the Project Manager for approval.

Question 11

Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?

Accepted Answer

B

Explanation: The Certinia PSA System Administrator Workspace is a centralized dashboard designed to streamline administrative duties. It features a "Frequent Tasks" component that provides direct links to common system management functions. "User Management" is a fundamental responsibility for a system administrator, involving the creation, modification, and deactivation of user records and permissions. This task is explicitly included in the workspace to provide efficient access, distinguishing it from financial or CRM-related data management tasks.

Question 12

You receive a requirement to add a secondary approval for Expense Reports whenever an Expense amount exceeds the set threshold amount. How would you configure this?

Accepted Answer

C

Explanation: The standard and correct method for implementing conditional, multi-step approvals in Certinia PSA, which is built on the Salesforce platform, is by using the native Salesforce Approval Process functionality. An administrator would create a new approval process specifically for the Expense Report object. The process's entry criteria would be configured to trigger only when the expense amount field exceeds the specified threshold. Additional approval steps can then be added to the process to define the routing to a secondary approver after the initial approval, thus fulfilling the requirement.

Question 13

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?

Accepted Answer

A

Explanation: In the Salesforce platform, on which Certinia PSA is built, the display of a related list is controlled by the page layout of the parent object. In this scenario, the Project is the parent object, and the Milestone is the child object in a master-detail relationship. To change the fields (columns) shown in the Milestones related list, the administrator must edit the Project object's page layout, navigate to the Milestones related list section, and use the properties editor to add, remove, or reorder the fields.

Question 14

Your company hired its first part-time employee that needs to be set up as a Consultant in PS

Accepted Answer

B

Explanation: In Certinia PSA, a resource's utilization is calculated based on their total available hours (capacity). This capacity is defined by the Work Calendar assigned to the resource's Contact record. To ensure the utilization for a part-time employee is calculated correctly against their 20-hour work week, a new Work Calendar must be created that reflects this reduced availability. Assigning this 20-hour calendar to the consultant will correctly set the denominator in the utilization formula, leading to an accurate calculation.

Question 15

One of the Project Managers in your company has reached out to you to resolve an issue. Many of
the Timecards that were approved in the last week against projects are not reflecting back on the
Project Actuals.
You check that the Actuals Configuration Group > Calculation Mode option is set to "Scheduled".
What is the next step you should take?

Accepted Answer

A

Explanation: When the Actuals Calculation Mode is set to "Scheduled," a batch job runs periodically to calculate and update project actuals from timecards and other transactions. If this job fails, the actuals will not be updated. The Certinia PSA application is designed to capture exceptions and errors from its asynchronous processes, such as the scheduled actuals calculation, in the "Error Logs" custom object (pse.ErrorLogc). Therefore, the correct and immediate next step for a system administrator is to check these logs to diagnose the specific error preventing the updates.

Free Certinia PSA-Sysadmin Actual Exam Questions