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Managers want to be able to edit expenses once they are marked as approved, "Include in Financials" is selected, but before the Billing Events are created. Which of the following options do you choose under the Permission Control record?
Your company wants to regularly update the current Time Period for all Region, Practices, Groups, Projects, and Resources (RPGPR). Which is the best option to meet this requirement?
Which of the following "frequent tasks" would be found in the "System Administrator Workspace"?
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?
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?
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.)
A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?
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?
Which of the following are currently available PSA workspaces?
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?
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?
What is the best way for a System Administrator to Schedule Backlog in Lightning?
Which of the following is NOT true regarding version upgrades?
Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.
What is the best method to use within PSA to enable this?
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?
In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner
Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner
All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?
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?
An Administrator can find the majority of settings for PSA in which two of the following areas? (Choose two.)