PSA System Administrator 2023
Last Update Nov 30, 2025
Total Questions : 60
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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?
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?
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?
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?
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?
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?
Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
When setting up a Utilization calculation, what does the "Is Report Master" field mean?
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?
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?
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?
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?
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
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.)
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?
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?
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%?