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問題 #24
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.)
答案:A,C
問題 #25
Where would you go to delete Actuals, Billing, and EVAs app logs?
答案:C
解題說明:
To delete Actuals, Billing, and EVAs app logs, follow these steps:
* Navigate to PSA Administration:
* Click onApp Launcherin Salesforce.
* Search for and selectPSA Administration.
* Locate the App Log Cleanup Job:
* Go toPSA Batch Processes.
* Look forApp Log Cleanup Job.
* Execute the Cleanup Job:
* Click onRun Nowto initiate the job.
* This will delete old app logs related toActuals, Billing, and EVAs.
* Schedule Automatic Cleanup (Optional):
* If frequent cleanup is required, schedule theApp Log Cleanup Jobto run periodically.
* PSA System Administration Guide
* Certinia PSA Data Dictionary and Administration Guide
References:
問題 #26
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
答案:B
解題說明:
If a usercannot see projectsin theProject Management Workspace, the most common reason is:
* User is Not a Project Manager on Any Projects:
* TheProject Management Workspaceisfilteredbased on Project Manager assignments.
* If the user isnot assigned as a Project Manager, projects willnot appearin their view.
* How to Fix This:
* Navigate toProject Records.
* Ensure the user isassigned as a Project Manager.
* Incorrect Answer Explanation:
* B. The user is missing the Project Management Workspace Permission Control # Incorrect
* Workspaceaccess is permission-based, but missing this permission would prevent access to the workspace itself,not specific projects.
* C. The user is missing the PSA - Project Manager Permission Set # Incorrect
* This permission allows project-related actions butdoes not control visibilityin the workspace.
* PSA System Administration Guide
References:
問題 #27
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?
答案:A
解題說明:
* Understanding Time Periods in PSA
* PSA requirespredefined time periodsto process timecards, utilization, and forecasting.
* If time periods are not extended into the future,forecasting and utilization calculations will stop workingbeyond the last defined time period.
* How to Extend Time Periods to 2030
* Step 1:Create a.csvfile with the appropriate time slices (years, quarters, months, weeks).
* Step 2:UseSalesforce Data Import WizardorDataloader.ioto import the records.
* Step 3:Ensure the imported time periods align with yourcompany's fiscal year.
* Step 4:Verify in PSA that new time periods are correctly set up and available for reports.
* Why Not Contact FinancialForce Support? (Option C)
* FinancialForce Support is not requiredto create time periods. This is astandard admin task that can be completed using Salesforce tools.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 87.
References:
問題 #28
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?
答案:B
解題說明:
To generate a report on aProject's Margin, Revenue, and Costs for a specific period, the best approach is:
* Use the "Project Actuals" object, as it contains real-time financial data for projects.
* Include the fields:Billings, Margin, and Total Costs.
* Group by Projectto summarize data per project.
* Filter by Time Periodto ensure reports show data for a specific timeframe.
* Option A (Using the "Project" object)is incorrect because it lacks direct financial calculations.
* Option C (Using "Backlog Detail")is incorrect because backlog relates to future revenue rather than actuals.
Thus, the correct answer isB.
References:
* PSA Sys Admin Essentials Student Guide Fall 20
問題 #29
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