Most Recent Certinia PSA-Sysadmin Exam Dumps

Actuals in PSA are the result of calculations run on transactions that occur in business records. They track incremental changes over time and include the following components:

Bookings:

Represents confirmed revenue commitments from customers.

Billings:

Revenue that has been invoiced to customers.

Revenue:

Recognized income earned from services delivered.

Costs:

Expenses incurred in delivering services (e.g., employee salaries, subcontractor fees).

Margin:

The difference between Revenue and Costs, indicating project profitability.

Certinia PSA Actuals Processing Guide

PSA Data Dictionary and System Administration Guide

When a timecard is entered into the system, a Transaction Delta record is generated. This record is essential for calculating actuals.

What is a Transaction Delta Record?

It is a record that tracks the impact of approved timecards, budgets, billable milestones, and other financial elements.

It signals which fields need to be updated in project actuals.

Process Flow in Scheduled Mode:

When a timecard is approved, the system creates a Transaction Delta record.

The Actuals Job picks up this delta record and updates actuals.

The Transaction Delta record is deleted once the update is complete.

Where to Monitor Transaction Delta Records?

Add the following related lists to the Project page layout:

Project Actuals

Transaction Log

Transaction Deltas

Troubleshooting Errors with Actuals:

If actuals are not reflecting, check for unprocessed Transaction Delta records.

Manually trigger the Actuals Calculation Job from the PSA Administration tab.

Certinia PSA Actuals Processing Guide

Certinia PSA System Administration Essentials

Understanding Skills and Certification Data Entry in PSA:

The Skills and Certification Lightning Component is used to manually enter skills and certifications for a resource.

System administrators must enable Skills and Certification Entry via Custom Settings > Permission Control Settings.

Options Analysis:

Option A: 'You do not have the required Skills and Certification Entry Permission Set assigned to the resource' Incorrect. The issue is related to custom settings, not a missing permission set.

Option B: 'You do not have the 'Allow Skills and Certification Entry' set to TRUE in the Custom Settings > Permission Control Settings' Correct! This setting must be enabled in Custom Settings for users to enter skills.

Option C: 'You do not have the 'Skills and Certification Entry' Permission Control set to TRUE' Incorrect. Permission Controls manage region- or practice-based access but do not override global settings.

Steps to Enable Skills and Certification Entry:

Navigate to Setup Custom Settings.

Locate Permission Control Settings.

Edit and enable 'Allow Skills and Certification Entry'.

Save changes and test by attempting to enter skills for a resource.

PSA Sys Admin Essentials Student Guide.

Understanding Expense Editing in PSA:

Once an expense is approved and the 'Include in Financials' field is selected, expenses are locked for modification.

However, managers can still edit expenses before a billing event is created with the correct permission control.

Options Analysis:

Option A: 'Expense Ops Edit' Correct! Grants edit access to approved expenses before they are included in billing events.

Option B: 'Expense Entry' Incorrect. This allows expense creation, not modification of approved expenses.

Option C: 'Expense Edit' Incorrect. This general permission does not override locked expense records.

Steps to Enable Expense Editing for Managers:

Go to Permission Controls in PSA Administration.

Create a new Permission Control for the manager.

Assign Expense Ops Edit permission.

Save and test the ability to edit approved expenses.

PSA Sys Admin Essentials Student Guide.

To opt in for push updates or adjust the schedule of updates for FinancialForce applications:

Go to System Administrator Workspace in the FinancialForce Community.

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

Modify settings if needed to 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 is B.

PSA Sys Admin Essentials Student Guide Fall 20