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As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?
In your organization, you always send 2 separate invoices to your customers – one for Timecards & Expenses and the other for Misc Adjustment type billable records.
How could this be done automatically using FinancialForce functionality?
A Project Manager wants to generate a report on the Project's Margin, Revenue, and Costs for a specific period, and to be able to reuse it.
How do you set up this requirement in the Org?
In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?
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 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?
When a Timecard is entered into the system, a record is generated that can be used in calculating Actuals.
What is that record called?
On the Resource Request Lightning page, your team is requesting changes to the Filter panel on the right side of the page, and would like to know what configurations are possible.
Which two of the following configurations are available for the Filter panel? (Choose two.)
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?
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?
Your company hired its first part-time employee that needs to be set up as a Consultant in PSA. They will work about 20 hours a week instead of the normal 40 hours a week.
Which of the following steps should you take to ensure this consultant's utilization calculation will be calculated correctly?
What is the best practice for limiting permissions in a FinancialForce Permission Set Group?
Managers within your company are using the Resource Planner to check a resource's availability but report that they are not seeing the Availability column on the Resource Planner.
Which two of the following could be causing this issue? (Choose two.)
TESTED 18 May 2024