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PSA System Administrator 2023 Question and Answers

PSA System Administrator 2023

Last Update Nov 30, 2025
Total Questions : 60

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Questions 1

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?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 2

You are in the process of migrating historical Skills and Certification information from your company's legacy system into FinancialForce PSA. Since the historical data volume is relatively low, you have decided to migrate the data manually and not use the Data Loader tool.

Using the Manager Skills and Certification lightning component, you first select the internal resource's name for whom you want to capture the "Skills and Certification" ratings. However, you notice you do not have the option to "Add" new skills and Certification for that resource on the screen. You are one of the Salesforce/PSA System Administrators for your company and have the System Administrator profile.

Of the following, which one could explain why you are unable to migrate skills data for that resource?

Options:

A.  

You do not have the required Skills and Certification Entry Permission Set assigned to the resource

B.  

You do not have the "Allow Skills and Certification Entry" set to TRUE in the Custom Settings > Permission Control Settings

C.  

You do not have the "Skills and Certification Entry" Permission Control set to TRUE

Discussion 0
Questions 3

Where would you go to opt in for push updates, or to update the schedule of when an update will be pushed for FinancialForce applications?

Options:

A.  

PSA Administration

B.  

System Administrator Workspace

C.  

Foundations Admin Agg

Discussion 0
Questions 4

Your company has both full time and part time resources. From a Human Resources perspective, part time resources can work any number of hours per week. From a Resource Planning perspective, management has agreed that part time workers can be estimated at 20 hours per week.

Based on this information, how many work calendars should be created?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 5

The consultants in your organization will be entering time against the project task and everyone else will enter time against the project/milestone.

Which of the following correctly identifies the steps you will need to complete?

Options:

A.  

Navigate to Time Card Entry Ul Personal custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"

B.  

Navigate to Time Card Entry Ul Switch custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"

C.  

Navigate to Time Card Entry Ul Global custom setting, click "New" and create a setting for your Consultant profile and then change the 'Task Time Entry Mode" to "Calculated"

Discussion 0
Questions 6

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?

Options:

A.  

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.

B.  

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.

C.  

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

Discussion 0
Questions 7

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

Options:

A.  

Transaction Reconciliation

B.  

User Management

C.  

Manage Accounts

Discussion 0
Questions 8

What is the best practice for limiting permissions in a FinancialForce Permission Set Group?

Options:

A.  

Create a Muting Permission Set and add it to the Group

B.  

Clone the Permission Set Group and remove unwanted permissions

C.  

Build your own permissions or Permission Set Groups

Discussion 0
Questions 9

When setting up a Utilization calculation, what does the "Is Report Master" field mean?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 10

You have received a requirement to add the "Gantt" button to the Project page layout. Dynamic Forms are not in use. How would you configure this change?

Options:

A.  

Go to Setup > Custom Settings > Page Preferences > navigate to the "Display Buttons" setting > input "AH" to display all available buttons on the page

B.  

Go to Setup > Object Manager > Project > Lightning Record Pages > select the assigned lightning page > Edit the page > navigate to the "Buttons" component > drag the "Gantt" button onto the page

C.  

Go to Setup > Object Manager > Project > page layouts > open the assigned page layout > navigate to the "Mobile & Lightning Actions" menu > drag the "Gantt" button onto the page

Discussion 0
Questions 11

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?

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 12

In your company, you are responsible for reviewing/maintaining Workspaces. You need to adjust the Default FinancialForce Navigation in the Service Delivery Workspace. You know you need to use the "Navigation Configuration Builder" screen, but you do not see this option available in the "App Launcher".

Which of the following is a possible reason?

Options:

A.  

You need to have "System Administrator" Permission Control record assigned

B.  

You do not have the "FF Configuration Builder" Permission Set assigned

C.  

You need to have the "Configuration Builder Menu" setting set to "TRUE" on the SalesForce User setup screen

Discussion 0
Questions 13

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?

Options:

A.  

Go to App Launcher > navigate to "PSA Administration" > select "Schedule Utilization" > Navigate to the Information section > set "subtract holidays from total hours" to false

B.  

Go to Ag£ Launcher > navigate to "Configuration Groups" > select "Utilization" > select "subtract holidays from total hours" > set to false

C.  

Go to Ag£ Launcher > navigate to "Utilization Calculation" > select the calculation you want modified > set "subtract holidays from total hours" to false

Discussion 0
Questions 14

Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?

Options:

A.  

Go to FF Community, download the package, and install it

B.  

Call your FF Account Executive

C.  

Create a Support ticket

Discussion 0
Questions 15

A user has reported that their Utilization Report doesn't have data for the last few weeks.

Which two of the following are possible causes of this issue? (Choose two.)

Options:

A.  

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

B.  

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

C.  

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

Discussion 0
Questions 16

Project Managers would like to display several fields prominently on the Project Lightning Page. Which PSA Lightning Component could you use to meet this need?

Options:

A.  

FF Field Overview

B.  

FF Highlights

C.  

FF PSA Field Summary

Discussion 0
Questions 17

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?

Options:

A.  

Bookings. Budgets. Revenue. Costs. Margin

B.  

Bookings, Billings. Forecasts. Costs. Margin

C.  

Bookings Billings Revenue Costs Margin

Discussion 0
Questions 18

A manager was looking at utilization for a resource for the last two months. The resource was identified as 80% utilized for each month, but the subtotal section showed 160% for the user for that same two month period.

How can the report be fixed to show 80% instead of 160%?

Options:

A.  

Adjust the Resource's work calendar to 40 hours and refresh the report

B.  

Create a Summary Level formula so the subtotal is calculated and not summed

C.  

Set the "Utilization" setting for Target Utilization Approach to "Weighted"

Discussion 0