Custom Settings, Configuration Groups and Config Management

Question 1

*What are two ways to control the behavior of PSA?

Answer 1

Configuration options and custom settings

Question 2

What does PSA use to process specific data elements based on individual customer requirements?

Answer 2

Configuration values

Question 3

How are configuration options organized?

Answer 3

By Groups, Options, and Values

Question 4

What does PSA use configuration values for?

Answer 4

To process specific data elements, based on individual customer requirements

Question 5

What levels does PSA track actuals at prior to billing?

Answer 5

Region, practice, group, resource, and project level

Question 6

What does the “Adjust Hours Strategy Respects Holidays” field indicate?

Answer 6

Whether the scheduling strategy respects work calendar holidays and sets hour to zero for zero hour holidays

Question 7

In what circumstances are schedule exceptions created for holidays?

Answer 7

When the “Adjust Hours Strategy Respects Holidays” field is set to true and a non-working holiday is during a weekday or a working holiday occurs on a weekday or a weekend.

Question 8

*What contains settings for column preferences across multiple UIs in PSA and for the day to use as the start of the week?

Answer 8

Common Setting Custom Setting

Question 9

How can timecard entry pages be controlled?

Answer 9

Custom or configuration settings (depending on time entry screen)

Question 10

What calculations is Week Start Date used in?

Answer 10

Utilization, Backlog, Missing Timecard

Question 11

What controls the way in which PSA handles exchange rates?

Answer 11

Currencies configuration group

Question 12

What governs the hierarchal behavior of regions, practice, groups, and projects?

Answer 12

Hierarchy Configuration Group

Question 13

*How would you add additional fields to the PSA Contact Card Lightning Component?

Answer 13

Modify the field set that you want to use to add additional fields

Question 14

*How might you be able to add additional fields to the PSA Contact Card component on the Resource Request lightning page?

Answer 14

(1) Modify the field set on the contact, (2) navigate to the Resource Request Lightning Page, (3) select the new (or updated) field set from the Custom FIelds Field Set picklist on the component

Question 15

Can you customize PSA Lightning components?

Answer 15

Yes

Question 16

What does the PSA Scheduled Actions component enable you to do?

Answer 16

Schedule Backlog Calculation, Missing Timecard calculation, Time Variance Calculation, Utilization Calculation

Question 17

*What does the PSA Administration tab enable you to do?

Answer 17

Run and schedule PSA actions (such as bath jobs) and configure PSA

Question 18

Can you add formula fields and roll-up summary fields to a field set?

Answer 18

Yes, however, you will get errors and it is not advised since they are not editable

Question 19

Can changes be made to packaged field sets?

Answer 19

Yes but any changes will be lost when the package is updated. New field sets from the package overwrites the customized one

Question 20

*How do you change columns that appear in lists?

Answer 20

Changing the field sets associated with that page

Question 21

*How do you enable Intelligent Staffing?

Answer 21

Select Include Recommended Resources Default to set the Include Recommended Resources field in the Resource Filter to True

Question 22

*Where can you find the release version of PSA that the organization is on?

Answer 22

PSA Administration Page

Question 23

*What Enables you to control when you activate specific features in your FinancialForce application?

Answer 23

Feature Console

Question 24

*When your FinancialForce application is updated to the latest version what kind of features are disabled by default?

Answer 24

Any features that might have a signification impact on your data or business proceses

Question 25

What are some steps you must follow to enable a feature?

Answer 25

(1) Add fields or buttons to page layouts, (2) update action overrides, (3) assign permission or page layouts, (3), add picklist values, (4) update context-sensitive help links or field-level help text, (5) Update custom settings, (6) display tabs that were previously hidden

Question 26

What can you update to confirm whether you have completed a step or decided to skip it?

Answer 26

Feature Console

Question 27

*What does the Feature Console tab display?

Answer 27

The features that you can enable for a particular application and release

Question 28

Does the Feature Console verify that automatic and manual tasks have been completed?

Answer 28

No, it only verifies automatic tasks

Question 29

What assignments and permissions must you have in order to use the Feature Console?

Answer 29

license for each package that relates to the features you want to enable or disable (including foundations), FDN Feature Console permission set, and Salesforce System Administration profile

Question 30

What are some examples of Core Data?

Answer 30

Region, Practice Group, Time Periods; Work Calendars, Holidays; Skills, Certifications, Picklist Values

Question 31

How many time periods are required in each org?

Answer 31

At least one called All Time Periods

Question 32

What should PSA time periods line up with?

Answer 32

The company's fiscal year

Question 33

Where do you go to set up a time period?

Answer 33

PSA Admin App

Question 34

*What is dependent on work calendars?

Answer 34

Resource Utilization Calculations

Question 35

What are holidays a related list to?

Answer 35

Work Calendars

Question 36

What custom setting do you use to control the PSA Foundations integration behavior?

Answer 36

Foundations PSA Messaging Settings

Question 37

What settings determine the relative importance of RPG and role for matching when filtering resources?

Answer 37

Resource Search Service Settings

Question 38

What offers visibility into plan, actual, utilization and forecasting data for resources?

Answer 38

Regions, Practices, Groups

Question 39

In PSA, what is a geographical entity used for financial accountability called?

Answer 39

Region

Question 40

In PSA, what is an organization entity, such as a horizontal product line called?

Answer 40

Practice

Question 41

In PSA, what is a business vertical, such as healthcare or financial services?

Answer 41

Group

Question 42

What type of objects are RPGs?

Answer 42

Analytic objects

Question 43

What provides structure for creating resource schedules and assignments, entering hours on timecards, and viewing the resulting calculations?

Answer 43

Time Periods, Work Calendars, and Holidays

Question 44

What allows you to define date ranges for which your company can report its planned, actual, utilization, and forecasting information?

Answer 44

Time Periods

Question 45

Where are time periods used to forecast and track actuals?

Answer 45

RPGs

Question 46

*What defines the default number of hours each day in the week to carry over to resource schedules when creating assignments?

Answer 46

Work Calendar

Question 47

What is the typical number of hours to be worked on a specific holiday?

Answer 47

Zero

Question 48

Where are Holidays placed?

Answer 48

Work Calendars

Question 49

*How many work calendars should you have set up?

Answer 49

There should be a work calendar for each entity in your organization that has different work weekdays, weekends, hours, or holidays

Question 50

What work calendar is used in Gantt if there is no work calendar associated with the project or no hours assigned to the days in the associated work calendar?

Answer 50

24/7

Question 51

What provides bill rates and cost rates when requesting resources?

Answer 51

Rate cards

Question 52

*_____ _____ is the maximum amount for an expense type on an expense line

Answer 52

Expense Limit

Question 53

*Do Expense Limits apply to Expense Reports, Expense Lines, or both?

Answer 53

Expense Line

Question 54

What can you apply expense rates to?

Answer 54

Expense Types and Resource Roles

Question 55

What currency are expense limits and rates, expense reports, and billable amounts displayed in?

Answer 55

The associated project's currency

Question 56

What causes an expense limit or rate to be applied to all projects in the specified RPG and those below it in the hierarchy?

Answer 56

Cascading Option

Question 57

What currency are reimbursable amounts calculated in?

Answer 57

The resource's currency

Question 58

How many levels of skills hierarchies are supported?

Answer 58

10

Question 59

How can you organize and group skills and certifications?

Answer 59

By functional or product areas

Question 60

What allows you to group skills and certifications?

Answer 60

Skill Sets

Question 61

What default permission set should be assigned to users so that they can use skill sets?

Answer 61

PSA - Manage Skills

Question 62

What can set warnings in your org based on a minimum number of resources with specific skills or certifications, average ratings, or other elements?

Answer 62

Skills Thresholds

Question 63

What page displays the number of resources, filtered by RPG, with a type of Skill/Certification, along with the High Value rating, Average Value Rating, and number of open resource requests for a particular skill or certification?

Answer 63

Skills Capacity

Question 64

Where can you add the PSA Manage Skills and Certifications component so users can view their own records?

Answer 64

Any Lightning App Page or PSA Home page

Question 65

What are an organization's trackable human assets called?

Answer 65

Resource

Question 66

What type of record is a Resource?

Answer 66

Contact

Question 67

What predefined custom page layouts are included in the PSA managed package?

Answer 67

Log a Timecard (New UI), Time Entry, Project Planner, Project Planner (PM), Resource Planner, Self-Assignment

Question 68

*What are two main areas that you will need to set up approval processes for?

Answer 68

Timecard and Expense approvals

Question 69

Which object would you need to use field sets on to determine which editable and read-only fields display on the Time Entry page when entering time against project tasks?

Answer 69

Task Time